You can create a leave allowance template, holiday entitlement so you can set a standard amount of leave in days or hours that applies to a role and then assign it to posts so it automatically rolls out to everyone in that post.
It is useful because the entitlement can be pro-rated based on an employee’s FTE hours, and you can add length of service increments, so people earn more leave over time.
📌Note: Without a holiday entitlement template assigned to the post, you’ll get an 'Entitlement Not Set' error when trying to add leave.
Create a leave allowance template for a holiday entitlement
To create a Leave Allowance template for a Holiday Entitlement, follow the below steps:
Go to Setup or Configuration.
Select Settings and then select Module Settings.
Select HR.
Scroll down to Holiday Entitlement and click Add Holiday Entitlement.
Enter a name for the entitlement in Description.
Select if it is to be Days or Hours in the drop-down field.
Select the Length of Service if applicable and enter the allowance value
Enter 0 here for no leave entitlement.
Click Save.
Apply this to the employee's post
You will then need to apply this to the Employee's Post by following the below steps:
Go to the Employee Record and select Employment.
Select Position and then click Post Details.
Select Absence and then click Leave.
Click Edit to the right of Holiday Entitlements.
Select the Template window.
Select the new Entitlement from the drop down.
Click Save.
📌Note: You need to run a batch update to roll out the changes made.
