01What it is
An absence is a period in which a team member does not work on sites: a holiday, sick leave, training or another absence. You enter the person, the type, the first and the last day, and the application counts the days and makes sure two absences of the same person do not overlap.
The entry changes the plan at once. A person absent on a given day is not planned on any site, so they do not appear among the planned on the dashboard, on the phone or in the expected days of the timesheet. A task assigned to them in that period shows in the schedule as a conflict.
Deleting an absence returns the person to the plan for those days. When a holiday gets shorter, simply correct the end date in the same entry.
- ONE REGISTER
- Holidays, sick leave and training for the whole team.
- A PLAN WITHOUT MISTAKES
- An absent person leaves the site plan.
- CONFLICTS AT ONCE
- A task during an absence shows in the schedule.
02What it is for
Who is unavailable today
The Absent today tile counts people with an ongoing absence.
Holidays in advance
The Planned in the next 30 days tile shows what is coming this month.
Conflicts in the schedule
A task of an absent person does not go unnoticed.
Accurate timesheets
Days of absence are not expected working days.
03Main options
The screen has tiles, filters and one table of absences with a dialog for entries.
Who, when and why
One table for the whole team, with filters by person, type and period.
- Person, type, first and last day
- Number of days and notes
- An Ongoing marker on today’s absences
- Period: ongoing, planned, finished
One dialog for the entry
The Absence dialog opens from the Actions menu or from editing a table row.
- A person from the team and the type of absence
- First and last day
- Notes, for example a sick note number
- Overlapping absences of the same person are rejected
The person leaves the site plan
An absence works wherever the application counts who should be on site.
- Dashboard: the person is not planned
- Phone: no plan for that day
- Timesheets: the day is not an expected working day
- Schedule: a task in that period is a conflict
04Tasks step by step
- STEP 1Open Modules › People and planning › Absences.
- STEP 2In the Actions menu choose New absence.
- STEP 3Pick the person, the type Holiday, the first and the last day, then save.
- STEP 1In the absence row choose edit.
- STEP 2Correct the end date and save. The site plan changes at once.
- STEP 1In the period filter choose Planned.
- STEP 2Narrow the list by type or person, and download the table as CSV if you need it outside the application.
05Actions
The most common tasks on the absences screen.
New absence
Holiday, sick leave or training.
Edit
Change the person, type, dates or notes.
Filters
Person, type and period of absence.
CSV export
The table as shaped by the current filters.
06What it connects to
Choose a module to see where an absence changes the plan.
Schedule
A task assigned to an absent person is a schedule conflict.
Go to the topicScheduleAttendance
An absent person is not part of the day plan on site.
Go to the topicAttendanceTimesheets
Days of absence are not expected working days in the timesheet.
Go to the topicTimesheetsCrews
A crew member on holiday does not go with the crew to the site.
Go to the topicCrewsMobile version
On the phone an absent person has no plan for that day.
Go to the topicMobile version