Open People → person → Time off to check leave balances and requests together. Use this page when the question is about one person’s allowance, rather than the whole team’s calendar.
Read the balance
Each policy shows its own balance and unit. Check the breakdown before changing anything: entitlement, carryover and adjustments contribute to the allowance; taken and upcoming leave explain what has been used or booked. Pending requests are shown separately.
Correct the remaining amount
1
Find the policy in the person's Time off tab
Check its name and whether it counts days or hours.
2
Choose Adjust balance
You need Approve or deny time-off requests for your role. Permission to edit the person’s
profile is not enough.
3
Enter the New balance and a Reason
Enter what the remaining balance should become. For example, to change 12 days to 14, enter
14. The reason is required and can contain up to 500 characters. Enter a different balance
from the current one.4
Review the adjustment and choose Apply
Begin calculates the difference and records your reason. The displayed balance updates.
New balance is the resulting balance, not the number to add. Unlimited policies have no
balance to adjust.
Handle the request
The list includes the person’s requests, past decisions and time off placed directly on the schedule. Use its period and policy filters to find the relevant dates. Right-click a request and choose Approved or Rejected under Status when your role can review it. Send for review again, when offered, starts a fresh approval workflow; changing dates is a different action. Reviewing needs the same Approve or deny time-off requests permission, while editing or deleting the absence follows your schedule permissions. Click a row to open its absence in the schedule editor, or choose Edit from its menu. A historical request whose absence no longer exists may have no editor to open. Use Add time off to record an absence directly for the person. Check the policy, dates and balance before saving. This is separate from deciding a request they submitted. For how absences appear on the roster, use Time off on the schedule. Check the policy and employment dates when an entitlement is wrong; a balance adjustment corrects the amount, not those settings.Next
Employment details
Check the dates behind the employment period.
Time off on the schedule
See how an absence appears in the working week.
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