Customize Balance

Customize Balance

What is the Customize Balance feature?

The customize balance feature lets you customize the leave balance of any employee at any given point in time.
This might be required when: 
  1. When an organization migrates from one HRMS tool to another.
  2. When employees migrate from an old policy to a new one.
  3. When there are any corrections to be made apart from what the system entitles. For example, if you wish to increase the available medical leave balance for an employee who had an accident and is unable to come to the office.

Customizing the leave balance of an employee

To customize the leave balance, you can either go to Operations > Leave > User-Specific Operations > Select an employee > Customize Balance or
Go to Operations > Leave > Customize Balance > Customize > Select an employee and customize the balance by entering the new balance for a particular date. Enter the reason and click on Save to confirm changes.



Within the Customize Balance page, in addition to the Customize option, you can also apply a Filter () to change the list of employees that are displayed. Additionally, using the ellipses icon ()you have options to Import, Export, Download as PDF, or Print.
 

    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Customize Policy

                                                                                                                What is the Customize Policy feature? The customize policy feature lets you customize any leave policy for any employee at any given point in time. In essence, customize policy allows you to select a leave type that is applicable to an employee and ...
                                                                                                              • Leave Service Operations - Overview

                                                                                                                What is Leave Service Operations? Leave service operations is a centralized space to handle all employee data pertaining to the leave service. This includes managing leave requests, compensatory off, holidays, and more. Additionally, ...
                                                                                                              • My Space Tab in Zoho People

                                                                                                                What is My Space tab? My space is an exclusive space that revolves around the employee, the user who is currently accessing Zoho People. This space has access to reminders, approvals, and all of the important data that the employee would need to act ...
                                                                                                              • Reports Settings

                                                                                                                Configuring attendance report settings Navigate to Settings > Attendance > Configuration > Reports. This page lets you grant attendance report access to reporting managers. Specify if all employees or reporting managers have access to overtime view ...
                                                                                                              • Specific Policies and Grace Periods

                                                                                                                What is Specific Policies feature in Attendance Service of Zoho People? As the name suggests, this feature lets you customize attendance service-related configuration specifically for employees or for employees belonging to a specific shift. ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources