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Correcting Allowances

The allowance correction feature allows you to adjust employee absence allowances when you're not satisfied with the automatically accrued amount. This feature provides flexibility to add to or completely replace the accrued allowance amount.

Overview​

Sometimes the automatically calculated accrual amount may not match your requirements. Instead of editing the record page directly (which would be replaced on the next accrual run), you can use the correction feature to make permanent adjustments to an employee's allowance.

The correction feature provides two options:

  • Add: Add a positive or negative amount to the existing accrued allowance
  • Replace: Completely replace the accrued amount with a new value

How to Correct an Allowance​

Follow these steps to correct an employee's allowance:

  1. Navigate to the employee's respective absence category

    • Go to the employee's record in the flair HR app
    • Click on the Absence Categories section

  2. Go to Allowances

    • Find the absence category for which you want to correct the allowance
    • Locate the Allowances section

  3. Click on the dropdown near the allowance you want to correct

    • Find the specific allowance that needs correction
    • Click on the dropdown menu next to the allowance and select "Add correction"

  4. Enter your input

    • Select Correction Type from the dropdown menu
    • Enter the correction amount
    • Choose the correction type:
      • Add: Adds the specified amount to the existing accrued allowance (can be positive or negative)
      • Replace: Completely replaces the accrued amount with the new value
    • Click Save

Correction Types​

Add Correction​

When you select Add, the correction amount is added to the existing accrued allowance:

  • Positive amount: Increases the allowance (e.g., if accrued is 28 and you add 2, the result is 30)
  • Negative amount: Decreases the allowance (e.g., if accrued is 28 and you add -5, the result is 23)

Replace Correction​

When you select Replace, the accrued amount is completely replaced with the correction amount:

  • The original accrued amount is replaced entirely
  • Example: If accrued is 28 and you replace with 20, the new amount becomes 20
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Note: When using Replace, the correction amount becomes the new accrued value, regardless of what the previous amount was.

Correction Fields​

The correction feature uses three fields that can be used in automations:

  • flair__Correction_Amount__c: The amount of the correction (can be positive or negative)
  • flair__Correction_Type__c: The type of correction - either "Add" or "Replace"
  • flair__Correction_Reason__c: Optional field for documenting the reason for the correction
  • Additional fields used for auditing purposes are flair__Correction_Datetime__c and flair__Correction_User__c. This are populated automatically when the change is made.

These fields are available for use in Salesforce workflows, Process Builder, Flow, and other automation tools.

Visual Indicators​

After a correction is made, you may see visual indicators in the accrued field:

  • An icon may appear to show that a correction has been applied
  • The correction history is maintained, showing what was corrected, when and by whom.

Important Notes​

  • Corrections are permanent and will not be overwritten by future accrual runs
  • The correction date and time are automatically recorded
  • You can view correction history to track all adjustments made to allowances
  • The Available amount reflects the corrected value after the correction is applied

Use Cases​

Common scenarios where allowance correction is useful:

  • Adjusting for special circumstances: When an employee's accrual needs adjustment due to special circumstances not covered by the accrual policy
  • Correcting calculation errors: When there's a discrepancy that needs immediate correction
  • One-time adjustments: For one-time allowances or adjustments that don't fit the standard accrual pattern
  • Manual overrides: When policy exceptions require manual intervention