This guide is intended for System Administrators
Overview:
Control which users can book specific absence types for themselves, reportees and others within a user template.
How Template Booking Permissions Work:
- Manages who can submit absence requests (for themselves, reportees or others)
- Applies to all users assigned to the template
- Useful for defining different approval workflows by department/role
How to Set Up:
- Navigate to Admin Tools > Admin Panel
- Select Templates
- Find the template and click Edit
- Go to the Absence Types tab
- Locate the absence type (use search if needed) and click Edit
- In Booking Settings, configure:
- Can book own absences (allows a user to book their own absences)
- Can book reportees' absences (allows a user to book their reportees absences)
- Can book others' absences (allows a user to book other user absences)
- Click Save Template (top right)
Additional Information:
- Key Terms:
- Book own: Submit requests for themselves
- Book reportees': Submit for direct reports
- Book others': Submit for any employee (providing a user is granted permission to view other users)
- Permissions Required: 'Absence Setup' & 'User Templates'
- Best Practices:
- Restrict "book others'" to HR/admin staff
- Enable "book reportees'" for managers
- Important:
- User-level settings override template settings
- Changes affect all assigned users immediately
- User Views applied to a profile can affect who a user can book absences for when 'Others is selected.
- Tip: Combine with approval workflows for complete control
- Tip: Use the search function to quickly find absence types and templates