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How do I set up or edit leave entitlements for individual employees?

If you want to set up a new leave entitlement:

  1. Select the employee whose record you want to change. You can use the Search to refine the displayed list of employees.

  2. Click New.

  3. Complete all mandatory fields (indicated by *).

  4. Add maximum and minimum carry forward limits if required (Max. C/F and Max Neg C/F).

To set the maximum number of days that the employee can bring forward from the following holiday year, enter a negative value in Max Neg C/F. For example, to allow employees to bring 3 days forward from next year, enter -3.

  1. Select the Use by date. This is the date by which any days carried forward have to be used by or they will be lost.

  2. When all fields are complete, click Save.

If you want to edit an existing entitlement:

  1. Select the employee whose record you want to change. You can use the Search to refine the displayed list of employees.

  2. Select the Entitlement that you want to edit.

  3. Make the required changes, and click Save.

 

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