In this guide, you'll learn how you can use Tables to view, create, edit and bulk import adjustments to time away balances.
Viewing adjustments
You can view all adjustments within your Humaans account with Tables using the following steps:
In the Home menu, click Tables, and then select a table that includes an Time away dataset
Select the Time away adjustments views.
Tables displays all adjustments for active and off-boarded employees. You can build more focused views by applying sorts and filters, such as filtering for a single booking type, department or location or for adjustments made in a particular date range.
The columns tool allows you to select what columns are visible. You can view Employment, Offboarding and Basic information in read-only format, while the Time away adjustments data points are the only ones editable. For more information, see Organising data with Tables.
Managing and editing adjustments
You can edit existing adjustments of PTO balances with the following steps:
In the Home menu, click Tables, and then select a table that includes an Time away dataset
Select the Time away adjustments view.
Edit the desired data fields:
- Type: the Type of booking the adjustment is for (this must be available in the user's Time away policy)
- Date: the date it is effective from
- Days: the allocation in days
- Reason: the reason note explaining the adjustment
- Valid until: the expiration date if falling out side the end of the leave yearYou can delete an entry or entries by selecting the row, and then and pressing delete / using the backspace button. You will be asked to review and confirm any deletions before proceeding.
Changes can be reviewed using the Review tool and clicking Pending changes. Check any data validation failures the system might have found when reviewing your import data. To learn more about data validation and reviewing data, see Data validation in Tables.
When you're ready add the changes to Humaans by clicking Confirm and apply changes.
Mass importing adjustments
Mass imports of adjustments can be used to
Add additional days for Time in lieu
Balance out prorated balances
Add / negate carryover
You can bulk add adjustments using the Import function with the following steps:
Using our Bulk adjustments import template, you can prepare an update in an outside sheet.
In the Home menu, click Tables, and then select a table that includes an Time away dataset
Select the Time away adjustments view, then click Import in the top right corner.
Drag or select your CSV file into the box.
Changes can be reviewed using the Review tool and clicking Pending changes. Check any data validation failures the system might have found when reviewing your import data. To learn more about data validation and reviewing data, see Data validation in Tables.
When you're ready add the changes to Humaans by clicking Confirm and apply changes.
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