Absences
In the Personal Schedule navigator section, users can create and view their absence records. Also, managers can create and view the absence records of their subordinates.
Roles required:
- Create – all users of the agent interface.
- Read – admin; record creator and the manager specified in the record.
- Update – admin in all states; the record creator and the manager specified in the record can edit the State field with limitations if the current state is Pending approval. Other fields are read-only.
- Delete – admin.
Create an absence record
To create an absence record, complete the following steps:
- Navigate to Personal Schedule → My Absences or My Work → My Absences.
- Click New and fill in the fields.
- Click Save or Save and exit to apply the changes. The user specified in the Manager field receives a notification about the approval request for the absence.
Absence form fields
Field | Mandatory | Description |
---|---|---|
Number | N | Automatically populated in the ABSXXXXXXX format. |
Employee | y | The field is automatically populated with the current user and is read-only. |
Manager | N | Specify the employee's manager. The field is automatically populated if the Employee has the Manager field populated. If the absence record is saved with an empty value in this field, it automatically moves to the Approved state. |
Type | Y | Specify the type of absence. Available options:
|
Use vacation leave days | N | Select the checkbox to use vacation leave days. The field is displayed if the Type is Personal leave or Vacation. |
State | N | The current state of the absence request. The field is hidden from the record form. Possible values:
|
Start date and time | Y | Specify the date and time of the absence period start. The default value is the beginning of the next work day. |
End date and time | Y | Specify the date and time of the absence period end. The default value is the end of the next work day. |
Duration | Y | The absence duration is automatically calculated based on the Start date and time and End date and time. The field is read-only. |
Unpaid vacation days | N | Specify the number of unpaid vacation days. The value cannot exceed the Duration. The field is displayed if the Type is Vacation. |
Description | N | Specify the reason of absence or other relevant information. |
View absence records
- To view your absence records, navigate to Personal Schedule → My Absences or My Work → My Absences.
- To view all absence records, navigate to Personal Schedule → All Absences.