What is the Difference between Entitlement by Role and Seniority Based Entitlement (SBE)?

To reduce manual work and simplify leave management, we’ve created Seniority-Based Entitlement and Role-Based Entitlement automations. With these two automations, Vacation Tracker will automatically award Users additional days. But what is the difference between Seniority-Based Entitlement (SBE) and Role-Based Entitlement automation?

On the online dashboard – https://app.vacationtracker.io/app/dashboard , Admins and Approvers have access to the Automation tab. But only Admins can create/configure SBE and Entitlement by Role.

Seniority Based Entitlement (SBE)

SBE is a system where employees earn more paid time off (PTO) based on their length of service with a company.

• This automation can be applied to all Users or a specific location.
• Admins can create multiple automations for different leave types.
• Once the User reaches the milestone(s) on their anniversary date (employee start date), Vacation Tracker will automatically add the additional days to their base quota.
• This Automation can be an add-on for the Core or Complete plan. To learn more about our different plans, please see the following link: Guide : What Are The Differences Between Our Core & Complete Plans?

Example: Admin sets a policy for 2 days to be added to a User’s base quota on their 2nd anniversary, 2 days on their 4th year anniversary and 2 days on their 6th year anniversary until they hit a maximum of 6 additional days earned. On each anniversary day, the system will automatically award the two additional days to the User on top of their base quota.

|| For detailed steps and more information on our Seniority Based Entitlement (SBE), please see the following article: How Do I Set Up Seniority Based Entitlement (SBE) Automation?

Entitlement by Role

Entitlement by Role is when Users are awarded additional days based on their label/role in a company.

• You must be on our Complete plan to use Entitlement by Role because our labels feature is used to assign the roles.
• Labels will have to be created before setting this automation up. Please see the following link for detailed steps on assigning labels: How Can I Categorize Users (Adding Labels)?
• Admins can create multiple automations for different roles.
• The entitlement applies starting from the current year and the moment the label is applied.

Example: An Admin can create a label called "Manager" and assign all managers in their company with this label. Then, they can create the Entitlement by Role with the rule to award 2 additional “Vacation” days to all employees with the "Manager" label. All Users with the label, will be awarded 2 additional days on top of their base quota (starting from the current year). Any Users that receive the "Manager" label later on, will also be awarded the 2 additional days automatically once the label is added to the user's profile page.

|| For detailed steps and more information on our Entitlement by Role, please see the following article: How Do I Set Entitlement by Role?

| For more information on our Automations, please see the following guide: Guide: What Automations does Vacation Tracker offer?