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HR grants leave hours and the employee can see why

Who is involved

RoleWhat they do
HR managerPosts the adjustment with a reason and note through the assistant or the API.
EmployeeChecks the balance and ledger.

Step by step

  1. HR manager

    Asks the assistant to grant hours to an employee for a leave type, with a reason such as manual grant and a note.

    What they see:A new ledger row with the balance after it.

  2. Employee

    Opens Leave balances.

    What they see:The updated balance in hours.

  3. Employee

    Opens the ledger on the card.

    What they see:The adjustment with its reason and note, and no way to edit it.

  4. HR manager

    Spots a mistake and posts a correcting entry.

    What they see:A second ledger row; the first stays.

Who is told what

None are sent; the balance and ledger update immediately.

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