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Absence Management Settings

Control how absences are requested, approved, and managed across the organization. The settings page includes a side navigation to jump between sections. Changes are saved using the sticky Save button at the bottom.

Entity-Level Overrides

These are the workspace-wide global settings. However, you can override these rules for specific subsidiaries or departments by configuring Entity Absence Settings. Entity-level settings also include additional rules for holiday allowance proration and rounding methods.

Holiday Request Settings​

Configure the fundamental rules for annual leave requests:

  • Half Day Approval: Toggle to allow users to request AM or PM half-day leave.
  • Require Approval: Toggle to enforce manager review for standard holiday requests.

When approval is required, two additional fields appear:

  • First Approval Instance: Configure the first-level approver for holiday requests.
  • Second Approval Instance: Configure an optional second-level approver for additional oversight.

Carryover Request Settings​

Manage how unused leave is handled at the end of the year:

  • Holidays Can Be Carried Over: Toggle to allow holidays to be moved to the next calendar year. When enabled, the following fields appear:
    • Carryover Cap: Set the maximum number of days a user can carry over.
    • Automatic Carryover: Toggle. If enabled, the system automatically transfers unused days up to the cap. If disabled, users must explicitly request to carry over days via the Holiday Carryover Request type.
    • Carryover Requests Require Approval: (Visible only when Automatic Carryover is off) Toggle to require manager approval for manual carryover requests.
    • Default Carryover Request Approver: (Visible only when approval is required) Set the default approver for carryover requests.
    • Carryover Holidays Usage Period: Define how long carried-over days are valid (e.g., 1 month, 3 months).
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The Holiday Carryover Request option in the Create New Absence Request dropdown and the Holiday Carryover Requests tab in Absence Requests are only visible when "Holidays Can Be Carried Over" is enabled here.

Days-in-Lieu Request Settings​

Configure rules for time off earned through overtime:

  • Days-in-Lieu Can Be Requested: Toggle to allow employees to request days-in-lieu. When enabled:
    • Days-in-Lieu Requests Require Approval: Toggle whether days-in-lieu claims require specific manager approval.
    • Default Days-in-Lieu Request Approver: (Visible only when approval is required) Set the default approver.
    • Days-in-Lieu Usage Period: Set an expiry for earned days (e.g., 1 month, 6 months).
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The Days-in-lieu Request option in the Create New Absence Request dropdown and the Days-in-lieu Requests tab in Absence Requests are only visible when "Days-in-Lieu Can Be Requested" is enabled here.

Sick Notes Settings​

  • Notification Recipients: Specify which users and roles should be notified when a sick note is submitted.

Related: