Entitlements feature defines how employee time-off and activity entitlements are structured, allocated, and consumed within the system.
It determines which entitlement categories exist, how they behave, which employees receive them, and how usage is recorded over time.
KEY COMPONENTS
- Entitlement Type
Defines the rules, units, eligibility, and activities that can consume an entitlement. - Entitlement
Represents an employee-specific allocation of a defined Entitlement Type. - Entitlement State
Tracks entitlement usage and the remaining balance over time.
PERMISSIONS
There are several available permissions for configuring entitlements:
- EmployeeEntitlement_WriteEmployeeEntitlement_WriteGlobal permission allowing to edit Entitlements
- EntitlementType_WriteEntitlementType_WriteGlobal permission allowing to edit Entitlement Types
- EmployeeEntitlementRosterValueEmployeeEntitlementRosterValueAllow to view entitlements values.
- EmployeeEntitlementRosterBalanceEmployeeEntitlementRosterBalanceAllow to view entitlements balances
- EmployeeEntitlementRosterUsageEmployeeEntitlementRosterUsageAllow to view entitlements usage
CONFIGURATION
The main configuration of entitlements is performed under the Administration module.
Navigate to Entitlement Types to define how the entitlement behaves and who is eligible.
Navigate to Entitlements to define the assignment of an entitlement type to an individual employee.
Navigate to States to manually add or correct usage entitlement usage records for an employee if needed.
Navigate to Depleted or Depleted Past Entitlements to define which entitlement types must be consumed before others.
ROSTER VIEW
For the most effective roster work, there are several options you should enable:
1. View - Requests, Pattern
2. Employee information - Attendance State, Individual Time off / Activity Entitlement, Balances, Usage
REPORTS
To support common reporting needs, the following calculation types can be configured:
- EntitlementStatisticsMethod.EntitlementShows entitlement amounts valid in the reporting period.
- EntitlementBalanceStatisticsMethod.EntitlementBalanceShows remaining entitlement balance at a selected point in time
- EntitlementDeductionStatisticsMethod.EntitlementDeductionShows entitlement usage during the reporting period
- EntitlementBalanceStateStatisticsMethod.EntitlementBalanceStateShows stored entitlement balance states for historical reference
MOBILE APPLICATION
Navigate to Configuration to adjust MobileAppTimeOffProperties and list all entitlement types that should be visible in the mobile application (see the example in the Schema tab).
Entitlements implementation
The entitlement feature is designed to support different organizational needs by allowing flexible configuration of time-off and activity-based rules across various planning, rostering, and approval scenarios.
It relies on dedicated usage logic that determines how entitlements are evaluated and consumed when employees submit requests or when managers perform shift changes.
Below are real business cases describing how this concept is implemented in practice, including its impact on reporting.
This implementation reduces the need for manual handling and special-case logic while ensuring consistent entitlement evaluation across different operational scenarios.