Administration - Entitlement & Details

The Entitlement & Details page allows you to set the entitlement and details such as the workweek of the staff. 

Note that this page does not show you the leave balance of the staff. For that, you need to use the Leave Balance Report.

The steps to using this page are:

Step 1: Click onmceclip0.png

Step 2: Click on mceclip1.png

Step 3: Click on mceclip0.png

The following page display of the opening balance depends on the configuration. For the Annual leave, If you set it to earned leave, you will see 0 at the Opening Balance. If you had chosen entitlement, you will see the entitlement that is full amount or the prorated amount in the Opening Balance.

 

 mceclip0.png

 

Step 4: If you configure your leave to have grades, you can select the job grades of each of the staff so that the correct entitlement will be allocated for them. 

 

Step 5: If the staff needs to work on Public Holiday, you need to click on the Working on PH column. This would allow the staff to take leave even if is Public Holiday. By default, staff cannot take leave on Public Holiday.

Step 6: Click onmceclip1.png to save changes.

 

Quick Tip: If the leave balance report you generated has incorrect balances, you can check the Entitlement and Details page for any discrepancies. Check out the sample scenarios below:

Sample 1: After doing a Leave Balance Transfer with a set expiry date, you generate a leave balance report for Annual (Brought Forward) Leave type and you see inconsistencies in the report, you can follow the steps below:

     Step 1: On the Entitlement and Details page, filter leave type to Annual (Brought Forward)

mceclip0.png

     Step 2: Look for the name of the concerned staff and click on the mceclip1.png(pencil icon) under the Action column. This will bring you to another page that will display more details about the staff's Annual (Brought Forward) leave type: 

mceclip2.png

     Step 3: From here, you can modify the opening balance of the staff as necessary, and don't forget to click on the mceclip3.pngbutton on the lower right corner once done to save the changes. 

 

Sample 2: After doing a Leave Balance Transfer with no expiry date set, you generate a leave balance report for Annual Leave type and you see inconsistencies in the report, you can follow the steps below:

     Step 1: On the Entitlement and Details page, filter leave type to Annual

mceclip4.png

    Step 2: Look for the name of the concerned staff and click on the mceclip1.png(pencil icon) under the Action column. This will bring you to another page that will display more details about the staff's Annual  leave type: 

mceclip5.png

     Step 3: From here, you can modify the opening balance of the staff as necessary, and don't forget to click on the mceclip3.pngbutton on the lower right corner once done to save the changes. 

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