You can adjust time off balances manually for a single employee or in bulk for multiple employees. You can make three types of adjustments:

• Absolute: The overall time off balance, including any carryover, is overwritten and set to a completely new amount. Use this option only if you want to change the number of days or hours an employee has left in their balance.
• Relative: You adjust the balance by a certain amount. Use this option when you want to add or remove a specific number of days or hours to an employee’s balance.
• Expiring: A relative adjustment that expires on a specific date you set. 

If you're adjusting balances as a result of an inaccurate or outdated carryover policy, learn how to prevent manual balance adjustments in the future.

Adjust time off balances manually

To manually adjust time off balances, you need edit rights to Time off/Balance history and view rights to the relevant time off type.

Relative or expiring adjustment

1. Go to Employee profile > Time off.
2. Click the relevant time off type > Adjust balance.
3. Select the option to adjust the balance by the number of days or hours.
4. Enter the number of days or hours you want to add or remove from the balance. To remove time, enter a negative number.
5. If you set up different entitlement groups, choose which to adjust. Not available if the employee's hire date is in the future. 
6. Optional: add an expiration date if you want the adjustment to be valid for a specific timeframe.
7. Select an Adjustment date. This date appears in the balance activity tab.
8. Confirm the adjustment.

Absolute adjustment

1. Go to Employee profile > Time off.
2. Click the relevant time off type > Adjust balance.
3. Select the Set balance to a certain value option.
4. Enter the new balance.
5. If you set up two entitlement groups, the system:
   • Adjusts the statutory entitlement group. You can't change this setting.
   • Sets the non-statutory entitlement group to zero.
6. Select an Adjustment date. This date appears in the balance activity tab.
7. Confirm the adjustment.

Adjust time off balances in bulk

To adjust time off balances in bulk, you need edit rights to Account configuration > Time off. Follow these steps:

1. Go to the Imports section of your Personio account.
2. Select the Time off balance import type.
   • For absolute adjustments only, choose the basic template. 
   • For relative, absolute, expiring adjustments, or a mix of these, choose the advanced template. 
     
3. Open the Excel file, and read the guidelines tab. These explain in detail how to use the template.
4. Fill in the template.
5. Go to Imports, select the import type Time off balance, and select a file.
6. Assign the columns in your Excel file to the corresponding attributes stored in Personio. 
7. Review the preview of the import and confirm the import.

Delete a balance adjustment

You can delete any manual balance adjustment you’ve applied to an employee’s profile, restoring the balance to the previous amount. Follow these steps:

1. Go to Employee profile > Time off.
2. Click the arrow next to the relevant time off type > Activity.
3. Click the bin icon next to the adjustment you want to delete, and confirm.