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:

https://youtu.be/Qn5ylGY5aEE


Note: You will need the Entitlement Set-up permission applied to your e-days role in order to carry out this task.