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Edit time off balances or remove employees

In Admin View, manage PTO by selecting employees, then use bulk actions to edit balances or unassign them from a policy.

Updated over a month ago
  1. Go to Admin View and open Time Off Policies.

  2. Find the policy you want to update, select the three-dot menu •••, and select Manage employee time off.

    Managing Time Off Policies

  3. Use the checkboxes on the left to select one or multiple employees. Once selected, a bulk action toolbar will appear at the top.

    Updating time off balance: unassigning employee from a policy

  4. Select the Action dropdown menu and choose one of the following:

    • Edit balance: Update the selected employee(s)’ time off balance by increasing or decreasing their current hours

    • Unassign selected employees: Remove the selected employee(s) from the policy. Once unassigned, they will no longer accrue or use time off from this policy

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