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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:
- Submit a leave request as an admin or manager to ensure everything works as expected.
- Verify calendar integrations to confirm absences sync correctly with Microsoft Teams or Outlook.
- 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.