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Fix mismatching allowances

Resolve issues where user allowances don’t match expected values after updates to profiles, working patterns, or rollover.

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Written by Charlotte Alderson

If a user’s allowance doesn’t update after you change their details, this is expected behaviour. The system doesn’t automatically overwrite allowances. Instead, it calculates a suggested value that you must review and apply.

📌 Note: You need HR Admin permissions to review and update allowances.

Understand why allowances don’t update

The system:

  • Doesn’t automatically change allowances after updates.

  • Shows a suggested calculation instead.

This prevents overwriting manual adjustments.


Update a single user’s allowance

  1. Click My Admin, then click View another user.

  2. Select the user, then click Allowances.

  3. Review the suggested allowance.

  4. Click the link to copy values to This Year’s Holiday Quota.

  5. Click Submit changes.


Update multiple users

  1. Click HR Admin.

  2. Apply the Mismatching allowances filter.

  3. Click Reload.

  4. Review each user.

  5. Update This Year’s Holiday Quota to match the suggested value.

  6. Click Save.

📌 Note: This won’t overwrite rollover values or manual adjustments.


Prepare before running rollover

To avoid mismatches:

  • Update allowance profiles before running rollover.

  • Review the rollover report before confirming changes.

⚠️ Important: You can’t undo a rollover once it completes.


Fix common issues

If allowances still look incorrect:

  • Check users are assigned to the correct allowance profile.

  • Check employment dates and working patterns are accurate.

  • Reapply the suggested allowance where needed.

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