This guide has been created for system administrators.

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


Overview:

Within the Entitlement Setup section of Edays, you have the ability to run a report that will provide year to date entitlement accrual data.


Step by step guide:

  • Navigate to Admin tools > Admin panel.
  • Go to Global > Entitlement Setup.
  • Click on the 'run accruals to date report' option, just above the description box to the right.
  • Alter the 'accrue to' configuration to pull the desired year to date information.
  • If you require a rounding to be set, this can be altered using the 'Rounding' configuration. Our recommendation would be to round to the nearest half.
  • Once the report has been filtered as desired, click the download button, which will pull the data on to a CSV file.


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Related Guides:

Reports - Running an entitlement report