Want to make a change to a single employees balance? maybe an employee worked an extra day and you want to give it back to them in vacation time? Here is how you can add or take away days from an employees time off balance.
The first step is to navigate to the summary tab of your time off section. This will show you summary of all your employees time off. To make a manual adjustment. Click the -/+ box to the far right of the employee.
Note: Make sure that you are viewing the correct time off type. The time off type that you are making the adjustment for will be displayed in the upper right corner of the box. To change the type, click on it the drop down and select the correct type from the menu that appears.
Making the adjustment
Once you select the -/+ button, a pop up will appear. This is where you will input the number of days you want to add, or subtract. You can do this by typing, or clicking the arrows within the field, to the right. You can see what days will display in the employees balance by looking at the available value below the adjustment box.
Be sure to also leave a note about why the adjustment is being made! This makes it easier to understand when coming back in the future.
You're all done!
Once the balance is filled out and you have left a note, click the save button. This will automatically add or subtract the adjustment from the employees time off. You can then see the adjustment in the transactions section of the employees time off tab.
If you have any trouble making a manual adjustment, please reach out to our support team at Support@collage.co or through the live chat on the bottom right corner of your page.