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Absence Setup - Deleting an absence type

Who this is for: System administrators. Requires 'Absence Setup' role.

Overview:
This guide explains how to permanently remove an unused absence type from your system (e.g., deleting an obsolete "COVID Isolation" category).

How Absence Type Deletion Works:
When an absence type is no longer needed (e.g., discontinued leave types), you can delete it to simplify your system. Note: This is only possible if no records exist for that absence type - both in the System (Records > Absence records) and the Recycle bin.

How to Delete an Absence Type:

  1. Go to Admin Tools > Admin Panel > Global > Absence Types
  2. Locate the absence type (browse or search)
  3. Click the Delete (right side)
  4. Click Delete in the confirmation pop-up


Additional Information:

  • Key terms:
    • Absence Type: Category for leave/sickness (e.g., "Holiday")
    • Absence Record: Individual instance (prevents deletion if exists)
  • Prerequisites: 'Absence Setup' administrator rights
  • Best practices:
    • Check reports for historical records first
    • Consider disabling instead of deleting
  • Critical: Deletion is permanent and irreversible
  • Pro tip: Use search to check for existing records


Implementation Notes:

  • Deleted types immediately disappear from all interfaces
  • Document deletions for audit purposes
  • Review and update affected templates
  • Alternative: Edit the type name/description instead


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