How do I reset manual holiday adjustments in HR?

Query

I want to clear all the manual holiday adjustments

Manual holiday adjustments didn't reset as part of rollover
 

Answer

• A system configuration setting controls whether manual adjustments will remain or will be removed as part of the holiday rollover

• If the setting was incorrect and you need to clear manual adjustments after holiday rollover you can use the bulk holiday adjustment to correct them

How to fix it

Pre-holiday rollover

1. Navigate to System Configuration > System Configuration (this action requires a System Admin licence)
2. Within the Name column, use the filter icon to search for the title 'Reset Manual Adjustment on Holiday Year Rollover'
3. Click on it view to the details

4. The Default Value is FALSE which applies when the slider toggle is disabled and means any manual adjustments will not be wiped as part of the rollover
5. Click Value to turn on the toggle if you wish to set it to TRUE. This means that any manual adjustments will be removed as part of the holiday year process, to start with a clean slate for the year ahead
6. Click Update to confirm any changes
7. When you run the holiday year rollover with the TRUE setting enabled, manual adjustments will be wiped

Post-holiday rollover or to reset balances at any time

If you realise after rollover that the system configuration setting was incorrect, or just wish to clear balances unrelated to holiday year rollover, you can use the bulk holiday adjustment to set balances to '0':

1. Go to Holiday & Absence> Absence Admin> Insert Bulk Holiday Adjustment
2. Click on the Subset icon in the top right to select the affected group of employees
3. The records will be displayed on screen
4. Leave the Manual Holiday Adjustment field as 0 and in the Manual Adjustment Reason enter the Manual Adjustment Reason for the change (such as holiday rollover reset)
5. Click Preview Bulk Adjustment

6. The holiday adjustment will be displayed in the Manual Holiday Adjustment column (overwriting any existing figure) and their Holiday Left will be adjusted accordingly
7. Click Update and then Yes to confirm

8. Manual adjustments will be set to 0 and be wiped from individual records

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