Overview: The Time Off Accrual Entry can be used to manually adjust an employee's time off balance—whether you need to make corrections, front-load annual time off for the year, or enter pre-existing time off balances before using Buddy Punch. The Time Off Accrual Entry option can only be used from our website.
Important: To see the Time Off Accrual Entry option, you first need to have your time off earning codes set up and included in accruals. This article explains that process: Enable Time Off & Accruals
Instructions:
Add Time Off Accrual Entry (Single Employee)
1. After enabling time off and accruals, you can add a time off accrual entry to a single employee by choosing Employees in the top navigation:
2. And then View next to the name of an employee:
3. In the employee's profile, select Time Off from the left-hand menu, and once at that section click + Add Time Off Accrual Entry:
4. Alternatively, you can click View next to a specific time off type:
5. And use the + Add Time Off Accrual Entry option found at the top of that page:
6. Both options will get you to the same Add a Time Off Accrual Entry page where you can then specify the:
Time Off Type
Date of the Accrual Entry
Hours to Add or Subtract (Hint: Use a negative number to deduct a balance)
And a Note if needed:
7. Click Save once done.
Add a Time Off Accrual Entry (Multiple Employees)
1. After enabling time off and accruals, you can add a time off accrual entry to multiple employees at once by choosing Settings in the top navigation followed by Time Off:
2. Click Accrual Rules in the left-hand menu and once at that section, click the + Add a New Time Off Accrual Entry option:
3. You'll be taken to the Add a Time Off Accrual Entry page where you can specify the:
Time Off Type
Date of the Accrual Entry
Hours to Add or Subtract (Hint: Use a negative number to deduct a balance)
And a Note if needed
And Apply to All or Select Employees
4. Click Save once done.
View a Time Off Accrual Entry
1. To view a time off accrual entry, start by clicking Employees in the top navigation:
2. And then View next to the name of an employee:
3. When in their profile click Time Off in the left-hand menu. At that section, click View next to the name of the time off type where the accrual was added that you want to view:
4. There you'll find a history of any manual adjustments done using the Time Off Accrual Entry along with any automatic accruals:
Delete a Time Off Accrual Entry
1. To delete a time off accrual entry, start by clicking Employees in the top navigation:
2. And then View next to the name of an employee:
3. When in their profile click Time Off in the left-hand menu. At that section, click View next to the name of the time off type where the accrual was added that you want to delete:
4. Here you'll find a history of both automatic and manual accruals which can be deleted by clicking the Red Trash Can icon to the far right of the accrual:
5. You'll receive a pop-up warning stating that the Deleted data cannot be recovered.
You can finalize the process by clicking Yes, I understand or back out of the process by clicking Cancel:
Important: Although the data cannot be recovered once deleted, it will be available in the Deleted Time Report for audit purposes.
FAQ
Q: Can I delete a Time Off Accrual Entry?
A: Yes, you'll find the delete option to the far right of automatic and manual entries as detailed here.
Q: An Administrator accidentally removed an employee's time off balance. How can I find that information?
A: The best place to start would be the Deleted Time Report which shows a history of any automatic or manual time off accrual that has been deleted.