Process Entitlements

Reset Entitlements

This process only needs to be run if the entitlement you are planning to post is based on hours as established in Maintain > Entitlement Master, and should be run before going to the next step to ensure the hours are reset to zero before processing for the next cycle. NOTE: If for some reason the hours should NOT be reset, skip this step.

 To Reset or Not To Reset - that is the Question:

  1. Reset after you have completed adding entitlement for the entire period.
    1. Most users post entitlements by the period, i.e., Monthly is posted once per month,  Annual is posted once per year.  
    2. If posting once per period, you will always reset before starting processing.
  2. If you post more often than the period: such as if you post entitlements after every check run.
    1. For Example:  Posting monthly entitlements: after the first check run of the month you will reset entitlements then process.   Employees who have already reached the minimum will receive their time.  These employees will not receive more until after a reset has been done.   After the next check run, do not reset before processing entitlements. Employees who have now reached the minimum will receive their time. After each check run in that month, do not reset.   Once you are ready to start processing in a new month, use the Reset before processing the first time.

NAVIGATION: UTILITIES menu > Automated Entitlements > Reset for Next Cycle

  1. Select the Cycle for the entitlement(s) you will be working with
  2. If the entitlements are to be based on the employee's Anniversary or Hire Date, check the Only Employees with a box and select either the Anniversary Date or Hire Date.  Then select the appropriate month. The box may be left unchecked if the reset process is not to be based on the Anniversary or Hire Date.
  3. Press Reset on the quick links bar to reset

Review Entitlement Edit List

NAVIGATION: UTILITIES menu > Automated Entitlements > Entitlement Edit List

  1. Select the Cycle to process
  2. Enter the Start and End Date: enter the date range of the cycle that the entitlements to be added are earned (based on hours worked).
    1. For example:  For monthly earning cycles ending January 31, 2024, enter the date range of 1/1/2024 to 1/31/2024. If you are processing entitlements based on an Anniversary or Hire Date (see below) this date range should coincide with the Anniversary or Hire Month.
  3. If the entitlements are to be based on the employee's anniversary or Hire Date, check the Only Employees with a box and select either the Anniversary Date or Hire Date. Then select the appropriate month. Checking this box will only show employees with an Anniversary date in the selected month. The box may be left unchecked if the  process is not to be based on the Anniversary or Hire Date.
  4. Preview or print the report (see Report Preview, Print and Save Options)
  5. Review the list for accuracy.  
  6. Any adjustments necessary should be made in the Employee Master or under Manual Entitlement Processing

Post Entitlements

NAVIGATION: UTILITIES menu > Automated Entitlements > Post Entitlement

  1. Select the same Cycle to post
  2. Enter the Start and End Date.  Make sure to enter the same dates as Step 2 above
  3. Enter the Effective date, which would be the date the posted Entitlements are to be added to the Employees’ Accounts
  4. If the entitlements are to be based on the employee's Anniversary or Hire Date, check the Only Employees with a box and select either the Anniversary Date or Hire Date.  Then select the appropriate month. Checking this box will only show employees with an Anniversary date in the selected month.  The box may be left unchecked if the  process is not to be based on the Anniversary or Hire Date.
  5. Click POST on the Quick Links bar at the top of the view
  6. Preview or print the report (see Report Preview, Print and Save Options)

12/2023

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388