Create Entitlements

To create and configure an entitlement:

1. Go to Pay Setup > Entitlements and click the Entitlements tab.
2. Click Add. A slide-out panel opens.
3. Enter a name and, optionally, a description of the entitlement.
4. In the Balance drop-down list, select which balance the entitlement controls.
5. Select the Use Termination Status Starting Point checkbox and Dayforce uses the effective point in the day that terminations become effective when calculating and determining eligibility for the entitlement. The effective points of status changes are configured in HR Admin > Status in the Effective Starting Point of Day column.
6. In the Recurrence drop-down list, select how often eligible employees earn the entitlement’s balance. The drop-down list contains all of the recurrences already defined in Dayforce. See Recurrences.
7. In the Rollover Recurrence drop-down list, select how often the entitlement's balance is rolled over.
8. Note: Dayforce creates a new balance period when an entitlement level runs on the selected rollover recurrence (this occurs even when there is no configured instance of the Balance Carry Over Rule in the entitlement level). To avoid this, select an option in the Recurrence drop-down list and leave the Rollover Recurrence drop-down list blank.
8. In the Proration Recurrence drop-down list, select a recurrence if you’re configuring an entitlement for a grant-based balance and want to configure Dayforce to prorate the grant amounts. See Grant-Based Entitlements.
9. Select the Include Inactive Employees checkbox and inactive employees can earn this entitlement. For example, you might want employees to earn their vacation even when they are on a leave of absence.
10. Click Save.

To complete the entitlement configuration steps:

1. Add at least one ruleset (or, level) to the entitlement.
2. Add at least one rule to each ruleset, which represent how employees earn an amount of the entitlement’s balance. If balances are deducted or paid out on the rollover recurrence, you need to add at least one additional rule to control that.
3. (Optional) Add qualifiers to either a ruleset (to dictate which employees the ruleset’s rules apply to) or to specific rules.