Who this is for: System administrators. Requires 'Absence Setup' permission.
Overview:
This guide explains how to create new absence types (e.g., Holiday, Sickness) to categorise and track different absence reasons in your system.
How Absence Types Work:
Absence types classify absence records and can be configured with specific rules (e.g., entitlement deductions, cancellation policies). Each user absence is linked to an absence type.
How to Set Up a New Absence Type:
- Navigate to Admin Tools > Admin Panel
- Select Global > Absence Types in the left panel
- Click +Add new absence type (top right)
- Complete basic details:
- Enter a Name (e.g., "Bereavement Leave")
- Add an optional Description
- Select Planned (e.g., holidays) or Unplanned (e.g., sickness)
- Configure settings:
- Affected Entitlements: Select if this absence type should deduct from an entitlement pot
- Cancellation Settings: Set rules for cancelling this absence type
- Additional Settings: Enable any special requirements
- Click Save (top right)
- Configure permissions/additional settings as needed
- Click Save at the top of the page
Additional Information:
- Key terms:
- Planned absence: Scheduled in advance (e.g., annual leave)
- Unplanned absence: Unexpected (e.g., sick leave)
- Entitlement impact: Whether absence deducts from allowance
- Prerequisites: 'Absence Setup' permission required
- Tip: Use clear, consistent naming (e.g., "Parental Leave" vs "Parenting Time")
- Warning: Changes affect all users unless overridden at Template/User level
- Search tip: Search existing absence types to avoid duplicates