Troubleshooting time off

this page details how to troublshoot and resolve common time off issues how to troubleshoot an "incorrect" balance if an employee says they have an incorrect time off balance, here are your tools for understanding their balance identify why their balance is the way it is balances are calculated based on the combinations of upfront balances, accruals, carryover, adjustments and approved time off requests the best place to understand the balance is the policy details modal which can be accessed by clicking on a policy on the profile time off tab or the balance tab of the policy this will display a https //www google com/search?q=what+is+a+ledger+and+how+is+it+useful+time+off+tracking\&sca esv=5de84945538fbbc7\&udm=50\&fbs=aiijphxu7sxxniuzfeshr2fp4giz1y6mj25 tmwitc7uy4kieioyp3ohn11ey0n5qfq zemzldv erjz2xlyc5gnvnmeixc4wqfondh7fwchyaayyomvtymilwcjx48lt0trxspt4ctmbeuhfjb1npewd pp ard8rutuf9gzrxq1x rvj s4wfjyqglz0dcz ny6hc6eslapxmfmf9gtggaiaqormx6ca\&aep=1\&ntc=1\&sa=x\&ved=2ahukewjsvpfbn qraxuahikehsrkgx0q2j8oegqiebae\&biw=1398\&bih=857\&dpr=2\&mstk=autexfdxfkuent7zp34sfhqeqx8asy5sgozrxhffu3b0qk7g31x2cwm51ppp b1fqkjwoxjmsgoif05d4vckyp9ujvgm2ai20eyipmnrfmty5i pfcxlmgytylbvgypnseotmkkclnakwxuj8wcjuwdi jp0lxsgohozmkjfyl6roowuuyxl3ndxtamnm52bvrgkqq7b3negb1tadiewc4kyxxaon2awwxglqtej9 carljtfyz 6byalodzjg\&csuir=1 of all transactions in a person's time off history you can walk through it to understand how a balance was calculated and determine potential the issues with it a few common issues that could be the problem an adjustment was added incorrectly a time off request is incorrect time off expired and the person didn't realize it resolving an issue with an adjustment adding an adjustment to add an adjustment go to the policy details dialog for a certain person using the balance tab of the policy click add adjustment select an adjustment type add will add additional days for the person as of the effective date subtract will add additional days for the person as of the effective date override will set the balance to the indicated amount as of the effective date we advise you use this option sparingly if you are using it with an arbitrary effective date, you are likely not addressing the root issue for why the balance is incorrect set the number of days to add, subtract or set as the balance set the effective date we advise that you intentionally set this date rather than just setting it to the current date a few examples if a person was awarded an extra day for working on december 25, and you are adding it to their record on december 29, then us decemeber 25 as the effective date if a person's upfront balance is incorrect, and you realize this in march 13, add the override adjustment to the correct upfront balance with an effective date of january 1 rather march 13 add a note (strongly recommened) undocument adjustments often cause confusion for example "extra day for working christmas" or "correcting upfront balance due to tenure issue" deleting an adjustment you are able to delete adjustments that have been have made in charthop to delete an adjustment go to the policy details dialog for a certain person using the balance tab of the policy locate the adjustment and click the trash can icon confirm that you want to delete adjustment editing an adjustment if you need to adjust the days, type, effective date, or note of an adjustment, you will need to delete it and re create it resolving an issue with a request here are instructions for how to solve the following issues change a request to a different policy select the request and click the edit button in the panel, select the new policy and click save change the dates of a request select the request and click the edit button in the panel, select the new dates for the request add a missing request single request as an admin, you can click “request time off” and create a new time of request for the person and create the missing request in bulk contact the charthop team if you need to import a number of missing requests delete an extra request select the request from the list and click “withdraw request ” in the confirmation dialog, follow the instructions approve a pending request unapproved requests are not counted towards a balance as an admin, you may approve or reassign approval of a given request to another person