Available for the following EmploymentOS plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR classic plans: Standard, Premium, Platinum
Available for the following user access levels: Admin
If you have admin permissions, you are able to customize your manager's custom security settings to edit an employee's time off balance.
Getting Started
Step 1: Allow managers to edit time off balances by creating a custom security group
Important
A user with admin permission settings will need to complete this step.
- Log into Employment Hero.
- Click on the Settings option.
- Click on Security & Access Control.
- Click on Permissions
- Click on Add Permission to access the option Create Security Group.
- Click on the New Security Group button.
- Fill out the following details for you new security group:
- Group name
- Description (optional)
- Set permission for (optional).
- Click on the Reporting Employees tab.
- Scroll down to Time off Balances.
- Check Modify.
- Click on Create.
Step 2: Manager edits a time off balance
Important
The manager you have just given time off access to will need to complete this section.
- Log into Employment Hero.
- Click on the People option.
- Select the employee whose time off balance you wish to edit.
- Click on Time off Details.
- Click on Adjust Balance.
- Enter your new balance.
- Enter the adjustment reason.
- Click Adjust.
Explore related content
- How do I adjust time off balances? The adjust balances feature lets you update employee time off balances when required.