Understand time-balance adjustments

Time-balance tools provide a separate view for reviewed balances and adjustments where they are enabled for the workspace.

Steps

1. Open the available Time balances area.
2. Review the employee, period and current balance before changing anything.
3. Use the available recalculate, adjustment or reopen action only when the underlying records and reason have been checked.
4. Save the adjustment and review the result.

Important

Use these controls only with the access and payroll process authorised for your workspace. They do not replace reviewing the source timesheet entries.

Record the reason

Time-balance changes can affect workforce records beyond one day. Check the employee, effective date and source timesheet, and enter the reason requested by the available adjustment form.

Use the source record first

If a submitted timesheet itself is wrong, correct it through its review path where possible. Use a balance adjustment for the separate balance action it represents, not as a substitute for the original record.