Adding, editing and deleting Adjustments in Adjustments & Leave

To navigate to the screen referred to in this article navigate to Personnel>Adjustments & Leave

The filters on the left can be used to narrow down search results to specific Rota Groups, Teams and date ranges

1. Adding Adjustments
2. Editing Adjustments
3. Deleting Adjustments

Adding Adjustments 

Adjustments are added to staff member by using the filters on the right to select the correct staff member and clicking Add Adjustment 

This will open the Add Adjustment screen

Here enter the following details:

• From and To date and time
• Reason - These are set up in Rota>Rota Settings>Adjustment Reasons
• Post - This is only if you're a People+  Customer
• Type
• Pay Rate Group

Other fields in the screen are not mandatory

If the staff member is working shifts within the date range, they will be shown in the Shifts section of the Add Adjustment box 

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 and the Adjustment will be saved. 

You can also add a Shift Adjustment through this screen. Once you have entered the date range, if the adjustment reason is not marked as a 'Shift Adjustment', you will see an additional box at the bottom of the adjustment to add another adjustment to the record.

Editing Adjustments

Adjustments can be edited in the Adjustments & Leave screen by using the filters on the left of the screen to search for the relevant Adjustment and double clicking it.

This will show you the Edit Adjustment screen

Here you can make any relevant changes to the Adjustment and click Save

If you are extending the length of the Adjustment then the staff member will be removed from any shifts within the extended period. 

The Pay Rate Group of multiple Adjustments can be edited at once by selecting them using the tick boxes and clicking Quick Edit

Adjustments for multiple staff can be viewed at once by using the Advanced Search option

Once you have clicked Quick Edit you will be given the option to select a Pay Rate Group from the drop down, select the relevant Group and click Confirm

Deleting Adjustments

Adjustments can be deleted in the Adjustments & Leave screen by using the filters on the left of the screen to search for the relevant Adjustment. Select the Adjustment using the tickbox and click Delete

You will be asked to enter a cancellation Reason - set up in Personnel>Reference Settings - and enter a comment, then click Save 

The Adjustment will then be deleted.