How do I initialize the management of planned absences?

Introduction

Abraxio allows you to manage your collaborator's planned absences in order to meet two objectives:

1. Pre-populate timesheets and avoid double entry of absences for teams.

1. Integrate future absences for a more accurate and accurate adjustment of workload with regard to the capacity and availability of the teams.

Choosing the input mode

1. Go to the Admin/Configuration module and click the Management tab
   

1. Set up an input mode for your internal collaborators and external collaborators 

Access the documentation for the configuration of the Management module here

Manual Entry

Collaborators will be able to access the absence entry from:

1. The Home Dashboard
   

1. The Portfolios dashboard

The forecast absence entry popin allows you to enter your absences for the current year and the next:

Import API

If collaborator absences are already present in your HRIS, it is possible to import them into Abraxio via API to avoid collaborators having to enter them twice.

Two API methods are available to set up this synchronization, find the detailed documentation here

Follow-up

Timesheets

Projected absences entered by collaborators or from the API are automatically entered into the timesheets.

Collaborator Capacity

Planned absences fill in a read-only line in the collaborator's configuration  over time.These absences do not have a direct impact on capacity since it is not possible to determine the completeness of the collaborator's absence entry for the month. This operation of updating capacity from absences is therefore in the hands of managers, two methods are available:

1. Manual Mode:
   

To update an employee's capacity over a month, from the employee's Budget tab, you can find information on projected absences and report it to the absence line in order to update the capacity

1. Bulk Operation:

From the Management/Teams screen, an "Actions" button is available with an "Update capacity" option that allows you to start updating the capacity from planned absences over a given period and for a selection of collaborators.

Find the details of how this utility works here

 

• Related Articles

• Configuration of the Management module

  Assignments Section These settings allow you to customize the information displayed on the assignment tables in the detail block of an employee in the Teams module, on the Assignments tab. Based on this configuration, additional columns are added to ...

• How to initialize time tracking?

  Introduction This article describes the main steps to initialize time tracking for your organisation : Enable time tracking features for your organisation Create teams Create collaborators and add them to teams Activate collaborators time tracking ...

• Employee management

  Introduction The purpose of the Management module is to manage teams and Collaborators. As a Team Manager, you can describe your organisation, your teams and your Collaborators. This article describes the various elements of describing and ...

• Portfolio management

  Preamble The concept of portfolios allows you to organize your many projects and activities to facilitate access and management. You can work with a single portfolio or create several. Generally, a portfolio groups together projects and/or activities ...

• Team management - Mass operations

  Access your teams' update actions To simplify the management of your collaborators, Abraxio provides utilities that allow you to carry out bulk operations on your teams. These actions are available from the "Teams" screen of the Management module, ...