How to add a manual adjustment to an account

Example from test system:  Frances Fillon

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Frances Fillon works in our office.

She has 20 days Annual Leave.

She carried over 1 day.

She currently has no Manual Adjustments.

She has taken 11 holidays to date.

She has booked 3 holidays in advance.

Her Balance is 7 days ((20+1)- 11 – 3)=7

 

 

NOTE : No manual adjustments are listed (Time off – My time off – scroll down)

Select the Add Adjustment button and fill in all required details.

In this example we are adding on 0.5 days Annual Leave to Frances’s account.

 

Note the differences in Frances details now.

She has 20 days Annual Leave.

She carried over 1 days.

She has 0.5 Manual Adjustments.

She has taken 11 holidays to date.

She has booked 3 holidays in advance.

Her Balance is 7.5 days ((20+1+0.5)- 11 – 3) = 7.5

 

Note the Manual adjustment listed in Frances’s Time off, details under Manual Adjustments.

Our next example we are taking 3 days Annual Leave from Frances’s account.

You can see both manual adjustments listed for Frances.

Time off from the black ribbon, my time off automatically highlighted scroll down.

 

 

Note the differences in Frances details now.

She has 20 days Annual Leave.

She carried over 1 days.

She has two Manual Adjustments (0.5 and -3) – total of -2.5

She has taken 11 holidays to date.

She has booked 3 holidays in advance.

Her Balance is 7.5 days ((20+1+(-2.5))- 11 – 3) = 4.5

 

How to add a manual adjustment to an account was last modified: February 23rd, 2017 by Brian McDowell

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