Question 1

Guide: How Do I Sync My Calendar with Vacation Tracker?

Accepted Answer

Let’s start from the beginning and tell you which calendar connections Vacation Tracker supports:

Option 1: iCal Connection, Adding a New Calendar - Using iCal Connection
Option 2: Shared/Existing Calendar Connection - Connecting to a Shared/Existing Calendar
Option 3: Personal Calendar Connection - Connecting to my Personal Calendar

All three calendar integrations are independent from each other and provide you with a different type of connection.

iCal Connection:

Adding a New Calendar (Using iCal Connection)

${color}[#5c0c92](_The first option is to use the iCal link to add a new calendar, allows you to generate an iCal link and to add it to your preferred external calendar: _)

Once synced, the iCal link will show all past, current and upcoming approved leaves in the new calendar.

You can use this connection for any external calendars but keep in mind, the iCal link does not add the information to an existing calendar. Instead, it creates a new calendar, and it is added to your list of calendars:

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Question 2

How Do I Request a Leave?

Accepted Answer

The time has come for you to request a leave. Luckily, Vacation Tracker is here to make your life (at least this part of it) easier! You can also submit a request for a past leave, as long as that option has been enabled for the Leave Policies for the Leave Types :) Once the leave request has been submitted, it will be sent to your Approver!

You can request a leave using the following options:

Using our - Online Dashboard
Using Vacation Tracker Integration - Slack
Using Vacation Tracker Integration - Microsoft Teams

Dashboard

Log in to your dashboard: https://app.vacationtracker.io/signin
On the left-hand side, click on the Leave Requests drop-down menu and select: Request Leave

Once on the new page, you can enter the necessary information:

Request - click on the drop-down menu to select the leave type.
Start and End Date - mark the start and end date for this leave.
Reason - this field is optional (unless set as mandatory) and if you have any information, enter it here.
Once you are done, click Request Leave and wait for your confirmation. You will get a notification in your chat.

Slack

To request leave through Slack, please follow the

Question 3

How Do I Set Accruals?

Accepted Answer

At Vacation Tracker, we understand that many companies are required to calculate employees’ leave amounts using an accrual system. Don’t worry, there’s no need to crunch numbers on your own time, our system will do that for you 😊

You can configure the accrual settings within the Locations section of the online dashboard. This feature will allow Admins to choose the frequency of the days accrued based on the number of days entered in the Yearly Leave Quota section.

The calculation of accruals will start based on the employees’ listed start date, and our system will automatically prorate their amount of leave they are entitled to!

Now let’s help you set those accruals:

Go to app.vacationtracker.io/signin to log in to the online dashboard
Select **Settings **
Select Locations
Choose the location that you’d like to add the accruals feature to
Select the Leave Policies tab
Select the Edit icon on the right hand side of the Leave Type

_You can also set the accruals when creating a new leave policy _

Within the Accruals section of the Leave Policy window, you will be able to set the frequency of the accrued days.

Please make sure that there is an amount in the Leave Quota section so that our system can calculate the amounts for you

You will be able to select one of three of the following accrual options: Monthly, Semimonthly, and Bi-weekly :

If you select the Monthly or Semimonthly options, our system will then

Question 4

Microsoft Teams: Signing Up / Setting Up Vacation Tracker

Accepted Answer

| This article is a step-by-step guide exclusively for the Microsoft Teams integration.

In order to use Vacation Tracker within Microsoft Teams it is important to sign-up using our online dashboard and then to install our bot into your team(s) using the following steps:

*Please make sure your Microsoft Teams settings and role allow you to download custom applications. For more information on Microsoft Teams custom app settings, visit the following link: https://docs.microsoft.com/en-us/microsoftteams/teams-custom-app-policies-and-settings

Step 1: Signing Up Through the Vacation Tracker Online Dashboard

Go to https://app.vacationtracker.io/signup
Once on the page click on Sign Up with Microsoft
You may be re-directed to the Office 365 sign-in page where you will enter your credentials and once completed be sent back to our sign-up

Once you are re-directed back to our signup page, you can begin filling in the information

Click on Continue
The second step of our sign-up will allow you to either import all of the users from your Microsoft Teams directory or select specific users you want to act

Question 5

How Do I Set Holidays?

Accepted Answer

The time has come for you to set up Holidays for your organization! Luckily, you can do this in a few easy steps! Within Vacation Tracker. you will have two options to set your Bank/State/Federal holidays. You can either:

Import holidays according to your region OR
Manually create your own holidays.

Let’s get started!

Go to Vacation Tracker Dashboard - https://app.vacationtracker.io/signin
On the left-hand side, under Settings, click on Locations

*Please note: to set holidays, you must first set or edit a location. For more information on creating locations see the following article: How Do I Create a Location?

Click View on the selected location

Location View

Once you are on the new page, click on the Holidays tab
You will have two options: to import the holidays or the create your own by adding a holiday

To Import Holidays, simply click on this option and the Import Holidays page will appear.

Enter the year, country and state/province (if applicable) and select Next Vacation Tracker will give you a list of all the holidays for that country, with some

Question 6

How Can I Categorize Users (Adding Labels)?

Accepted Answer

||| Please note that this option is only available as part of our Complete plan

Do you need a way to categorize employees within Vacation Tracker? No problem, we understand that larger teams may need a way to organize employees into multiple groups, so let us help you with that with our labels feature :)

This feature provides Admins with a flexible way to group employees inside Vacation Tracker. The labels feature can also be filtered on all the pages that allow the filtering option, such as the calendar view, scheduled leaves, reports and user pages.

Let's walk you through the simple process of adding labels :

From the online dashboard, please go to the Users page
Select the user you’d like to add the label(s) to
At the top of the user’s profile page, click on the Add Label option:

Enter the name of the existing label, or create a new one:
Press 'Enter' or 'Return' on your keyboard and your new label will appear:

Admins can also select the Manage Existing Labels option, where they will be able to edit the label name, change the color of the label and/or delete the labels.

Within that win

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