Edit Employee Accrual Balance

APS Staff

Created Apr 19, 2024

Edit Employee Accrual Balance

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

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9 Steps
1

Navigate to your list of Employee Information.

Navigate to your list of Employee Information.
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

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

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

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

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

Click on Edit Balances

Click on Edit Balances
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

Click on Save once finished editing the balance.

Click on Save once finished editing the balance.
Well done!
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