People - Managing Allowances

You can edit your colleague's holiday allowances via a user's profile, located under the People tab within the app.

When you set a user's allowance, it will automatically set the allowance (in days) for the current holiday year and the next holiday year.  We currently don't have the ability to specify the allowance for the following holiday year until that year starts, so user allowances (if different) would need to be amended when the new holiday year starts.

Adding or Updating an Allowance

Once a user has registered or has been invited, you can locate them via the People section and edit them as follows:-

1. Navigate to the People Tab
2. Tap on the user you wish to edit.  You can search for their name if you cannot immediately find them
3. Tap on the top right edit icon
4. Select (Holiday Settings)
5. Fill out the Holiday Allowance (in days)
6. Once you're finished, tap on (Save) to finalize your changes, and you'll be returned to the settings screen.

Step One: Locate a user in the People section.

Step Three: Open the profile settings menu and tap on (Edit Profile).

Step Five: Make the required changes to a user's holiday allowance (in days) and then save your changes.  You can ignore all other settings such as Percentage Based Allowance - we're currently working on updates to support hourly workers, so these new settings will eventually help support hourly workers.

Notice about future year allowances:- When you update a user's allowance, it will also update the following calendar year allowance.  Currently, the allowance for the next year has to be set at the start of the new holiday calendar year, however support will be coming to the app to edit this independently.  For now, if you have a staff member starting halfway through a year, you can either do an import to update allowances for future years, or contact support for assistance.