Employee Onboarding: What Roles Can I Assign in Vacation Tracker?
If you and your team would like clarification on what roles can be assigned in Vacation Tracker, don't worry we're here to help!
There are currently three types of roles within Vacation Tracker:
Admins
Approvers
Users
Each role has specific permissions within your account, and enables different abilities.
The Admin has the highest level of permissions and is able to create and configure all of the account settings, such as Leave Types, Leave Policies, Locations, and Departments. They can also import users, activate and deactivate users and export leave reports.
The Approver can respond to their users' leave requests, view their users' profile pages and set notifications. They can also add leaves for their users and cancel any pending leaves.
The User is able to access their profile page, request, leaves, edit and delete their upcoming leaves and view the holidays for their locations. Users can also view their leave quota balances, see their leave history and their logs on their profile page.
We've created onboarding documents for you to send to your employees so they know what they can do in Vacation Tracker based on their role! Select the links below that correspond with your integration for more information
Admin - https://www.canva.com/design/DAE-nxQ-UtU/P6K_u-gnmG24PuYxw-ke1w/view
Approver - https://www.canva.com/design/DAE-oGRaPh4/X99S5yQ5TRdMlx4ZDfp1bg/view
User - https://www.canva.com/design/DAE-n6-vjnI/FLLB9jiA8F31rTy05YV6WQ/view
Admin - https://www.canva.com/design/DAE-oCr10Rk/1DNK5oXcIpq3GRfQ4wScyw/view
Approver - https://www.canva.com/design/DAE-oGyUj_M/GzSCoHxn8rJiiXSGx_Z2HQ/view
User - https://www.canva.com/design/DAE-oAluyNY/ZbZ0CK3l40kgGztuvwjIhg/view
Admin - https://www.canva.com/design/DAE-oEdrDPk/Vh39UCJwa0KD0-ykdlk2yg/view
Approver - https://www.canva.com/design/DAE-oGFQkhE/0rzFzv65cnKooeoevyElkw/view
User - https://www.canva.com/design/DAE-oLoIPBQ/TRTGxmXqmewNR0EVPgfzhg/view
We hope these onboarding presentations help you and your team better understand how Vacation Tracker works and how we strive to make leave tracking as easy as possible!
Happy Vacationing!
If you'd like more information on the types of plans that we offer, feel free to review this article: Guide : What Are The Differences Between Our Core & Complete Plans?
There are currently three types of roles within Vacation Tracker:
Admins
Approvers
Users
Each role has specific permissions within your account, and enables different abilities.
The Admin has the highest level of permissions and is able to create and configure all of the account settings, such as Leave Types, Leave Policies, Locations, and Departments. They can also import users, activate and deactivate users and export leave reports.
The Approver can respond to their users' leave requests, view their users' profile pages and set notifications. They can also add leaves for their users and cancel any pending leaves.
The User is able to access their profile page, request, leaves, edit and delete their upcoming leaves and view the holidays for their locations. Users can also view their leave quota balances, see their leave history and their logs on their profile page.
We've created onboarding documents for you to send to your employees so they know what they can do in Vacation Tracker based on their role! Select the links below that correspond with your integration for more information
Slack
Admin - https://www.canva.com/design/DAE-nxQ-UtU/P6K_u-gnmG24PuYxw-ke1w/view
Approver - https://www.canva.com/design/DAE-oGRaPh4/X99S5yQ5TRdMlx4ZDfp1bg/view
User - https://www.canva.com/design/DAE-n6-vjnI/FLLB9jiA8F31rTy05YV6WQ/view
Microsoft Teams
Admin - https://www.canva.com/design/DAE-oCr10Rk/1DNK5oXcIpq3GRfQ4wScyw/view
Approver - https://www.canva.com/design/DAE-oGyUj_M/GzSCoHxn8rJiiXSGx_Z2HQ/view
User - https://www.canva.com/design/DAE-oAluyNY/ZbZ0CK3l40kgGztuvwjIhg/view
Google Workspace/ Email Sign In
Admin - https://www.canva.com/design/DAE-oEdrDPk/Vh39UCJwa0KD0-ykdlk2yg/view
Approver - https://www.canva.com/design/DAE-oGFQkhE/0rzFzv65cnKooeoevyElkw/view
User - https://www.canva.com/design/DAE-oLoIPBQ/TRTGxmXqmewNR0EVPgfzhg/view
We hope these onboarding presentations help you and your team better understand how Vacation Tracker works and how we strive to make leave tracking as easy as possible!
Happy Vacationing!
If you'd like more information on the types of plans that we offer, feel free to review this article: Guide : What Are The Differences Between Our Core & Complete Plans?
Updated on: 21/09/2022
Thank you!