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Entitlement Setup - Set a User level overbooking mode

Who this guide is for: System administrators – Requires ‘System Admin’ role and Users permission


Overview:
This guide explains how to set the Overbooking Mode at the User level for a specific entitlement pot, overriding Template and Global settings to control whether a user may book into a negative balance.


How Overbooking Mode Works:
Overbooking Mode determines if a user can exceed their entitlement pot when booking absences:

  • Allow: User may book beyond their balance.
  • Deny: User cannot submit any absence that would take them negative.
  • Prompt: User sees a warning and can choose to proceed or cancel.
  • Inherit: Applies the setting from the Template or Global level above.


How to Set Up Overbooking Mode (User):

  1. Go to Admin tools > Users.
  2. Search for the user and click Edit on their record.
  3. Select the Entitlements tab.
  4. Next to the target entitlement pot, click Edit.
  5. Scroll to Overbooking mode and choose: Allow, Deny, Prompt, or Inherit default value.
  6. Click Save user at the top of the page.


Additional Information:

  • Entitlement Pot: A grouping of leave amounts (e.g. Annual Leave) with its own balance.
  • Requires ‘System Admin’ role and Users permission.
  • Warning: User-level settings override Template and Global configurations.
  • Tip: Review the user’s current balance before changing overbooking to prevent unintended negative bookings.
  • Use the search function within the platform to quickly find features or settings.

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