How do I adjust someone's current PTO balance?

Need to adjust existing employees' time off balances? Check out this help article to learn how!

1. Go to the employee's profile and click their Time Off card to expand it. Screen Shot 2023-05-09 at 2.07.48 PM

2. Now, hit the "View Balances" button. 

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3. You will then be taken to the Balances tab of your Time Off app. GoCo will redirect you to this specific employee, but you can also make mass updates for all of your employees on this page. To adjust this employee's balances hit the "Edit Balances & Accruals" button.

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4. If you are editing balances in bulk, you will see a pop-out appear to edit all employees at once. Once complete, simply hit the "Save Balances" button.

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If you are editing one employee's balance, your screen will update to allow you to edit. Again, simply update the desired information & hit "Save" when complete! 

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For more information, please reach out to your Client Success Team or email us at

Happy Hiring! 💚