Who this guide is for: System administrators – Requires 'System Admin' role, Bulk User Update permission, Users permission, and Bulk Booking permission
Overview:
This guide explains how to use the Bulk User Update tool in edays to book an absence for multiple users at the same time. This saves time compared to adding the same absence individually for each user.
How Bulk Absence Booking Works:
The tool creates individual absence records for each selected user. Absences are subject to entitlement checks, existing bookings, and absence type configuration.
Step 1: Access the Bulk User Update Tool
- Go to Admin Tools > Admin Panel.
- Navigate to Users > Bulk User Update.
Step 2: Configure the Absence Booking
- Under What would you like to update?, set Category of Data to Update to Absence Booking.
- Select the absence type you want to book.
- Enter the start date and end date.
- For hours-based absence types, enter the start time and end time.
- Add any details or notes for the absence.
- Tick the box to send a notification email to users, if required.
Note: The global time unit setting for the chosen absence type will apply to bookings made through this tool.
Step 3: Select Users to Book the Absence For
You can include users by:
- Specify Groups – Filter by Country, Location, Team, or other group types.
- Specify User Templates – Include all users from a specific template.
- Include Reportees and Leavers – Tick these boxes to include your own reportees and/or leavers.
- Specify Individuals – Search for users by name and click Add to include them.
- Review the List – Remove any individuals you don’t want to include.
Step 4: Apply the Update
- Review your selection and details.
- Click Update Users to book the absence.
- Once processed, you’ll see:
- A list of successful bookings.
- Any rejections, along with the reason (e.g. entitlement exceeded, existing booking conflict).
Important Notes:
- Any absences booked with this tool will be visible as individual records in the Absence Records page.
- Edits or deletions must be made individually for each record.
- Rejections may occur due to:
- Overlapping existing absences
- Insufficient entitlement
- Absence type restrictions
Additional Information:
- Requires 'System Admin' role, Bulk User Update permission, Users permission, and Bulk Booking permission.
- Tip: Use filters carefully to target only the intended users.
- Always double-check absence type rules before booking in bulk.
- Use the search function within the platform to quickly find features or settings.