This guide has been created for system administrators.
Specific role permissions may be required, including Holiday records, Sickness records.
To ensure that absence records are calculating correctly or if the data needs refreshing, the following process can be used to manually update records. This is typically necessary only when the data is incorrect and the record requires updating.
Step by step guide:
1. Access Admin Tools
- Select 'Admin Tools' from the main navigation, then click on 'Admin Panel.'
2. Navigate to Absence Records
- Within the Admin Panel, select 'Records,' followed by 'Absence Records.'
3. Find the User
- Source the user in question by using the search function to locate their absence records.
4. Filter Records by Year
- Set the From and To fields to filter the records for the year that needs updating.
5. Edit the First Record
- Click the blue 'Edit' button next to the first record that appears in the filtered results.
6. Update the Duration
- Select the blue 'Change Duration' button.
- Remove the current values in the 'Days off' and 'Hours off' fields.
7. Save the Changes
- Once the changes are made, click 'Save Record' at the bottom of the page. This will refresh the absence record to match the user's rota pattern on that day.
8. Repeat for Remaining Records
- If there are multiple records for that year, repeat the process for each one to ensure all records are correctly updated.
This process ensures that the absence records reflect accurate information or refreshes the data when required.
Related Guides:
Absences - Updating an absence record