Who this guide is for: System administrators. Requires 'Holiday Records' or 'Sickness Records' permission.
Overview:
This guide explains how to update or cancel absence records in the admin panel.
How Updating/Cancelling Absence Records Works:
Admins can modify existing absence records (correcting details) or cancel them (marking as invalid while retaining the record). Both actions follow similar steps.
How to Update or Cancel an Absence Record:
- Navigate to Admin Tools > Admin Panel > Records > Absence records
- Use search filters (user, absence type, status, or date) to locate the record
- Click Edit on the relevant record
- To update: Modify any details (dates, type, notes etc.)
- To cancel: Set Authorisation Status to Cancelled
- Click Save record in the top right corner
Additional Information:
- Key Terms:
- Cancelled Status: Marks absence as invalid while keeping record visible
- Requires 'System Admin' with 'Holiday Records' or 'Sickness Records' role permissions
- Tip: Use the search filters to quickly find specific records
- Best Practice: Add notes when cancelling to explain the reason
- Warning: Cancelled records remain visible in reports
- Reminder: Changes may affect employee balances and trigger notifications