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:
- 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:
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Deselect the Absence from Its Current Counter
- Locate the absence in the list.
- Uncheck the absence type to detach it from its current counter.
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Save the Changes
- Ensure you click on the Save button before exiting the page to apply the changes.
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Assign the Absence to Another Counter
- After detaching the absence, navigate to the desired counter’s settings.
- 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.