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How do I manually correct leave budgets (transactions)?
How do I manually correct leave budgets (transactions)?

In this article, we explain how you can add leave mutations single or in bulk as an administrator,

Nadja avatar
Written by Nadja
Updated over a week ago

Via the leave transactions, you as administrator can adjust the leave budget super-fast. For example, you might want to process the leave history from your old administration, or you might want to give someone some extra days as a present for hard work.

For a transaction, you really only need to consider three questions:

  • Do you want to give or take hours?

  • What type of leave is affected?

  • Which year does it apply to?

That’s it! HoorayHR does the rest.

Add transaction per employee

As an admin, you can rectify each employee's leave budgets for them via a leave transaction.

  1. Click the blue 'Add transaction’-button at the top right of your screen.

  2. In the selection fields, choose which data you want to modify (employee, leave type, transaction type, date and optional comment). There are two types of transactions:

    Received budget: here you can adjust the received budget, you can both add and subtract budget. Subtracting budget is done by putting a minus in front of the number, e.g. "-10".

    Spent budget: here you can enter the extra budget used. In the case of holiday leave type with statutory/non-statutory budget, we automatically calculate where the budget should be deducted, just like for leave requests.

  3. In the list, you can enter transactions in the accompanying column by offsetting +/- numbers against the available budget.

  4. To save all changes click 'Add', done!

Adding transactions in bulk

You can also edit the budgets of several employees at the same time in one overview for a particular leave type.

  1. At the top right of your screen, click the arrow next to the blue 'Add leave mutation' button and choose 'Bulk transactions'.

  2. In the selection fields, choose which data you want to modify (leave type, transaction type, date and optional comment). There are two types of transactions:

    Received budget: here you can adjust the received budget, you can both add and subtract the budget. Subtracting the budget is done by putting a minus in front of the number, e.g. "-10".

    Spent budget: here you can enter the extra budget used. Regarding holiday leave type with statutory/non-statutory budget, we automatically calculate where the budget should be deducted, just like for leave requests.

  3. In the list, you can enter transactions in the accompanying column by offsetting +/- numbers against the available budget.

  4. To save all changes click 'Add', done!

Please note! Individual transactions are submitted for all employees.

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