Yearly holiday entitlement
Set each team member's yearly holiday entitlement on the Entitlements tab of the HR settings page. Every colleague has a card with their entitlement, the days already taken and the days remaining. Step between years in the top right corner of the page; changes are stored when you click Save.
Open the page from Settings → HR settings or with the gear icon on the Holiday manager page; it requires admin rights.
Cards
Each card shows the colleague's name, the entitlement in days (type the new value here), and the Used and days remaining figures with a bar. Used days include accepted and pending requests, but not rejected ones. Where no entitlement is set yet, the card says No entitlement set. The entitlement is entered in whole days.
Use the Search box above the cards to filter by name or e-mail address.
Bulk tools
Click Bulk tools to open two options:
- Set entitlement days: enter a number of days, then click Set for all (overwrites everyone's entitlement) or Fill missing/zero (only fills in those who have none yet).
- Copy from previous year: pick another year that already has entitlements and click Copy values. The values are copied into the year you are editing.
Saving
While there are unsaved changes, a bar with Cancel and Save appears at the bottom of the page. If you switch year without saving, you are asked whether to discard the changes.
Export and summary
- Export saves the entitlements of the year on screen as a CSV file.
- Below the cards, four summary figures are shown: users with an entitlement, users missing one, total allocated days and the average allocation.
Automatic calculation
If your colleagues have HR profiles, the Generation tab calculates the statutory entitlement (from age, employment start and any recorded additional leave). Generate Preview shows the current and the calculated value side by side, and Confirm and Save overwrites the entitlements with the calculated ones.