Skip to content

Leave Balance (admin/manager) ​

This article covers: the window on this screen.

Before you start ​

  • Access. You need access to Leave Management > Leave Balance. If you do not see it in the menu, ask your administrator for the role that covers this area.

Steps ​

  1. Open Leave Management > Leave Balance.
  2. Select the record, or the button that adds a new one.
  3. In the window Adjust Balance fill in the fields below.
FieldWhat it means and what to enter
Adjustment TypeChoose one: Credit, Debit.
Adjustment AmountFor example: 0.
ReasonSay why. The text is kept with the record and shown to whoever reads or approves it.
Reference CodeA short, unique code that identifies the record.
  1. Select Submit.

The window closes and the table shows the result.

If something does not work ​

  • The button "the button" is missing. You do not have the permission, or the page is not in your menu. See Access above.
  • A list in the window is empty. The records it picks from do not exist yet.
  • The window will not close or shows a message. Read the message: it names the field that is missing or not allowed.