Record leave/PTO adjustments

Practice Admin Managers Partners

There may be occasions when staff leave entitlements need to be adjusted mid year, perhaps due to a promotion or change of role. This process can also be used for any other type of leave/PTO adjustments, such as overtime, study leave, etc.

  1. Search for, and select the required staff member.
  2. Select Staff > Task Pad from the menu.
  3. From the task pad, click Leave and PTO Adjustments.
    Staff TOIL Transactions page with New TOIL Entry button highlighted.
  4. From the Staff PTO Transactions page, click New PTO Entry.
    New TOIL Entry window populated with TOIL details.
  5. From the New PTO Entry window, select the Category, such as Leave, Time off in Lieu, etc. If required, additional categories can be added to this list.
  6. Select the Type of entry, e.g. Balance.
  7. Enter the total Hours for this entry. All entries increasing the balance must be negative and entries decreasing the balance must be positive.
  8. Add a Narrative to detail the purpose of the entry.
  9. Click Save. The entry is added to the Staff PTO Transactions page.