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Create or edit an absence group template

Create or edit an absence group template. An absence group combines leave types, bank holidays, custom holidays, and access permissions. Employees are assigned an absence group which determines their available leave options and holiday rules.

  1. Go to Settings in the main menu and click Templates.

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  2. Open the Employees tab and select Absence.

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  3. In the Group section, click New group to create a group or select an existing group to edit it.

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  4. Enter a title for the group which is displayed on the employee profile.

    Note

    You can enter an internal description to distinguish between groups with similar names.

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  5. Assign the leave types that should be available in the group.

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  6. Select the bank holidays that apply to the group.

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  7. Assign any custom holidays that should be included in the group.

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  8. Add the roles that should have access to the group.

    Note

    Access controls which departments or roles can assign the group to employees.

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  9. Click Save.

The absence group is created and can be assigned to employees.

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