Balances for accruable pay types (Pay Categories) are accessed from the Employee Data page in the Timecard section of the portal. Occasionally, it is necessary to enter a manual adjustment(s) for a balance(s). Reasons for adjusting manually may include: a reporting error for a Pay Period that has ended (e.g., an employee scheduled time off and then worked that day without canceling the Leave Request), or the employee being granted additional hours of leave.

This article explains how to adjust an employee's balance(s) of accrued hours.

1) Click Timecard in the top navigation menu and then select Employee Data on the left navigation menu.

2) Locate the profile for the employee whose balances you want to adjust.

3) Click PTO.

4) Click PTO Adjustments.

5) PTO Adjustment Details window will appear.
6) Click the calendar icon to select an Adjustment Date. Adjustment date is the date on which the balance will be recalculated according to the adjustment entered.
7) Use the Type dropdown menu to select the leave type to which you want to make the adjustment.
8) Enter how many hours you want to add or subtract from the employee's balance for the selected leave type. To subtract hours, enter "-" before the number.

9) In the Remarks field, type the reason for the adjustment.

10) Click the Save button.

A message will display near the top of the Adjustment Details window that the PTO Adjustment saved successfully.

A record of the adjustment will be added to the list of all previous PTO Adjustments made for the selected employee. Entries with the most recent Adjustment Date will appear at the top of the list.

Click the X button to exit the PTO Adjustment Details window.