Manual Day Calculator - Set-up and configuration

This guide has been created for system administrators.

Specific role permissions may be required, including: System setup | User templates | Users.

Overview:

Manual Day Calculation (MDC) allows users to specify their absence times for selected days within an absence period, enabling precise tracking of partial or full-day absences. If you have users that work zero-hour contacts or working periods that aren't strictly planned, this function allows the manager or user to specify days that they are working and are not. On hours-based absence types, they can also configure specific hours that they would be absent.

Enabling this function will allow for Manual Day Calculation on any absence type that the user and/or their authoriser is able to book - this can only be amended on a global, template, or user level.

Example screenshot below:

This also works over multiple days/ weeks. 

In order to configure this, please ensure the rota pattern is configured - we'd recommend creating a 7-day working pattern (to accommodate any possible day of working / absence). 

Guide for Rota creation below:

Once created, you will need to ensure that the permission is enabled - this can be enabled on a global level for all users on the system, on a template level for all users on a specific template, or on the users' account - see below steps: 

Global Level

1. Navigate to Admin tools > Admin panel.
2. Go to Global > System Setup
3. Scroll down to "Absence settings"
4. Enable either one or both of the following:
   1. "Allow manual day calculation by authoriser" - only the users' authorisers would be able to configure the specific days or times the user would be absent within the selected period
   2. "Allow manual day calculation by user" - the user would be able to configure the specific days or times that they would be absent within the selected period
5. Scroll down to the bottom of the page and click on "Save"

Template Level

1. Navigate to Admin tools > Admin panel.
2. Go to Templates > User templates.
3. Click "Edit" to the right of the required Template.
4. Select the "System" tab and scroll down to "Absence settings"
5. Enable either one or both of the following:
   1. "Allow manual day calculation by authoriser" - only the users' authorisers would be able to configure the specific days or times the user would be absent within the selected period
   2. "Allow manual day calculation by user" - the user would be able to configure the specific days or times that they would be absent within the selected period
6. Scroll down to the bottom of the page and click on "Save template"

User Level

1. Navigate to Admin tools > Users.
2. Search for the required user and click "Edit" against their name.
3. Select the "System" tab and scroll down to "Absence settings"
4. Enable either one or both of the following:
   1. "Allow manual day calculation by authoriser" - only the users' authorisers would be able to configure the specific days or times the user would be absent within the selected period
   2. "Allow manual day calculation by user" - the user would be able to configure the specific days or times that they would be absent within the selected period
5. Scroll down to the bottom of the page and click on "Save record"

Now, the authoriser or user will be able to book any planned or unplanned absence using the MDC tool.