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How do I amend a Staff Members entitlement individually

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Adjust the Holiday (days) as appropriate for the year (Current or Next). WhosOff will adjust their balance as necessary. if you wish, you could also record a comment in the notes box.

If you need to adjust the leave entitlement for an individual member of staff for this or next year, you can access the system to increase their leave entitlement for the appropriate year.

Super Users - How to amend leave entitlement for a staff member

In order to adjust the leave entitlement for a staff member you can follow these steps:

  • Login to your WhosOff account.
  • Click on the 'Administration' tab.
  • Either find the staff member located in the 'Quick Staff Edit' drop down list, 
  •      or click on 'Manage Staff Members' and locate the Staff member in the resulting screen (you can use the Department dropdown at the top of the screen).
  • Once you have located the member of staff click on the 'Edit' link next to their record.
  • On the left go to 'Leave & Work'
  • You can then use the 'Leave Entitlement' area to amend 'This Years or Next Year’s Opening and Remaining' Balances.

Tip: If you adjust the Opening balance, the system will ask whether you would like the Remaining figure to automatically update by the difference, however we would always advise checking manually to ensure that the Remaining Balance reflects any changes made to the Opening Balance (as any leave booked will be deducted from the Remaining Balance).



PLATFORMS
Web / Online
CATEGORIES
Administration
PHRASES
adjust
entitlement
balance
staff
leave
amend
APPLIES TO
Super Users



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