How Do I Set a User's Start Date and/or End Date?
Within Vacation Tracker you are able to set the employee's start date and end date. The employee's start date can be used for re-setting the yearly quota; for more information please check out the following article: Can I Reset the Leave Quota Based on the Employee Start Date?
The employee's end date can be used for your own records or for contractor type employees. Users are not able to request leave past the end date and once the end date is reached, the User will be deactivated.
Sign in to your dashboard - https://app.vacationtracker.io/signin
On the left-hand side menu, under Settings, click on General
Once on the new page, you will be able to select the option:
Click Save to save the changes.
Make sure you are on 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 update
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:
Employee End Date - you can set the end date for the user.
Once you are done editing, click on Update to save your changes
If you'd like to view any changes made to a user's profile, you can do so by viewing the Logs page. More information can be found in this article: How Can I View User Profile Logs?
The employee's end date can be used for your own records or for contractor type employees. Users are not able to request leave past the end date and once the end date is reached, the User will be deactivated.
Before setting the User's end date, you must activate the option and you can do so by following these steps:
Sign in to your dashboard - https://app.vacationtracker.io/signin
On the left-hand side menu, under Settings, click on General
Once on the new page, you will be able to select the option:
Click Save to save the changes.
To set a User's end date please use the following steps:
Make sure you are on 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 update
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:
Employee End Date - you can set the end date for the user.
Once you are done editing, click on Update to save your changes
If you'd like to view any changes made to a user's profile, you can do so by viewing the Logs page. More information can be found in this article: How Can I View User Profile Logs?
Updated on: 04/04/2023
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