Editing Time Off Balances

Roles and Permissions:

Organization Owner/Manager :
They can Add Policy, Edit Policy, Archieve Policy, Remove Policy for all members of Organisation.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

We offer the ability to Import and Export time off balances as well as edit them directly in Workstatus from your account. If your team members have existing time off hours from work they performed outside of Workstatus, this guide will show you how to add those hours in to start them off with the correct amounts. It will also allow you to manually change hours, if needed:

Table of Contents:

Editing balances manually

Individual balances

Editing balances manually

STEP 1

To Edit a time off policy, first, you will need to navigate to the Settings option on the left of the dashboard then click on its subheading Features and select Time Off.

STEP 2

Click on three dots then click on Edit policy.

STEP 3

A dialog box will open, and you will be able to edit all the fields like policy name, members, schedule of accrual.

STEP 4

Click OK to confirm.

Updated on: 30/01/2025