Managing absence types

In this article you can find out how to manage absence types.

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🖥 Open in Shiftbase

In Shiftbase you can manage the different absence types yourself and attach them to user groups. This can be useful if you want to have more or different absence types than the ones we offer by default.

Contents

Overview of absence types

Add absence type


Overview of absence types

To view your absence types, navigate to the Settings > Absence. On the bottom of the page, you will find the absence types currently present in your account. You can create a new type by clicking on Create new absence type, edit by clicking on the Pencil icon and delete absence types by pressing the trash bin icon. Once an absence type is created, they must be enabled in a specific absence policy.

💡 Note: If you wish to delete an absence type, you must disable them in all absence policies where this type is active. Deleting an absence type cannot be undone.

Create new absence type EN

Adding a new absence type

When you wish to create a new type of absence, click the Create new absence type button. Adding a new type consists of two steps. In the first step you can configure the settings below and in the second step you can apply it to the preferred absence policies.Create absence type-shdw

  • Name: Name of the absence type.

  • Icon: Icon shown with the absence type.

  • Color: Color of the absence type.

  • Surcharge: Surcharge percentage by which the absence should be recorded.

  • Order: Order in which the absence types should be displayed.

  • Disable hour calculation: No hours are calculated for this type, such as leave accrual, on-call hours and plus/minus hours.

  • Accrues time off: Leave hours are accrued during the absence.
  • Allow open ended absence: The absence created can be saved without a registered end date. This can be especially handy for sick leave.

⚠️ Warning: This is applied retroactively to absences. Therefore, the balance may fluctuate due to past recordings made.

  • This type is set in: Here you can choose whether this type should be set in Hours or Days. This cannot be changed later.
  • Supports wait hours: When an absence of this type is requested, wait hours can be specified. Only available for absence types in hours.

  • Must be counted as: Here you can choose from Leave or Non-attendance. This will be taken into account in the Report dashboard in the graph: Absence percentage

  • Can be requested by: Here you can specify which permission groups can request this type of leave.

  • Existing shifts: Here you can decide what to do with the shifts that are cancelled due to the approved absence. You can select the following options:
    • Remove from schedule: You remove the shifts that are scheduled in the period of absence.

    • Leave in schedule: This will leave the already scheduled shifts with the selected employee.

    • Move to open shift: Allows you to convert the already scheduled shifts to open shifts

Assigning absence types-shdw

  • Absence policy: Use the slider to enable the newly created absence type to an absence policy.
  • Balance(s): Select if or which balances will be linked to the absence type
  • Absence autofill: Here you can choose where the hours should be deducted from: ContractScheduled or None