After setting the leave policy (Assign time off policy), adjusting the leave balance (Adjust balance), and determining the leave validity/expiration period (Set assignment end date) for employees, you can manage the list of these leave policies on the Time off transaction page. These management actions include viewing details (view), making changes (edit), or deleting (delete) them. 

Important
This page features a new interface. If this page still appears in the old view on your Mekari Talenta, you can change it through the Talenta Labs settings. Learn how here.

Here are the steps.

1. Go to the “Time” menu, then select Time Off.
   

2. Navigate to the Time off transaction list page. There, you can see all the lists with types Assign employee, Adjust balance, or Set assignment end date that you have created previously.
   

A. View Transaction

1. To check the details of a leave policy assignment, click “Action” on one of the Policy names.
   

2. You will be directed to the following page.

• Assign Employee Type
  You can see the details of the leave policy assignment. You can perform actions such as “Delete transaction” to remove the assignment or “Edit transaction” to modify the assignment details. For full steps, read section B.
  

• Adjust Balance Type
  You can view the details of the leave balance adjustment from the selected list. You can perform actions such as “Delete transaction” to remove the balance adjustment or “Edit transaction” to change the adjusted leave balance. For full steps, read section B.
  

• Set Assignment End Date Type
  You can view the details of the leave policy expiration date and balance from the selected list. You can perform actions such as “Delete transaction” to remove the expiration setting or “Edit transaction” to change the leave assignment expiration date. For full steps, read section B.
  

3. Apply changes by clicking “Save changes”.
   

B. Edit Transaction

1. Besides viewing details, you can also directly modify the information of various Time off transaction types by clicking “Actions,” then “Edit transaction.”
   

2. You will be directed to the Edit transaction page according to the type as follows.

   • Assign Employee Type
     You can change data in transactions with the Assign employee type, as explained below.
     

     No.	Button/Column Name	Explanation
     1.	Description	Change the description of the assignment here.
     2.	Select employee	Add other employees by clicking this button.
     3.	Branch filter	Filter branches of employee names with this leave policy assignment by clicking this button.
     4.	All filters	Click to apply more complete filters.
     5.	Checkbox	Check employee names on the list to perform bulk deletion actions.
     6.	Delete	Click this icon to delete employee names from the list one by one.

   • Adjust Balance Type
     You can change data in transactions with the Adjust balance type as explained below.
     

     No.	Button/Column Name	Explanation
     1.	Set effective and expiration date for all employees	Click to apply the effective date of the employee leave balance adjustment and its expiration date. Then, columns for the effective start date of the adjustment (Effective date) and its end date (Expiration date) will appear which you must fill in. The system will automatically apply these dates to the list of selected employees so you don't have to fill them in again.
     2.	Description	Change the description of the leave balance adjustment here.
     3.	Select employee	Add other employees by clicking this button.
     4.	Branch filter	Filter branches of employee names on this leave balance adjustment list by clicking this button.
     5.	All filters	Click to apply more complete filters.
     6.	Show employees with adjustments	Check this to only show employees who already have adjustments filled in. This feature helps you to easily modify leave balance details.
     7.	Checkbox	Check employee names on the list to perform bulk deletion actions.
     8.	Adjustment	Enter the number of days to add or subtract from the leave balance. You can use a minus sign (-) to reduce the balance. Example: - To increase the leave balance from 10 to 15, enter 5 - To decrease the balance from 15 to 10, enter -5 (number with minus sign)
     9.	Effective date	Change the start date of this leave balance's validity.
     10.	Expiration date	Change the last valid date of this leave balance.
     11.	Delete	Click this icon to delete employee names from the list one by one.

   • Set Assignment End Date Type
     You can change data in transactions with the Set assignment end date type, as explained below.
     

     No.	Button/Column Name	Explanation
     1.	Description	Change the description of this set assignment date here.
     2.	Select employee	Add other employees by clicking this button.
     3.	Branch filter	Filter branches of employee names with this expiration date by clicking this button.
     4.	All filters	Click to apply more complete filters.
     5.	Checkbox	Check employee names on the list to perform bulk deletion actions.
     6.	Delete	Click this icon to delete employee names from the list one by one.

3. Apply changes by clicking “Save changes”.
   

C. Delete Transaction

1. The last action you can perform on the list on the Time off transaction page is deleting it. Click “Actions”, then select “Delete transaction”.
   

2. In the pop-up that appears, confirm deletion by clicking “Delete”.
   

That concludes the guide on how to manage leave assignments created on the Time off transaction page. Learn how to discontinue the enforcement of leave policies by clicking here.