Who this guide is for: System administrators. Requires 'Entitlement Setup' permission.
Overview:
This guide explains how to update or cancel a holiday buy/sell (Flex Leave) record via the admin panel.
How Updating/Cancelling a Holiday Buy/Sell Record Works:
Admins can modify existing Flex Leave requests (e.g., correcting details) or cancel them (e.g., if no longer needed). Both actions follow similar steps.
How to Update or Cancel a Holiday Buy/Sell Record:
- Navigate to Admin Tools > Admin Panel > Records > Entitlement Requests records*.
- Use the search filters to find the record (filter by user, category, status, etc.).
- Click Edit on the relevant row.
- To update: Modify any details (e.g., dates, days).
To cancel: Set Authorisation Status to Cancelled. - Click Save Record in the top right corner of the page.
Note: The menu name may vary slightly depending on your system configuration.
Additional Information:
- Key Term: Flex Leave – Allows users to buy/sell holiday entitlement.
- Requires 'System Admin' or 'Entitlement Setup' role.
- Tip: Use the search function within the platform to quickly find features or settings.
- Warning: Cancelled records remain visible but are marked as inactive.