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. 

Before you start

• To manually adjust time off balances, you need edit permissions to Time off/Balance history and view permissions to the relevant time off type.
• To adjust time off balances in bulk, you need edit permissions to Account configuration > Time off.
• If you're adjusting balances as a result of an inaccurate or outdated carryover policy, learn how to prevent manual balance adjustments in the future.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

Relative or expiring adjustment

1. Go to the employee profile > Time off.
2. Click the relevant time off type > Adjust balance.
3. Select either the adjustment type Add days/hours to balance or Remove days/hours from balance.
4. Enter the number of days or hours you want to add or remove from the balance.
5. If you set up different entitlement groups, choose which to adjust. This isn’t available if the employee's hire date is in the future.
6. In Effective from, select a date. This date appears in the balance activity tab. Today’s date is preselected by default for the adjustment to take effect.
7. Optional: Add an expiration date if you want the adjustment to be valid for a specific timeframe.
8. Confirm the adjustment. You can also add an optional reason for the adjustment.

Absolute adjustment

1. Go to the employee profile > Time off.
2. Click the relevant time off type > Adjust balance.
3. Select the adjustment type Set balance to a specific value.
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. In Effective from, select a date. This date appears in the balance activity tab. Today’s date is preselected by default for the adjustment to take effect.
7. Confirm the adjustment. You can also add an optional reason for the adjustment.

Adjust time off balances in bulk

1. Go to Settings.
2. In the Organization section, click Imports.
3. Select the Time off balance import type. 
   ▶︎ For absolute adjustments only, choose the basic template.
   ▶︎ For relative, absolute, or expiring adjustments, or a mix of these, choose the advanced template. 
4. Open the Excel file, and read the guidelines tab. These explain in detail how to use the template.
5. Fill in the template.
6. Go to Imports, select the import type Time off balance, and select a file.
7. Assign the columns in your Excel file to the corresponding attributes stored in Personio. 
8. 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 the employee profile > Time off.
2. Under Time off balances, click the relevant time off type.
3. Go to the Activity tab.
4. Click the bin icon next to the adjustment you want to delete, and confirm.