All active accruals can be managed manually. If a person has a worktime role that allows changing and setting the accumulated value, they can do so according to the instructions in this article. All accruals are managed in the same way, i.e. this instruction applies to all accruals in use, such as balance, bank, flexible work bank, levelling period hours and annual leave.
Resetting an accrual
Bank is being used as an example accrual in this article.
Reset the accrual as follows:
1. Go Worktime > Work hours > Events in calendar. Select the correct person and date.
2. Create new event "bank reset".
3. Give the new accrual value in "New value" field, for example 50:00. The value can be positive or negative. You can also add notes if needed.
4. Save the event.
Changing an accrual value
Bank is being used as an example accrual in this article.
Change the accrual value as follows:
1. Go Worktime > Work hours > Events in calendar. Select the correct person and date.
2. Create new event "bank change".
3. Give the change amount in "Change amount" field, for example 50:00. The value can be positive (the amount is being added to the accrual) or negative (the amount is being deducted from the accrual). You can also add notes if needed.
4. Save the event.