As an administrator, you can add or subtract hours from an individual's account at any time. This article explains how to do a batch/bulk update of account balances via a file import.
Create a CSV file (comma separated values) including these columns:
First Name
Last Name
Work Email (or Employee ID will work as a unique ID too)
Amount (the values in this column should be provided in hours)
To import your CSV file:
Note: Only Company Admins, HR Admins, and HR Managers can modify all account balances. Limited Admins can modify the balances for their subordinates and/or the subordinates of other specified positions. To learn more, refer to: Understanding User Roles & Permissions.
Hover over your company name in the main navigation and open the dropdown menu to click Settings.
Click the Paid Time Off tab.
Click the arrow next to the name of the policy for which you'd like to do the bulk balance modification.
Choose the Import Balance Modifications link from the menu.
Click the Upload CSV button and import the file you created.
Confirm and/or edit the amounts and add an optional note.
Submit the modifications. Balances will then be updated, and an entry will be added to their transaction history. If you provide a note, it will be included on the transaction.
Note: You can also modify a person's account balance individually.
Please contact our Customer Success Team for additional assistance.