How do I adjust an employee's current leave allowance? (Desktop)

Modified on Wed, 29 Nov 2023 at 05:04 PM

Want to change an employee's leave for the current year without messing around with how much they're entitled to long-term? Not a problem.

  1. Head over to the team page by clicking on the 'Team' icon on the left of your screen, then select the Leave tab.
  2. Find the team member you need to edit, either by scrolling through the list or using the search bar at the top of the screen to search.
  3. Click on the employee you want to edit
  4. Click the plus button on the Adjustments panel at the top of the screen.
  5. Choose how much you want to change the leave allowance by and whether you're adding or removing leave. This can be handy if you're adding an employee part-way through the leave year and need to amend their allowance pro-rata or if you need to add TOIL.
  6. Add a reason for the change so that you can refer back to it later, then confirm the change.
  7. The employee's leave allowance for the current leave year will update, but when the next year starts this will reset to their default allowance.

You're on the Desktop version of this article.

To view the Mobile version see How do I adjust an employee's current leave allowance? (Mobile)

Struggling to find this feature in your Shiftie account?

Check our permissions and plan pages to make sure you have access.

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