This guide is intended for System Administrators
Overview:
Control whether employees can add attachments to specific absence types system-wide, and which attachments if so.
How Global Attachment Settings Work:
- Controls whether employees can/must upload documents alongside absence requests
- Applies to all users unless overridden by template/user settings
- Ensures consistent documentation requirements across the organization
How to Set Up:
- Navigate to Admin Tools > Admin Panel
- Select Global > Absence Types
- Click Edit for the relevant absence type
- In Attachment Settings, configure:
- Allow file attachments (enables/disables ability to upload)
- Enforce file attachments (makes uploads mandatory)
- Allow multiple file attachments
- Include attachment links in emails
- Allowed attachment types (e.g., PDF, JPG)
- Underneath, set user permissions:
- Can upload/view/delete attachments
- Click Save (top right)
Additional Information:
- Key Terms:
- Enforce attachments: Requires files before submission is allowed
- Allowed types: Controls which file formats can be uploaded, providing a list of applicable options
- Permissions Required: 'Absence Setup'
- Best Practices:
- Enable for absence types requiring verification (sick leave, jury duty)
- Limit file types to standard formats for security
- Set "Enforce" only for legally-required documentation
- Important:
- Template/user settings override these global rules
- Changes affect all users immediately
- Tip: Use the search function to quickly find absence types