This guide has been created for system administrators.

Specific role permissions may be required, including: Entitlement Setup.


Overview:

Edays allows for the buying and selling of holiday entitlement, also known as Flex Leave. This can enable users to request to buy additional days or to sell days that they do not wish to take, and can be configured to be requested by everyone, or limited to authorisers or admin users. If you would like to configure the ability to buy and sell holiday in your system please click here to view our guide.


This guide provides the steps required for an admin to add a holiday buy/sell record via the admin panel. 


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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Related Guides:

Configuring Buying and Selling Holiday (Flex Leave) | Buy/Sell - Updating a holiday buy/sell record | Buy/Sell - Cancelling a holiday buy/sell record | Buy/Sell - Deleting a holiday buy/sell record