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How to add or change an absence to a counter

Managing Absence Types and Counters

Absence types in Factorial are not directly linked to a counter when first created. To make them available for users to select, it is necessary to assign them to a counter. This article explains how to move or assign absences to counters and ensure they are correctly set up.

 

Assigning Absences to a Counter

To assign a newly created absence or move an existing one to a different counter, follow these steps:

  1. Access the Time Off Policy. Navigate to Settings > Time Off > View Policy > Edit Allowances

2. Locate the Absence Types. Once inside the allowances section, click on Absence Types

 

3. Understand the Absence Types List

  • Absence types displayed in grey are already assigned to the current counter.
  • Absence types displayed in white are available to be added to this counter.

 

Moving or Detaching an Absence from a Counter

If an absence type is currently assigned to a counter and you wish to move it to another:

  1. Deselect the Absence from Its Current Counter
    1. Locate the absence in the list.
    2. Uncheck the absence type to detach it from its current counter.
  2. Save the Changes
    1. Ensure you click on the Save button before exiting the page to apply the changes.
  3. Assign the Absence to Another Counter
    1. After detaching the absence, navigate to the desired counter’s settings.
    2. Add the absence by selecting it from the available (white) list and saving the changes.

Newly created absences will initially appear as unassigned and must be manually added to a counter following the steps above.

Always save your changes when modifying absence assignments to ensure the configuration is updated correctly.

 

 

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