This guide is intended for System Administrators
Overview:
Control whether employees can add attachments to specific absence types for particular user templates, and which attachments if so.
How Attachment Settings Work:
- Manages file uploads for absence requests (e.g., medical certificates)
- Applies to all users assigned to the template
- Allows different rules per absence type (e.g., require documents for sick leave but not holidays)
- Attachment permissions can be applied to manage user uploads, viewing and deletion.
How to Set Up:
- Navigate to Admin Tools > Admin Panel
- Select Templates
- Find the template and click Edit
- Go to the Absence Types tab
- Click Edit for the relevant absence type
- In Attachment Settings, configure:
- Allow file attachments (enables/disables ability to upload)
- Enforce file attachments (makes uploads mandatory)
- Allow multiple file attachments
- Include attachment links in emails
- Allowed attachment types (e.g., PDF, JPG)
- Underneath, set user permissions:
- Can upload/view/delete attachments
- Click Save Template (top right)
Additional Information:
- Key Terms:
- Enforce attachments: Requires files before submission is allowed
- Allowed types: Controls which file formats can be uploaded, providing a list of applicable options
- Permissions Required: 'Absence Setup' & 'User Templates'
- Best Practices:
- Require attachments for medical/sick absences
- Limit file types to standard formats (PDF, JPG, PNG)
- Set different rules per department (template) if needed
- Important:
- User-level settings override template settings
- Changes affect all assigned users to the template
- Tip: Use the search function to quickly find templates and absence types