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How to adjust a Holiday Balance

How to add adjustments to an accrual balance

Sean McTiernan avatar
Written by Sean McTiernan
Updated over a year ago

In this article you will learn:

  • How to Adjust a Time Off Balance

  • How to Delete Adjustments

How to Adjust Time Off Balance

  1. Go to 'Employees'

  2. Go to the profile of the employee you need to make an adjustment on

  3. Go to 'Time Off' tab

  4. Select 'Adjust Balance'

5. Add/Subtract the number of hours you enter

6. Give a reason for Adjustment, e.g Balance carried from previous year
7. Select the date you want to add an adjustment to. Please note the balance will be affected immediately

8. Press 'Save'

How to Delete Adjustments

  1. Sign into bizimply.com

  2. Go to 'Employees' tab

  3. Go to the profile of the employee you need to delete an adjustment from

  4. Go to 'Time Off' tab

  5. Click the checkbox beside the adjustment you wish to delete

  6. Click the small blue triangle as highlighted in the image above

  7. A dropdown will appear, click the 'Delete Selected' from the dropdown

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