Manage time off balances
You can add or edit employees’ time-off balances in Zoho Shifts to ensure accuracy in their accrued, entitled, and carried-over hours.
Before you start
You'll need the Administrator access level to manage time off balances for employees.
You must assign at least one time off policy for an employee to manage balances. If not, refer to assign time off policies for more information.
To view time off balances
You can view employees' time off balances from the Time Off > Balances tab. The Balances tab provides a list of employees and their individual balances. In the Employee Balances section, you can find the following:
- Time off type and policy assigned to the employee
- Taken (Hours) that consist of all past approved time-off hours within the policy year.
- Scheduled (Hours) displays the upcoming approved time-off requests within the policy year.
- Available (Hours) reflects the remaining balance after considering both taken and scheduled hours.
To adjust the current balance
- Navigate to Time Off > Balances.
- Choose the employee for whom you want to make changes.
- Click More actions (···) on the right side of the policy record listed.
- Click the Adjust Current Balance menu.
- Choose to Add or Subtract for the adjustment you want to make.
- Enter the required Adjustment hours.
- Specify Notes, if any.
- Click Save.
You can change or unassign a policy for an employee and view their balance transactions from the More actions (···) menu.
If you are migrating from another application to Zoho Shifts or need to make bulk time off adjustments, refer to the import time off balances article.