Looking to update your employees' time off balances? You're in the right place!
This article is for users who have already created their time off policies, enrolled their team members, and ensured that everyone's start date is correct.
If you've done all of that, here are two easy option to backdate time off:
1. Adjust balances to reflect time taken off thus far for the year
Navigate to Time Off > Summary and manually adjust available balances for individual employees based on time off taken thus far this year. While this doesn't provide a paper trail of time off taken, it's a quick and simple way to accurately update your team's balances.
2. Create backdated requests
Navigate to Time Off > Pending Requests > Record Time Off. From here, you can select the employee you'd like to create the request on behalf of. The request will be automatically approved as soon as you submit the request. The best part about this option is maintaining accurate records for time off and keeping all your employee info in one spot. This is also a good place to manually input upcoming time off requests.
Now, sit back and relax. The time off module makes it easy for employees to manage their requests. Speaking of, isn't it time you booked a vacation? :)