How Do I Add (Import) Users?

There is always an option for you to add new or existing users. Since our system works as an integration, we pull user information from your Workspace Directory, so these users do not need to create logins or passwords; They can simply log into Vacation Tracker using their appropriate integration credentials!

If you are using our Email option, you can invite your users to the account via email, where they can create a password to log in.

Here are the steps to Add new users:

1. Go to the Vacation Tracker Dashboard - https://app.vacationtracker.io/signin

2. On the left-hand side click on Users

3. On the left-hand side click on the Add Users option
4. A pop-up will open asking you if you want to import all users. The No option is automatically chosen, and you can either type the name of the user or scroll and select users from the Select Users to Import field

After selecting the names from the directory, they will be listed on the page:

At the bottom of the page, you may see a message indicating that the number of users you import may have an impact on your next invoice. You'll also see the option to configure the settings for the selected users

When you select Configure Settings for selected Users you will see the following options:

Announce to New Users - this will send a notification message to these selected users letting them know that they've been added to Vacation Tracker
Department - You can select the department that you'd like to add the new users to
Location - You can select the location that you'd like the new users to be added to
Prorate the new users' quota for this year - the system will automatically prorate the quota(s) that the users' are entitled to based on their start date

If you select Yes, you can select the leave types that you want the quotas to be prorated for

If you select No, the users will be given the entire quota as set in the leave policy

Once you are finished configuring these settings, select the import button. A pop up window will appear with the settings that you enabled, the number of users that are to be imported and that importing these users may impact your billing

Click on the option to import the users and you're all set! The new users will appear on your Active Users list.

To Invite users under the Email option:

1. On the Users page, you will see an **Invite Users **button. When you click on it, enter the email addresses for the users you'd like to invite
2. Click Send for the invitation to be sent to the email address(es)
3. You will see the invited users on the Invitations list, as well as the status of the invitation

Once they accept the invitation and create their password, they will be sent to the Active list

The users have now been added to Vacation Tracker, and can start requesting leaves! If you'd like to, you can use our Announcements feature to let your users know that they can start using Vacation Tracker How Do I Notify (Announce) Vacation Tracker to Active Users?

If you need to set specific quotas for certain users, you can do so using the steps outlined here: How Do I Set or Edit the Number of Days Off for Individual Users?

You can also add previous leaves for new users using these steps: How Do I Add a Leave for a User?

Updated on: 03/03/2023