Allowance Pots

Allowance Pots are used to manage staff members' different leave allowances, for example, John Smith could have 20 Days of Paid Leave and 5 Days of Unpaid Leave.

Once you have created your pot names, they can then be selected in the Leave Allowances area on the User Record

CREATE AN ALLOWANCE POT 

  • From the Leave menu, select Allowance Pots, then Create new Allowance Pot.
  • In the space provided enter a name for the pot e.g. Paid Leave or Vacation or Annual Leave

When you add an allowance pot for a user, on the user record, at that point you can choose if it will be Hours or Days

You can use multiple Allowance pots to manage different types of leave entitlement such as Holiday/Vacation, Sick days, Unpaid leave.

ASSINGING ALLOWANCE POTS TO LEAVE TYPES

When you set up your Leave Types, you can select from which ALLOWANCE POT(s) the leave should be deducted (if applicable) by;

  • From the Leave Menu click Leave Types
  • Click on the Name of a Leave Type i.e. Holiday
  • On the left hand side of the page click the Leave Pots tab, to choose which Allowance Pot(s) you wish allowance to be deducted from when staff use this leave type.

If you don't need to limit how much of a leave type staff can book, you dont need to assign any allowance pots to that leave type.

You can also setup multiple allowance pots to a leave type. If multiple allowance pots are assigned to a leave type, then it will deduct from the allowances in the order shown on the Leave Pots tab (top to bottom) - in any case, if the user has Carryover available to be used, Carryover will always be deducted from first (unless the Carryover has expired), if you need further assistance with this contact Support.


Title: Allowance Pots
Category: Leave
Posted: Thursday, 20th Mar 2014
By: Phil Cross
Direct link: https://www.whosoffice.com/support/knowledgebase/leave-pots


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