How to adjust a leave balance
Normally leave balances – Annual Leave balance, Home Leave Points balance, and Uncertified Sick Leave balance – are automatically processed when entered and approved through eServices. However, sometimes a Leave Monitor may need to manually adjust a leave balance in Atlas.
When you adjust a balance, then make the adjustment for the current month. Even if the leave period where the adjustment is required is for a previous month. E.g. if for some reason an Annual Leave did not take into account a Holiday in the leave period (this is normally done automatically), and actually deducted an AL day from the balance, then make the adjustment in the current month, not in the month of the actual leave period.
The below are adjustments to IP staff. If you want to adjust AL for a local staff member, then just use the local Pay Group and Calendar ID and use the element name ‘Annual Leave’ instead of ‘IP-Annual Leave’.
TIP: you can see the current balance in Global Payroll & Absence Mgmt / Payee Data/ Maintain Absences / Review Absence Balances. Note: the balance will not show the accumulated balance for the current month, unless Payroll has been finalized for the current month. Example: if you look at a balance the 10th of a month then the AL balance (the 2.5 days for FTA or 1.5 days for TAs) or HL Points balance is not yet updated. It is only updating at the end of the month – typically between the 20-25th of a month. This is important to know when you adjust balances, then you need to take this into account.