Add new pro rata settings to entitlement profiles

Pro rata settings only relate to new starters who join your organisation part way through the entitlement year.

1. Go to Admin.

2. Look at the Calendars and Time section
3. Select Entitlement Profiles then select the required entitlement profile.
4. Select the Pro Rata tab.

    

Add a single rule

1. Scroll to the end of the entitlement profile list, then select Add Rule.

   

2. In Day From , enter the day of the month the rule should be applied.
3. In Month From, enter the month the rule should be applied.
4. Enter the Entitlement Days. The Entitlement HH:MM value updates based on the number you enter but can be changed.

5. Select Save.

Add multiple rules

Up to 48 rules can be generated at a time.

1. Scroll to the end of the entitlement profile list, then select Auto Generate Rules. You'll see the Entitlement Profile Pro Rata rules screen.

   

    

2. In Day to start on, enter the day of the month the rule should be applied.
3. In Month to start on, enter the month the rule should be applied (both default to 1).
4. On the Rule Split list, select one of the following:

   • Weekly - creates rules using the setting in the Divide year into box, adding rules starting with the options selected in the first two boxes. This is the default option.

   • Even - creates rules using the setting in the Divide year into box, adding rules starting with the options selected in the first two boxes and splitting the rules evenly across the year.

5. On the Divide year into list, select how many rules you want to split into based on the option selected in the Rule Split box.
6. Select Save. If required, add additional individual rules to fill any gaps in the year.