Welcome to absentify! This Quick Start Guide will help new administrators get started by walking you through the key steps to set up your workspace, invite users, configure leave policies, and more.

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Step 1: Register Your Company

To begin using absentify, follow these steps:

  • Visit absentify.com and click Register.
  • Sign in with your Microsoft account. Ensure you use the same email associated with your organization to create your workspace.
  • After signing in, name your company’s workspace and confirm your details by entering basic company information.

Important: Use a Microsoft work account to ensure proper integration with Teams and Outlook.

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Step 2: Configure Initial Settings

Once registered, configure your workspace by navigating to the Settings section in the absentify admin dashboard:

  • Set up departments: Go to Settings > Departments, click Add new department, and assign department managers.
  • Create leave types: Go to Settings > Leave Types, click Add a new leave type, and define available options like vacation or sick leave.
  • Assign public holiday calendars: Navigate to Settings > Public Holidays, and assign regional or company-specific holiday sets to users or departments.

Proper initial configuration ensures a seamless experience for all employees.

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Step 3: Add and Invite Users

Add users to your workspace using one of the following methods:

  • Manually add users: Go to Settings > Users, click Invite a new user, and enter their name, email, and department. Save the profile as inactive and activate it later when details are finalized.
  • Bulk import via Excel: Download the template from Settings > Users > Import Users, fill in user data, and upload it for validation before inviting users.
  • Sync with Microsoft Teams or Entra ID: Enable synchronization under Settings > Integrations > Microsoft Teams/Entra ID, and link groups to departments to auto-create users.

Tip: Inactive users allow you to finalize profiles before sending invitations, ensuring a smooth onboarding experience.

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Step 4: Configure Leave Policies

Customize your leave policies to align with company requirements:

  • Set allowances: Define annual quotas for each leave type under Settings > Allowances. Configure default values for new users and departments.
  • Set approval workflows: Customize approval processes for leave requests under Settings > Departments or directly within individual user profiles.

This ensures all absence requests and allowances are properly tracked and approved.

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Step 5: Test and Launch

Before launching absentify to your team:

  1. Submit a leave request as an admin or manager to ensure everything works as expected.
  2. Verify calendar integrations to confirm absences sync correctly with Microsoft Teams or Outlook.
  3. Send invitations to users and provide them with links to the Employee Guide for assistance.

For further help, explore the Admin Documentation or contact our Support Team.