Manage a Policy Item balance

Learn how to manage a Policy Item in Back Office Suite.

Overview

You can add or subtract Policy Item days and hours from an employee's balance in Leave Management.

Manage a Leave Policy balance

You can always change your Policy Item balance for each employee.

To manage a Policy Item balance:

1. Log into your TrackTik Portal.
2. Select Employees.
3. Select View for the employee you want to adjust the Leave Policy balance for.
   

   You can also enter an employee's name in the Type to filter... box.

4. Choose the Leave Management tab.
5. Select Settings.
6. In the Available (days) column, select the number of days.
7. In the Policy Item box, you can add or subtract the number of days and hours from the Policy Item for this employee. You can also enter a reason for the change in the Reason for the change box.
   
   
8. Select SAVE CHANGES.

The days and hours are calculated based on what's in the current balance plus your numerical changes from the steps above:

• Days
  Total days equal days inputted plus days available.
• Hours
  Total hours equals days available plus (hours inputted divided by hours/day)
  It takes eight hours to make up a day, and each hour is worth .125 hours.

See also

• Creating Policy Items and Leave Policies
• Change a Leave Policy for an employee
• Leave Management