1 77000106105 2021-08-26T12:51:28+01:00 77000317891 false Entitlement Setup 27 2021-08-26T12:51:28+01:00 1 1 2021-03-04T11:18:29+00:00 0 0 The below guide will provide you with steps to disable entitlement pot on a global level. This would be used when you wish to stop using an entitlement entirely or if you wish to disable an entitlement globally but enable this on a template or user level. Go to admin tools and select the admin panel. Go to global and select entitlement setup. Press elements on the entitlement you wish to disable. Press edit on any entitlement element that is enabled. Set the element to disabled. Press save. Repeat this until all entitlement elements are disabled. <p dir="ltr">The below guide will provide you with steps to disable entitlement pot on a global level.</p><p dir="ltr"><br></p><p dir="ltr">This would be used when you wish to stop using an entitlement entirely or if you wish to disable an entitlement globally but enable this on a template or user level.</p><ul><li dir="ltr">Go to admin tools and select the admin panel.</li><li dir="ltr">Go to global and select entitlement setup.</li><li dir="ltr">Press elements on the entitlement you wish to disable.</li><li dir="ltr">Press edit on any entitlement element that is enabled.</li><li dir="ltr">Set the element to disabled.</li><li dir="ltr">Press save.</li><li dir="ltr">Repeat this until all entitlement elements are disabled.</li></ul> 77000317891 51 77000489648 2021-03-04T11:25:27+00:00 77015794476 2 2 0 0 Disabling an entitlement pot on a global level 2021-09-03T10:35:14+01:00 77015794476 1 2020-05-22T13:48:50+01:00 3 0 Accruals are split into two parts, the Long Service Award and the Accrual Policy. The Long Service Award dictates how many days the accrual gives, the Accrual Policy dictates when it triggers and awards the entitlement.  Please see below for guides on how to set up the main accrual: Entitlement Accrual setup (Accrual Pattern setup) Can set up accrual patterns in Global -> Entitlement accrual setup, or by clicking the Add button on an accrual policy within an element in complex mode. If you would like to enlarge the image, please click on it to expand. Description - you want to describe the frequency, so "Yearly Employment Start" or "First of the Month" might be good names. Enable projected annual total - When the first accrual runs in a holiday year, it will run all the future accruals for the year too. It will not re-run the accruals on future dates when they roll around. Rarely useful. Prorate award - Whether FTE is taken into account when awarding the accrual. Normally set to yes. Award in the year - Allowed for yearly and employment start (any frequency) recurrence patterns. Current year - the effective date of the accrual is the date on which it is run. Most normal. Next year - the effective date is the first day of the next holiday year. Used to anticipate balance so that it can be seen and spent in the next year period. Note that this setting will interact with Accrue on rollover (in the Complex Element section). Recurrence pattern - The frequency at which the policy will check to add the accrual. If you would like to enlarge the image, please click on it to expand. <p data-identifyelement="474" dir="ltr"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 14px;">Accruals are split into two parts, the Long Service Award and the Accrual Policy. The Long Service Award dictates how many days the accrual gives, the Accrual Policy dictates when it triggers and awards the entitlement.&nbsp;</span></p><p data-identifyelement="474" dir="ltr"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></p><p data-identifyelement="474" dir="ltr"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Please see below for guides on how to set up the main accrual:</span></span></p><div class="markdown-content markdown-render-area body-m" style="box-sizing: border-box; font-size: 0.9375rem; color: var(--text-primary-color,rgba(0, 0, 0, 0.9)); overflow-wrap: break-word;"><h1 dir="ltr" style="box-sizing: border-box; font-weight: 600; font-size: 1.3125rem; color: var(--text-primary-color,rgba(0, 0, 0, 0.9)); margin-bottom: 8px; margin-left: 0px;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Entitlement Accrual setup (Accrual Pattern setup)<a href="https://dev.azure.com/e-days/e-days/_wiki/wikis/e-days.wiki/248/Accruals?anchor=entitlement-accrual-setup-(accrual-pattern-setup)" class=" shareHeaderAnchor" style="box-sizing: border-box; color: var(--communication-foreground,rgba(0, 90, 158, 1)); margin-bottom: 0px; margin-left: 4px; padding: 0px 4px; font-weight: normal; line-height: 22px;"></a></span></span></h1><p style="box-sizing: border-box; margin-bottom: 16px; margin-left: 0px;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 14px;">Can set up accrual patterns in Global -&gt; Entitlement accrual setup, or by clicking the Add button on an accrual policy within an element in complex mode.</span></p><p style="box-sizing: border-box; margin-bottom: 16px; margin-left: 0px;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77028582840/original/GVw_07DpirZnJ2G5Fdb0IyVveam0cBtBEQ.png?1616693121" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77028582840"></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 16px; margin-left: 0px;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12px;"><em>If you would like to enlarge the image, please click on it to expand.</em></span></p><p style="box-sizing: border-box; margin-bottom: 16px; margin-left: 0px;"><strong style="box-sizing: border-box;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 14px;">Description</span></strong><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">&nbsp;- you want to describe the frequency, so "Yearly Employment Start" or "First of the Month" might be good names.<br style="box-sizing: border-box;"><strong style="box-sizing: border-box;">Enable projected annual total</strong> - When the first accrual runs in a holiday year, it will run all the future accruals for the year too. It will not re-run the accruals on future dates when they roll around. Rarely useful.<br style="box-sizing: border-box;"><strong style="box-sizing: border-box;">Prorate award</strong> - Whether FTE is taken into account when awarding the accrual. Normally set to yes.<br style="box-sizing: border-box;"><strong style="box-sizing: border-box;">Award in the year</strong> - Allowed for yearly and employment start (any frequency) recurrence patterns.<br style="box-sizing: border-box;">Current year - the effective date of the accrual is the date on which it is run. Most normal.<br style="box-sizing: border-box;">Next year - the effective date is the first day of the next holiday year. Used to anticipate balance so that it can be seen and spent in the next year period. Note that this setting will interact with Accrue on rollover (in the Complex Element section).</span></span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 16px; margin-left: 0px;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 14px;"><strong style="box-sizing: border-box;">Recurrence pattern</strong> - The frequency at which the policy will check to add the accrual.</span></p><h1 dir="ltr" style="box-sizing: border-box; font-weight: 600; font-size: 1.3125rem; color: var(--text-primary-color,rgba(0, 0, 0, 0.9)); margin-bottom: 8px; margin-left: 0px;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77028582882/original/XgcKEu9d0GpLzaaBtD8SCfg85d9xBcTVDA.png?1616693157" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="77028582882"></h1><p><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12px;"><em dir="ltr">If you would like to enlarge the image, please click on it to expand.</em></span></p></div><hr class="wiki-metadata-separator" style="box-sizing: border-box; border-top: 1px solid var(--palette-black-alpha-8,rgba(0, 0, 0, 0.08)); border-bottom: 0px; margin-bottom: 0px; margin-left: 20px; color: rgb(0, 0, 0); font-family: &quot;Segoe UI VSS (Regular)&quot;, &quot;Segoe UI&quot;, -apple-system, BlinkMacSystemFont, Roboto, &quot;Helvetica Neue&quot;, Helvetica, Ubuntu, Arial, sans-serif, &quot;Apple Color Emoji&quot;, &quot;Segoe UI Emoji&quot;, &quot;Segoe UI Symbol&quot;; font-size: 14px; font-weight: 400; text-align: start; text-indent: 0px;"><div class="page-view-section flex-row font-size-mm" style="box-sizing: border-box; display: flex; flex-direction: row; font-size: 0.9375rem; padding: 24px 24px 8px; color: var(--text-primary-color,rgba(0, 0, 0, 0.9)); font-family: &quot;Segoe UI VSS (Regular)&quot;, &quot;Segoe UI&quot;, -apple-system, BlinkMacSystemFont, Roboto, &quot;Helvetica Neue&quot;, Helvetica, Ubuntu, Arial, sans-serif, &quot;Apple Color Emoji&quot;, &quot;Segoe UI Emoji&quot;, &quot;Segoe UI Symbol&quot;; font-weight: 400; text-align: start; text-indent: 0px;"><br class="Apple-interchange-newline"></div> 77000317891 396 77000230590 2021-08-26T16:18:51+01:00 77037503209 3 2 3 0 Entitlement Setup - Accrual policy setup 2021-08-26T16:18:51+01:00 77015005521 1 2021-03-25T17:12:08+00:00 3 0 Accruals are split into two parts, the Long Service Award and the Accrual Policy. The Long Service Award dictates how many days the accrual gives, the Accrual Policy dictates when it triggers and awards the entitlement.  Please see below for guides on how to set up and configure for the Long Service Award:  Go to Admin tools > Admin panel Go to Global > Entitlement Setup Click Elements for the Holiday pot.  Click Policies for the element you wish to link the long service to.  Click Add new  Now you'll be able to configure the award - please see an example configuration below: Entitlement accrual policy - this will allow you to choose the policy or create a new policy - by selecting Add new (please refer to the below policy steps if you wish to configure another policy) Description - This allows you to describe the type of rule Accrual source - leave this as Manual input Amount in days - Set the number of days to be awarded Rounding policy - This will allow you to set the rounding policy to how e-days gives the balance May be applied once only - This tells the system to only award the balance 1st and not every-time the user triggers the restriction.  Restrict by service length (in months) - This tells the system how to award the user working from the length of service - 1 year equals 12 months. Restrict by age (in years) - This tells the system to restrict the award by the age of the user.  Restrict by User Profile fields - This tells the system to restrict the award by the specific field.  Enabled - This tells the system if the policy is enabled or disabled. (Useful if you want to apply Long Service awards to specific Templates instead of Globally.) If you would like to enlarge the image, please click on it to expand. Example: At 3 years of service, users receive one day of long service holiday per year. When they reach 4 years, it becomes 2 days per year. When they reach 8 years, it becomes 5 days per year. How do I set this up in e-days? The holiday year starts on 1st January. Users must have reached the threshold before they receive long service for that year. Accrual pattern setup. These accruals run on holiday year start, so we need to make sure the system has a Holiday Year Start accrual pattern. In complex entitlement mode, to Global -> Entitlement Accrual Setup and check the table. If you would like to enlarge the video, please click on it to expand. If one does not exist, you'll need to add new and select "Holiday year start date" as the recurrence pattern. For other settings, see Accrual Pattern Setup Element setup. In a simple situation, we should put the long service into its own element, as the separation keeps things tidy and obvious to system admins/users. If it does not already exist, go to Global -> Entitlement Setup -> Edit the Holiday pot and add an element called Long Service. Make sure the element has a sort index (priority) that is lower than that of the element which contains the annual entitlement, so it will be spent before annual entitlement (which has consequences regarding carryover). It is safest to ensure "Accrue on rollover" is set to No, so that the system does not try to copy any adjustments made in the Next year period into future years. Accrual policy setup. Now when you are inside the holiday pot, click Policies next to the Long Service Element. You will need to add policies fitting the example - three, in this case. Let's start with the 3-year policy, awarding 1 day of long service. The Entitlement accrual policy (pattern) should be your Holiday year start date option from earlier. The description is usually a concise "duration = award" format, so in this case "3 years = 1 day" would do. The amount in days is 1. Restriction by service length is the tricky part. Users must have reached 3 years of service before they get the award on Jan 1st. So this is 3 * 12 = 36 months. We will use the Between filters, since we want it to start on year 3 but stop at year 4. We want 36 months of service to be enough to award it, and the fields are exclusive, so the lower bound is 35. We want 48 months of service to not be included, so the upper bound is 48. See screenshot for the finished version. Repeat this for the other policies: Policy 2 will be "4-7 years = 2 days" and will award 2 days for service length between 47 and 96 months. Policy 3 will be "8+ years = 5 days" and will award 5 days for service length greater than 95 months. If you would like to enlarge the image, please click on it to expand. Enable by template In larger systems, you probably want to disable these policies globally (as in the screenshot above) and enable them on the template where they are active. Go to Templates -> Edit the template. Then on the Entitlements tab, Edit Holiday -> Long Service. Here you may click Advanced and Add the three policies.  Oddities with restrictions: Exclusive - to require 1 year of service or longer, you should put greater than 11, because that means 12 months or more. The 11 is not counted. To require exactly two years of service, you should put between 23 and 36 months, so that it will run for 24, 25, ... 35 months of service. Truncated - putting 11 is the same as putting 11.99, or any other value starting in 11. The decimal point is ignored, basically. Whole durations - if a user starts on 15th Jan, their service length is: Oddities with restrictions: Exclusive - to require 1 year of service or longer, you should put greater than 11, because that means 12 months or more. The 11 is not counted. To require exactly two years of service, you should put between 23 and 36 months, so that it will run for 24, 25, ... 35 months of service. Truncated - putting 11 is the same as putting 11.99, or any other value starting in 11. The decimal point is ignored, basically. Whole durations - if a user starts on 15th Jan, their service length added monthly, so next would be 15th of Feb, 15th of March etc. <p data-identifyelement="474" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 14px;">Accruals are split into two parts, the Long Service Award and the Accrual Policy. The Long Service Award dictates how many days the accrual gives, the Accrual Policy dictates when it triggers and awards the entitlement.&nbsp;</span></p><p data-identifyelement="474" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br style="box-sizing: border-box;"></span></span></p><p data-identifyelement="474" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Please see below for guides on how to set up and configure for the Long Service Award:&nbsp;</span></span></p><ul data-identifyelement="476" style="box-sizing: border-box; margin: 8px 0px 4px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: disc; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><li data-identifyelement="477" dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Go to Admin tools &gt; Admin panel</span></span></li><li data-identifyelement="478" dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Go to Global &gt; Entitlement Setup</span></span></li><li data-identifyelement="479" dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Click Elements for the Holiday pot.&nbsp;</span></span></li><li data-identifyelement="480" dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Click Policies for the element you wish to link the long service to.&nbsp;</span></span></li><li data-identifyelement="481" dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Click Add new&nbsp;</span></span></li><li data-identifyelement="482" dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Now you'll be able to configure the award - please see an example configuration below:</span></span><ul data-identifyelement="483" style="box-sizing: border-box; margin: 8px 0px 4px; padding: 0px 0px 0px 40px; line-height: 17px; list-style: disc;"><li data-identifyelement="484" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Entitlement accrual policy - this will allow you to choose the policy or create a new policy - by selecting Add new (please refer to the below policy steps if you wish to configure another policy)</span></span></li><li data-identifyelement="485" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Description - This allows you to describe the type of rule</span></span></li><li data-identifyelement="486" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Accrual source - leave this as Manual input</span></span></li><li data-identifyelement="487" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Amount in days - Set the number of days to be awarded</span></span></li><li data-identifyelement="488" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Rounding policy - This will allow you to set the rounding policy to how e-days gives the balance</span></span></li><li data-identifyelement="489" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">May be applied once only - This tells the system to only award the balance 1st and not every-time the user triggers the restriction.&nbsp;</span></span></li><li data-identifyelement="490" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Restrict by service length (in months) - This tells the system how to award the user working from the length of service - 1 year equals 12 months.</span></span></li><li data-identifyelement="491" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Restrict by age (in years) - This tells the system to restrict the award by the age of the user.&nbsp;</span></span></li><li data-identifyelement="492" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Restrict by User Profile fields - This tells the system to restrict the award by the specific field.&nbsp;</span></span></li><li data-identifyelement="493" dir="ltr" style="box-sizing: border-box; font-size: 13px; line-height: 18px; margin: 0px; word-break: normal; overflow-wrap: break-word;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 14px;">Enabled - This tells the system if the policy is enabled or disabled. (Useful if you want to apply Long Service awards to specific Templates instead of Globally.)</span></li></ul></li></ul><p><br></p><p><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77028582124/original/HM_ncbwfLDsjG2DW8WXR-GKeFmODE6CQ3A.png?1616692580" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="77028582124"></p><p><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12px;"><em dir="ltr">If you would like to enlarge the image, please click on it to expand.</em></span></p><p><br></p><p style="box-sizing: border-box; margin: 0px 0px 16px; color: rgba(0, 0, 0, 0.9); font-family: &quot;Segoe UI VSS (Regular)&quot;, &quot;Segoe UI&quot;, -apple-system, BlinkMacSystemFont, Roboto, &quot;Helvetica Neue&quot;, Helvetica, Ubuntu, Arial, sans-serif, &quot;Apple Color Emoji&quot;, &quot;Segoe UI Emoji&quot;, &quot;Segoe UI Symbol&quot;; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><strong style="box-sizing: border-box;"><span style="font-size: 14px; font-family: Arial, Helvetica, sans-serif;">Example:</span></strong><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">&nbsp;At 3 years of service, users receive one day of long service holiday per year. When they reach 4 years, it becomes 2 days per year. When they reach 8 years, it becomes 5 days per year. How do I set this up in e-days?</span></span></p><p style="box-sizing: border-box; margin: 0px 0px 16px; color: rgba(0, 0, 0, 0.9); font-family: &quot;Segoe UI VSS (Regular)&quot;, &quot;Segoe UI&quot;, -apple-system, BlinkMacSystemFont, Roboto, &quot;Helvetica Neue&quot;, Helvetica, Ubuntu, Arial, sans-serif, &quot;Apple Color Emoji&quot;, &quot;Segoe UI Emoji&quot;, &quot;Segoe UI Symbol&quot;; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">The holiday year starts on 1st January. Users must have reached the threshold before they receive long service for that year.</span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px 0px 16px;"><span style="font-size: 14px; font-family: Arial, Helvetica, sans-serif;"><strong dir="ltr" style="box-sizing: border-box;">Accrual pattern setup</strong>. These accruals run on holiday year start, so we need to make sure the system has a Holiday Year Start accrual pattern. In complex entitlement mode, to Global -&gt; Entitlement Accrual Setup and check the table.</span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px 0px 16px;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77028583167/original/4qEkaSxP86u7xKQSnOnJpC43yl2WwjBw5w.png?1616693429" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77028583167"></p><p dir="ltr" style="box-sizing: border-box; margin: 0px 0px 16px;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12px;"><em>If you would like to enlarge the video, please click on it to expand.</em></span></p><ul><li style="box-sizing: border-box; list-style: inherit; margin-bottom: 0.5em;"><p dir="ltr" style="box-sizing: border-box; margin-bottom: 16px; margin-left: 0px;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 14px;">If one does not exist, you'll need to add new and select "Holiday year start date" as the recurrence pattern. For other settings, see <a href="https://support.e-days.com/support/solutions/articles/77000230590-accrual-pattern-setup">Accrual Pattern Setup</a></span></p></li><li style="box-sizing: border-box; list-style: inherit; margin-bottom: 0.5em;"><p style="box-sizing: border-box; margin-bottom: 16px; margin-left: 0px;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong style="box-sizing: border-box;">Element setup</strong>. In a simple situation, we should put the long service into its own element, as the separation keeps things tidy and obvious to system admins/users. If it does not already exist, go to Global -&gt; Entitlement Setup -&gt; Edit the Holiday pot and add an element called Long Service.</span></span></p><p style="box-sizing: border-box; margin-bottom: 16px; margin-left: 0px;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Make sure the element has a sort index (priority) that is <em style="box-sizing: border-box;">lower</em> than that of the element which contains the annual entitlement, so it will be spent before annual entitlement (which has consequences regarding carryover). It is safest to ensure "Accrue on rollover" is set to No, so that the system does not try to copy any adjustments made in the Next year period into future years.</span></span></p></li><li style="box-sizing: border-box; list-style: inherit; margin-bottom: 0.5em;"><p style="box-sizing: border-box; margin-bottom: 16px; margin-left: 0px;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong style="box-sizing: border-box;">Accrual policy setup</strong>. Now when you are inside the holiday pot, click Policies next to the Long Service Element. You will need to add policies fitting the example - three, in this case. Let's start with the 3-year policy, awarding 1 day of long service.</span></span></p><p style="box-sizing: border-box; margin-bottom: 16px; margin-left: 0px;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">The Entitlement accrual policy (pattern) should be your Holiday year start date option from earlier. The description is usually a concise "duration = award" format, so in this case "3 years = 1 day" would do. The amount in days is 1.</span></span></p><p dir="ltr" style="box-sizing: border-box; margin-bottom: 16px; margin-left: 0px;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Restriction by service length is the tricky part. Users must have reached 3 years of service before they get the award on Jan 1st. So this is 3 * 12 = 36 months.</span></span></p><p style="box-sizing: border-box; margin-bottom: 16px; margin-left: 0px;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">We will use the Between filters, since we want it to start on year 3 but stop at year 4. We want 36 months of service to be enough to award it, and the fields are exclusive, so the lower bound is 35. We want 48 months of service to not be included, so the upper bound is 48. See screenshot for the finished version.</span></span></p><p style="box-sizing: border-box; margin-bottom: 16px; margin-left: 0px;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Repeat this for the other policies:</span></span></p><ul style="box-sizing: border-box; padding: 0px 0px 0px 32px; margin-bottom: 0px; margin-left: 0px;"><li style="box-sizing: border-box; list-style: inherit; margin-bottom: 0.5em;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Policy 2 will be "4-7 years = 2 days" and will award 2 days for service length between 47 and 96 months.</span></span></li><li dir="ltr" style="box-sizing: border-box; list-style: inherit; margin-bottom: 0.5em;"><span dir="ltr" style="font-size: 14px; font-family: Arial, Helvetica, sans-serif;">Policy 3 will be "8+ years = 5 days" and will award 5 days for service length greater than 95 months.</span></li></ul></li></ul><p><span dir="ltr" style="font-size: 13px;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77028581545/original/JGUByZ22gSh3WWitJUXNzdsG2Hp8SVuLqg.png?1616692310" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77028581545"></span></p><p><span dir="ltr" style="font-size: 12px; font-family: Arial, Helvetica, sans-serif;"><em>If you would like to enlarge the image, please click on it to expand.</em></span></p><p><span dir="ltr" style="font-size: 13px;"><br></span></p><p><span style="font-size: 14px;"><strong dir="ltr"><span style="font-family: Arial, Helvetica, sans-serif;">Enable by template</span></strong><span style="font-family: Arial,Helvetica,sans-serif;"><strong dir="ltr" style="box-sizing: border-box;"><span style="color: rgba(0, 0, 0, 0.9); font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">&nbsp;In larger systems, you probably want to disable these policies globally (as in the screenshot above) and enable them on the template where they are active. Go to Templates -&gt; Edit the template. Then on the Entitlements tab, Edit Holiday -&gt; Long Service. Here you may click Advanced and Add the three policies.</span>&nbsp;</strong></span></span></p><p><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></p><p><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></p><p style="box-sizing: border-box; margin: 0px 0px 16px; color: rgba(0, 0, 0, 0.9); font-family: &quot;Segoe UI VSS (Regular)&quot;, &quot;Segoe UI&quot;, -apple-system, BlinkMacSystemFont, Roboto, &quot;Helvetica Neue&quot;, Helvetica, Ubuntu, Arial, sans-serif, &quot;Apple Color Emoji&quot;, &quot;Segoe UI Emoji&quot;, &quot;Segoe UI Symbol&quot;; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong style="box-sizing: border-box;">Oddities with restrictions:</strong></span></span></p><p style="box-sizing: border-box; margin: 0px 0px 16px; color: rgba(0, 0, 0, 0.9); font-family: &quot;Segoe UI VSS (Regular)&quot;, &quot;Segoe UI&quot;, -apple-system, BlinkMacSystemFont, Roboto, &quot;Helvetica Neue&quot;, Helvetica, Ubuntu, Arial, sans-serif, &quot;Apple Color Emoji&quot;, &quot;Segoe UI Emoji&quot;, &quot;Segoe UI Symbol&quot;; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong style="box-sizing: border-box;">Exclusive</strong> - to require 1 year of service or longer, you should put greater than 11, because that means 12 months or more. The 11 is not counted. To require exactly two years of service, you should put between 23 and 36 months, so that it will run for 24, 25, ... 35 months of service.<br style="box-sizing: border-box;"><strong style="box-sizing: border-box;">Truncated</strong> - putting 11 is the same as putting 11.99, or any other value starting in 11. The decimal point is ignored, basically.<br style="box-sizing: border-box;"><strong style="box-sizing: border-box;">Whole durations</strong> - if a user starts on 15th Jan, their service length is:</span></span></p><p style="box-sizing: border-box; margin: 0px 0px 16px; color: rgba(0, 0, 0, 0.9); font-family: &quot;Segoe UI VSS (Regular)&quot;, &quot;Segoe UI&quot;, -apple-system, BlinkMacSystemFont, Roboto, &quot;Helvetica Neue&quot;, Helvetica, Ubuntu, Arial, sans-serif, &quot;Apple Color Emoji&quot;, &quot;Segoe UI Emoji&quot;, &quot;Segoe UI Symbol&quot;; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong style="box-sizing: border-box;">Oddities with restrictions:</strong></span></span></p><p dir="ltr" style="box-sizing: border-box; margin: 0px 0px 16px; color: rgba(0, 0, 0, 0.9); font-family: &quot;Segoe UI VSS (Regular)&quot;, &quot;Segoe UI&quot;, -apple-system, BlinkMacSystemFont, Roboto, &quot;Helvetica Neue&quot;, Helvetica, Ubuntu, Arial, sans-serif, &quot;Apple Color Emoji&quot;, &quot;Segoe UI Emoji&quot;, &quot;Segoe UI Symbol&quot;; font-size: 15px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 14px;"><strong style="box-sizing: border-box;">Exclusive</strong> - to require 1 year of service or longer, you should put greater than 11, because that means 12 months or more. The 11 is not counted. To require exactly two years of service, you should put between 23 and 36 months, so that it will run for 24, 25, ... 35 months of service.<br style="box-sizing: border-box;"><strong style="box-sizing: border-box;">Truncated</strong> - putting 11 is the same as putting 11.99, or any other value starting in 11. The decimal point is ignored, basically.<br style="box-sizing: border-box;"><strong style="box-sizing: border-box;">Whole durations</strong> - if a user starts on 15th Jan, their service length added monthly, so next would be 15th of Feb, 15th of March etc.</span></p> 77000317891 172 77000492269 2021-04-09T12:56:06+01:00 77015794476 4 2 3 0 Long Service Award - Example and Configuration 2021-08-26T16:15:23+01:00 77015005521 1 2020-05-22T15:15:06+01:00 6 1 e-days has two options for entitlement; Advanced and Standard. Standard is the default view, Advanced is a method that needs to be enabled by the Support desk - this provides additional functions such as accruals and elements.  If you have the advanced enabled, your Global settings will look as below:  If you would like to enlarge the image, please click on it to expand. If this is correct, please refer to the below step by step guide: Navigate to: Admin tools > Users Use the search filters to find the existing User you intend to update, then press the blue "Edit" button on their row. Press the "Entitlements" tab. Press "Edit" for the "Holiday" row. Press "Edit" for the "Annual Entitlement" row. Press the tab for the year period you intend to update (Last year/Current year/Next year). Input the adjustment to the balance that you would like to make within the "Adjust balance" field. - If you wish to reduce the entitlement you will need to enter the adjustment as a minus number. Input any details you would like to add to the adjustment within the "Description" field. At the bottom of the page press the orange "Save" button. Note: You will need the Users permission applied to your e-days role in order to carry out this task. If you would like to enlarge the video, please click on it to expand. <p dir="ltr"><span style="font-size: 14px; font-family: Arial, Helvetica, sans-serif;">e-days has two options for entitlement; <em>Advanced</em> and <em>Standard</em>. Standard is the default view, Advanced is a method that needs to be enabled by the Support desk - this provides additional functions such as accruals and elements.&nbsp;</span></p><p dir="ltr"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="font-size: 14px;"><br></span></span></p><p dir="ltr"><span style="font-size: 14px; font-family: Arial, Helvetica, sans-serif;">If you have the advanced enabled, your Global settings will look as below:&nbsp;</span></p><p><br></p><p><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77028444291/original/6tjYFOK5Mv2n2Q2O1iWoQehZv7HhPy09Qg.png?1616604991" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="77028444291"></p><p dir="ltr"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12px;"><em dir="ltr">If you would like to enlarge the image, please click on it to expand.</em></span></p><p dir="ltr"><br></p><p dir="ltr"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 14px;">If this is correct, please refer to the below step by step guide:</span></p><ul><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Navigate to: Admin tools &gt; Users</span></span></li><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Use the search filters to find the existing User you intend to update, then press the blue "Edit" button on their row.</span></span></li><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Press the "Entitlements" tab.</span></span></li><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Press "Edit" for the "Holiday" row.</span></span></li><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Press "Edit" for the "Annual Entitlement" row.</span></span></li><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Press the tab for the year period you intend to update (Last year/Current year/Next year).</span></span></li><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Input the adjustment to the balance that you would like to make within the "Adjust balance" field. - If you wish to reduce the entitlement you will need to enter the adjustment as a minus number.</span></span></li><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Input any details you would like to add to the adjustment within the "Description" field.</span></span></li><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">At the bottom of the page press the orange "Save" button.</span></span></li></ul><p><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></p><p><span dir="ltr" style="font-size: 14px; font-family: Arial, Helvetica, sans-serif;">Note: You will need the Users permission applied to your e-days role in order to carry out this task.</span></p><p><br></p><p><span dir="ltr" style="font-size: 13px;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77028444576/original/W3l8vfIuiMncn4N17hGuvEcy55f91RAzig.gif?1616605202" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77028444576"></span></p><p><span style="font-family: Arial,Helvetica,sans-serif;"><em>If you would like to enlarge the video, please click on it to expand.</em></span></p><p><span dir="ltr" style="font-size: 13px;"></span></p><p><br></p><p></p><p></p> 77000317891 1082 77000230858 2021-03-31T16:41:55+01:00 77015794476 5 2 6 1 Updating a Users holiday entitlement - Advanced Entitlement 2021-09-03T10:50:59+01:00 77015005521 1 2020-05-22T15:17:07+01:00 4 0 e-days has two options for entitlement; Advanced and Standard. Standard is the default view, Advanced is a method that needs to be enabled by the Support desk - this provides additional functions such as accruals and elements.  If you have the standard enabled, your Global settings will look as below:  If you would like to enlarge the image, please click on it to expand. Please follow the below step by step guide: Navigate to: Admin > Users > Users Use the search filters to find the user you wish to update, then press the blue "Edit" button. Press the "Entitlements" tab. Press the blue "Edit" button for the Holiday row. Press the tab ("Last year", "Current year" or "Next year") for the year period you wish to update. Input the figure you wish to set within the "Annual Entitlement" field. Press the orange "Save" button. If you would like to enlarge the video, please click on it to expand. Note: You will need the Users permission applied to your e-days role in order to carry out this task. <p data-identifyelement="478" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 14px;">e-days has two options for entitlement; <em data-identifyelement="479" style="box-sizing: border-box; font-style: italic;">Advanced</em> and <em data-identifyelement="480" style="box-sizing: border-box; font-style: italic;">Standard</em>. Standard is the default view, Advanced is a method that needs to be enabled by the Support desk - this provides additional functions such as accruals and elements.&nbsp;</span></p><p data-identifyelement="481" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br style="box-sizing: border-box;" data-identifyelement="482"></span></span></p><p data-identifyelement="483" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 14px;">If you have the standard enabled, your Global settings will look as below:&nbsp;</span></p><p data-identifyelement="484" dir="ltr"><br data-identifyelement="485"></p><p data-identifyelement="486" dir="ltr"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77028446883/original/h-EfJ0uzUIkSnKFk0bWatkn8GiVSmKytcw.png?1616606598" style="width: auto;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="77028446883" data-identifyelement="487"></p><p data-identifyelement="486" dir="ltr"><span style="font-size: 12px; font-family: Arial, Helvetica, sans-serif;"><em dir="ltr">If you would like to enlarge the image, please click on it to expand.</em></span></p><p data-identifyelement="486" dir="ltr"><br></p><p data-identifyelement="488" dir="ltr"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 14px;">Please follow the below step by step guide:</span></p><ul data-identifyelement="489"><li data-identifyelement="490"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="font-size: 14px;">Navigate to: Admin &gt; Users &gt; Users</span></span></li><li data-identifyelement="491"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="font-size: 14px;">Use the search filters to find the user you wish to update, then press the blue "Edit" button.</span></span></li><li data-identifyelement="492"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="font-size: 14px;">Press the "Entitlements" tab.</span></span></li><li data-identifyelement="493"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="font-size: 14px;">Press the blue "Edit" button for the Holiday row.</span></span></li><li data-identifyelement="494"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="font-size: 14px;">Press the tab ("Last year", "Current year" or "Next year") for the year period you wish to update.</span></span></li><li data-identifyelement="495"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="font-size: 14px;">Input the figure you wish to set within the "Annual Entitlement" field.</span></span></li><li data-identifyelement="496"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 14px;">Press the orange "Save" button.</span></li></ul><p data-identifyelement="497" dir="ltr"><br data-identifyelement="498"></p><p data-identifyelement="499" dir="ltr"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77028447159/original/xJDiGbXc9busln-NDqj2idDPcQcqp0hKxQ.gif?1616606776" style="width: auto;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77028447159" data-identifyelement="500"></p><p data-identifyelement="499" dir="ltr"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12px;"><em>If you would like to enlarge the video, please click on it to expand.</em></span></p><p data-identifyelement="501"><span data-identifyelement="502" style="font-size: 13px;"><br data-identifyelement="503"></span></p><p data-identifyelement="504"><span data-identifyelement="505" dir="ltr" style="font-size: 14px; font-family: Arial, Helvetica, sans-serif;">Note:&nbsp;</span><span data-identifyelement="506" dir="ltr" style="font-size: 14px; font-family: Arial, Helvetica, sans-serif;">You will need the Users permission applied to your e-days role in order to carry out this task.</span></p> 77000317891 814 77000230865 2021-03-31T16:55:10+01:00 77015794476 8 2 4 0 Updating a Users holiday entitlement - Standard Entitlement 2021-09-03T10:51:00+01:00 77015005521 1 2020-08-25T16:44:47+01:00 0 0 This guide has been created for system administrators. Specific role permissions may be required, including: User Templates. Overview: Overbooking mode allows or restricts the ability for users' entitlement balance to be booked into a negative. The entitlement overbooking option can be applied to entitlement pots separately and will apply to all elements contained within the pot. Overbooking mode can be set at the Global, Template or User level, with each level overriding the previous, respectively. To view our guide to system hierarchy, please click here. This guide provides the steps to set the overbooking mode at the Template system level for an entitlement pot. Step by step guide: Navigate to Admin tools > Admin panel > Templates > User templates. Search for the required template and click the Edit button to the right. In the user template detail screen, select the Entitlements tab. Click the Edit button to the right of the entitlement pot you wish to affect. Amend Overbooking mode as required: Allow – overbooking will be enabled and users will be able to book absences beyond their entitlement balance. Deny – Edays will not allow the user to submit an absence if it will take them into a negative entitlement balance. Prompt – overbooking will be enabled, but users will see a prompt to warn them and give the option to proceed or cancel. Inherit - this will inherit one of the above three options based on what is applied at the Global system level. Click the Save button at the foot of the page. If you would like to enlarge the video, please click on it to expand.  Related Guides: Entitlement Setup - Set a Global level overbooking mode | Entitlement Setup - Set a User level overbooking mode <p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: User Templates.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box; color: rgb(0, 0, 0);"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; line-height: 18px; word-break: normal; overflow-wrap: break-word; text-align: start; text-indent: 0px;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0);"><font>Overbooking mode allows or restricts the ability for users' entitlement balance to be booked into a negative. The entitlement overbooking option can be applied to entitlement pots separately and will apply to all elements contained within the pot. Overbooking mode can be set at the Global, Template or User level, with each level overriding the previous, respectively. To view our guide to system hierarchy, please click&nbsp;</font><a href="https://support.e-days.com/en/support/solutions/articles/77000501779" rel="noreferrer" style="color: rgb(0, 92, 231); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-weight: 400;" target="_blank">here</a><font>.</font></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><br></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box;">This guide provides the steps to set the overbooking mode at the Template system level for an entitlement pot.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></p><p dir="ltr" style="margin-bottom: 0cm; margin-left: 0cm; font-size: 15px; font-family: Calibri, sans-serif;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">Navigate to Admin tools &gt; Admin panel &gt; Templates &gt; User templates.</span></span></span></li><li><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">Search for the required template and click the Edit button to the right.</span></span></span></li><li><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">In the user template detail screen, select the Entitlements tab.</span></span></span></li><li><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">C<span dir="ltr" style="font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; float: none; display: inline !important;">lick the Edit button to the right of the entitlement pot you wish to affect.</span></span></span></span></li><li><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">Amend Overbooking mode as required:</span></span></span><ul style="list-style-type: circle;"><li><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">Allow – overbooking will be enabled and users will be able to book absences beyond their entitlement balance.</span></span></span></li><li><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">Deny – Edays will not allow the user to submit an absence if it will take them into a negative entitlement balance.</span></span></span></li><li><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">Prompt – overbooking will be enabled, but users will see a prompt to warn them and give the option to proceed or cancel.</span></span></span></li><li><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">Inherit - this will inherit one of the above three options based on what is applied at the Global system level.</span></span></span></li></ul></li><li><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">Click the Save button at the foot of the page.</span></li></ul><p><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><br></span></p><p><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046080975/original/VndNIzMFVz4KUsyqf_2gaGR_VpRPnDQkcg.gif?1630488870" style="width: 426px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046080975"></span></p><p><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><em style="box-sizing: border-box; color: rgb(24, 50, 71); font-size: 13px; font-weight: 400; text-align: start; text-indent: 0px; font-family: Arial, Helvetica, sans-serif;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0);"><em dir="ltr" style="box-sizing: border-box; font-size: 13px; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; text-align: start;"><em dir="ltr" style="box-sizing: border-box; font-size: 13px; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; text-align: start;"><em data-identifyelement="530" dir="ltr" style="box-sizing: border-box; color: rgb(24, 50, 71); font-weight: 400; text-align: start; text-indent: 0px; font-family: Arial, Helvetica, sans-serif; font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></em></em></span></em>&nbsp;</span></p><p><br></p><p><br></p><p><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">Related Guides:</span></p><p dir="ltr"><a href="https://support.e-days.com/en/support/solutions/articles/77000434941" rel="noreferrer" style="color: #005ce7;" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;">Entitlement Setup - Set a Global level overbooking mode</span></a><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">&nbsp;|&nbsp;</span></span><a href="https://support.e-days.com/en/support/solutions/articles/77000506691" rel="noreferrer" style="color: #005ce7;" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;">Entitlement Setup - Set a User level overbooking mode</span></a></p><p dir="ltr"><br></p> 77000317891 61 77000434942 2021-09-01T11:14:06+01:00 77037503209 14 2 0 0 Entitlement Setup - Set a Template level overbooking mode 2021-09-01T11:13:50+01:00 77015005521 1 2020-09-17T11:19:14+01:00 1 0 The below guide will provide you with steps to disable entitlement on a template level. This would be used when an entitlement element is enabled on a global level and you wish for it to be disabled on a template level. Go to admin tools and select the admin panel. Go to templates and select user templates. Press edit on the template you wish to edit. Go to the entitlement tab. Press advanced. Press disable on the entitlement element you wish to disable. <p>The below guide will provide you with steps to disable entitlement on a template level.</p><p dir="ltr">This would be used when an entitlement element is enabled on a global level and you wish for it to be disabled on a template level.</p><p><br></p><ul><li>Go to admin tools and select the admin panel.</li><li>Go to templates and select user templates.</li><li>Press edit on the template you wish to edit.</li><li>Go to the entitlement tab.</li><li>Press advanced.</li><li>Press disable on the entitlement element you wish to disable.</li></ul> 77000317891 28 77000450494 2021-02-22T16:07:25+00:00 77015794476 15 2 1 0 Disabling an entitlement on a template level 2021-09-03T10:42:07+01:00 77015794476 1 2020-09-17T11:24:18+01:00 0 0 The below guide will provide you with steps to enable entitlement on a template level. This would be used when an entitlement element is disabled on a global level and you wish for it to be enabled on a template level Go to admin tools and select the admin panel. Go to templates and select user templates. Press edit on the template you wish to edit. Go to the entitlement tab. Press advanced. Press enable on the entitlement element you wish to enable. If you would like to enlarge the video, please click on it to expand. <p><span style="font-family: Arial, Helvetica, sans-serif; font-size: 14px;">The below guide will provide you with steps to enable entitlement on a template level.</span></p><p><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></p><p dir="ltr"><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">This would be used when an entitlement element is disabled on a global level and you wish for it to be enabled on a template level</span></span></p><p><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></p><ul><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Go to admin tools and select the admin panel.</span></span></li><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Go to templates and select user templates.</span></span></li><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Press edit on the template you wish to edit.</span></span></li><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Go to the entitlement tab.</span></span></li><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Press advanced.</span></span></li><li><span style="font-family: Arial, Helvetica, sans-serif; font-size: 14px;">Press enable on the entitlement element you wish to enable.</span></li></ul><p><br></p><p><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77027850983/original/-KqlGCKaEzeT9oQNILWw4I2hPI1_r-80Kw.gif?1616085007" style="width: 442px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77027850983"></p><p><span style="font-family: Arial, Helvetica, sans-serif; font-size: 12px;"><em>If you would like to enlarge the video, please click on it to expand.</em></span></p> 77000317891 60 77000450495 2021-03-31T10:21:40+01:00 77015794476 16 2 0 0 Enabling an entitlement on a template level 2021-09-03T10:42:07+01:00 77015794476 1 2020-08-25T16:43:38+01:00 0 0 This guide has been created for system administrators. Specific role permissions may be required, including: Entitlement Setup. Overview: Overbooking mode allows or restricts the ability for users' entitlement balance to be booked into a negative. The entitlement overbooking option can be applied to entitlement pots separately and will apply to all elements contained within the pot. Overbooking mode can be set at the Global, Template or User level, with each level overriding the previous, respectively. To view our guide to system hierarchy, please click here. This guide provides the steps to set the overbooking mode at the Global system level for an entitlement pot.   Step by step guide: Navigate to Admin tools > Admin panel > Global > Entitlement setup. Click the Edit button to the right of the entitlement pot you wish to affect. Amend Overbooking mode as required: Allow – overbooking will be enabled and users will be able to book absences beyond their entitlement balance. Deny – Edays will not allow the user to submit an absence if it will take them into a negative entitlement balance. Prompt – overbooking will be enabled, but users will see a prompt to warn them and give the option to proceed or cancel. Click the Save button at the foot of the page. If you would like to enlarge the video, please click on it to expand.  Related Guides: Entitlement Setup - Set a Template level overbooking mode | Entitlement Setup - Set a User level overbooking mode <p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Entitlement Setup.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin: 0px; line-height: 18px; word-break: normal; overflow-wrap: break-word; orphans: 2; text-align: start; text-indent: 0px; widows: 2; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0);"><font>Overbooking mode allows or restricts the ability for users' entitlement balance to be booked into a negative. The entitlement overbooking option can be applied to entitlement pots separately and will apply to all elements contained within the pot. Overbooking mode can be set at the Global, Template or User level, with each level overriding the previous, respectively. To view our guide to system hierarchy, please click&nbsp;</font><a href="https://support.e-days.com/en/support/solutions/articles/77000501779" rel="noreferrer" style="color: rgb(0, 92, 231); font-family: Arial, Helvetica, sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; text-transform: none; white-space: normal; word-spacing: 0px; -webkit-text-stroke-width: 0px;" target="_blank">here</a><font>.</font></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><br></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box;">This guide provides the steps to set the overbooking mode at the Global system level for an entitlement pot.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p style="margin-bottom: 0cm; margin-left: 0cm; font-size: 15px; font-family: Calibri, sans-serif;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">&nbsp;</span></span></span></p><p dir="ltr" style="margin-bottom: 0cm; margin-left: 0cm; font-size: 15px; font-family: Calibri, sans-serif;"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">Navigate to Admin tools &gt; Admin panel &gt; Global &gt; Entitlement setup.</span></span></span></li><li><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">Click the Edit button to the right of the entitlement pot you wish to affect.</span></span></span></li><li><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">Amend Overbooking mode as required:</span></span></span><ul style="list-style-type: circle;"><li><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">Allow – overbooking will be enabled and users will be able to book absences beyond their entitlement balance.</span></span></span></li><li><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">Deny – Edays will not allow the user to submit an absence if it will take them into a negative entitlement balance.</span></span></span></li><li><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(0, 0, 0);">Prompt – overbooking will be enabled, but users will see a prompt to warn them and give the option to proceed or cancel.</span></span></span></li></ul></li><li><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">Click the Save button at the foot of the page.</span></li></ul><p><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><br></span></p><p><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046076346/original/317e4_D59-q_fMccD8ySXFqJWX665fo17Q.gif?1630487759" style="width: 429px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046076346"></span></p><p><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><em style="box-sizing: border-box; font-style: italic; color: rgb(24, 50, 71); font-size: 13px; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: Arial, Helvetica, sans-serif;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0);"><em dir="ltr" style="box-sizing: border-box; font-style: italic; font-size: 13px; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; text-align: start;"><em dir="ltr" style="box-sizing: border-box; font-style: italic; font-size: 13px; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; text-align: start;"><em data-identifyelement="530" dir="ltr" style="box-sizing: border-box; font-style: italic; color: rgb(24, 50, 71); font-weight: 400; text-align: start; text-indent: 0px; font-family: Arial, Helvetica, sans-serif; font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></em></em></span></em>&nbsp;</span></p><p><br></p><p><br></p><p><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">Related Guides:</span></p><p dir="ltr"><a href="https://support.e-days.com/en/support/solutions/articles/77000434942" rel="noreferrer" style="color: #005ce7;" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;">Entitlement Setup - Set a Template level overbooking mode</span></a><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">&nbsp;|&nbsp;</span></span><a href="https://support.e-days.com/en/support/solutions/articles/77000506691" rel="noreferrer" style="color: #005ce7;" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;">Entitlement Setup - Set a User level overbooking mode</span></a></p><p><br></p> 77000317891 79 77000434941 2021-09-01T11:11:23+01:00 77037503209 19 2 0 0 Entitlement Setup - Set a Global level overbooking mode 2021-09-01T11:11:23+01:00 77015005521 1 2020-08-26T12:06:46+01:00 0 0 Entitlement elements can be set to have an allowance cap, however this can sometimes need amending.   You can change/remove the allowance cap by following these steps: Navigate to Admin tools > Admin panel > Users >Users Search for the User and click Edit Go to the Entitlements tab Click Edit next to the required pot Click Edit next to the required element Click the Advanced button Amend the allowance cap as required Click the Save button <p style="margin-bottom: 0cm; margin-left: 0cm; line-height: normal; font-size: 15px; font-family: Calibri, sans-serif;"><span style="font-size:14px;font-family:&quot;Segoe UI&quot;,sans-serif;color:black;">Entitlement elements can be set to have an allowance cap, however this can sometimes need amending. &nbsp;</span></p><p style="margin-bottom: 0cm; margin-left: 0cm; line-height: normal; font-size: 15px; font-family: Calibri, sans-serif;"><span style="font-size:14px;font-family:&quot;Segoe UI&quot;,sans-serif;color:black;">You can change/remove the allowance cap by following these steps:</span></p><ul style="margin-bottom:0cm;" type="disc"><li style="margin-bottom: 10pt; margin-left: 0cm; line-height: normal; font-size: 15px; font-family: Calibri, sans-serif; color: black;"><span style="font-size:14px;font-family:&quot;Segoe UI&quot;,sans-serif;">Navigate to Admin tools &gt; Admin panel &gt; Users &gt;Users</span></li><li style="margin-bottom: 10pt; margin-left: 0cm; line-height: normal; font-size: 15px; font-family: Calibri, sans-serif; color: black;"><span style="font-size:14px;font-family:&quot;Segoe UI&quot;,sans-serif;">Search for the User and click Edit</span></li><li style="margin-bottom: 10pt; margin-left: 0cm; line-height: normal; font-size: 15px; font-family: Calibri, sans-serif; color: black;"><span style="font-size:14px;font-family:&quot;Segoe UI&quot;,sans-serif;">Go to the Entitlements tab</span></li><li style="margin-bottom: 10pt; margin-left: 0cm; line-height: normal; font-size: 15px; font-family: Calibri, sans-serif; color: black;"><span style="font-size:14px;font-family:&quot;Segoe UI&quot;,sans-serif;">Click Edit next to the required pot</span></li><li style="margin-bottom: 10pt; margin-left: 0cm; line-height: normal; font-size: 15px; font-family: Calibri, sans-serif; color: black;"><span style="font-size:14px;font-family:&quot;Segoe UI&quot;,sans-serif;">Click Edit next to the required element</span></li><li style="margin-bottom: 10pt; margin-left: 0cm; line-height: normal; font-size: 15px; font-family: Calibri, sans-serif; color: black;"><span style="font-size:14px;font-family:&quot;Segoe UI&quot;,sans-serif;">Click the Advanced button</span></li><li style="margin-bottom: 10pt; margin-left: 0cm; line-height: normal; font-size: 15px; font-family: Calibri, sans-serif; color: black;"><span style="font-size:14px;font-family:&quot;Segoe UI&quot;,sans-serif;">Amend the allowance cap as required</span></li><li style="margin-bottom: 10pt; margin-left: 0cm; line-height: normal; font-size: 15px; font-family: Calibri, sans-serif; color: black;"><span style="font-size:14px;font-family:&quot;Segoe UI&quot;,sans-serif;">Click the Save button</span></li></ul> 77000317891 68 77000435047 2020-08-26T12:06:46+01:00 77015005521 24 2 0 0 Amending the allowance cap on a user level 2021-09-06T10:08:21+01:00 77015005521 1 2021-04-09T09:18:41+01:00 1 0 Please note you'll need to have the advanced entitlement page enabled, if not enabled, the agent dealing with the case will advise and enable.  Creating a new entitlement pot Navigate to Admin control panel > Global > Entitlement Setup Click on the Add new button to bring up an entitlement pot creation form:  The main details you need to enter here are "Description", "Time Unit" and "Overbooking mode", however you can also expand the advanced options if you want to set any of the other settings such as alternative year dates (only use if the entitlement rollover date should differ from the normal). Click the Save button once you're happy with the settings. Once the entitlement pot has been created, it will create a default entitlement element - this will be titled the same as the pot. To assign entitlement to an absence type: Navigate to Admin > Global > Absence type setup Click the Edit button on the absence type you wish to add the entitlement to Look for the Affected Entitlement field and select the entitlement pot you've just created. Click the Save button on the absence type. You will be able to add balance to the entitlement pots either on a user-by-user basis OR you can do an import using the tool available in Admin > Users > Entitlement Import, please see the guide: Bulk Updating User's Entitlement If you would like to enlarge the video, please click on it to expand.   <div dir="ltr"><div><font color="#333333"><em><span style="font-size: 14px; font-family: Arial, Helvetica, sans-serif;">Please note you'll need to have the advanced entitlement page enabled, if not enabled, the agent dealing with the case will advise and enable.&nbsp;</span></em></font></div><div><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong style="color: rgb(51, 51, 51); font-family: ProximaNovaRegular, Arial, Helvetica, sans-serif, -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif;"><br></strong></span></span></div><div><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><strong style="color: rgb(51, 51, 51); font-family: ProximaNovaRegular, Arial, Helvetica, sans-serif, -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif;">Creating a new entitlement pot</strong><br style="color: rgb(51, 51, 51); font-family: ProximaNovaRegular, Arial, Helvetica, sans-serif, -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif;"></span></span><ul><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(51, 51, 51);">Navigate to Admin control panel &gt; Global &gt; Entitlement Setup</span></span></span></li><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(51, 51, 51);">Click on the&nbsp;</span><strong style="color: rgb(51, 51, 51); font-family: ProximaNovaRegular, Arial, Helvetica, sans-serif, -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif;">Add new&nbsp;</strong><span style="color: rgb(51, 51, 51);">button to bring up an entitlement pot creation form:&nbsp;</span></span></span></li><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(51, 51, 51);">The main details you need to enter here are "Description", "Time Unit" and "Overbooking mode", however you can also expand the advanced options if you want to set any of the other settings such as alternative year dates (only use if the entitlement rollover date should differ from the normal).</span></span></span></li><li><span style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="color: rgb(51, 51, 51);">Click the&nbsp;</span><strong style="color: rgb(51, 51, 51); font-family: ProximaNovaRegular, Arial, Helvetica, sans-serif, -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif;">Save&nbsp;</strong><span style="color: rgb(51, 51, 51);">button once you're happy with the settings.</span></span></span></li></ul><span dir="ltr" style="font-size: 14px;"><span style="font-family: Arial,Helvetica,sans-serif;">Once the entitlement pot has been created, it will create a default entitlement element - this will be titled the same as the pot.<br style="color: rgb(51, 51, 51); font-family: ProximaNovaRegular, Arial, Helvetica, sans-serif, -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif;"><br style="color: rgb(51, 51, 51); font-family: ProximaNovaRegular, Arial, Helvetica, sans-serif, -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif;"><span style="color: rgb(51, 51, 51);"><strong>To assign entitlement to an absence type:</strong><br><ul><li>Navigate to&nbsp;Admin &gt; Global &gt; Absence type setup</li><li>Click the&nbsp;Edit&nbsp;button on the absence type you wish to add the entitlement to</li><li>Look for the&nbsp;Affected Entitlement&nbsp;field and select the entitlement pot you've just created.</li><li>Click the&nbsp;Save&nbsp;button on the absence type.</li></ul></span><br style="color: rgb(51, 51, 51); font-family: ProximaNovaRegular, Arial, Helvetica, sans-serif, -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif;"><span style="color: rgb(51, 51, 51);">You will be able to add balance to the entitlement pots either on a user-by-user basis OR you can do an import using the tool available in&nbsp;</span><strong dir="ltr" style="color: rgb(51, 51, 51); font-family: ProximaNovaRegular, Arial, Helvetica, sans-serif, -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif;">Admin &gt; Users &gt; Entitlement Import,&nbsp;</strong>please see the guide:</span><span dir="ltr" style="color: rgb(51, 51, 51); font-family: Arial, Helvetica, sans-serif;">&nbsp;<a href="https://e-days.freshdesk.com/a/solutions/articles/77000230863" rel="noreferrer" target="_blank">Bulk Updating User's Entitlement</a></span></span></div><p><br></p><p><span dir="ltr" style="color: rgb(51, 51, 51); font-family: ProximaNovaRegular, Arial, Helvetica, sans-serif, -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77029921502/original/poW0IFkGF5-yioVBC31u0sYSvJfuwikniA.gif?1617956179" style="width: 396px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77029921502"></span></p><p dir="ltr"><em><span dir="ltr" style="font-size: 12px; font-family: Arial, Helvetica, sans-serif;">If you would like to enlarge the video, please click on it to expand.</span></em></p></div><p dir="ltr">&nbsp;</p> 77000317891 153 77000493758 2021-08-26T13:09:10+01:00 77037503209 25 2 1 0 Entitlement Setup - Creating a new entitlement pot 2021-08-26T13:09:10+01:00 77015794633 1 2021-05-20T16:43:33+01:00 2 1 This guide has been created for system administrators. Specific role permissions may be required, including: Entitlement Setup. Please note: To access the setting described in this guide, your system must be set to the advanced entitlement mode. To view our guide to Standard v Advanced Entitlement mode, please click here. If you are currently set to the Standard Mode, please raise a support ticket to request the Advanced Entitlement Mode. Overview: If your system is set to the advanced entitlement mode you will have some additional settings available to you, one of which is 'Accrue on Rollover'. This setting will determine whether the given entitlement element will accrue a balance each new 'next year' based on what had been set for the previous 'next year' per user. For example, when accrue on rollover is set to 'yes', if a user has 20 days of entitlement for current year and for next year, at the year end the following will occur. Current year will become last year and will have 20 days as the base entitlement that was provided. Next year will become current year and will have 20 days as the base entitlement. A new next year will be created and the entitlement will be automatically provided to match to the previous next year (now current year) i.e. 20 days. Step by step guide: Navigate to Admin tools > Admin panel > Global > Entitlement setup. Click the elements button against the required Entitlement Pot. Click the edit button against the required Entitlement Element. Click the uppermost advanced button (directly below the Sort Index field). In the 'Other Settings' section, set the 'Accrue on Rollover' field to 'Yes' (to allow the automatic provision of entitlement each year). Click the save button at the foot of the page. If you would like to enlarge the video, please click on it to expand.  Related Guides: Entitlement Setup - Creating a new entitlement pot <p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: start;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: start;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Entitlement Setup.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: start;"><br></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: start;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box; color: rgb(184, 49, 47);">Please note:</span><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">&nbsp;To access the setting described in this guide, your system must be set to the advanced entitlement mode. To view our guide to Standard v Advanced Entitlement mode, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000506386" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a>. If you are currently set to the Standard Mode, please raise a support ticket to request the Advanced Entitlement Mode.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; text-align: start;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Overview:</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">If your system is set to the advanced entitlement mode you will have some additional settings available to you, one of which is 'Accrue on Rollover'. This setting will determine whether the given entitlement element will accrue a balance each new 'next year' based on what had been set for the previous 'next year' per user.</span></span></span></p><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">For example, when accrue on rollover is set to 'yes', if a user has 20 days of entitlement for current year and for next year, at the year end the following will occur.</span></span></span></p><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Current year will become last year and will have 20 days as the base entitlement that was provided.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Next year will become current year and will have 20 days as the base entitlement.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">A new next year will be created and the entitlement will be automatically provided to match to the previous next year (now current year) i.e. 20 days.</span></span></span></li></ul><p><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools &gt; Admin panel &gt; Global &gt; Entitlement setup.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Click the elements button against the required Entitlement Pot.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Click the edit button against the required Entitlement Element.</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Click the uppermost advanced button (directly below the Sort Index field).</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">In the 'Other Settings' section, set the 'Accrue on Rollover' field to 'Yes' (to allow the automatic provision of entitlement each year).</span></span></span></li><li dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span dir="ltr" style="font-family: Arial,Helvetica,sans-serif;">Click the save button at the foot of the page.</span></span></span></li></ul><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77038616383/original/L9awINBO1onDt6Clt4veXqUrCRFoP6_V_A.gif?1624531723" style="width: 429px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77038616383"></span></span></span></p><p dir="ltr"><em style="box-sizing: border-box; font-style: italic; color: rgb(24, 50, 71); font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; font-family: Arial, Helvetica, sans-serif; font-size: 12px;"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><em data-identifyelement="257" dir="ltr" style="box-sizing: border-box; font-style: italic; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-size: 13px;">If you would like to enlarge the video, please click on it to expand.</em>&nbsp;</span></em></p><p dir="ltr"><br></p><p dir="ltr"><br></p><p dir="ltr"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">Related Guides:</span></p><p dir="ltr"><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><a href="https://support.e-days.com/en/support/solutions/articles/77000493758" rel="noreferrer" style="color: #005ce7;" target="_blank">Entitlement Setup - Creating a new entitlement pot</a></span></p><p dir="ltr"><br></p> 77000317891 100 77000497772 2021-08-26T16:24:04+01:00 77037503209 26 2 2 1 Entitlement Setup - Automatically provide entitlement each year 2021-08-26T16:24:04+01:00 77037503209 1 2021-08-26T15:24:27+01:00 0 0 This guide has been created for system administrators. Specific role permissions may be required, including: Entitlement Setup. Overview: Your Edays admin panel can be set to either Standard or Advanced Entitlement Mode at the point of initial system configuration. The Advanced Entitlement Mode provides access to more entitlement settings, the ability to configure accrual policies, and access to individual entitlement elements within entitlement pots. This guide provides a method for determining which mode your system is set to and also highlights the key differences between the two modes. Please note: If you would like to switch between Advanced or Standard Entitlement Mode, please raise this as a request to our support team via a support ticket. Determining which mode your system is set to. The easiest way to determine whether your system is set to the Advanced Entitlement Mode is to check if you have access to Entitlement Accrual Setup in the admin panel. Step by step guide: Navigate to Admin tools > Admin panel. Go to Global. If you see the Entitlement Accrual Setup option, you are set to the Advanced Entitlement mode. Key differences between Standard and Advanced Modes. Entitlement Elements - In Advanced Mode an entitlement pot can be split into separate entitlement elements, each with their own balance or accrual policy. An example of this would be a Holiday entitlement pot split to separate Annual Entitlement and Long Service elements. Entitlement Creation - Advanced Mode allows you to create additional entitlement pots or elements. Accrual Policies - In Advanced Mode you can configure both an accrual policy template and individual accrual policies for entitlements, incorporating the recurrence template and further restrictions or configuration parameters. Additional Settings - In Advanced Mode you are presented with a greater range of settings, including the ability to set allowance caps or automate the provision of entitlement each year. Carryover/Transfer Expiry - You can configure carryover/transfer for each individual element of an entitlement pot, including the ability set an expiry date for the carried over entitlement, when in Advanced Mode. To learn more about carryover/transfers, please click here to see our overview guide. Related Guides: Entitlement Setup - Creating a new entitlement pot <p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Entitlement Setup.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Your Edays admin panel can be set to either Standard or Advanced Entitlement Mode at the point of initial system configuration. The Advanced Entitlement Mode provides access to more entitlement settings, the ability to configure accrual policies, and access to individual entitlement elements within entitlement pots.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">This guide provides a method for determining which mode your system is set to and also highlights the key differences between the two modes.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box; color: rgb(184, 49, 47);">Please note:</span><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">&nbsp;If you would like to switch between Advanced or Standard Entitlement Mode, please raise this as a request to our support team via a support ticket.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span> <br></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><div style="width: 65%; margin-right: 5%; float: left;"><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><em dir="ltr">Determining which mode your system is set to.</em></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">The easiest way to determine whether your system is set to the Advanced Entitlement Mode is to check if you have access to Entitlement Accrual Setup in the admin panel.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><br></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Step by step guide:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><ul style="list-style-type: circle;"><li data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-top: 0px; margin-right: 0px; margin-bottom: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial, Helvetica, sans-serif; color: rgb(0, 0, 0);">Navigate to Admin tools &gt; Admin panel.</span></li><li data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-top: 0px; margin-right: 0px; margin-bottom: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial, Helvetica, sans-serif; color: rgb(0, 0, 0);">Go to Global.</span></li><li data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-top: 0px; margin-right: 0px; margin-bottom: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; white-space: normal; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">If you see the Entitlement Accrual Setup option, you are set to the Advanced Entitlement mode.</span></li></ul></div><p><br></p><p><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77045497221/original/4ePEnUFpNAyaSq7hjR-JohVgHDb8KUp80w.png?1629987152" style="width: 154px;" class="fr-fic fr-fil fr-dib" data-attachment="[object Object]" data-id="77045497221"></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p><br></p><p><br></p><p><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><em>Key differences between Standard and Advanced Modes.</em></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><ul style="list-style-type: circle;"><li><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><em>Entitlement Elements</em> - In Advanced Mode an entitlement pot can be split into separate entitlement elements, each with their own balance or accrual policy. An example of this would be a Holiday entitlement pot split to separate Annual Entitlement and Long Service elements.<br></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></li><li><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><em>Entitlement Creation</em> - Advanced Mode allows you to create additional <a href="https://support.e-days.com/en/support/solutions/articles/77000493758" rel="noreferrer" style="color: #005ce7;" target="_blank">entitlement pots</a> or elements.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></li><li><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><em>Accrual Policies</em> - In Advanced Mode you can configure both an <a href="https://support.e-days.com/en/support/solutions/articles/77000230590" rel="noreferrer" style="color: #005ce7;" target="_blank">accrual policy template</a> and individual accrual policies for entitlements, incorporating the recurrence template and further restrictions or configuration parameters.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></li><li><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><em>Additional Settings</em> - In Advanced Mode you are presented with a greater range of settings, including the ability to set <a href="https://support.e-days.com/en/support/solutions/articles/77000435037" rel="noreferrer" style="color: #005ce7;" target="_blank">allowance caps</a> or <a href="https://support.e-days.com/en/support/solutions/articles/77000497772" rel="noreferrer" style="color: #005ce7;" target="_blank">automate the provision of entitlement</a> each year.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></li><li><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><em dir="ltr">Carryover/Transfer Expiry</em> - You can configure carryover/transfer for each individual element of an entitlement pot, including the ability set an expiry date for the carried over entitlement, when in Advanced Mode. To learn more about carryover/transfers, please click <a href="https://support.e-days.com/en/support/solutions/articles/77000492117" rel="noreferrer" style="color: #005ce7;" target="_blank">here</a> to see our overview guide.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></li></ul><p><br></p><p><br></p><p><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;">Related Guides:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><a href="https://support.e-days.com/en/support/solutions/articles/77000493758" rel="noreferrer" style="color: #005ce7;" target="_blank">Entitlement Setup - Creating a new entitlement pot</a></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p><span style="box-sizing: border-box; color: rgb(0, 0, 0);"><span style="box-sizing: border-box; font-size: 13px;"><span style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="187" style="box-sizing: border-box;"><span data-identifyelement="188" style="box-sizing: border-box;"><span data-identifyelement="189" style="box-sizing: border-box;"><span data-identifyelement="190" style="box-sizing: border-box;"><span data-identifyelement="191" style="box-sizing: border-box;"><span data-identifyelement="192" style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;"><br></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p> 77000317891 98 77000506386 2021-08-26T16:27:55+01:00 77037503209 27 2 0 0 Entitlement Setup - Advanced v Standard Entitlement Mode 2021-08-26T16:27:56+01:00 77037503209 1 2021-09-01T10:45:57+01:00 0 0 This guide has been created for system administrators. Specific role permissions may be required, including: Users. Overview: Overbooking mode allows or restricts the ability for users' entitlement balance to be booked into a negative. The entitlement overbooking option can be applied to entitlement pots separately and will apply to all elements contained within the pot. Overbooking mode can be set at the Global, Template or User level, with each level overriding the previous, respectively. To view our guide to system hierarchy, please click here. This guide provides the steps to set the overbooking mode at the User system level for an entitlement pot.  Step by step guide: Navigate to Admin tools > Users. Search for the required user and click the Edit button to the right. In the user detail screen, select the Entitlements tab. Click the Edit button to the right of the entitlement pot you wish to affect. Scroll down the page to the Overbooking mode and amend as required: Allow – overbooking will be enabled and users will be able to book absences beyond their entitlement balance. Deny – Edays will not allow the user to submit an absence if it will take them into a negative entitlement balance. Prompt – overbooking will be enabled, but users will see a prompt to warn them and give the option to proceed or cancel. Inherit - this will inherit one of the above three options based on what is applied at the Global or Template level respectively. Click the Save button at the foot of the page. If you would like to enlarge the video, please click on it to expand.  Related Guides: Entitlement Setup - Set a Global level overbooking mode | Entitlement Setup - Set a Template level overbooking mode <p data-identifyelement="190" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span data-identifyelement="191" dir="ltr" style="box-sizing: border-box; font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">This guide has been created for system administrators.</span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="485" style="box-sizing: border-box;"><span data-identifyelement="486" style="box-sizing: border-box;"><span data-identifyelement="487" style="box-sizing: border-box;"><span data-identifyelement="488" style="box-sizing: border-box;"><span data-identifyelement="489" style="box-sizing: border-box;"><span data-identifyelement="490" style="box-sizing: border-box;"><span data-identifyelement="491" style="box-sizing: border-box;"><span data-identifyelement="492" style="box-sizing: border-box;"><span data-identifyelement="493" style="box-sizing: border-box;"><span data-identifyelement="193" style="box-sizing: border-box;"><span data-identifyelement="194" style="box-sizing: border-box;"><span data-identifyelement="195" style="box-sizing: border-box;"><span data-identifyelement="196" style="box-sizing: border-box;"><span data-identifyelement="197" style="box-sizing: border-box;"><span data-identifyelement="198" style="box-sizing: border-box;"><span data-identifyelement="199" style="box-sizing: border-box;"><span data-identifyelement="200" style="box-sizing: border-box;"><span data-identifyelement="201" style="box-sizing: border-box;"><span data-identifyelement="202" dir="ltr" style="box-sizing: border-box;">Specific <a href="https://support.e-days.com/en/support/solutions/articles/77000504591" rel="noreferrer" style="color: #005ce7;" target="_blank">role permissions</a> may be required, including: Users.</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="192" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><br style="box-sizing: border-box;"></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box;">Overview:</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; line-height: 18px; word-break: normal; overflow-wrap: break-word; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box;"><font dir="ltr"><font>Overbooking mode allows or restricts the ability for users' entitlement balance to be booked into a negative. The entitlement overbooking option can be applied to entitlement pots separately and will apply to all elements contained within the pot. Overbooking mode can be set at the Global, Template or User level, with each level overriding the previous, respectively. To view our guide to system hierarchy, please click&nbsp;</font><a href="https://support.e-days.com/en/support/solutions/articles/77000501779" rel="noreferrer" style="color: rgb(0, 92, 231); font-family: Arial, Helvetica, sans-serif; font-size: 13px;" target="_blank">here</a><font>.</font></font></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span style="box-sizing: border-box;"><span data-identifyelement="503" style="box-sizing: border-box;"><span data-identifyelement="504" style="box-sizing: border-box;"><span data-identifyelement="505" style="box-sizing: border-box;"><span data-identifyelement="506" style="box-sizing: border-box;"><span data-identifyelement="507" style="box-sizing: border-box;"><span data-identifyelement="508" style="box-sizing: border-box;"><span data-identifyelement="509" style="box-sizing: border-box;"><span data-identifyelement="510" style="box-sizing: border-box;"><span data-identifyelement="511" style="box-sizing: border-box;"><span data-identifyelement="212" style="box-sizing: border-box;"><span data-identifyelement="213" style="box-sizing: border-box;"><span data-identifyelement="214" style="box-sizing: border-box;"><span data-identifyelement="215" style="box-sizing: border-box;"><span data-identifyelement="216" style="box-sizing: border-box;"><span data-identifyelement="217" style="box-sizing: border-box;"><span data-identifyelement="218" dir="ltr" style="box-sizing: border-box;">This guide provides the steps to set the overbooking mode at the User system level for an entitlement pot.&nbsp;</span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></span></p><p data-identifyelement="211" dir="ltr" style="box-sizing: border-box; margin-bottom: 0px; margin-left: 0px; font-size: 13px; line-height: 18px; word-break: normal; overflow-wrap: break-word; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; font-weight: 400; text-align: start; text-indent: 0px;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;"><br></span></span></span></p><p dir="ltr" style="margin-bottom: 0cm; margin-left: 0cm; font-size: 15px; font-family: Calibri, sans-serif;"><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Step by step guide:</span></span></span></p><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Navigate to Admin tools &gt; Users.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Search for the required user and click the Edit button to the right.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">In the user detail screen, select the Entitlements tab.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">C<span dir="ltr" style="font-weight: 400; text-align: left; text-indent: 0px; display: inline !important;">lick the Edit button to the right of the entitlement pot you wish to affect.</span></span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Scroll down the page to the Overbooking mode and amend as required:</span></span></span><ul style="list-style-type: circle;"><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Allow – overbooking will be enabled and users will be able to book absences beyond their entitlement balance.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Deny – Edays will not allow the user to submit an absence if it will take them into a negative entitlement balance.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Prompt – overbooking will be enabled, but users will see a prompt to warn them and give the option to proceed or cancel.</span></span></span></li><li><span style="color: rgb(0, 0, 0);"><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">Inherit - this will inherit one of the above three options based on what is applied at the Global or Template level respectively.</span></span></span></li></ul></li><li><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">Click the Save button at the foot of the page.</span></li></ul><p><br></p><p><img src="https://s3-eu-central-1.amazonaws.com/euc-cdn.freshdesk.com/data/helpdesk/attachments/production/77046088716/original/_s-qGe4dXSmUONRUuZ6NAcc8Km83SQC40Q.gif?1630490716" style="width: 424px;" class="fr-fil fr-dib" data-attachment="[object Object]" data-id="77046088716"></p><p><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);"><em style="box-sizing: border-box; color: rgb(24, 50, 71); font-size: 13px; font-weight: 400; text-align: start; text-indent: 0px; font-family: Arial, Helvetica, sans-serif;"><span dir="ltr" style="box-sizing: border-box; color: rgb(0, 0, 0);"><em dir="ltr" style="box-sizing: border-box; font-size: 13px; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; text-align: start;"><em dir="ltr" style="box-sizing: border-box; font-size: 13px; font-weight: 400; text-indent: 0px; color: rgb(24, 50, 71); font-family: -apple-system, BlinkMacSystemFont, &quot;Segoe UI&quot;, Roboto, &quot;Helvetica Neue&quot;, Arial, sans-serif; text-align: start;"><em data-identifyelement="530" dir="ltr" style="box-sizing: border-box; color: rgb(24, 50, 71); font-weight: 400; text-align: start; text-indent: 0px; font-family: Arial, Helvetica, sans-serif; font-size: 12px;">If you would like to enlarge the video, please click on it to expand.</em></em></em></span></em>&nbsp;</span></p><p><br></p><p><br></p><p><span dir="ltr" style="font-family: Arial, Helvetica, sans-serif; font-size: 13px; color: rgb(0, 0, 0);">Related Guides:</span></p><p dir="ltr"><a href="https://support.e-days.com/en/support/solutions/articles/77000434941" rel="noreferrer" style="color: #005ce7;" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;">Entitlement Setup - Set a Global level overbooking mode</span></a><span style="font-size: 13px;"><span style="font-family: Arial,Helvetica,sans-serif;">&nbsp;|&nbsp;</span></span><a href="https://support.e-days.com/en/support/solutions/articles/77000434942" rel="noreferrer" style="color: #005ce7;" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif; font-size: 13px;">Entitlement Setup - Set a Template level overbooking mode</span></a></p><p><br></p> 77000317891 11 77000506691 2021-09-01T11:16:09+01:00 77037503209 28 2 0 0 Entitlement Setup - Set a User level overbooking mode 2021-09-01T11:16:09+01:00 77037503209