Sometimes you need to add or remove leave days outside of the normal policy entitlement. Manual adjustments let managers fine-tune an individual's balance for the current leave period.
When to Use Adjustments
Adjustments are useful for situations that fall outside your standard leave policy, for example:
- Performance bonuses – Reward an employee with extra leave days
- Time off in lieu (TOIL) – Compensate for overtime or weekend work
- Corrections – Fix a balance that was set up incorrectly
- Compassionate allowance – Grant additional days for personal circumstances
- Deductions – Remove days if needed, for example for unpaid leave taken outside the system
How to Add an Adjustment
- Go to the Annual Leave page for the team member you want to adjust
- Scroll down to the Adjustments panel
- Enter the number of days — use a positive number to add days (e.g. 3) or a negative number to remove them (e.g. -2). Half-day values such as 1.5 or -0.5 are supported
- Optionally add a note to explain the reason (e.g. “Performance bonus”)
- Click Add Adjustment
The adjustment takes effect immediately. The team member's Allowance and Remaining figures will update straight away.
How Adjustments Affect the Balance
The Allowance figure shown at the top of the Annual Leave page is the effective allowance, which includes:
- Base entitlement from the leave policy
- Service bonus days (if applicable)
- Carry-over days from the previous period (if applicable)
- Manual adjustments (positive or negative)
For example, if a team member has a base entitlement of 28 days and you add a +2 day adjustment, the Allowance box will show 30. If they have taken 5 days, Remaining will show 25.
When an adjustment is active, an info box appears below the balance summary to explain the adjustment amount.
Multiple Adjustments
You can add as many adjustments as needed. They are cumulative — if you add +3 and then +2, the total adjustment is +5 days. Each adjustment is listed separately in the Adjustments panel with its note, date, and who created it.
Deleting an Adjustment
If you made a mistake or the adjustment is no longer needed:
- Find the adjustment in the Adjustments panel
- Click the delete icon next to it
- Confirm the deletion when prompted
The team member's balance will update immediately to reflect the removed adjustment.
Who Can Make Adjustments?
Only managers and system administrators can add or delete adjustments. Team members can see the effect of adjustments on their balance and will see the info box explaining the adjustment, but they cannot modify adjustments themselves.
Adjustment Period
Adjustments apply to the current leave period only. When the leave year resets, adjustments from the previous period do not carry forward. If you need to make a recurring adjustment each year, you will need to add it again after the reset.
Tip
Always include a note when adding an adjustment. This creates a clear audit trail and helps the team member understand why their balance changed.