Troubleshooting

Time off request or balance looks wrong

Route request, entry, balance, and accrual problems to the page that owns the correction.

Start with the symptom

Use the page that owns the problem:

If a request is wrong

Open Time Off Requests and filter by Pending, Approved, or Rejected. Use Review request to approve or reject one request, or select multiple pending requests for bulk action.

Approving time off deducts from the employee's balance. If the request was approved by mistake, review the recorded time off entry and the employee's balance afterward.

If a balance is wrong

Open Time Off Balances and click the employee's balance cell. The ledger shows accruals, usage, and adjustments in date order.

Use the ledger to find the unexpected entry before adding an adjustment. If the balance needs a manual correction, press Adjust, enter positive hours to add or negative hours to subtract, include a reason, and set the effective date.

If accruals look wrong

Open Time Off Types and review the accrual policy for that type. Confirm the method, caps, carryover, and negative-balance settings match the policy you intend to use.

After changing a type or adding an adjustment, return to Time Off Balances and check the employee's ledger again.

Common questions

Where do I see why a balance changed?

Open Time Off Balances and click the employee's balance cell. The ledger shows the accruals, usage, and adjustments that make up the current balance.

Does approving a request affect the balance?

Yes. Approving time off deducts from the employee's balance for that time off type.

Should I edit the type or add an adjustment?

Edit the time off type when the policy is wrong for everyone using that type. Add an adjustment when one employee's balance needs a dated manual correction.

Related

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