Edit or Delete an Employee's Time Off History
How do I edit or delete an entry in the History table for an employee's time off?
Purpose: To learn how HR administrators or custom access users can edit or delete a time off entry in an employee's History table.
Table of Contents
Only the Account Owner and Full Admin users automatically have access to edit or delete a time off entry. This permission can be granted to a custom access level user, but they must also have been granted access to manage time off policies. Learn more about that, here!
Time off History on the Employee Profile
Navigate Time Off tab to select the time off category you would like to see in the History table. In the example above, I clicked on Paid Time Off to view its history. Hover over the entry you would like to edit or delete. To edit, click the pencil icon and to delete, click the trash can icon.
To edit a time off entry click the +/- button on the time off policy. From here you can edit its date, time off category, or the amount. Click Save when you are done editing.
To delete a time off entry, click Remove History Item to confirm the deletion. Once confirmed, the balance adjusts as applicable.