How Do I Update Available Balances for my Employees?

When setting up leave tracking in TribeHR and once you have configured your type of time off and confirmed your staff's annual allocation, you need to set the employee's starting balances.

Option 1: Bulk Update Available Balances for Employees

  • Log in as an administrator.
  • Navigate to Reports tab and click on the Time Off Report.

  • Select the type of time off you want to update using the drop down. Click Update to update the information.

  • Click on the number in the Available column to update employee's available balance.
  • Enter the available balance on the screen provided and click on Update.

  • The Currently Available amount will be updated on the employee's Time Off ledger.

Option 2: Update Balances for Individual Employees

  • Navigate to the employee profile.
  • Expand the Time Off section.
  • Select the type of time off you wish to update using the leave type drop down.
  • In the grey box, click on the Currently Available balance.
  • This will bring you to a screen where you can enter the employee's new available balance.

  • Enter the available balance in the field provided and click on Update.

 

  • A message will confirm that the transaction has been saved.

  • The Currently Available amount will be updated on the employee's Time Off ledger

Still have questions about setting an employee's available balance? Submit a help request and the TribeHR support team will be happy to help!

Have more questions? Submit a request

Comments

Powered by Zendesk