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How to adjust an employee's time off balance in payroll

Available for the following plans: Standard, Premium, Platinum, Unlimited
Available for the following user access levels: Admin

You can manually adjust an employee's leave balance directly within a Pay Run. This feature is used to add or remove leave accruals to ensure employee time off entitlements are accurate. You can specify the leave category, the value of the adjustment, and add supporting notes.

Getting started

How to adjust an employee's leave balance in payroll

Follow these steps to add a manual leave adjustment to an employee's record for a specific pay period.

  1. In Employment Hero go to Pay > Run Payroll.
  2. Click on the specific Pay Run you wish to edit.
  3. Click on the Employee's Name who requires the adjustment.
  4. Click the Actions button located next to their name.
  5. Select Adjust Leave Balances.
  6. Locate the Leave Adjustments section at the bottom of the page.
  7. Complete the required fields:
    1. Leave Category: Select the type of leave from the dropdown menu.
    2. Notes: Add details explaining why the adjustment is being made.
    3. Amount: Input the adjustment amount. To deduct from the balance, use a negative sign before the number (e.g., enter -25.00 to remove $25.00).
  8. Click Save.

Maintain

Remove an adjusted leave balance in payroll

Follow these steps if you have added an adjustment in error and need to delete it from the pay run.

  1. In Employment Hero go to Pay > Run Payroll.
  2. Click on the specific Pay Run.
  3. Click on the Employee's Name with the adjustment you wish to remove.
  4. Click the Actions button.
  5. Select Adjust Leave Balances.
  6. Scroll to the Leave Adjustments section.
  7. Click the Trash Can icon next to the specific entry to delete it.
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