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Absence Setup - Changing the global booking settings for an absence type

This guide is intended for System Administrators
Overview:
Set system-wide rules for who can book specific types of absences (for themselves, reportees or others).
How Global Booking Permissions Work:

  • Defines baseline rules for absence submission across your system
  • Applies to all users unless overridden by template/user settings
  • Ensures consistent access to booking different absence types

How to Set Up:

  1. Navigate to Admin Tools > Admin Panel
  2. Select Global > Absence Types
  3. Locate the absence type (use search if needed) and click Edit
  4. In Booking Settings, configure:
    • Can book own absences (allows a user to book their own absences)
    • Can book reportees' absences (allows a user to book their reportees absences) 
    • Can book others' absences (allows a user to book other user absences) 
  5. Click Save (top right)

Additional Information:

  • Key Terms:
    • Book own: Submit requests for themselves
    • Book reportees': Submit for direct reports
    • Book others': Submit for any employee (providing a user is granted permission to view other users)
  • Permissions Required: 'Absence Setup' access
  • Best Practices:
    • Set strict global defaults, then create template exceptions
    • Restrict "book others'" to HR/admin roles
    • Enable "book reportees'" for management templates
  • Important:
    • Template/user settings override these global permissions
    • Changes affect all users immediately
    • User Views applied to a profile can affect who a user can book absences for when 'Others is selected
  • Tip: Combine with approval workflows for complete control
  • Tip: Use the search function to quickly find absence types and templates

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