Who this guide is for
System Administrators – Requires ‘System Admin’ role, Entitlements permissions
Overview
Enable a disabled entitlement element for a specific user so the award can be accrued and used on their balance.
How Enabling an Entitlement Element Works
Entitlement elements are sub-balances inside an entitlement pot (e.g., Holiday). If an element is disabled at User level, the user cannot accrue or spend from it. Enabling the element at User level immediately activates it for that user and overrides Template/Global defaults.
How to Set Up (Enable an Entitlement Element for a User)
Open the user’s entitlements
• Go to Admin tools > Admin panel > Users.
• Search for the user and click Edit.
• Open the Entitlements tab.Enable the element - simply deselect disabled > Save the user
Optional – Show a breakdown of all elements
If you want both active and accrued elements to be visible on the user balance:
• In the same pot, open Advanced (first Advanced section in the pot settings).
• Enable Show accrued elements.
• Click Save User.
Additional Information
• Key terms
– Entitlement pot: Overall container for a balance (e.g., Holiday).
– Entitlement element/award: A sub-balance with its own rules (accrual, carry over, expiry).
• Permissions: Requires ‘System Admin’ role and Entitlements.
• Best practices
– Confirm the correct entitlement pot before enabling.
– Use Show accrued elements when employees need a transparent element-by-element breakdown.
– Document why an element was enabled in internal notes for audit.
• Warnings
– Warning: Template settings override Global, and User settings override Template. Changes at User level take effect immediately for that user.
– Warning: Always click Save User at the top of the page to apply changes.
• Tip: Use the search function within the platform to quickly find features or settings.