How do I Edit Time Off Balances?

Administrators can make edits to time off balances and accrual rates through their Time Off app.

  1. Click on the Balances tab located on the Time Off overview page.
  2. Once the Balances option has been selected, you can change someone's balance by selecting their name, then the pencil icon on the right-hand side of the panel. 
  3. Accrual can be modified in the Base Accrual field.
  4. In the Current Balance field, the administrator can increase or decrease the current balance and turn any tenure milestones on or off.
  5. Click Save when you're finished editing.

Administrators who want to edit the time off policy's maximum balance can do so via the Settings tab.

  1. Click View or Edit under the policy you'd like to edit
  2. Scroll to the section with the heading Maximum Balance
  3. If you'd like to enforce a maximum balance, uncheck Don't limit balances and enter the maximum number of hours.
  4. If you wish to remove a maximum, simply check Don't limit balances.
  5. Scroll to the bottom of the page and press Save.

Zenefits cannot adjust PTO balances. This must be done by an administrator because it affects company PTO liability.

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