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Changing Team Member's Time Off Balance

Sometimes you may need to change a team member's time off balance in Workmax. This could be due to various reasons, such as an error in the balance calculation or a change in the team member's status.

To change a team member's time off balance in Workmax, follow these steps:

  1. Sign in to your "Workmax" account with an admin account.
  2. Go to the "Time off requests & policies" section.
  3. Click on the "Policies" tab.
  4. Select the policy you want to change the team member's balance for.
  5. Select the team member you want to change the balance for.
  6. Click on the "Edit" button next to the team member's balance.
  7. Enter balance amount you want to set for the team member.
    • Balance - The total number of days the team member has available for time off.
    • Used - The number of days the team member has already used for time off.
  8. Click on the "Save" button.

Workmax will now update the team member's time off balance with the new amount you entered. The team member will be able to request time off based on the updated balance. If you have any questions or need help, please contact Workmax Support.