Edit the leave balance of an employee

If a mistake has been made, or if you want to add or take some days, you can manually edit the trackers. 

Who is concerned by this article?

Administrators of Eurécia.

Edit the balance of a tracker

 Access : Staff Leave & Absences > Manager  View > Team trackers

 If necessary, use filters for a better search of the relevant tracker.

• Open the tracker you want to edit (paid leaves, Time in lieu…) by clicking on it.
• Edit 'Accrued entitlements' or 'entitlements taken' in the line 'Currently' to edit the balance.
• Add an adjustment comment (mandatory).
• Save

Example : Changing accrued entitlements

Julie accrues 2.083 days of annual leave per month.

Let's have a look at her annual leave tracker...

Ho no! Her entitlement did not go through😱️!... Do not worry! We will solve this issue quite easily.

Let's add 2.083 days in her "Accrued entitlement (days)"...

... And now let's save the changes...

Julie has now 2.083 days as it should always have been 😊️!

Keywords associated to this article:

Edit - balances - leave - trackers - accrued - taken - entitlements