Absence policies

How to work with absence policies

A policy is a set of specific rules for an absence type. You can add additional policies if you have employees who are subject to other legislations, who have individual employment contracts, etc.

You need a System role with Full access to Absence to be able to manage policies.

How to add a policy

1. Go to Absence settingspolicies - settings

 

2. Scroll down and find the absence type you want to add a policy for and press + Add policy

policy - add-1

 

3. Fill in desired settings and click Save

policy - fields

Policy name - A descriptive name for the policy

Default for new employees - Should new employees automatically be assigned to this policy

Time period - How registered days should be counted. Choose between Follows the calendar year and Based on a rolling period.

Limit number of days - If this is turned off, employees can register unlimited amount of days each time period.

Export code - This will be included in absence exports. Should match your external absence system's codes.

How to assign people to a policy

After creating your Policies, the next step is to assign your employees to them. Employees can only be assigned to one policy for each absence type. For example, one vacation policy, one sick leave policy, etc. 

There are two ways to assign people to a policy:

Assign several people at once

policy - bulk assign

  1. Go to the policy you want to assign people to
  2. Click Assigned people in the tab bar
  3. Click the button Assign people in the top right
  4. Choose employees
  5. Pick Effective date (when the policy should take effect)
    If you leave this empty, this policy will overwrite all former policies.
  6. Click Assign

Assign one person

policy - assign one

  1. Go the person you want to assign and click on Absence in the tab bar
  2. Click the three dots on the absence type that you want to change and select Manage policies from the dropdown menu.
  3. Click + Assign to a new policy
  4. Choose which policy they should be assigned to
  5. Pick Effective date (when the policy should take effect)
    If you leave this empty, this policy will overwrite all former policies.
  6. Click Assign to policy