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FAQ: How do I update someone's allowance?

I need to add [x] days to someone's allowance

Go to Leave and use the dropdown to select the employee

Head to the allowances tab and click the edit button

Add the correct amount of days or hours to the Manual Adjust row

Save changes


I need to remove [x] days from someone's allowance

Go to Leave and use the dropdown to select the employee

Head to the allowances tab and click the edit button 

Put a "-" symbol in the Manual Adjust row, followed by the amount of days or hours 

Save changes


I need to update multiple people's allowance

Go to Leave > Admin & Config 

Click on Bulk Adjust Allowances

Download the template and fill in the new allowance in the New Leave Allowance column

Save the spreadsheet as a CSV

Upload spreadsheet


We're increasing / decreasing everyone's allowance

Go to Leave > Admin & Config 

Click on Work Profiles

Open a Work Profile and go to Leave Settings > Entitlements

Click the pencil icon and update the annual or accrued entitlement

Click Next and update Carry Over if necessary

Click Next and update Exceed Allowacne if necessary

Click Confirm Changes then Save Changes

Repeat for all Work Profiles



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