Edit and Adjust Accrual Bank Balances in Namely Time

How to make changes to the accrual banks in Namely Time.

OVERVIEW

Accrual banks are necessary to calculate time off in Namely Time. If you need to add or subtract the accrual banks, you can adjust the balance in the employee's accrual bank ledgers.

ADJUSTING ACCRUAL BANK BALANCES

1. In Namely Time, click Employee > Employee Profile.

2. Select your employee from the left panel.

3. Within the employee profile, click the Leave tab > Accrual Banks at the top.

 

4. Scroll down and click the Pencil icon under Ledger to edit the accrual bank.

5. The Manage Accruals window will automatically pop out. Click .

6. The Accrual Ledger window will pop out. 

   • Amount Accrued: Adding the time you entered from the remaining balance of the employee's current Accrual. 

   • Amount Taken: Subtracting the time you entered from the remaining balance of the employee's current Accrual. 

   • Date Posted: Enter the date you want the Amount Accrued or Amount Taken to be reflected in the Ledger.

7. Click Ok once you have made your changes to the Accrual Ledger.

8. Click Ok in the Manage Accruals window > Save in the employee's profile.