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Creating and editing allowances

Does your company offer more than one type of deductible leave? Not to worry; absentify has you covered!

With the option to specify which quota leave should be deducted, absentify gives you full control over managing your staff's deductible leave. This is a useful feature for companies who offer additional time off such as flex time!

This feature is only available in the Business and Enterprise Plan. Check out our Plans and Pricing and talk to us about an upgrade.


Jump to:



Create an allowance type
Add a leave type
Creating a request
Delete an allowance type


Create an allowance type



Start by navigating to Settings > Allowances > New allowance.



From here you can customize the allowance type according to the following settings:

Name: Name the allowance type
Allowance in Days or Hours: From the dropdown menu you can select the absence unit of the allowance. The yearly contingent will need to be entered in the form of the unit chosen.
Maximum Carrover: If a user has any leftover allowance at the end of the fiscal year, you can set the maximum that can be carried over into the following fiscal year.
Ignore Limit: Activate this toggle if users are allowed to take more leave than is allocated. By keeping the toggle deactivated, once users hit the set limit, they can no longer request time off for this type.
Default allowance: Enable this function to set this allowance as the default. The allowance will then be displayed on the overview page.
Default allowance for current and next year: Set how many days each user is to receive as their yearly quota during your organizations current and next fiscal year.

Once you save your new allowance type, you cannot change the number of quota days per year for the company as a whole but rather for each individual employee. Make sure you enter the correct number of days!

Click Save to save your changes.




Add a leave type



Now that you've created a new allowance quota, you can easily customize each leave type and select from which allowance quota the time-off should be deducted, or create a new leave type all together.

Go to Settings > Leave Types and select the leave type you'd like to edit by clicking the pencil icon, or click Add a new leave type.

Scroll down to Deduct from allowance and activate this setting by flipping the toggle to On and selecting the desired allowance type.



Please be advised that by selecting an allowance type with a different leave duration unit as the one specified in the leave type, the duration unit will be automatically updated to the corresponding allowance unit.

By selecting an allowance with a duration unit in "Hours", you will have the option to select the desired minimum unit for this absence from the dropdown menu.

For example, by selecting 10 minutes, users cannot request this leave type for 5 minutes, but rather only leave in increments of ten minutes.




Create a request



Once you have more than one deductible leave type, users will see which leave has an allowance when creating a request. Your team will see right away if the selected leave type will deduct from their quota or not.



From the Calendar view users get a clear and visible breakdown of all available leave allowances for that year.



The allowance visible from the Overview or My Calendar page, will be the default allowance defined under Settings > Allowance.


Delete an allowance type



Keep in mind that you can't delete allowance types that are already associated with leave types.

if you see this warning while trying to delete an allowance, simply edit the affected leave type by clicking the Pencil icon. Scroll down to "Deduct from allowance" where you can choose another allowance or flip the toggle off altogether.

After clicking Save, you'll now be able to delete the allowance.


If you have any questions, don't hesitate to reach out to our support team or give us feedback on our roadmap. We're always happy to hear back from our users!


Related:



Creating and editing absence types
Compensatory time off
Adjusting maximum carryover

Updated on: 25/02/2024

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