Who this is for: System administrators. Requires 'User Templates' permission.
Overview:
This guide explains how to enable or disable specific absence types for groups of users via templates, overriding Global settings while being overridden by User-level settings.
How Template-Level Absence Settings Work:
Template settings allow you to control absence permissions (e.g., who can book Holiday or Sickness leave) for entire user groups. Useful for applying department-specific rules (e.g., disabling unpaid leave for contractors).
How to Set Up Template-Level Absence Settings:
- Navigate to Admin Tools > Admin Panel
- Select Templates in the left panel
- Find the template (browse or use search filter)
- Click Edit next to the template name
- Select the Absence Types tab
- Locate the absence type (browse or search)
- Click Edit next to the absence type
- Adjust these settings:
- Can book own absences (Inherited/Yes/No)
- Can book reportees' absences (Inherited/Yes/No)
- Can book others' absences (Inherited/Yes/No)
- Click Save Template (top-right corner)
Additional Information:
- Key terms:
- Template: Preset group of settings for multiple users
- Override Hierarchy: User > Template > Global
- Prerequisites: 'User Templates' permission required
- Best practices:
- Audit Global settings first
- Use clear template names (e.g., "Contractors")
- Important:
- Template settings override Global
- User settings override Template
- Pro tip: Use search to quickly find templates