Learn how to configure and update user allowances in absentify, including pro-rata calculations, default settings, visibility options, and manual carryover adjustments.
Admins in absentify have the ability to configure allowances for individual users, ensuring that leave entitlements are accurately reflected. This guide provides a comprehensive overview of how to set, edit, and manage allowances for users.
When adding new users, absentify automatically calculates allowances for the current fiscal year pro-rata based on the user’s:
Carryover values are automatically calculated based on global allowance settings. However, admins have the option to manually adjust these values. Before proceeding with a manual adjustment, consider the following:
Override of global setting: A manual value disables the automatic calculation of carryover for this specific user and year.
Definitive value: The entered carryover becomes the fixed value for the selected year.
No automatic updates: Future changes to the previous year’s records will not update the carryover. For example, if additional days from the previous year become available, they will not affect the manually set carryover.
A confirmation message will appear, explaining the implications of manual adjustments.
Click Confirm to proceed.
After saving the manual adjustment, a red warning icon (visible only to admins) will indicate the change with the message: “Manually adjusted carryover. Automatic updates disabled.”
Manual adjustments require careful consideration. Ensure you understand the implications before proceeding.
The Default Allowance is displayed prominently in the user’s overview and is used to calculate the remaining entitlement displayed next to their profile picture in team views.
Example: If “Vacation” is set as the default allowance, the remaining vacation days will appear in the team overview.
Consistency: Align allowances with company policies and employee contracts.
Review pro-rata calculations: Verify calculations for mid-year hires or adjustments.
Set clear defaults: Ensure only one allowance is set as default to maintain clarity in team overviews.
Keep historical records: Avoid overwriting past allowances to maintain accurate reporting.
Adjusting allowances to values below what has already been requested may cause errors in absence tracking. Always review existing leave requests before making changes.