The Employee Entitlement system allows employees to take time off for various reasons, such as vacation, sick leave, or any other absence types configured by system administrators. This system ensures that employees receive and utilize their allotted time efficiently.

 

Setting Up Employee Entitlements

Creating an Entitlement Package

An Entitlement Package defines the time off employees are eligible for during a specific fiscal year. To create a package:

1. Specify the Fiscal Year for which the package is valid.

2. Assign a Name to the package.

3. Create Entitlements within the package, each representing a specific type of absence.

   • Example: An entitlement with an Hours Type of "Vacation," a Quantity of 15, and Units set to "Days" allows employees 15 days of vacation.

4. Add as many entitlements to the package as needed.

Assigning Entitlement Packages to Employees

Once an entitlement package is created, it must be assigned to employees via Employee Entitlements:

1. Specify the Fiscal Year.

2. Select the Entitlement Package to assign.

3. Choose the Employee to receive the package.

4. Set the Start On and End On dates for entitlement validity.

5. Define Hours Per Day, which helps determine hours used when days are selected.

6. Assign additional entitlements or balances if necessary.

Monitoring Employee Entitlements

After employees receive an entitlement package, their entitlements appear in the Entitlement Summary view. This view allows administrative staff to:

• Track how many hours an employee is entitled to.

• Monitor used hours as both a total and a percentage.

• Quickly review entitlement usage across all employees.

Submitting an Absence Request

Hourly employees can submit absence requests similarly to submitting regular hours. The key difference is that absence hours are created directly within an Absence Submission.

Creating an Absence Submission

1. Navigate to  My Submissions.

2. Click the  New button to start a new submission.

3. Select the relevant Employee Assignment.

4. Choose the appropriate Submission Category (e.g., "Absence").

5. Select the appropriate Submission Type.

6. Under the Hours section, click New and follow the normal process for creating hours, ensuring the correct Hours Type is selected.

   • Alternatively, if requesting multiple days off, click Add Bulk Hours to streamline the entry of multiple time-off requests.

 

By following these steps, employees can efficiently manage their time off while administrators maintain clear oversight of entitlement usage.