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

Click on Settings >> Features and go to the Time Off area.

######

STEP 2

Select Time off balances and then go to the policy you wish to edit.

STEP 3

Click on Action >> Edit.

STEP 4

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

STEP 5

Click Save.

STEP 6

Click OK to confirm.

Updated on: 22/05/2024