Make an adjustment to entitlements

Adjusting entitlements and TOIL balances

Adjustments to leave and TOIL balances can be made within the payslip by editing. This is useful if an employee's entitlements need adjusting.

You may need to adjust:

• Annual leave
• Personal leave
• Or, TOIL (which has a specific Redeem TOIL button).

Adjustments can be entered as positive or negative values and will display on the payslip for the employee to see. 

In this article we will go through the following: 

• Making an adjustment to leave entitlements 
• Redeeming TOIL balances

  Looking for further information on editing payslips? See our helpful guide here!

Making entitlement adjustments

There may be a time when you need to adjust an employee's leave entitlements. 

You can modify an employee's leave entitlements in the following areas:

• Payslip
• Employee Profile 

To make a leave entitlement adjustment in a payslip:

1. In the quick menu navigate to Payroll > Pay.
2. Select the relevant filters to locate the desired payslip.
3. Select the down arrow next to the payslip ID > Edit.
   
   
4. Under the Entitlement Adjustment section, click Adjust Entitlements and select Add Entitlement.
5. Select the Leave Type from the drop-down list.
6. Enter the Amount in hours. Negatives can also be entered e.g. -7.6 hours.
7. Enter a Reason if required.
8. Select Update.
   
   

   

   

9. Once you have made the relevant changes select Update Payslip. The adjustment will show on the payslip as below: 
   
   

   

When updated, the adjusted balances is reflected in the Employee Profile and in the Leave History. 

To make a leave entitlement adjustment in the Employee Profile:

1. Navigate to the relevant Employee Profile via People > Approved People or via the search bar.
2. Once in the Employee Profile navigate to Employee Card > Employment Type to see the leave entitlements and select Edit against the entitlement you would like to modify.
   
   

   

3. Update the Accrued Amount to the relevant hours and press the ✅ to Save. Follow along below to watch this in demo.
   
   

   

When saved, the adjusted balances will display in the Employee Profile and in the Leave History. 

Making TOIL adjustments

If your business uses TOIL and you have an employee that would like to redeem some of their TOIL hours you can do this by editing the payslip. 

  Would you like more information on managing TOIL? See our helpful guide here!

To redeem TOIL:

1. Go to Payroll > Pay > Draft Payslips and select the relevant Period Ending date and any other filters.
2. Click Action > Edit next to the relevant payslip.
3. Under the Entitlement Adjustment section, select Redeem TOIL.
   
     Please note: you won't see a Redeem TOIL option unless the employee has accrued TOIL.
   
   

   

4. Enter the number of hours you are wanting to redeem on the payslip and select Update. You also have the option to Cashout all available hours or pay them out during a Termination. 
   
   

   

5. Once you have made the relevant changes select Update Payslip. The redeemed TOIL hours will display on the payslip as per below: 
   
   

   

When updated, the updated TOIL hours will display in the Employee Profile.