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 format Vacation Tracker supports. Vacation Tracker offers the iCal format for importing leave information to Google Calendar, Outlook and iCal.

To sync your Vacation Tracker calendar you just need to copy and paste our URL to your preferred calendar application.

Let’s make this easier, shall we?

There are two types of calendar syncs that you can do:

Organization Sync - where you can sync your preferred calendar with the entire organization’s calendar feed
Department, Label and Location Sync - when you wish to sync a specific departments, labels and/or locations calendar feed

Depending on your needs, please follow these steps:

Go to the online dashboard: app.vacationtracker.io/signin
Log in to your dashboard and click on Calendar

Once on the new page, you will see the calendar view with a couple of filtering options to choose from. Depending on the type of sync you need, follow these steps:

Organization sync

This is an easy one! If you want to sync all your organizations leaves, simply leave the Filter By option blank. Next, click on Sync with your Calendar button and a pop-up window will appea

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 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 these steps:

In any channel or direct message, type /vacation and then push Enter
Once Vacation Tracker responds, select Request leave ![](https://storage.crisp.chat/users/helpdesk/website/d0b9210427

Question 3

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 the 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/
Once on the page click on "Connect 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 activate.

Question 4

How Do I Create and Configure Leave Policies?

Accepted Answer

Within Vacation Tracker, you are able to create different leave types depending on the needs of your organization. Some of the most common ones are:

Paid Time Off
Sick Day
Working from Home

Leave Types within Vacation Tracker are assigned Leave Policies, which can be set within your Location. The leave policy contains the settings for that specific leave type, and can include options such as "Approval Required"; "Allowing Negative Balance"; "Allow Half-Days"; etc.

Let’s begin!

Go to the Vacation Tracker Dashboard - https://app.vacationtracker.io/connect
On the left-hand side click on Locations. If you are just starting with Vacation Tracker, you will see a Default Location where all of the Users will be sent to. You can create more locations or just edit that Default Location. For more information on creating locations, please see the following article: How Do I Create a Location?

Click on the View option at the bottom of any location

In the same window, go to the Leave Policies tab and click on the Assign Leave Policy button. This will allow you to add a leave type and assign a policy. For more information on creating leave types, please read the following article: [How Can I

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/connect
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 a pop-up window will open. Here, you can enter the country you are importing for and the year.

Next, Vacation Tracker will give you a list of all the holidays for that country from which you can choose which one

Question 6

How Do I Customize Leave Quotas for Individual Users?

Accepted Answer

When setting up your organization’s Vacation Tracker, one of the first things you do is set a number of days for each leave type you have. If the number of leave days differs for some users, you can manually edit them. When editing, you have two options:

To edit days only for the current or next year
To edit days permanently, meaning they will recur every year

Let us show you how you can do that within Vacation Tracker!

First things first, sign in to your dashboard - https://app.vacationtracker.io/connect
On the left-hand side, click on Users

When the Users page appears, click on the User you wish to edit

Once the user’s profile page opens up, scroll down to the Leave Quotas box.

*You will then be able to choose if you want to edit the information for the current year or other years:

_*You will also be able to choose different leave types to edit: _

Once you have selected the appropriate year and the leave type, click on Change under the Quota field to make changes to the amount.

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