Who this guide is for
System Administrators – Requires ‘System Admin’ role, Entitlements, and Absence Types of permissions
Overview
Create a new entitlement element within an entitlement pot so you can calculate, track, and carry over leave precisely (e.g., annual leave, sick leave).
How Entitlement Elements Work
An entitlement element is a component inside an entitlement pot. Elements define how leave is accrued, displayed, and carried over. You can later map absence types to draw down from a specific element for accurate balance management.
How to Set Up a New Entitlement Element
Open Entitlements (Global)
• Go to Admin tools > Admin panel > Global > Entitlements.
• Click Edit on the relevant entitlement pot.Add a new element
• Click + Add new entitlement element.Complete the element form
• Name – enter a clear, descriptive name (e.g., “Annual Leave – Core”).
• Enabled – set to Yes to make the element active, or No if you wish to enable on a Template OR User
• Sort index – set display order within the pot (lower = higher in the list).
• Carry Over and Expiry – expand to configure rules (see below).
• Allow manual carry over to – select one or more destination elements that admins can choose when manually carrying over.
• Automatically carry over to – select the element that receives automatic carry over at year-end (if used).
• Maximum carry over amount (hours) – enter limit in HH:MM.
• Maximum carry over amount (days) – enter limit in days.
• Carry over expires (into this element) – choose the element that receives any expiring carried balance (if applicable).Save
• Click Save (top of page).
Additional Information
• Key terms
– Entitlement pot: A user’s overall balance container (e.g., Holiday).
– Entitlement element: A sub-balance with its own carry-over/expiry rules.
• Permissions
– Requires ‘System Admin’ role and Entitlements to create/edit elements. Mapping absence types requires Absence Types permission.
• Best practices
– Use clear naming and a consistent Sort index to keep views tidy.
– Configure Automatic carry over for standard flows; enable Manual carry over only when admins must choose destinations.
– Define either hours or days carry-over caps to avoid conflicting limits.
• Warnings
– Warning: Template and User settings can override Global rules.
– Warning: Changes affect entitlement calculations immediately after you click Save.
• Tip: Use the search function within the platform to quickly find features or settings.