How to set up the absence and vacation module
This manual entry is used to implement the module for managing vacations, leaves and leaves of absence.
Check if the module is active.
Go to configuration (with an administrator user) and activate the module as in the image.
Create a calendar
The calendars do not go by years, but by delegations or work centers, i.e. create a calendar for each logic of annual leave days or holidays to be assigned.
STEPS TO BE TAKEN: Absences > Calendar > Create calendar
After naming the calendar you can define users, non-working Saturdays, non-working Sundays, create holidays, etc.
Check the types of absences
When the module is activated, default absence types are created, but these can be configured and other absence types can be created.
How to check the types of absence
Option 1.- From the list of absences
Go to absences> absences and click on the gear next to the title absences.
Option 2.- From the general configuration
In configuration click on Other settings > Configure absence types.
How to create absence type
STEPS TO FOLLOW: Go to absences > absences and click on the gear next to the title absences > create type of absence
Add annual days to a user
STEPS TO FOLLOW: Absences > balance > add balance.
You have two options: "add balance" or go to the user and click on the "+" icon.
The following form will then appear.
Create a leave of absence request
Steps to follow: Absences > absences and select the "+" icon at the bottom right.
The following will appear:
And finally send it with the send icon (as in the work reports)
2 Responses to "How to implement the absence and vacation module".
How do I assign a calendar to create an absence? I have created the calendar, can I create it for the whole year or only for the current month?
Hello Carlos.
The easiest way is to go to the calendar you have created and on the right hand side in the users box indicate the users to whom you want to assign the calendar in question.
another important aspect is that the calendar is the same over time, throughout the years, so the assignment of users to calendars is only done once, then annually or monthly as you see, you are adding holidays but on the same calendar. however, keep in mind that if you receive a request for absences for say August and you have not uploaded an official holiday in August the system will not subtract it from the calculated days.