Quota and accruals

How to create a quota

To create a quota and set up accruals, navigate to the Home tab of Palmy > Manage Quota

Then select + Create Quota

You'll see a form with the following options to select:

• Leave type attached to this quota
• How often should it accrue (eg; every month?)
• How many days are accrued (eg; 2 days)
• On which day should it accrue (eg; First of the month)
• Can it be negative? (useful if you allow people to take vacation when they just joined even though they didn't have time to accrue any PTO)
• Who should this quota apply to? (select employees that should have this quota)

How to edit accruals?

Once a quota is set up, you may want to edit accruals manually to reflect what people already accrued.

To do so, navigate to the Home tab of Palmy, then click on Manage Quota

Now you'll see the list of Quotas. On the Quota you want to edit, click on Edit accruals:

You'll now see the list of users included in the quota with their current accrued days. You can click on Edit to change the value:

You can now edit the value and click Save.