Accruals

The Accruals tab shows the employee's current leave balances. View and adjust balances manually when a correction is needed.

Adjust a leave balance

1. Open Staff and select the employee.
2. Select the Accruals tab.
3. Select the accrual type to adjust from the list.
4. Select Add.
5. Set the effective date.
6. Enter the new balance in hours.
7. Select Done to save.

When entering the hours value, choose the adjustment type:

• Add Adjustment — adds or subtracts hours from the current balance. Use a positive value to increase the balance or a negative value to decrease it. Use this for corrections that should be recorded as a delta (for example, crediting missed hours).
• Set Balance — replaces the current balance with the exact value you enter. Use this when you know the correct total and want to override whatever is currently recorded.