Adjust an Employee's Leave Balance

1. Select Finance from the Module pull-down list on the top of the screen.

2. Select Staff Manager from the HR menu, and that window opens.

3. Click the Add/Find Staff link in the upper right corner, and the Find Staff window opens.

4. Enter either a name, SSN, or birthdate, and click Search.

5. Click the in the Search Results for the employee you want to edit, and the employee record opens.

6. Click the Leave tab, and the Leave Bank window opens.

7. Select the school year for which you need to adjust leave from the Leave for pull-down list.

8. Click the for the leave type, and the Leave Detail Editor window opens.

9. Click Add Adjustment, and this window opens.

10. Complete the fields as described, and click Save.

11. Click the Return to Leave Balances link.

12. Repeat steps 8 - 15 to enter balances for additional leave types, if needed.

13. Click the Return to list link when finished entering adjustments.

Return to Staff Manager Overview