Who this guide is for: System administrators. Requires 'Entitlement Setup' permission.
Overview:
This guide explains how to manually add a holiday buy/sell (Flex Leave) record in the admin panel.
How Adding a Holiday Buy/Sell Record Works:
Admins can create Flex Leave requests on behalf of users, useful when employees need assistance or when backdating requests. You can set these as pre-approved during creation.
How to Add a Holiday Buy/Sell Record:
- Navigate to Admin Tools > Admin Panel > Records > Entitlement Requests records*.
- Click + Add New at the top of the page.
- Complete required fields:
- Select the User
- Choose Entitlement request type
- Set Authorisation Status (set to Approved to bypass approval)
- Enter the time amount:
- Positive value = Buying holiday
- Negative value = Selling holiday
- (Optional) Add notes in the Details field.
- Click the Save record or Save and add another button in the top right corner.
Note: Menu names may vary slightly by configuration.
Additional Information:
- Key Term: Flex Leave – System for buying/selling holiday entitlement.
- Requires 'System Admin' or 'Entitlement Setup' role.
- Tip: Use the search function to quickly locate the Entitlement Requests section.
- Best Practice: For backdated requests, add a note in Details explaining the reason.
- Warning: Approved requests process immediately - ensure amounts are correct before saving.