Add an Entitlement to a Contact

You add an entitlement to a contact to allow them to book time off from work. You can also assign public holidays, and add lieu time, such as when a contact works overtime.

To add an entitlement to a contact:

  1. On the header bar, click Admin.
  2. On the sidebar, click Absence, and then click the Contacts and Organizations link.
  3. 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.
  4. Click next to the contact's name.
  5. On the Manage Entitlements screen, click .
  6. 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.
  7. Click Add.

You can also add entitlements to individual contacts via the Absence tab on their contact record.