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Amending the Global allowance cap

Overview

This guide explains how to modify or remove allowance caps for entitlement elements in your absence management system.


How Allowance Caps Work

Allowance caps limit the maximum amount of entitlement employees can accrue in specific pots. Adjusting these caps helps control leave accumulation while maintaining policy compliance.


How to Change/Remove an Allowance Cap

  1. Navigate to: Admin Tools > Admin Panel > Global > Entitlement
  2. Locate the relevant entitlement pot and click Edit
  3. Find the specific element and click Edit
  4. Click Advanced to view cap settings
  5. Make your changes:
    • Enter new cap value or
    • Clear the field to remove the cap entirely
  6. Click Save to confirm changes


Additional Information


Key Terms

  • Allowance Cap: Maximum entitlement accumulation permitted
  • Entitlement Element: Specific leave type within a pot (e.g., annual leave, sick leave)


Permissions Required

  • Global Entitlement Setup access


Best Practices

  • Document policy changes when adjusting caps
  • Use the search function to quickly locate Entitlement
  • Review impact on existing employee balances


Important Notes

  • Changes apply immediately to all affected users
  • Removing caps may require manual balance adjustments
  • Consider grandfathering rules for existing balances


Pro Tip

Run entitlement reports before and after changes to verify the impact on employee balances.

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