In Replicon, a user's time off is specified in their time off policies. To change a time off balance for a user, you need to either create a new policy with the desired balance, or edit an existing policy. If you edit an existing policy, the user's time off balance will change as of that policy's effective date. Therefore, in most cases, when changing a time off balance you should create a new policy. This will allow the user's historical time off balance to remain unchanged.

To create a new time off policy and balance for a user:

  1. Select Administration from the top menu, and then select Shortcuts > Users from the side menu.
  2. Click the icon next to the user whose time off you want to edit.
  3. Select the Time Off tab.
  4. Click Add New Policy. A new policy will display.
  5. Specify the new balance and its effective date (i.e. the date when you want that balance to come into effect), along with any other required accrual settings.
  6. Click Save.

For more information on how to set up time off policies, refer to Defining Time Off Types and Customizing User Time Off Settings in Replicon's online help.


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