Page Comparison

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1. On the left side of the screen, click the plus sign Image Removedarrow Image Added to expand the Organization menu.
2. Click on Employee
3. Find the employee you want by either:
   1. Entering either their first or last name in the search box at the top next to the magnifying glass and press enter on your keyboardfilter icon.
   2. Entering search criteria in the Filter on the right-hand side of the screen and click on Apply.
4. Click on the employee record and click on the Leave Balance tab.
5. You can filter based on the following fields in the Leave Balance tab.
   1. Time Code Group: A drop-down menu with all the leave time codes that are tracking balances will be available to chose choose from in the drop-down menu.
   2. Locked: Select from Yes or No.
      1. If locked status is Yes, this means that the period in which the balance is in, can no longer be adjusted.
      2. If locked status is No, this means the leave balance can be adjusted for the period.
   3. Start Date From: Select the period start date you would like to filter from.
   4. End Date To: Select the period start date you would like to filter up to.
6. Click on Apply to view your results.

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Select the timesheet period balance line to adjust. A window pane windowpane on the right will open to allow edits to the line

1. Enter the number of hours in the Adjust Balance field. Positive if adding and negative if subtracting from the ending balance. The number of hours specified in this field will be added to or subtracted from the Ending Balance
2. Enter the required notes in the Notes field
3. Click Save  Save to save  save the changes

Click on the ending balance value (link) to generate a Leave Balance Report 

Click on Report → Leave Balance link Balance Audit to generate the audit report of the manual adjustments made in the employee balance table.

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