Adjust a leave balance
Use a leave adjust request to load opening balances, credit request-based leave, or correct a balance. Adjustments go through approval before they change the balance.
Steps
- Go to Leave adjust and select Apply leave adjust credit request.
- Choose the Employee, Leave Type and Year.
- In the adjustment table, enter the change in the Adjustment column for each line you want to change. Current shows the balance now and Total shows the result.
| Line | Use it to |
|---|---|
| Credit | Add credited days, for example opening balances or request-based leave. |
| Carry | Change the days carried forward from last year. |
| Encashment | Record encashed days. |
| Lapsed | Record lapsed days. |
- Enter at least one adjustment value. A Maximum limit may apply.
- Add Remarks, and upload a document if required.
- Submit the request.
Result
The request waits for approval. Approvers see it in Leave adjust request approve, where they can Approve or Reject it. Once approved, the balance changes and the adjustment appears in the employee's leave adjust credit history.
You can Cancel request while it's still pending.
When Carry or Encashment is disabled
Carry and encashment adjustments are allowed only when carry forward or encashment is turned on for the leave type in the employee's leave group (see Leave year-end rules). Otherwise the fields are disabled and you see "Encashment is not enabled for this leave type in the employee's leave group." Lapsed adjustments are always allowed.
Common messages
| Message | Fix |
|---|---|
| No leave group assigned to this employee | Assign a leave group in the employee record. |
| No leave types mapped to this leave group | Map leave types to the group. See Map leave types to a leave group. |
| At least one adjustment value must be entered | Enter a value in the Adjustment column of at least one line. |
| Carry forward is not applicable for leave type … | Turn on carry forward in the Year-End rules, or remove the carry adjustment. |