Entitlements | Configure Easy Employer to Display Balances

1) Overview
2) Configure Easy Employer to display entitlement balances
3) Limit users from seeing specific entitlements

 


🔍 RELATED ARTICLES

Entitlement | Troubleshooting


 

1) Overview

Entitlement balance refers to the types of leave employees accrue as part of their employment contract. Examples of this include; Annual leave and Personal leave.

In EE (Easy Employer) users have the ability to submit a request to take leave. Some organisations may wish to enable EE to display current entitlement balances to assist their employers when submitting a leave request.

 

2) Configure Easy Employer to display entitlement balances

The display of entitlement balances can be set per payroll entity.

  1. Click Organisation.
  2. Click Organisation Structure.
  3. Click on the Payroll Entity.
  4. Click Settings.
  5. Edit Show Entitlements
  6. Click Yes.
  7. Click Save.

Entitlement balances can now be imported in from your payroll application to be displayed inside of EE.

 

3) Limit users from seeing specific entitlements

Within award pay groups, entitlements can be set to be displayed to users or not.

  1. Click Organisation.
  2. Click Awards.
  3. Select the award.
  4. Select the award pay group.
  5. Click Edit award pay group.
  6. Scroll down to the Entitlements section.
  7. Under the Actions columns click edit.
  8. On the pop up box, tick/untick the box for Show to employees (ticked = Yes / unticked = No).
  9. Click Save (the setting for each entitlement is visible on the Entitlements table).
  10. Click Save and update at the bottom of the page.
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