Who this guide is for: System administrators. Requires 'Users' permission.
Overview:
This guide explains how to modify or remove an allowance cap for specific entitlement elements at the user level.
How Allowance Caps Work:
Allowance caps limit the maximum amount of entitlement a user can accrue from accrual awards. You may need to adjust these when changing company policies or accommodating individual employee circumstances.
How to Modify an Allowance Cap:
- Navigate to Admin tools > Admin panel > Users > User overview
- Search for the user and click Edit
- Select the Entitlements tab
- Click Edit next to the relevant entitlement pot
- Click Edit next to the specific entitlement element
- Click the Advanced button
- Adjust the allowance cap value as needed (set to 0 to remove cap)
- Click Save user at the top of the page
How to Access Allowance Caps via Search
You can also find and amend allowance caps directly using the search bar:
- In the search bar, type Allowance cap for accruals
- From the results, choose whether to amend in days or hours
- Select Users level (for individual adjustments)
- A pop-up window will appear
- Select the User, the Entitlement pot, and the Entitlement element
- Make the required changes and click Save
Additional Information:
Key terms:
Allowance cap: Maximum entitlement accumulation limit
Entitlement element: Specific leave type (e.g., annual leave)
Prerequisites: 'User Management' permission required
Tip: Use the search function to quickly locate users
Reminder: User-level settings override Template and Global settings for that individual