Manually adding entitlement

Manually adding entitlement

Though the system can create a number of entitlement years automatically using information filled into the system, it will only do so for the current year, and the four years following (assuming they don’t have a set leave date). Additional entitlement years are automatically added when the staff member reaches the sixth year and beyond, but adding entitlement years can also be done manually.
  1. Go to the  Staff page.
  2. Click on a staff member’s name to be taken to their profile.
  3. Click on the Contract/Entitlement section in the sidebar. 
  4. Click on Add Entitlement in the top right.
  5. Choose your Entitlement Year. 
  6. If you’ve already set up holiday/sickness entitlement, the other settings should be automatically filled in using details from that. Otherwise, fill them in.
  7. Click Save.

    • Related Articles

    • Adding a staff member

      Adding a staff member manually Click on Staff in the sidebar. Click on the icon in the top right. Fill out the relevant information in each tab of the Staff Profile. At the very least you should enter the staff member's First Name, Last Name, Date of ...

    • Adding a child

      Adding a child manually Click on Children in the sidebar. Click on the icon in the top right. Fill out the relevant information in each tab of the child profile. At the very least, you should enter the child’s First Name, Last Name, Legal Gender, ...

    • Transferring entitlement

      If a staff member has entitlement days remaining at the end of the year, you have the option of transferring the remaining entitlement to the new year. Go to the Staff page. Click on a staff member’s name to be taken to their profile. Click on the ...

    • Overriding entitlement

      If you’d like to change the holiday or sickness entitlement for a specific staff member, for a specific year, you can do this by overriding it. Overriding entitlement gives you more direct control over it, but this also means automatic calculations ...

    • Resetting entitlement

      If you’d like to revert a change you’ve made to a staff member’s entitlement – for example, if you’ve overridden it – you always have the ability to reset it. This can be done for all entitlement, or for specific entitlement years. Resetting all ...