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Policy Balance – Admin View

Summary

The Policy Balance tab allows admins to view and adjust leave balances for users, either by adding or subtracting hours or days. This feature ensures effective management of leave balances, with complete traceability of all adjustments.

In this article

  • Before you begin
  • Step 1: Access the Policy Balance Tab
  • Step 2: Adjust Balance
  • Step 3: Adjust Leave
  • Step 4: View Adjustment Logs
  •  Frequently Asked Questions (FAQ)

Before you begin

  • You must be logged in with admin permissions to access the Policy Balance tab.
  • Ensure you are familiar with the leave policies and the required adjustments for your users.

Step 1. Access the Policy Balance Tab

    1. Log in to your Plumm account.
    2. Go to the "Team Time Off" page.
    3. Click on the "Policy Balance" tab to view and manage user leave balances.
    4. Filter by Policy Type: Use the dropdown menu to filter by Hours or Days.
    5. A grid will display all users assigned to the selected policy. Use the search bar to find a specific user.

    The grid will display the following fields for each user:

    • User Name
    • Policy Name
    • Annual Allowance
    • Current Balance
    • Units Taken
    • Units
    • System Adjustment
    • Admin Adjustment
    • Carry Over Units
    • Current Cycle

Step 2. Adjust Balance

  1. In the grid, find the user for whom you want to adjust the balance.
  2. Click on the three-dot menu on the right side of the user’s row.
  3. Select "Adjust Balance" from the dropdown menu.
  4. In the Adjust Balance modal:
    • Owner and Policy Type are auto-filled based on the selected user.
    • Choose whether to Add or Subtract the balance.
    • Enter the number of hours or days (depending on the policy type).
    • Select the Effective Date for the adjustment.
    • Provide a Reason for the adjustment.
  5. Submit the adjustment. The updated value will be reflected in the grid for the selected user.

Step 3. Adjust Leave

  1. In the grid, click the three-dot menu next to the user’s row again.
  2. Select "Adjust Leave" from the dropdown menu.
  3. In the Adjust Leave modal:
    • Owner and Policy Type are auto-filled based on the selected user.
    • Choose whether to Add or Subtract the leave.
    • Enter the number of hours or days (depending on the policy type).
    • Select the Effective Date for the leave adjustment.
    • Provide a Reason for the leave adjustment.
  4. Submit the adjustment. The change will be reflected in the grid for the selected user.

Step 4. View Adjustment Logs

  1. All changes made using Adjust Balance or Adjust Leave are recorded in the system.
  2. To view the Adjustment Logs, go to the Adjustment Logs section, which tracks every adjustment made for full traceability.

Frequently Asked Questions (FAQ)

1.What is the difference between "Adjust Balance" and "Adjust Leave"?

  • Adjust Balance: Used to modify the total leave balance (e.g., add or subtract hours or days).
  • Adjust Leave: Used specifically to adjust the leave taken (e.g., add or subtract leave for specific days).

2. Can I adjust both the balance and the leave?

 Yes, you can adjust both the balance and the leave for each user separately. These actions are recorded separately in the system.

3.What happens after I submit a balance or leave adjustment?

 The change will immediately reflect in the grid for the respective user. All adjustments are recorded in the Adjustment Logs for traceability.
 
 

4.Can I view who made the adjustments?

 Yes, every adjustment is logged and tracked in the Adjustment Logs section, which records details such as the user, the adjustment type, the effective date, and the reason.

5.How do I filter users by policy type?

 You can filter users by Hours or Days using the dropdown menu at the top of the Policy Balance tab, allowing you to view users based on their leave policy type.

This functionality ensures complete control and traceability over user leave balances and adjustments, helping admins manage leave policies effectively across the organization.