For: System Administrators
Overview
This guide explains how to configure who can book absences of a specific type (e.g., "Business Trip") for users assigned to a template.
How Booking Permissions Work
Booking permissions determine whether users can request absences for themselves, their direct reports, or other colleagues. These settings are configured per absence type (e.g., "Business Trip") within a template and override Global settings.
How to Set Up Booking Permissions
- Navigate: Go to Templates → Select your template.
- Edit Template: Click Edit (top-right).
- Open Absence Types: Select the Absence Types tab.
- Find Absence Type: Search or browse for the absence type (e.g., "Business Trip").
- Edit Settings: Click Edit next to the absence type.
- Adjust Permissions:
- Can book own absences: Set to Yes/No/Inherited.
- Can book reportees’ absences: Set to Yes/No/Inherited.
- Can book others’ absences: Set to Yes/No/Inherited.
- Save: Click Save Template (top of page).
Additional Information
Key Terms
- Reportees: Employees directly managed by a user.
- Inherited: Adopts the setting from the Global level.
Permissions Required
- User Templates permission in your role.
Tips
- Template Overrides Global: Template settings supersede Global settings.
- Test Changes: Apply to a test group first.
- Use Search: Find templates/absence types instantly using the search bar.
Reminder
- No "Save" Buttons Below Fields: Always use the top-of-page Save Template button.