To activate the module, go to and toggle and save.

Next add a tag for each co-worker that is a part of the continuing education system. This will be used to decide who will accrue funds.

When tags have been added, go to and setup

Which group of users (tag) will receive funds each months for. You can see a list of which users are tagged easily in the user column.

Once the accrual rules have been setup, you can run the historical rules if needed here:


The next step in setting up is adding the absence types that will be used to deduct (spend) funds from each pool type in

Choose the absence type category employees education. The choices for deciding how many percent will deduct from individual pool vs. common pool (So 100% for deducting only from individual pool, 0% for only deducting from common pool).

If one wants to use their banked hours for continuing education, the "deductible from banked hours" checkbox should be added

The last step for setup for registering continuing education absence, is adding an hourly rate under each co-worker > Settings > Hourly rate. Alternatively one can batch update the rate using the "update several hourly rates at once" feature in the co-worker overview.


Expenses will be based on the current travel and expense module. More information about setup will be added here soon.

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