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 Allowance Pot Name

  • 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.

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

You can also setup multiple allowance pots to a leave type, if you need further assistance with this contact Support.


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


View all knowledgebase articles


Stay connected - Latest blog posts

STAY CONNECTED WITH THE LATEST FROM THE TEAM


Posted on Tue, 23rd Jul 2019 Can your shift planner cope with part-time employees?

The number of professionals working part-time is on the rise, with more than 8.6 million people in the UK choosing this form of employment. Can your shift planner cope with part-time employees?

Posted on Mon, 22nd Jul 2019 How to plan the perfect shift: a 3-minute guide

Shift planning is a major pain point for many businesses. Mistakes are common, and the consequences can be huge: under-staffing, poor productivity, even legal consequences if you’re lacking team members with the right skills and qualifications to start work.

Posted on Thu, 18th Jul 2019 How to manage staff scheduling during summer holiday season

Summer has finally arrived – and we don’t just mean the weather. It’s the time of year when a huge number of employees take their annual vacation, and for many businesses, this can lead to shift planning nightmares.

Posted on Mon, 15th Jul 2019 The early 2020 UK May bank holiday will be moved to mark 75th anniversary of VE Day - Don't be caught out!

The early May bank holiday in 2020 for the UK will move from Monday 4 May to Friday 8 May to mark the 75th anniversary of VE Day which takes place on 8 May.

Start your long trial today get until Monday, 26th Aug 2019 absolutely FREE! No credit card, no setup fees and no hidden costs!