From time to time, you may wish to add more absence types to fall in line with your company's absence policy.
Step One
Navigate to the HOLIDAY & ABSENCES area of the platform in ADMINISTRATION mode and then select the ABSENCE TYPES tab at the top of the page.
🚀 If you are using our new menu feature, hover over the Holiday & Absences section of the side-bar, then navigate to:
Configuration ➡️ Absence Types
Select the ➕ next to Absence Types and proceed to step three of this guide.
Step Two
Click the ADD button to the right-hand side of the page. This will open the ADD ABSENCE TYPE pull out drawer.
Step Three
Provide a title to the absence type - this will be visible to the user when this absence type is requested. You can also specify a description in the text box provided.
Adding an image to the absence type will make is visible to the employee and manager when this has been requested.
Step Four
Using the toggles within the drawer:
| Authorised |
Enabling this tag allows employees to request this absence type from the MYSELF view. |
| Paid | Determines whether the absence is paid or not. This will display in the export in order to help report absences in the correct way to payroll. |
| Default Holiday | This is usually Holiday. The default holiday will be used as the absence type that deducts from an employee's leave allowance. |
| Book in Hours | Allows employees to specify the number of hours (even if their leave is calculated in days). This is useful for appointments which wont take up a day or half a day. |
| Must provide evidence | Enables the individual logging the absence to upload a file as part of the request |
| Bradford Factor Applies | Calculates the absence type in to the Bradford Factor. |
If an absence type has been flagged as 'Paid', then you will have the opportunity to specify the PAID TENURE CONDITIONS on the details page following step six.
Step Five
A task can be added to be automatically triggered on the back of a specific absence being requested. For example, you may want a user to complete a return to work form following on from sickness absence.
Populate the Task Group, Worksheet and Default Approver fields if applicable.
Step Six
Click the SAVE button in the bottom right-hand corner of the screen to add the absence type to the platform.
As an optional step, you may wish to add sub-types to the absence type. This will enable more granular reporting on the types of sickness and appointments the employee has reported for example.
The user will be required to pick this sub-type when they log this absence in the platform.
Step Seven
Click the plus button in the top right hand corner of the APPOINTMENT SUB TYPES box. This will open a pop-up in the centre of the screen where you can specify the sub-type name.
Step Eight
Click the SAVE button within the pop-up to add the sub-type to the absence type.