This guide has been created for system administrators.
Specific role permissions may be required, including: Entitlement Setup.
Step by step guide:
- Navigate to: Admin tools > Admin panel > Records > Entitlement Requests*.
- Press the +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 Edays 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.
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