How to Mark a Technician as Absent

Marking a technician as absent ensures that schedules, workflows, and attendance records are accurately maintained. This guide provides detailed instructions on how to record a technician's absence via either the Staff Record or the Service Manager's Toolkit, as well as how to customise leave reasons.

Methods to Mark a Technician as Absent

Option 1: Using the Staff Record

1. Access the Staff Record:

   • Go to:
     Setup > Staff Records.
   • Enter the technician’s name or staff number in the search field and click Load.

2. Update the Absence:

   • In the Staff Record window, navigate to the Technicians tab.
   • At the bottom of the window, locate the Absence field.
   • Click the Add button and enter the required details for the absence.

Option 2: Using the Service Manager’s Toolkit

1. Access the Clock Card Section:

   • Navigate to:
     Workshop > Service Manager's Toolkit > Update.

2. Load the Technician’s Record:

   • Search for the technician by entering their name or staff number.
   • Click Load to open their record.

3. Record the Absence:

   • Locate the Absence field.
   • Click the Add button and fill in the required absence details.

How to Customise Leave Reasons

1. Access Holiday Reasons:

   • Navigate to:
     Workshop > Service Parameters > Holiday Reasons.

2. Add or Edit Leave Reasons:

   • Click the Add button to create a new leave reason.
   • Enter the reason details and specify whether the leave is payable or not.
   • Save your changes to update the list of available leave reasons.

Key Considerations

• Accuracy:
  • Ensure absence details (e.g., dates, reason) are entered correctly to maintain accurate attendance records.
• Custom Leave Reasons:
  • Use the Holiday Reasons setup to ensure the absence types reflect your organisation's policies.
• Payable Absences:
  • Clearly define whether an absence is payable or unpaid to avoid payroll discrepancies.

Scenarios Where This Process is Useful

• Recording holidays, sick leave, or training days for technicians.
• Adjusting workshop schedules to reflect technician availability.
• Customising leave reasons to align with company policies