Setting up default allowances
absentify offers its users an ingenious 'Default Allowance' feature, a tool that simplifies the way admins manage user allowances. This feature ensures every team member's calendar is a clear reflection of their entitlements.
Every team is unique, and so is every team member's leave entitlement. absentify recognizes this, providing admins the power to assign a default allowance that gracefully aligns with each user's needs.
Keep reading to learn how this helpful feature can step up your absence planning structure! But remember that customizing of this feature is only available for admin users.
From the admin dashboard, click on Settings > Users.
Select the user for whom you wish to set a default allowance and click the pencil icon for Edit.
Navigate to Allowances from the left panel.
Activate the toggle for Default above the allowance type that you'd like to assign as their default allowance. This will be the first thing they see on their calendar and overview page.
For example, according to the settings displayed in the photo below, Debra's default allowance will be Vacation.
This default setting can be viewed from both the user's calendar and the overview page, making it the first thing the admins, the user and their approver(s) see.
Once you're happy with the adaption to the default allowance, you can now curate the allowance visibility.
With customizable visibility settings, admins can choose to hide certain allowances, ensuring they don't appear on a user's calendar.
Decide which allowances should not be visible to the user by simply deactivating the Visible toggle above the allowance.
For example, in the photo below Lidia's default allowance is Vacation and the visibility Private appointment has been deactivated.
This action will hide the allowance type from the user's calendar. In the photo displayed below, you can see that the allowance Private appointment is no longer visible in Lidia's calendar.
Additionally, any leave types associated with this allowance will not be able to be requested by the user. When Debra tries to request leave, the leave type Medical Appointment which is associated with the Private Appointment allowance, is no longer selectable.
If you have any questions or if you're eager to explore more ways to enhance your team's absence planning experience, the absentify support line is always here to assist. We're happy to help you get the most our of managing their absences!
We also love hearing feedback from our users, so don't hesitate to leave your recommendations on absentify's roadmap if there's a feature you'd like to see implemented. Happy planning!
Creating and editing allowances
Creating and editing leave types
Setting up hourly leave
Every team is unique, and so is every team member's leave entitlement. absentify recognizes this, providing admins the power to assign a default allowance that gracefully aligns with each user's needs.
Keep reading to learn how this helpful feature can step up your absence planning structure! But remember that customizing of this feature is only available for admin users.
Let's get started
From the admin dashboard, click on Settings > Users.
Select the user for whom you wish to set a default allowance and click the pencil icon for Edit.
Navigate to Allowances from the left panel.
Activate the toggle for Default above the allowance type that you'd like to assign as their default allowance. This will be the first thing they see on their calendar and overview page.
For example, according to the settings displayed in the photo below, Debra's default allowance will be Vacation.
This default setting can be viewed from both the user's calendar and the overview page, making it the first thing the admins, the user and their approver(s) see.
Customizing allowance visibility
Once you're happy with the adaption to the default allowance, you can now curate the allowance visibility.
With customizable visibility settings, admins can choose to hide certain allowances, ensuring they don't appear on a user's calendar.
Decide which allowances should not be visible to the user by simply deactivating the Visible toggle above the allowance.
For example, in the photo below Lidia's default allowance is Vacation and the visibility Private appointment has been deactivated.
This action will hide the allowance type from the user's calendar. In the photo displayed below, you can see that the allowance Private appointment is no longer visible in Lidia's calendar.
Additionally, any leave types associated with this allowance will not be able to be requested by the user. When Debra tries to request leave, the leave type Medical Appointment which is associated with the Private Appointment allowance, is no longer selectable.
Let's keep the conversation going
If you have any questions or if you're eager to explore more ways to enhance your team's absence planning experience, the absentify support line is always here to assist. We're happy to help you get the most our of managing their absences!
We also love hearing feedback from our users, so don't hesitate to leave your recommendations on absentify's roadmap if there's a feature you'd like to see implemented. Happy planning!
Further reading:
Creating and editing allowances
Creating and editing leave types
Setting up hourly leave
Updated on: 13/11/2024
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