Who this guide is for: System administrators – Requires 'System Admin' role
Overview:
This guide explains how to enable an entitlement pot at the User level—useful when a pot has been disabled globally or via a template but is still needed for specific users.
How Entitlement Pots Work:
Entitlement pots (e.g., Annual Leave, TOIL, Buy/Sell) are used to group and track leave balances. These can be disabled at the Global or Template level, but re-enabled for individual users when required—ideal for exceptions.
How to Enable an Entitlement Pot at User Level:
- Go to Admin tools > Users.
- Search for the user needing the entitlement enabled.
- Click Edit next to their name.
- Select the Entitlement tab.
- Click the Advanced button (top right of the entitlement section).
- Find the relevant entitlement pot and click Enable.
- Click Save User at the top of the page.
Additional Information:
- Entitlement Pot: A category of leave (e.g., Annual Leave, TOIL) with its own rules and balance.
- Requires 'System Admin' role to edit user-level entitlements.
- Use when an entitlement pot is not available via Global or Template settings.
- Tip: Always review the user’s entitlements after enabling a pot to confirm correct balance and policy.
- Use the search function within the platform to quickly find features or settings.