For customers of our PTO module.
Once an approved PTO request date is passed, the request is processed as a transaction. A transaction means the requested amount of time is deducted from the individual's account, reducing their account balance. To learn more, refer to: Understanding PTO Transaction Dates.
Transactions can be deleted, but the following rules apply:
Transactions must be deleted one at a time.
Only the most recent transaction for a person can be deleted. You cannot delete a transaction in the middle of an individual's transaction history.
If you delete an accrual transaction, the system will not re-run that accrual for you.
Transaction deletions are PERMANENT! We cannot recover a deleted transaction, so proceed with utmost caution.
To delete a transaction:
Note: Only a Company Admin, HR Admin, or HR Manager can delete a transaction. To learn more, refer to: Understanding User Roles & Permissions.
Navigate to a person's profile by entering their name or title in the Jump to a Profile field and clicking their name in the list that populates.
Click the PTO tab.
Use the Year and PTO Policy dropdowns to locate the transaction you want to delete.
Note: We recommend taking a screenshot of the person's transaction history before deleting any transactions so you have a record of the history before your change.
Click on the most recent transaction.
Click the Delete button.
Confirm this action by clicking Delete.
Please contact our Customer Success Team for additional assistance.