You can add an entitlement to one or more contacts. For example, you can add a public holiday entitlement to all contacts within an organization based on the country of the organization.
To add an entitlement to contacts:
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On the header bar, click
Admin.
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On the sidebar, click
Absence, and then click the
Contacts and Organizations link.
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On the Manage Contacts and Organizations screen, click
to display all contacts for an organization.
To filter the list by contact or organization, enter the name in either the
Contact or
Organization field, and press ENTER.
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Select the check box of each contact that you want to assign an entitlement to.
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Click
Add Entitlements.
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In the Manage Entitlement dialog box, specify the following options:
Field
|
Description
|
Entitlement Source
|
Select the type of entitlement to assign
|
Valid From
|
Click
and select the date when the entitlement starts from
|
Valid To
|
Click
and select the date when the entitlement ends. You leave this field blank to apply the entitlement indefinitely.
|
Amount
|
Enter the number of hours or days to assign to the contact(s). This field does not apply if the selected entitlement source is a public holiday.
|
Description
|
Enter an optional description for the entitlement
|
Accrual Updated To
|
Click
and select the date when the accrual amount is updated to. This field only applies if the selected entitlement source is accrual-based.
|
-
Click
Add.