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Absences

Absences can be created and managed for users in the planner. They reduce the available planning capacity in their period.

Lucas Bauche avatar
Written by Lucas Bauche
Updated over 2 months ago

Absences (for example vacations, sick days, or parenting) reduce the available capacity to zero or half the capacity for half-day absences. Projects and tasks are not distributed to these days in the planner's workload calculation, or reduced (for half-day absences).

Absences can be used from the business plan onwards.

๐Ÿ” Absences (+workload area) can be used from the business plan onwards.

Individual absences for users

Create a new absence

Absences for users can be entered by clicking and dragging in the planner's workload view.

โ˜๏ธ Important: Please note that you have to expand the view for projects and tasks for the respective user so that you can enter the absence by clicking and dragging in this area.

Ideally, an absence can have a name. To enter a name, you can simply type a name in the text field and then enter it using Enter or the Save-button.

However, nothing has to be entered here. For absences without a name, the overview simply says "Absent".

โ˜๏ธ Hint: You can also choose a name from the list of suggestions that appears as soon as you click on the text field. Please note that this is not a learning list, so it will not remember your previous absence names for future entries.

If you just select 1/2 a day on the first/last day on the start or end date, only a half-day absence will be created for the day. Therefore, only half of the capacity will be created on that day. For the start date, the second half of the day is marked as absent, and for the end date, the first half of the day.

Deleting individual absences for users

If you hover over the corresponding absence with the mouse, a cross will appear at the top right of the absence, which you can use to delete the absence.

Appointments and tasks on absent days

Unlike projects and tasks, where the workload can be spread over different available days, the workload for appointments and tasks scheduled in the calendar remains even on days when absences exist.

Absences on the Dashboard

There is a dashboard widget for displaying upcoming absences. You can set this, for example, so that you only see the absences of your team. The absence widget can be used multiple times on the dashboard. You can find more about it here.

Managing workspace absences

The new tab Time off in the workspace settings, which can be viewed by users with writing permissions to the user planning, is divided into the following 2 areas:

  1. Holidays (Holiday regions)

  2. Workspace absences

Below you will find further information to these areas.

Regional holidays

Create regional holidays for your workspace

To manage the regional holidays for your workspace as a user with writing permissions to the user planning, go to Time off in the workspace settings.

โ˜๏ธ Note: The regional public holidays of the different regions are automatically transferred to awork via API.

You can add regional holidays via the blue +Add-button. You can then use the pop-up window to specify an individual name and select a predefined region.

โ˜๏ธ Hint: Do your users all come from the same region? Then you can also set this region as the default for new users in the pop-up window.

In the next step, you can then assign users to this region via 3-dot menu.

The created regions can then be selected by the users in the account settings.

You can find out more about selecting the region in the account settings here.

โ˜๏ธ Hint: Directly above your regional holidays, you can see how many users from your workspace are not yet assigned to a region, highlighted in yellow next to the +Add-button.

Editing and managing regional holidays

You can use the 3-dot menu at the respective regional holiday region to edit it later and adapt the name or region.

Deleting regional public holidays

You can also delete regional public holidays via the 3-dot menu.

โ˜๏ธ Important: Please note that if you delete regional public holidays, the corresponding workspace-wide absences with the same region will also be deleted.

โ˜๏ธ Important: Please note that this has an impact on capacity planning, as the holidays are deleted from the workload when they are deleted in the settings.

Workspace absences

Set absences for the entire workspace

To set absences for the entire workspace as a user with writing permissions to the user planning, you can go to the Time off tab in the workspace settings.

Use the blue +Add-button to create a workspace absence in the area of the same name.

Use the pop-up window to specify a time period and a title. You can also select the region for which this should apply.

Once you have saved the absence, it is automatically included in the workload of the users who have selected this region.

You can find out more about the region setting in the account settings here.

โ˜๏ธ Hint: Next to the +Add-button you will find the current year with the option to open a drop-down menu with which you can switch between the years - so you can keep track of the dates for the next or previous years.

Edit workspace absences

You can edit these via the 3-dot menu on the respective workspace-wide absence. This allows you to subsequently change names or dates.

Delete workspace absences

Workspace-wide absences can be deleted via the 3-point menu.

โ˜๏ธ Important: Please note that this has an impact on capacity planning, as the absences are deleted from the workload when they are deleted in the settings.

Frequently asked

Are there half days of absence?

Yes, you can also create half-day absences. See the section Create a new absence.

Can I also exclude individual weekdays in principle?

Yes, you can simply reduce the working hours to 0h in the user's weekly availability to generally mark individual days as unavailable.

What permissions are required to enter Individual absences for users, set public holidays or create workspace-wide absences?

In order for a user to be able to create absences in the Planner, create public holidays or create workspace-wide absences, he needs writing permissions to the User Planning (Settings > Permissions > Workspace-wide permission roles > Global users permissions > User Planning).

How can I delete an Individual absence for a user?

If you hover with the mouse over the corresponding absence, a cross appears at the top right of the absence, with which you can delete the absence.

โ˜๏ธHint: If you use the Personio integration, the absences sent from Personio to awork must be deleted in Personio. These can then NOT be deleted in awork.

How can I delete public holidays or workspace-wide absences?

Regional holidays or workspace-wide absences can be deleted via the workspace settings in the Absences-tab using the 3-dot menu.

To delete public holidays or workspace-wide absences, the user requires writing permission to the user planning.

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