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 and Location Sync - when you wish to sync a specific departments 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 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 just select All under Filter by Department and Filter by Location drop-down menus. Next, click on Get calendar link and a pop-up will

Question 2

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

Each leave can be connected to different leave policies which are assigned according to location. The leave policies 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/signin
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 the one. 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 Create and Configure Leave Types?](/en/article/how-can-i-create-and-configure-leave-types-1

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 "Sign Up with Microsoft Teams"
You will be re-directed to the signup page, where you can begin filling in the information
Once you put in the contact email you will see a field where you can either choose to sign up with the whole organization or by selecting a specific team

Finally, click on Create an Account
You will be brought to the online dashboard where you can choose to allow everyone (within the team or within the organization) to use Vacation Tracker by clicking "Import All Users" or select specific users to activate within Vacation Tracker

Question 4

How Do I Set Holidays?

Accepted Answer

The time has come for you to set up Holidays for your organization. You will have two options:

To import holidays according to your region.
To 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 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

Import Holidays - when you click on this option a pop-up will open. Here you can choose 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 ones you want to import

When you are done c

Question 5

How Do I Set or Edit the Number of Days Off 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/signin
On the left-hand side, click on Users

When the Users pane 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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Question 6

How Do I Edit User's General Information? ( Role, Team, Location and Start Date )

Accepted Answer

Sometimes changes need to be made to your previous settings. Whether it's updating a user role, their location or start/end date, these can all be changed through the users profile.

Let's begin!

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

Once on that page, click on the User you wish to change

Once on their profile page, you will see a User Profile box. Click on Edit

A pop-up will appear where you can make your edits:

Role - you can choose whether this user is going to be an Admin or a User.
Department - you can select which department the user should belong to. To create a department please go to How Do I Create a Department within Vacation Tracker?
Location - you want to select the location the user should belong to. To create a location please go to How Do I Create a Location?
**Employee

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