Absence Type Setup
How to create different absence types and enable them globally for certain templates
This video covers how to create different leave and absence types and enable them globally or for certain templates. The video also covers the vast amount of configuration which can be enabled per leave and absence type and setting the visibility controls on who can and can’t see certain information in different parts of the system.
- 00:19s – Editing existing Absence Types
- 00:43s – General Settings
- 02:48s – Cancellation and Booking Settings
- 03:34s – Min/Max and Attachment Settings
- 04:20s – Additional Settings
- 05:30s – Permission Settings
Ott & Grant want to utilise edays to better understand their leave and absences, rather than having a generic overview of types of absence. One of the types of absence they want to review and view trends on is their compassionate leave. Historically, Ott & Grant have assigned any leave which is sensitive in nature to the same absence type group. They now want to separate out leave for Bereavement, Family Emergency, Parental Leave and have a separate category they will refer to as Other Compassionate Leave for more specific confidential topics. They assign these changes at the global level of the hierarchy.
Manu is an employee of Ott & Grant and has recently experienced a bereavement in the family, which has deeply affected him. As a result, he has currently had 4 weeks of absence and the end date is not yet known. Another employee Mimi and her husband have started the process of IVF and has had a week off during her treatment time. Historically, these two absences would have been grouped together, but Ott & Grant acknowledge that they haven’t been as supportive as they could have been to staff in the past as they bulked compassionate type leave together. In this instance, Manu is struggling to come to terms with his bereavement and in an effort to support him Ott & Grant have offered to provide him with grief counselling. They have identified through reports that his leave is above the average time off for bereavements they have experienced since they implemented the change to compassionate leave absence types. Mimi doesn’t need the same level of support, however she is not yet ready to share her journey with the wider company, so discretion is the only action taken in this instance. The view in calendar absence type permission settings have been set by the administrator so that the employee and their manager can view the type of absence, but other staff are unable to see the reasons recorded.