Employee Advanced Training

This article explains the more advanced features of your Employee website. Topics include advanced absences, assigning substitutes, canceling absences, viewing absence history, adding shared attachments, and checking absence reason balances.

Creating an Advanced Absence

• Go to the Create Absence tab on the homepage (or go to Absence > Create Absence in the side navigation).
• Click Advanced Mode.
• Use Add New Variation to create multiple parts of a single absence. (e.g., Variation 1 - June 15 - Select Professional Day; Variation 2 - June 16 - Select Personal Day).
• Review the variations in the sidebar summary.
• Choose one of the following: Create Absence – save the absence, or Create Absence and Assign Sub – save the absence and assign a substitute (if allowed by your district).

Assigning a Substitute

After selecting "Create Absence and Assign Sub":

• Search for a sub by last name, or select from your Preferred Substitutes List.
• Click Assign to Selected Sub.
• Confirm you have contacted the sub, then click Confirm and Assign.

To assign a sub to an existing absence:

• Go to the Scheduled Absences tab and click Assign Sub next to the absence.

Canceling an Absence

• Open the Scheduled Absences tab.
• Click Delete next to the absence.
• Select Yes to confirm.

Checking Approval Status

In the Scheduled Absences tab, view the approval status:

• Approved
• Pending
• Not Required
• Denied (details appear in the Denied Absences tab)

Viewing Absence History

• Open the Past Absences tab.
• Default view: last 30 days with options for 60 days, 90 days, or a custom date range.
• Click View Details on an absence for more information.

Adding Shared Attachments

Go to Account > Shared Attachments and perform the following to upload a file:

• Click Choose File, select the file, and click Open.
• Add a description and optional date range.
• Save changes.

These attachments will be automatically included with all future absences.

Viewing Absence Reason Balances

Go to Account > Absence Reason Balances and review balances for each absence type:

• Initial Balance: total days available.
• Used: days already taken.
• Pending: days awaiting approval.
• Final Balance: remaining days after used and pending are counted.

Accessing Help Resources

• Click Help Resources in the top purple bar of the application.
• View your Organization Admin’s contact info.
• Access the Learning Center for help resources.