This article is a step-by-step guide for the Slack integration. For information on Microsoft Teams integration please visit our Microsoft Teams categories: https://vacationtracker.crisp.help/en/

To easily create and edit different leave types (such as Paid Time Off; Sick Days; Working from Home) through our online dashboard, please follow these steps:

Go to the Vacation Tracker Dashboard (dashboard.vacationtracker.io)
On the left-hand side click on Settings
Once on the Settings page, go to the Leave Types tab
On the right-hand side you should see a green button that says Create New Leave Type
A new pop-up will open which you will be able to fill in according to your preferences:

Under Name you would put the name of the leave;

You would turn on or off Approval Required depending on if the leave requires an approval from a
manager;

You would turn on or off Unlimited Days depending on if you want a specific amount of days or an
unlimited amount of days;

If you’re looking to set a quota of days you would edit the Days per Year field

Allowing Negative Balance gives you the option to allow your users to apply for leave even after they have used up their quota.

Allow Half Days would be turned on or off depending on if you would allow that leave type to be a half-day or not.

If you require your users to include additional information when applying for a leave, you would turn on the Reason Required option

Last but certainly not least, the Hide Leave Type option hides the name of the leave from all of the regular users in order to provide additional privacy.

Once you are done editing the information click Create



If you would like to edit any of the leaves you can easily do so by clicking on the Edit button on the right-hand side of any leave.
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