Adjust Employee Vacation and Sick Balance

This knowledge article will show you how to adjust employee vacation and sick balance.

1. Sign into HRMS using your single sign-on ID and password.

2. Click ‘My Client Groups’.

3. Click ‘Person Management’.

4. Enter ‘Effective as of Date’ and the ‘Name’ of the person.

Note: Complete all the required fields marked by an asterisk (*) and at least one field by a double asterisk(**).

5. Click on ‘Search’.

6. Click on required name from the list.

7. Click on the ‘Actions’ menu (orange button) on the right-hand side.

8. From Absences, select ‘Absence Records’.

9. Go to the Plan Balances section and select the Plan (Sick/Vacation) to be adjusted.

10. Select  the Enrollments and Adjustments tab.

11. In the drop-down menu, select Adjust Balance.

Select the Reason from the drop-down.

Enter the Adjustment Amount.

Note: Adjustment Amount can be incremented using + and decremented using – 

Enter the Effective Date.

12. Click on ‘Submit’.