Bulk action: Correct time off balance

Correct time off balances with a bulk action

🖥 Open in Shiftbase

With a bulk action, it is possible to perform an action for several employees at once. You do this by selecting the desired employees in the Employees tab and clicking the green Bulk actions button at the top left.

With the bulk action Correct time off balance it is possible to make a correction on the time off balances of multiple employees at once.

In the form you will find the following fields:

  • Balance: This is the time off balance on which you want to make the correction.

  • Date: The date on which the correction should take place.

⚠️ Note: This date must fall within the employee's contract.

  • Action:
    Correct: This option performs the desired correction.
    Payout: This option will cause the correction to be reflected in the payout.
    - Payout Date: The date the correction should be paid out.
    Transfer to: Moves the balance to another time off balance or the plus and minus hours.

  • Note: Add a note here if desired. We recommend doing this for a better overview of corrections made.

You can easily set the balance to zero by clicking on the orange button, there are three options here:

  • Correct balance with: Correct the balance by the amount you have specified.

  • Change balance to: Change the balance to the number you specified.

  • Increase balance to: Increasing the balance to the number you specified.

  • Reduce balance to: Reducing the balance to the number you specified.

In the overview of the selected employees, the correction can be entered manually in the Correction field. Here you will also immediately see the new balance.

⚠️ Note: For a negative correction, a minus must be placed before the balance change.

Did this answer your question?