Adjusting a User's Accrual Balance

Adjusting Accrual Balance can be an essential aspect of tracking employee hours correctly.

To complete the steps in this article, you must be an administrator or have the necessary view and/or edit permissions enabled. If you believe you should be able to complete the steps and are not able to, reach out to your account administrator to discuss updating the settings for your Role.

All changes made to a policy will apply to all users assigned to that policy. 

Adjust a user's accrual balance:

1. Log into the Citadel web portal.
2. Click on People in the side menu. 
3. Select the name of the user.
4. Click on Job under the user's name. 
5. In the Accruals section, click on the intended Pay Code.
6. Select Add or Subtract from the Adjustment Type dropdown. 
7. Set the number of Hours to adjust by.
8. The available hours will be displayed. Verify the information is correct and click Adjust. 
9. Click Save to update your changes. If you don't click Save, the policies will not be updated.