You can set up portal-wide absence settings. Hover over Absence from the main menu and click Settings.

The first section you see is the absence type. Here you can add different combinations of absence types. These absence types will be later available to staff adding their absences. To know how to add absence types, read adding absence types.

At the bottom, you will find the bank holiday section. Here you can add bank holidays. Bank holidays will be later on used system-wide. Dates you add in this section will be considered as bank holidays.

For example, when creating a shift, you see a repeat button which is used to create multiple shifts. In the repeat options, there is a checkbox “Do not apply on bank holidays”. It means that the repeat option will not apply on bank holidays that are defined in this section.

On the right-hand side, you can see different settings related to holiday allowance such as holiday year, start date, half-day point (meaning what time will be considered as half-day), and whether half-day is allowed or not. You can include or exclude bank holidays.

Define how you want to track the holiday allowance. Select days, hours, or accrue. Enter the number of days and hours for the annual holiday allowance.

Switch on or off whether you want to allow carry over outstanding allowance. At the bottom, select the maximum holiday you want to allow to be carried forward.

You can also adjust individual staff absence settings. To do so:

2. Select the actions button from the person row, and click on edit.

3. On the employee profile in the absence section, click on the three dots and select settings.

4. Here you can select whether the holiday allowance tracking will be done in days, hours, or accrued. If you have selected hours, below you can define the number of hours in the annual allowance and hourly rate. Similarly, if you have selected days then define annual announcing dates and if you have selected accrued, you have to insert the accrue percentage.

5. Once done, click on save.