Edit Employee Accrual Balance

This guide will show you how to edit an employees accrual balances

Login to your account

  1. 1. Navigate to your list of Employee Information.

    Navigate to your list of Employee Information.
  2. 2. Use the filters to search for the employee you need to edit.

    Use the filters to search for the employee you need to edit.
  3. 3. Click on the Employee Information button to view the employees accrual balances.

    Click on the Employee Information button to view the employees accrual balances.
  4. 4. Click on the Main tab and then Accruals in the jump to menu.

    Click on the Main tab and then Accruals in the jump to menu.
  5. 5. This opens up the Accrual Widget for the employee.

    The accrual widget shows the accrual information and current balance

    This opens up the Accrual Widget for the employee.
  6. 6. Click on the 3 dots to the right of the Accrual Widget

    Click on the 3 dots to the right of the Accrual Widget
  7. 7. Click on Edit Balances

    Click on Edit Balances
  8. 8. Type in the correct info into the 3 fields given

    As of Date means the employees accruals are up to date as of the date listed

    Hours Remaining is the current balance for the employee

    Comment is a box for you to notate why you made the change you did for later reference

    Type in the correct info into the 3 fields given
  9. 9. Click on Save once finished editing the balance.

    Click on Save once finished editing the balance.