How to Edit Employee’s Leave Balance (Single)

This video explains how admins can edit an employee’s leave balance in Staffinc Suite. This feature allows adjustments to an employee’s current or carryover leave balance within their assigned leave policy. However, editing is subject to several restrictions to ensure accuracy and compliance with company policy.

Step-by-Step Guide

1. Login to your Staffinc Suite account.
2. Open the Employee Details page of an employee who has a leave policy assigned and has already received their first balance.
3. In the Leave section, trigger Edit mode.
4. Adjust the current balance and/or the carryover balance as needed.
5. Click Save and confirm — the new total balance will now be reflected in the Leave section.
6. To review changes, open the Leave Balance History page to view the log of leave balance adjustments.

Key Information

• Editing leave balance is only possible when the employee has already received their first balance according to the leave policy’s First Occurrence configuration.
• There are additional restrictions on editing, such as:
  • Only leave policies with Limited Balance generation can have the balance edited.
  • Carryover balance can only be edited if the leave policy allows for carrying over balance from previous cycles.
  • The edit can only be performed within the leave policy’s grace period.
• Once the leave balance has been edited, all subsequent leave balance deductions or renewals will use the edited value as the reference point.

By understanding how to edit an employee’s leave balance in Staffinc Suite, admins can ensure that leave entitlements remain accurate and up to date. This function is especially useful for correcting discrepancies or adjusting balances after manual policy updates, helping maintain transparent and reliable leave records across the organization.