Adjust an employee's time off balance

Adjust an employee's hours for a time off type if you want to change their available balance. For example, if their balance is wrong on the Time Off tab.

The available balance consists of the employee's opening balance, plus time off accrued since they started (in Xero) less any time off they've taken.

  1. In the Payroll menu, select Employees.
  2. Click the name of the employee to open their details.
  3. Select the Time Off tab.
  4. Under Time Off Balances, click the time off type balance you want to adjust. For example, click the PTO or Unpaid Time Off hours.

    Image of an employee's time off balance on the Employees screen.

  5. In the Edit Time Off Type dialog box, adjust the amount in the Balance field by the hours you want to change the Time Off balance by. For example, add 5 hours to the Balance field amount to increase the employee's available balance by 5 hours. Take off 5 hours to decrease the available balance by 5 hours.

    Image of an employee's time off balance on the Employees screen.

    Make sure the Maximum to Accrue is greater than zero or leave it blank (otherwise your changes might not be saved).

  6. Click Save.

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