The Team Balance tab provides the ability see an entire team’s current time-off balances for all assigned policies. To access the Team Balance section, select the Team Balance tab.  You can:

Search  by employees.

Balance History

View an employee's time off balance by clicking on their name, and filtering to the appropriate effective dates so you can see their history.

Edit Time Off Balance

If you wish to edit an employee's time off balance, select the Time Off Type from the dropdown, and then select the Adjust Time Off Ledger button on the right.

Enter the effective date, and choose to either Add or Subtract hours from the employee's ledger.

Enter the note explaining the reason for the adjustment under Transaction Details and then select Save.