Configure absence limits for a group

Absence limits help ensure adequate coverage. They also allow planners to manage absences centrally to maintain an accurate schedule.

You can create various absence limits for your group members to use to request time off. You can set absence limits to ensure that the number of absentees per day and per week does not go beyond a certain limit. You can apply the absence limit to individuals or to groups of individuals (teams).

1. In the side menu, select Scheduling .
2. Select Absence and availability.
3. At the top of the page, select Absence limits. The Absence limits management page opens, displaying the absence limits for your group. You can view, create, edit, or delete absence limits in this page.
4. Select Create absence limit.
5. Configure these absence limit settings:
   • Limit name: Enter a name to describe the type of absence limit. For example, Summer for the summer vacation period.
   • Start date: Select the date at which the absence limit period begins.
   • End date: Select the date at which the absence limit period ends.
   • Holiday calculation: Determine how to manage holidays in the calculation of the absence limit. For example, you can include or exclude holidays in the calculation.
   • Type of limit: Choose the limit type.
     Note: If this option is not available, please contact customer support for more information. 
   • Maximum limit: Select a limit value for the type of limit.
     • Permitted absences on a given day: The total number of absences members can request on the same day. For example, if the maximum limit is 13, only 13 people can be absent on the same day, whether they are absent for the entire day or for specific time slots.
     • Permitted absences in a given week: The total number of absences members can request in a week. For example, if the maximum limit is 10, only 10 people can be absent during the same week, no matter how many days during that week that they take off.
     • Permitted absences a given period: The total number of absences that an individual member can take in a period and is based on the point values that the planner defined in the Absence categories page. 
6. In Overflow management, select one of these options:
   • Allow overflow with approval: The member can complete the request, but the planner must still approve the request since the request exceeds the authorized absence limit.
   • Block overflow: The system blocks the request when it exceeds the authorized absence limit.
7. In Teams and members, to add an absence limit for a member or for a team, do one of these steps:
   • Apply the absence limit to: Select a team, member, or both (that is, all teams and all members).
   • Select members (Select teams): Based on what you selected in Apply the absence limit to, select specific teams or members.
8. In Categories, select the categories to which the absence limit applies. For example, select the Vacation category to indicate that the absence limit affects vacations. You can select multiple categories for an absence limit.
9. In Weekdays, select the days of the week to include in the absence limit. Pick the days to which the limit applies, for example Monday, Tuesday, and Wednesday.
10. Select Save.