Set Expiry Dates for Time off Adjustments

Modified on Tue, 25 Feb at 12:55 PM

Last Updated: February 05, 2024

 

Overview:

Do you have time off adjustments that employee can only take for a limited time? Expiry dates for these adjustments is now possible! You can do this individually per profile, or in bulk.

 

Setting Expiry Dates per Profile:

  • Go to the Employee Profile > Time off tab > Select the Time off type to be adjusted under Time off balances.


  • Click Adjust balance > Fill up the details in the pop-up that appears.


  • Don't forget to fill-up the Expiry Date field if needed for the adjustment.
  • Click Confirm. 
  • The adjusted balance should now appear in the Adjustment line item in the Timeoff type.
    • When you click View time off balance history, you should see the manual adjustment, along with the expiry date.


Setting Expiry Dates in Bulk:

  • Go to Timeoff > Manage > New Adjustment.


  • Fill-in the details of the time off to be adjusted in the pop-up that appears accordingly.


  • Don't forget to fill-up the Expiry Date field if needed for the adjustment.
  • Select the employees to apply the adjustment to in the Selected employees section.
  • Click Confirm.
  • The adjusted balance should now appear in the Adjustment line item in the time off type of the selected employee/s.
    • When you click View time off balance history, you should see the manual adjustment, along with the expiry date.

 

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