Step by step guide:
- Navigate to: Admin > Records > Entitlement Requests*.
- Press the blue Add New button at the top of the page.
- Complete the User and Entitlement request type fields
- Set the desired authorisation status for the new record.
- Setting this to Approved will tell e-days the new record has already completed its approval process.
- Set the amount of time that has been requested.
- A positive value is a purchase of entitlement, a negative value is a sale of entitlement.
- Optionally enter any text information into the Details field
- At the bottom of the page press, the orange Save button.
*Depending on how your e-days system has been configured, this name may differ slightly.
Please find our video tutorial link below:
Note: You will need the Entitlement Set-up permission applied to your e-days role in order to carry out this task.