The Adjustments and Leave screen can be used to record all manner of Adjustments against staff members, including Leave and Sickness, as well as Shift Bonuses and Overtime.
Please see the article on Adjustment Reasons for more information on the types of adjustments that can be added.
The screen is accessed via Personnel > Adjustments & Leave
To add an adjustment to a person, use the filters on the left hand side to show the relevant people in the chosen Rota Group/Team, click on the appropriate person, then the green plus button.
This will open the Add Adjustment screen;
This will pull through the employee name. Enter the From and To Dates/Time. (Please note, annual leave cannot span two different leave years. These should be entered as 2 periods of leave, one for each leave year).
Enter a Reason (pulls from the list configured in Rota > Rota Settings > Adjustment Reasons). If this is a paid Adjustment Reason, you will be able to select a Pay Rate Group. You can also select a zone in case pay rates are different in different zones worked.
The system will calculate a Value for this adjustment based on the Pay Rate Group and the Duration.
If adding an Adjustment for Annual Leave or Sickness, the shifts that fall between the From and To dates will show in the Shifts section;
By default these will be ticked, as above. If you Save from this point, the system will warn that the employee will be removed from the selected shifts;
Click Yes.
Bulk adding shift adjustments
Shift adjustments can also be added from the View Rota screen if you are wanting to do them in bulk.
Firstly navigate to the View Rota screen and select the relevant date and Rota Group you want to add the adjustments to;
select the shifts on that day that you want to adjust by selecting a shift, holding the control button on your keyboard and selecting the rest of the shifts you need. Then click the 'Bulk Add Shift Adjustments' button;
Fill in the details needed for the adjustment and click the Save button.
