For: System Administrators
Overview: This guide explains how to assign Defined Reasons to absence types for detailed tracking of unplanned absences (e.g., sickness subcategories).
How Defined Reasons Work: Defined Reasons let you classify absences into specific subcategories (e.g., "Cold/Flu" under "Sickness") to improve reporting accuracy and identify absence patterns.
How to Set Up Defined Reasons:
- Access Absence Types: Go to Admin Tools > Admin Panel > Global > Absence Types.
- Locate Absence Type: Browse or search for the relevant type (e.g., "Sickness").
- Edit Settings: Click Edit on the chosen absence type.
- Assign Reasons: Under General Settings, select one or more Defined Reasons from the dropdown.
- Confirm Changes: Click Save (top of the page).
Additional Information:
- Key Terms:
- Defined Reasons: Pre-set subcategories for absences.
- General Settings: Core absence type configurations.
- Permissions Required: 'Absence Setup' administrator rights.
- Best Practices:
- Create all Defined Reasons before assigning them.
- Use consistent naming for easier reporting.
- Important Reminder: Changes apply globally but can be overridden at Template/User level.
- Pro Tip: Use the platform’s search function to quickly find absence types or settings.