As an admin in HRStop, you have the ability to manually adjust leave balances for individual employees. This feature is helpful in cases such as:
- Correcting miscredited leaves
- Adjusting balances during onboarding or offboarding
- Granting additional leaves based on special approval
- Deducting excess or misused leaves
Manual adjustments ensure real-time correction of leave data without altering standard entitlement rules or credit frequencies.
Steps to Manually Adjust Leave Balance
Step 1: Navigate to the Leave Balance Section
- Go to Control Panel → Leaves → Balance
Step 2: Click on “Manually Adjust”
- On the balance page, click the “Manually Adjust” button.
Step 3: Select Employee and Leave Category
- Choose the Employee Name for whom the adjustment is required.
- Select the Leave Type (e.g., Annual Leave, Sick Leave, Comp Off).
Step 4: Enter the Adjustment Details
-
To Add Leave: Enter a positive number (e.g.,
+7). -
To Deduct Leave: Enter a negative number (e.g.,
-3). - Provide a comment or reason for the adjustment (e.g., “Correction due to manual error” or “HR-approved bonus leave”).
Step 5: Submit the Adjustment
- Click Submit to finalize the adjustment.
- The system will immediately update the leave balance for the selected employee.
Alternate Method: Adjust from Employee Details Page
If you're already viewing a specific employee’s profile:
- Go to the employee’s leave balance page via their employee code.
- Click “Manually Adjust”.
- Enter the adjustment details as described above and submit.
This method is quicker if you are making frequent adjustments for a particular employee.
=> Use Cases for Manual Adjustment
- Leave reversal due to late attendance entries
- Special approval for bonus or compensatory leave
- Correction of system errors or import mismatches
- Transition adjustments for probation/confirmed status