For a scenario where you are setting up leave balances for your employees for the first time.
We do recommend to always adjust to the current period - not historical periods, as these may not be reflected due to probation periods, carry-forward rules, or proration logic.
To adjust leave balances for first-time employees in Talenox, follow these steps:
Go to the Leave module and navigate to "Leave Balances."
Select the employee whose leave balance you want to adjust.
Click on the "Adjust Leave" tab for that employee.
Enter the final leave balance you want to set for the employee and save the changes. This is especially useful when transferring employees from another system or starting Talenox mid-year.
If you need to adjust leave balances for multiple employees at once, use the bulk leave adjustment feature. Refer to this guide for step-by-step instructions: How to Create Bulk Leave Balances Adjustments?
It's recommended to note down the final leave balances from your previous records before making adjustments in Talenox, as the system does not auto-calculate balances from previous periods.
Example:
Leave Entitlement for 2025: 25 days
Leave Balance for 2025: 20 days
Type: Annual Leave
Period of Entitlement: 01 Jan 2025 to 31 Dec 2025 (current year)
Quantity: Input "-5.0"
Reason: Adjustments for Year 2025
If there is any 'Carried Forward' leave from the previous period of entitlement, any deduction adjustments made will subtract from CF balances first before deducting from the current year's entitlement.