Modify a counter balance

Related module:

In this article:

• 💡 Here is a tutorial video to help you correct your employees' balances:
• Modify a counter balance
  • Example: Modification of accrued rights

💡 Here is a tutorial video to help you correct your employees' balances:

Modify a counter balance

Access: Congés et Absences > Vue Manager > Compteurs Équipe

If necessary, use filters or sorting to better search for the relevant balance.

• Open the balance to be modified (paid leave, RTT, etc.) by clicking on it
• Modify 'accrued rights' or 'taken rights' in the 'To date' line to impact the balance. You can only modify rights to date. Rights to acquire or deduct later will be added to the calculation for rights 'At the end of the period'
• Fill in the 'Commentaire de régularisation' field to populate the balance history (mandatory)
• Save

Example: Modification of accrued rights

Alex normally accrues 1 RTT/month. To date, he has accrued 5 RTT. At the end of the period, he will have 12.

His employer decides to offer him 2 additional RTT:

• In the 'Droits acquis à ce jour' box, enter 7 instead of 5 (5+2)
• Enter an adjustment comment and save

Accrued rights at the end of the period and balances are automatically recalculated.

A line appears in the balance on the date of the change, indicating the action that was performed.

Note: the 'Commentaire' area on the left of the page allows you to save information concerning the entire balance, and not specific to a transaction.

It is also possible to bulk modify balances: Take bulk action on balances

Keywords: Balance · counter · leave · modify · manually · adjustment · correct · change · accrued rights · taken rights · vacation accumulation Browse