How To Perform A Vacation Balance Adjustment

Danielle

Updated September 29, 2022 16:36

Goal

How to adjust an employees vacation balance
How to use the preset Vacation Balance Adjustment
How to add funds to an employees vacation balance
How to remove funds from an employees vacation balance

Environment:

Push Web App

Process:

Vacation Balance Adjustment in an Upcoming Payroll:

Click the Payroll tab
Click Earnings/Deductions on the left hand navigation bar
Under the Preset dropdown menu, select Vacation Balance Adjustment
Under the Frequency dropdown menu, select One Time
For the Date, select the upcoming or future payroll run
Next, under the Employee Information Box select the name of the Employee
Enter a negative amount if you wish to deduct from the employees vacation balance or enter a positive amount if you wish to add to the employees vacation balance
If you have other employees to add for the same preset, click Add Row
Once complete, click Add Earnings/Deductions to submit the Vacation Balance Adjustment

Vacation Balance Adjustment in an Off Run:

Click the Payroll tab.
On the left-hand side, click Run-Off Run
Click Add A New Off Run.
Select the Start Date, End Date, and Pay Date.
From the Employees List, select the specific employee(s) by checking the box to the left of the employee's name.
Once done, click Add Off Run at the bottom of the page.
The page will refresh, on the right-hand side, look for the Employees Column and click the Coin Stack
Under the Preset dropdown menu, select Vacation Balance Adjustment
The Frequency auto-populates to One Time and the Date auto-populates to the date selected
In the Employee Information: Earnings/Deductions, the Employee's name and Position is auto-populated
Enter a negative amount if you wish to deduct from the employees vacation balance or enter a positive amount if you wish to add to the employees vacation balance
Once complete, click Add Earnings/Deductions to submit the Vacation Balance Adjustment
The page will refresh, repeat steps 8-13 if you need to add in other Presets for the same employee
Once completely finished, scroll to the top and on the left hand Navigation bar, click Run Off Run
If there are other employees in the Off Run, click the Coin Stack icon that corresponds with the next employee and repeat steps 8-13
Under Actions, click the Play Button icon that corresponds with the current Off Run.
Click View/Approve Pay Run to review the Off-Run, if it looks good, click Approve Payroll

Additional Information

To adjust a vacation balance in the system in an upcoming payroll, you can use the Vacation Balance Adjustment preset in the Earnings and Deductions section.

To adjust a vacation balance in the system immediately, you can use the Vacation Balance Adjustment preset in an Off Run.

Example: If you wish to deduct $500 from an employees vacation balance of $1000, you would input -500 under Amount.
Example: If you wish to add $500 to an employees vacation balance of $1000, you would input 500 under Amount.

If your account has Balances Setup with Leave Management, please follow the steps above but use the Preset that is attached to the specific balance (i.e. Sick Day Adjustment).

Please note, that only Super Administrators and Team Administrators with permissions to Run Payroll or Set up Earnings and Deductions will be able to adjust a vacation balance.

Related to

Run Payroll