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 on the time off tab of the person's profile or the balance tab of the policy in this timeline, you can walk through how the balance was calculated and determine what the issues is a few common issues that could be the problem an adjustment was added incorrectly a time off request is incorrect note it is not recommended that you use an adjustment to simply apply a new balance on a given date this will distort the historical time off data and can create complex issues in the future resolving an issue with an adjustment if you need to edit the number of days in an adjustment delete an adjustment change the effective date of an adjustment add a new adjustment contact the charthop team with the details of what needs to be edited editing and deleting adjustment in the app is not currently available, but will be in the future 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