How do I book Absences via the Rota?

For those who prefer to use the Rota to book Absences rather than via the Calendar, Timesheet or Availability Screen, this guide will show you how to do so by walking you through the following:

  • Viewing Absences in the Rota
  • Making an Absence booking via the Rota
  • Deleting an Absence booking via the Rota

Viewing Absences in the Rota

By selecting ‘Show Absences’ in ‘Options, Filters & Preferences’, all booked Absences that have an Absence Reason will be highlighted. Without this option enabled, you can still book an Absence, but you won’t be able to see your handiwork!

Making an Absence booking via the Rota

  1. Navigate to the required employee and right-click on the required day.
  2. Select ‘Book/Delete Absence’ from the drop-down menu.

If you have been editing the Rota prior to selecting ‘Book/Delete Absence’, you will be prompted to save the Rota before proceeding with the booking.

  1. Create the Absence booking as usual.
  2. Save.

The Absence booking now shows in the Rota.

Deleting an Absence booking via the Rota

  1. Right-click on the Absence that you wish to delete.
  2. Select ‘Book/Delete Absence’ from the drop-down menu.
  3. Select ‘Delete Selected Absence(s)’ - a warning message appears.
  4. Select ‘OK’ if you wish to proceed.

The Absence has now been cancelled and no longer shows in the Rota.

Related Articles

How do I record an absence due to sickness?

There are several ways in which you can record a sickness absence. This guide will look at each of these in turn.

How do I make changes to the Rota?

Learn about some of the quickest ways to make changes to your Rota.

Skill Level

Intermediate