Available for Basic Payroll, Full Service Payroll
You can manually add or remove hours from an employee's time-off balance in Patriot Payroll. This is useful when you need to make a one-time correction, grant bonus hours, or remove hours that were used outside of a normal payroll run.
For related setup, see Managing Time Off and Using Time-Off Hours in a Payroll.
How to Edit a Single Employee's Time-Off Balance
To manually adjust the time-off balance for one employee:
Go to Payroll > Payroll Tasks > Manage Time Off.
Select the relevant Hours Type and Date Range.
Click Run Report.
Click the employee's name.
Click the Manage button.
Choose either Add Hours (increases the employee's available hours) or Deduct Hours (decreases the employee's available hours).
Enter the number of hours.
Enter the Effective Date of the activity. The effective date should correspond to the pay period the hours are used, not the pay date.
Enter optional comments. Comments are visible to the employer only.
Review the Current Available Hours (the balance before the edit) and New Available Hours (the balance after the edit). The new balance is not saved until you click Save.
Click Save. The adjustment will appear in the Manage Time Off list and on the employee's Time-Off Detail page.
How to Bulk Edit Time-Off Balances for Multiple Employees
To apply the same time-off adjustment to several employees at once:
Go to Payroll > Payroll Tasks > Manage Time Off.
Select the relevant Hours Type and Date Range.
Click Run Report.
Check the box next to each employee's name you want to update.
Click the Edit button.
Choose either Add Hours (increases available hours) or Deduct Hours (decreases available hours).
Enter the number of hours. The same number of hours will be applied to all selected employees.
Enter the Effective Date of the activity. The effective date should correspond to the pay period the hours are used, not the pay date.
Enter optional comments. Comments are visible to the employer only.
Review the Current Available Hours (the balance before the edit) and New Available Hours (the balance after the edit). The new balance is not saved until you click Save.
Click Save. The adjustment will appear in the Manage Time Off list and on each employee's Time-Off Detail page.
Time & Attendance: Hours Availability and Warnings
If you use Patriot's Time & Attendance add-on, employees and employers will see a warning and will be unable to save a time card if the employee tries to enter time off without enough available hours, or before the hours have been made available by the employer.
For example, if you add 80 hours with an effective date of August 20, employees cannot use those hours on a time card before August 20.
Set Up Automatic Time-Off Accruals
To automatically calculate and award time off based on rules you define,