Absence and Vacation | Configuration options

Picklist and Run Now button. Used to calculate and store Team Member absence balances for all Vacation type absence rules. Values are stored in the Absence Balances object:

• Vacation taken.
• Annual allowance.
• Annual allowance pro rata.
• Next accrual.
• Available carry over.
• Accrual.
• Carry over.
• Time off in lieu.
• Year end balance.
• Year end carry over
• Year end time off in lieu.

Absence Balances stores a single set of values - subsequent batch runs overwrite existing values and no historical data is held.

Checkbox. If checked, enables you to access enhanced absence features:

• Enable multiple carry-over periods.
• Control the order used when deducting absence from multiple sources such as time in lieu, carry over, and accrued entitlement.

For more information see Enhanced absence features.

Not currently supported. Do not use.

Checkbox. If checked, replaces the Absence Calculator with the more recent Time Off calculator outside WX.

To use the Time Off calculator in WX, enable the Time Off WX process.

Enabled by default following the migration from the Absences WX process to Time Off, cannot be unchecked.

Not used.

Picklist.

Switches iCalendar (ICS) file downloads for absences on or off. The available options are: 

• Off: iCalendar file downloads are not available

• Sandbox: iCalendar file downloads are available in sandbox only

• On: iCalendar file downloads are available in sandbox and production

For more information, see iCalendar downloads for absences.

Picklist.

Switches descriptive dialogs on for Time Off requests in WX. The available options are: 

• Off: Descriptive dialogs are not available

• Sandbox: Descriptive dialogs are available in sandbox only

• On: Descriptive are available in sandbox and production

Defaults to On.

For more information, see Setting up descriptive dialogs for booking time off.

Checkbox.

When selected, prevents users with a delegated assistant role for the Time Off process from approving their own absence requests.

When unselected, users with a delegated assistant role for the Time Off process can approve their own absence requests.

For more information, see Delegated access for assistants.

Picklist. The time of day on the 24 hour clock you want the Generate Accrual Balances batch to run.

Select the picklist and choose the hour of the day you want the batch to run.

For more information see Accrual balance reporting with the Generate Accrual Balances batch.

Text field and a Run Now button. The number of Accrual records processed in a single transaction. The default value and the recommended batch size is 1.

Select Run Now to run the Generate Accrual Balance batch immediately.

Picklist.

Switches daily time off reporting on or off. The available options are: 

• Off: daily time off records for reporting cannot be created

• Sandbox:daily time off records for reporting can be created in sandbox only

• On: daily time off records for reporting can be created in sandbox and production

For more information see Day-by-day breakdowns of absence records for reporting.

Date picker.

Selects absences for inclusion into daily time off reporting based on the absence record's End Date, if the End Date is on or after the selected date.

Text field and a Run Now button.

Defines the batch size for the initial creation of daily absence reporting records from existing absence records. The default and recommended batch size is 20.

Select Run Now to run the batch.

When Create daily Time Off records is set to On, daily records are automatically created for new absences.

Sets the age of daily time off records for deletion, based on the entered number of months, and the End Date of the absence record. Daily records are in scope for deletion if the End Date of the absence record is before today's date minus the entered number of months.

Whole numbers only, no decimals.

The parent absence records are not affected.

The name of the Absence Accrual Pattern you want to apply to this policy.

Use Absence Accrual Pattern Lookup to find and select a pattern.

The name of the Work Days Pattern you want to apply to this policy. Use Work Days Pattern Lookup to find and select a pattern.

The work days pattern you select defines the working week for all team members assigned to this policy. It can include the days of the year that are public or national holidays and helps manage vacation and absence falling on non-working days. The absence calendar indicates, for current and future years, any public or national holidays included in the work days pattern.

Checkbox. If checked, the Time Off process is active and can be enabled for WX users.

Checkbox. If checked, absence records of type Vacation are visible in the absence calendar in WX.

Fields available as additional fields for the Sage People Absence API.

Fields displayed in the WX New Time off request dialog for a manager entering absence for a team member.

Additional fields displayed in the WX New Time off request dialog for a manager entering absence for a team member when an absence alert has been triggered.

The limits for triggering the alert are defined in the absence accrual seniority.

Additional fields displayed in the WX New Time off request dialog for a manager entering absence for a team member and time off confirmation and approval dialogs when an evidence alert has been triggered.

The limits for triggering the alert are defined in the absence accrual seniority.

This field set prompts the manager to request evidence for the absence, such as a medical certificate or self certification.

Fields displayed in the WX New Time off request dialog for a team member entering absence.

If you want a team member to be able to view the manager's notes for an absence record, add Manager Notes to this field set. It displays on the New Time off request dialog and in the details in the Current Absences list.

Fields displayed in the WX New Time off request dialog for a manager entering parental leave for a team member.

Fields displayed in the WX New Time off request dialog for a team member requesting parental leave.

Fields displayed in the WX New Time off request dialog for a manager requesting vacation for a team member.

When an absence notification triggers a pre-defined alert.

When an absence notification is approved by a manager.

When an absence notification is deleted.

When an absence notification triggers a request for evidence.

When an absence notification is created.