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Absences - Adding an absence record

Who this guide is for: System administrators. Requires 'Holiday Records' or 'Sickness Records' permission.


Overview:
This guide explains how to manually add an absence record in the admin panel.


How Adding Absence Records Works:
Admins can create absence records on behalf of users, useful when employees need assistance or when backdating entries. Records can be set as pre-approved during creation.


How to Add an Absence Record:

  1. Navigate to Admin Tools > Absence records
  2. Click + Add New at the top
  3. Complete required fields:
    • Select the User
    • Choose the Absence Type
    • Enter From Date and To Date
    • For hour-based absences: Complete Start Time and End Time
    • For day-based absences: Tick Part day and select AM/PM if needed
  4. Set Authorisation Status (Approved bypasses approval)
  5. (Optional) Add notes in Details
  6. Click the Save record or Save and add another in the top right corner of the page


Additional Information:

  • Key Terms:
    • Part day: Half-day absence (AM or PM)
    • Approved Status: Bypasses normal approval workflow
  • Requires 'System Admin' with 'Holiday Records' and/or 'Sickness Records' role permissions
  • Tip: Use the search function to quickly find users or absence types
  • Best Practice: For backdated entries, add explanation in Details
  • Warning: Approved records process immediately - verify details before saving
  • Note: Days/Hours are calculated automatically after saving

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