An accrual entry allows you to add or subtract from your employees time off balance. The entry will only be applied once.

Time Off Accrual Entry - Single Employee

  1. To use an accrual entry, you'll first want to an employees profile which you can do by selecting Employees in the top navigation.
  2. On the Employee page, select "View" next to the employee's name whose time off you need to adjust.
  3. Once on the employees profile, select "Time Off" from the left hand side menu:

4. At the "Time Off" section click the +Add Time Off Accrual Entry Button:

5. You will now be able to select the "Time Off Type" you'd like to adjust, the date of the entry, how many hours to add or subtract and can add a note. The note will show up in the employees time off history. 

Please Note: If you're wanting to subtract from an employees time off balance, you will need to use a negative number. For example, if you want to remove 8 hours, you'll need to enter -8.

You can also use the Time Off Calendar to enter time off as opposed to subtracting a balance.

Time Off Accrual Entry - Multiple Employees

  1. If you need to adjust the time off balance for multiple employees at once, you can do this by visiting Settings --> Time Off.
  2. On the Time Off Settings Page select the "Manage Time Off Accrual Rules" button:

3. On the TIme Off Accrual Rules page select the "+Add a New Time Off Accrual Entry" button:

4. You will need to select the Time Off Type, enter the Entry Date, enter the hours to add or subtract, and can add a note if needed. You will also need to select which employees the accrual entry should apply to.

Please Note: If you're wanting to subtract from an employees time off balance, you will need to use a negative number. For example, if you want to remove 8 hours, you'll need to enter -8.

You can also use the Time Off Calendar to enter time off as opposed to subtracting a balance.


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