Configuring absence types

 

To manage absences, you will need different absence types in Personio. This article describes how you create and configure different absence types, such as "paid vacation", "sick leave" and "home office". 

The only days that are accounted for with an absence request are the ones that are defined as working days in the respective attendance model, independent of the variable "Valid on".

 

Creating Absence Types

To set up a new absence type, type its name (e.g. Paid vacation, Sick leave, Home office, etc.) into the appropriate field and then click on the Plus button.

absence-type-creation_en-us.png

 

Configuring Absence Types

Now click on the Edit button to configure the absence type you have just created.

First, define the absence category the absence type you have created should be assigned to. For example, select the Paid vacation absence category for the Paid vacation absence type, the Sick days category for Sickness, and the Home office category for Home office. You can find further information on the effects and functions of absence categories here.

Please note that it is mandatory to define an absence category when saving your absence type's general settings.

Using the Valid on field, choose which days of the week should be counted when calculating absence days.

You can also specify whether Half days, a Substitutes, Absence certificates or similar options are required or possible for the absence type you are setting up.

Activating the function Consider attendance days during absence period as overtime? means that all hours worked during a period flagged as an absence in Personio will be counted as overtime. This requires that the employee enter their time worked (attendance) into Personio.

It is generally useful to activate this option for absence types such as "paid vacation" and "sick leave".

absence-type-paidvacation_en-us.png

Absence types differ fundamentally in whether there is a specific accrual of days off, such as, for example, with paid vacations, or if days off are unlimited, which may be the case with sick days.

For absence types that are accrued, you still need to create accrual policies so that the system calculates the correct number of days. You can find further information in the article Configuring Accrual Policies.

 

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