Adjust Leave Balances

The Adjust Leave Balances option is accessed from within the Employee File in Payroll and Human Resources (and Negotiations, if applicable).  The Adjust Leave Balances option is used to change the balances and/or other fields of information, such as the Units Per Pay Period, Maximum Balance, or Carry Over Maximum, for a particular leave for selected employees.  With the Adjust Leave Balances option, a group of employees can be given additional units of leave for the current year or new year, the previous year's ending balance can be carried forward as the beginning balance to a new year, units of leave can be taken away for a current year, leaves can be rolled into a different leave, and/or a leave year can be deleted, if needed.

Steps to Adjust Leave Balances

Note:  The leave for the new year for just one employee can also be created directly on the Leaves screen in the Employee File, if desired.

Steps to Create a New Year for a Leave for One Employee