Employees & HR
Set leave allowances by level or employee
Configure a default allowance and targeted exceptions with clear balance checks.
How to do it
- Set organization defaults for each leave type in People → Time & leave.
- Add entitlement rules for an organization, career level, pay level or individual employee; choose annual and carryover days.
- Assign Career level and Pay level in the employee Directory, then check the portal balance and submit a test request.
Check your result
The matching individual rule takes precedence over pay level, then career level, then organization override or leave type default. Pending and approved requests use the balance. The server rejects overlapping requests or requests above the available days with a specific message.
Good to know
The employee portal shows the current-year allowance. Future-year requests are checked against that year when submitted. HR should review existing approved leave before lowering a policy below days already used.
Still need help?
Tell us your BU code and the step where you got stuck. Do not include passwords, BU PINs, tokens or recovery codes.
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