Answer
Most leave balance changes happen automatically as anniversaries pass and leave is taken. For corrections - e.g. a back-dated adjustment or fixing a migration error - Lightning Payroll has a manual adjustment dialog.
How to record a manual adjustment
- Open the employee and go to the Leave tab.
- Click Manual leave adjustment.
- Pick the leave type (annual holidays, sick, alternative holidays).
- Pick the unit (weeks for annual holidays, days for sick and alternative).
- Enter a positive quantity to add or a negative quantity to subtract.
- Enter a short note explaining the adjustment (recommended for audit).
- Save the adjustment.
Things to check
- The adjustment is dated as at today by default; back-date it if the correction belongs in an earlier period.
- Adjustments appear in the grant schedule under the How is this balance calculated? button.
- If the employee was migrated with the wrong opening balance, edit the opening balance directly instead of recording a manual adjustment.
Why you can't edit balances directly
The leave tab shows a calculated balance from the grant schedule and leave taken - it is not a typed figure. Direct editing would lose the audit trail of how the balance reached its current value. Manual adjustments keep that trail intact.
For payroll-wide corrections (e.g. adjusting many employees), contact support before bulk-applying adjustments.
