Resetting entitlement

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 entitlement

  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 Reset in the bottom right.
  5. All entitlement settings will be erased for this staff member.

Resetting specific entitlement years

  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 the  icon next to an entitlement to view its details.
  5. Click on Reset Entitlement.
  6. In the pop-up window, you have the option to change some of the entitlement settings if you wish. By default, it will be automatically populated with the existing settings on the Contract/Entitlement page.
  7. Click Save.

What if I reset holiday/sickness entitlement after staff members have already booked their holidays?

While entitlement settings are erase, any holidays that have already been scheduled will remain in the calendar, unchanged. Once you have set up your entitlement again, you may be required to go through an employee's holidays to ensure the entitlement and hours reflect the changes to the contract. For instance, if there has been a change to the number of contracted hours per day, then that will alter the number of entitlement hours required for a full day's holiday.

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