Absence Types - Global absence type set to No - Template set to Yes

Who this guide is for:
System Administrators. Requires 'Absence Setup' (Global) and 'User Templates' (Template) permissions.

Overview:
This guide explains how to restrict an absence type to specific user templates, e.g., for country-specific absence types (such as RTT Days in France) or absence types that should only be bookable by administrators.

How Template-Specific Absence Types Work:

• Use case: Limit booking ability for certain absence types (e.g., only HR can book "Administrative Leave") to selected templates.
• To achieve this, disable the absence type globally, then enable it for selected templates.

How to Set Up Template-Specific Absence Types:

1. Disable the Absence Type Globally

1. Go to Admin Tools > Admin Panel.
2. Navigate to Global > Absence Type Setup.
3. Click +Add New (or select an existing absence type by searching or browsing and clicking Edit).
4. Under Booking Settings, amend the following to No:
   • Can Book Own
   • Can Book Reportees
   • Can Book Others
5. Click Save at the top of the page.

2. Enable for Specific Templates

1. Go to Admin Tools > Admin Panel > Templates > User Templates.
2. Click Edit on the desired template.
3. Select the Absence Types tab.
4. Search for the absence type and click Edit.
5. Set Booking Settings to Yes and adjust permissions as needed.
6. Click Save Template at the top of the page.

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Additional Information:

• Key terms:
  • Global: Settings affecting all users.
  • Template: Settings affecting users applied to specific templates.
• Permissions required:
  • Absence Setup (Global)
  • User Templates access (Template)
• Tip: Use the search function within the platform to quickly find "Absence Type Setup" or templates.
• Reminder: Changes at the Template level override Global settings.