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Absence Setup - Global level minimum/maximum notice period restrictions

This guide is intended for System Administrators 
Overview:
Set organisation-wide rules for absence durations and notice periods to standardise booking policies across your workforce.
How Global Absence Rules Work:

  • Length Restrictions: Control minimum/maximum duration of single bookings
  • Notice Periods: Manage how far in advance/retrospectively absences can be booked
  • Applies to all users unless overridden by template/user settings
  • Establishes baseline policies for consistent absence management

How to Set Up:
Setting Absence Length Limits:

  1. Navigate to Admin Tools > Admin Panel
  2. Then Global > Absence Setup
  3. Find the absence type (use search if needed) and click Edit
  4. Expand Min/Max Settings and:
    • Set Minimum Length (e.g., 0.5 for half-day minimum)
    • Set Maximum Length (e.g., 14 for two-week maximum)
  5. Click Save (top right)

Setting Notice Period Requirements:

  1. Follow steps 1-4 above
  2. Expand Min/Max Settings and:
    • Set Minimum Notice Period (e.g., -7 to allow bookings from 1 week ago)
    • Set Maximum Notice Period (e.g., 365 to allow bookings up to 1 year ahead)
  3. Click Save (top right)

Additional Information:

  • Key Terms:
    • Length Limits: Controls individual absence lengths
    • Notice Periods: Manages booking timeframe (negative values allow absences to be logged for historic periods)
  • Permissions Required: 'Absence Setup' 
  • Best Practices:
    • Set global defaults before creating template or user level exceptions
    • Use template-level settings for departmental variations where needed
    • Use user-level settings for individual user variations where needed 
  • Important:
    • Template/user settings override global rules
    • Changes apply immediately to all users
  • Tip: Use the search function to quickly find templates or absence types 

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