• How Do I Set Accruals?

  At Vacation Tracker, we understand that many companies are required to calculate employees’ leave amounts using an accrual system. Don’t worry, there’s no need to crunch numbers on your own time, our system will do that for you 😊 You can configure the accrual settings within the Locations section of the online dashboard. This feature will allow Admins to choose the frequency of the days accrued based on the number of days entered in the Yearly Leave Quota section. The calculation of accruaPopular

• Google Workspace: Editing Permissions

  Thank you for your interest in Vacation Tracker, we hope to make your leave tracking more efficient and simpler. :) If you received a warning during your signup with our Google Workspace integration letting you know that the Google Directory sharing is disabled, this means that certain settings within your Google Admin console must be updated in order for Vacation Tracker to access the directory data to import new users. You can sign up without enabling this functionality; however, you will noSome readers

• How Do I Set Notifications Within Vacation Tracker?

  Do you need a more efficient way to let your users know who's away? Our Notifications page gives you customization options to let your users and management know about upcoming, scheduled leaves! Keep in mind, both Admins and Approvers can set notifications using our Notifications page; however, Approvers are not able to edit or delete Admin set notifications or notifications created by other Approvers. Let's begin with setting up your notification(s): Go to app.vacationtracker.io/signinFew readers

• How Do I Notify (Announce) Vacation Tracker to Active Users?

  If you have completed your Vacation Tracker setup and wish to announce Vacation Tracker to your team(s) by sending out a notification, you can easily do so by following these steps: Using Vacation Tracker Integration - Google Using Vacation Tracker Integration - Slack Using Vacation Tracker Integration - Microsoft Teams Google Go to our online dashboard (app.vacationtracker.io) and click on Connect with Google Once on the online daFew readers

• Can I Reset the Leave Quota Based on the Employee Start Date?

  There are two ways to set up your users' leave quota. In this article, we will talk about editing their leave quota based on their start date. Let's see how you can make these changes: Go to the Vacation Tracker Dashboard - https://app.vacationtracker.io/signin Click on Locations on the left-hand side menu Click on a location you wish to edit this option for *If yFew readers

• How Do I Edit Holidays?

  Let us show you how you can edit an existing holiday. It is super easy, just follow these steps: 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? (https://storage.crisp.chat/users/helFew readers

• How Do I Set Initial Brought Forward (Rolled Over) Days?

  Do you need a way to enter your employees’ initial starting balances from your previous tracking or HR system? No worries - we have just the feature for you! We understand that vacations existed before Vacation Tracker and our Initial Brought Forward feature allows Admins to manually update their employees' previous (initial) balances for leave types!Few readers

• How Do I Edit a Location?

  It's time for some changes again, but don't worry Admins, making changes to your Locations is easy! Let's see how that is done! General Edits Go to the 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 a location. For more information on creating locations see the following article: How Do I Create a Location?Few readers

• How Can I Set Hourly Intervals to Leave Policies?

  At Vacation Tracker, we know that leaves sometimes need to be short and sweet. This is why we are pleased to offer you the Hourly Increments feature :) This feature allows users to request leaves in hourly time intervals. If someone needs to run a quick errand or go to an appointment during their work day, they will not have to schedule a full day or half-day's leave :) Here's how you can set up hourly incrementFew readers

• Can Leave Types Automatically Update My Users' Slack Statuses (Slack Status Update)?

  Would you like your Leave Types to automatically update your Users' status in Slack? We thought you would - so we created this feature just for you! Admins now have the option to link Leave Types within Vacation Tracker to Slack Statuses :) Here's how to set this up: From your online dashboard, go to the Settings tab and select Leave Types Click on the Create Leave Type button (or the Edit icon if the Leave TypFew readers

• How Do I Change the Company Name on the Online Dashboard?

  If you set a company name when you signed up with Vacation Tracker and would like to update the name, please see the following steps: Go to Vacation Tracker Dashboard - https://app.vacationtracker.io/signin On the left-hand side click on Settings and a drop-down menu will open Click on General and you will be taken to a new page Once on the new page, you shoFew readers

• How Can I Set Leave Quotas in Hours Instead of Days?

  Would you like to track your leave quotas in hours instead of days? Now you can do this with a few simple clicks! We understand that every organization is unique and may need different options when it comes to tracking leaves. If your organization's leave policies consist of assigning quotas in hours, then we're happy to say that you can do this in Vacation Tracker! Here's how to enable this setting: Login to yFew readers

• How Do I Disable / Delete Notifications?

  If you are an Approver or an Admin within Vacation Tracker you can easily set and edit notifications using our Notifications page. As an Admin, you have full control and can create/edit/disable/delete all notifications. However, if you are an Approver you can create notifications and only edit/disable/delete your own notifications (the ones you created). As an Approver you cannot modify other Approvers' and Admins' notifications. To disable notifications, please use the following steps:Few readers

• How Do I Set Up Seniority Based Entitlement (SBE) Automation?

  Seniority Based Entitlement (SBE) is an automation that awards Users additional leave days after being with a company for a certain number of years. Vacation Tracker will award additional leave on top of their existing quota based on milestones. SBE is an automation you can add to your Core or Complete plan. The current price is $0.50 per Active User/month. To learn more about our automations and pricing, please see: Guide: What AutomaFew readers

• What is an Accrual Cap?

  In this article, we will explain the meaning of the accrual cap, while also explaining how the cap works in specific cases. If you’re looking for a step-by-step guide on how to set up the accrual cap on your leave policies, this article is for you: How Do I Set an Accrual Cap? What exactly is an accrual cap? Think of a PTO accrual cap like a savings jar for your paid time off. There’s only so much room in the jar, and at some pFew readers

• How to Set a Blackout Period (Block Time)

  A Blackout Period is a period of time when employees aren’t allowed to book any leave. This Automation is useful for companies that have high-volume periods and want to implement a blackout period to ensure they have sufficient staff. Let’s begin! Go to the Vacation Tracker Dashboard - app.vacationtracker.io/signin (Few readers

• Microsoft Teams : Microsoft Transactables - Signing Up/Setting Up Vacation Tracker

  As you know, you can sign up for Vacation Tracker directly on our website, where your billing information can be managed directly in Vacation Tracker. Alternatively, another option is to sign up using Microsoft AppSource! This option allows you to manage your Vacation Tracker subscription directly through your Microsoft account; this means that your invoices and billing information are all in one place! Please note that this option is available in every region, except for Canada. At this timeFew readers

• What is the schedule / flow of leave reminders?

  Leave reminders within Vacation Tracker are sent to Approvers to remind them to respond to a leave request. Vacation Tracker will send a maximum of 3 reminders per leave request. The reminders work on the following schedule: Please note, the following image is an example of a Microsoft Teams integration reminder; the Slack integration and email integrations would have a slightly different look but the same information: A leave request is sent by a User to their Approver(s) on WedneFew readers

• How Do I Pro-Rate Quotas for New Users?

  Admins - are you looking to pro-rate the quotas for employees who start mid-year? No worries, you can enable this option automatically on the Users page! When new employees start in the middle of the year, it's likely that they will not be entitled to the quotas assigned for the entire year. While in the past you'd have to set their custom quotas, you are now able to automate this option when importing new users. Here's how you can do this: Log in to your online dashboard by going to app.Few readers

• Can my users earn their accrued amount at the beginning of the accrual period?

  As you may already know you can configure the accrual settings within the Locations section of the online dashboard. This feature will allow Admins to choose the frequency of the days accrued based on the number of days entered in the Yearly Leave Quota section. Some companies set the accrual date to be at the end of the accrual period (the last day of the month if it’s a monthly accrual) or the beginning of the following accrual period (the first day of the following month). As an exampleFew readers

• How Can I View Company Logs?

  Would you like to view a detailed breakdown of changes made to your account? Admins can now view this information in the Company Logs section! This will list changes made to all of the account settings that Admins have access to such as Leave Policies, Billing information, Locations, User Imports, etc. This can be helpful for teams with multiple Admins to better understand how and when changes were made to the account. Here's how you can view this information: Log into your online dashboarFew readers

• Can users request their accrued leave in advance?

  If you are using our Accrual feature, you may want to allow your users to apply for their upcoming accrued leave in advance. As you may already know you can configure the accrual settings within the Locations section of the online dashboard. To clarify this feature a bit better, we’ll take the following example: ZendayaFew readers

• How Do I Set My Company's Start Year in Vacation Tracker?

  Admins, do you need a way to set your start year in Vacation Tracker? If you are a new client (signed up in 2022), you can easily set this option in your account, which will automatically calculate the quota from that year going forward. This option will allow you to enter historical data and backdate the quotas for your active leave types. This option will also show how many days have been brought forward (if that setting is enabled) for those previous years.Few readers

• How Can I Apply the Brought Forward/Rollover Policy to the Previous Year (the Past)?

  It could happen that you forgot to set the Brought Forward policy on time (it happens, we won’t tell anyone) or that you decided to change your policy and allow unused days to rollover from the previous year (good for you!). In either case, you can apply the Brought Forward setting to the past as well by using the steps below! If you are yet to turn on your Brought Forward settings, please see the following article: How Do I Set a Brought Forward (Rollover) Policy? (/en/article/how-do-i-set-aFew readers

• Why am I receiving reminders?

  If you have the Approver role within Vacation Tracker (if you are an active Approver of one or more departments) you will receive leave requests and you could also receive reminders. At Vacation Tracker we know the Approvers may have too much on their plate and the requests they receive may not get responded to on time. This is why we introduced reminders that will be sent to the Approvers to remind them to respond to the leave. Please note, the following image is an example of a MicrosoftFew readers

• How can I turn Out of Office (OOO) reply on / off?

  You can enable/disable the OOO reply in the Account Settings within the online dashboard. To do so, please use the following steps: Go to the Vacation Tracker online dashboard: https://app.vacationtracker.io/app/settings/personal Under Account Settings you should see the “Configure Automatic OOO Reply” section If the feature is active (enabled), you would see the “YesFew readers

• How Do I Enable/Disable the Automatic User Import?

  If you're using Vacation Tracker with one of our integrations (Slack, Microsoft Teams or Google Workspace) and you'd like to take advantage of the option to automatically import users from your workspace directory, now you can! This option can help you manage your users from your directory without having to import them manually if you plan on adding users to Vacation Tracker periodically! Here's how you cFew readers

• How Do I Enable Half-Day Holidays?

  Admins can now set half-day holidays! This option can be set for any holiday that's been imported or manually added to your locations. Once set, they will count as half of the work day! Here's how you can do this: From your online dashboard, go to Settings then select Locations In the location you'd like to update, select the Holidays tab and then the Edit icon next to the holiday you'd like to update (https://storage.crisp.chat/users/helpdesk/website/d0b9210427117Few readers

• Can I turn off leave reminders?

  Within Vacation Tracker Approvers receive leave reminders if the leave request has not been responded to. At this time, these leave reminders are automated and cannot be turned off. However, a leave reminder can be snoozed. If you snooze a leave reminder, the reminder fFew readers

• How Do I Sort the Order of Leave Types?

  Admins, would you like to change the order of the Leave Types in your Vacation Tracker account? Here's how you can do this: Log into your online dashboard by going to app.vacationtracker.io/signin Select Settings, then Leave Types Next, you will be brought to the Leave Types page: You will see the Sort column on the left-hand side of the page, where you can siFew readers

• How Do I Set Entitlement by Role?

  Entitlement by Role is an Automation within Vacation Tracker that awards additional days to specific groups of Users automatically. This can be done by creating a label which you'd use to select specific Users, and set up an automation for that label. For example, if we want to give additional PTO days to our Managers, we will create a label ‘Manager’ that we’ll add to all of our Managers and then create an automation that will give them additional days based on that label.Few readers

• How Do I Set an Accrual Cap?

  For more information on the Accrual Cap and how it works, please see the following link: What is an Accrual Cap? Are your employees working too hard and you need a way to motivate them to take their earned leaves? Don’t worry, we’ve got you covered! With the accrual cap, you can set a maximum amount of the leave quota your Users can have at any given time. The accrual cap works based on a multiplier, so if someone has a 10 day leave quota and youFew readers

• What is the Difference between Entitlement by Role and Seniority Based Entitlement (SBE)?

  To reduce manual work and simplify leave management, we’ve created Seniority-Based Entitlement and Role-Based Entitlement automations. With these two automations, Vacation Tracker will automatically award Users additional days. But what is the difference between Seniority-Based Entitlement (SBE) and Role-Based Entitlement automation? On the online dashboard – https://app.vacationtracker.io/app/dashboard , Admins and Approvers have access to the Automation tab. But only Admins can create/confiFew readers

• How Do I Customize Seniority Based Entitlement (SBE) or Entitlement by Role for Individual Users?

  Seniority Based Entitlement (SBE) and Entitlement by Role are automations that award Users additional leave days. Although you create a general policy, if the extra awarded days differ from the automation’s general policy, you can manually edit this on a User’s profile page. For more information on setting the SBE and Entitlement by Role automations, please see the following links: How Do I Set Up Seniority Based Entitlement (SBE) Automation? (/en/article/how-do-i-set-up-seniority-based-eFew readers

• How Do I Set a Blackout Period for a Specific Location or Department?

  Maybe you have a different blackout period for your different locations, departments or for a specific group of people. With our filtering option, you are able to customize as much as you need. Go to the Vacation Tracker Dashboard - app.vacationtracker.io/signin (https://app.vacatioFew readers

• How Can I Create and Configure Leave Types?

  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 that 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.vacationtrSome readers

• How Do I Create a Location?

  We know what you are thinking: “I have a multinational team. Can I set up different policies and assign users to different locations?” Good news - yes you can! Just follow these simple steps: Go to the Vacation Tracker Dashboard - https://app.vacationtracker.io/signin Click on Locations on the left-hand side menu Once on the new page, click Create a Location A new page will open where you can now enter the necessaSome readers

• How Do I Create and Configure Leave Policies?

  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 Leave Types within Vacation Tracker are assigned Leave Policies, which can be set within your Location. The leave policy contains the settings for that specific leave type, and can include options such as "Approval Required"; "Allowing Negative Balance"; "Allow Half-Days"; etc. Let’s begin! GoPopular

• Microsoft Teams: Signing Up / Setting Up Vacation Tracker

  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 to download custom applications. For more information on Microsoft Teams custom app settings, visit the following link: https://docs.microsoft.com/en-us/microsPopular

• How Do I Set Holidays?

  The time has come for you to set up Holidays for your organization! Luckily, you can do this in a few easy steps! Within Vacation Tracker. you will have two options to set your Bank/State/Federal holidays. You can either: Import holidays according to your region OR Manually 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 holidPopular

• How Do I Set a Brought Forward (Rollover) Policy?

  Within Vacation Tracker we offer a Brought Forward policy option which allows your users to rollover either all or a set amount of leaves from one year to the next (extra useful for those techies avoiding vacation throughout the year). Before we begin, you should know that there are three options: None - for when your organization does not bring forward any days to the following year. All Days - for when you allow users to transfer all unused days from the current year to the next. LimiSome readers

• Can I Set an Expiry Date for Brought Forward (Transferred) Days?

  Yes, you can! Within Vacation Tracker, we provide you with an option to set a Brought Forward policy within your Leave Policies section! Once you have a brought forward policy in place, you may want to add an expiry date for those transferred days! To do so, please use theFew readers

• How Do I Set Half-Day Intervals?

  Sometimes, somebody from your team may need to take a few hours from work but not the whole day. In these cases, it’s best to have a half-day policy set in place. Luckily, you can set one up in Vacation Tracker :) Let’s begin! Go to the Vacation Tracker Dashboard - https://app.vacationtracker.io/signin On the left-hand side, under Settings, 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. YouSome readers

• How Do I Hide a Requested Leave Type Name?

  To hide the requested leave type from other Users, you have to enable the “Hide Leave Type” option on the Locations page. This removes the informational pop-up from the Calendar and information from notifications that reveal Leave Types to regular users. You can turn this option on when creating Leave policies, or just edit the existing one. Let’s see how it’s done! Go to the Vacation Tracker Dashboard - https://app.vacationtracker.io/signin Under Settings, click on Locations !Few readers

• How To Make Adding a Reason Mandatory for a Leave Type?

  Sometimes an organization will require you to add a reason to your leave. This is optional, of course, and we will show you how you can turn this option on. Let’s begin! Go to the Vacation Tracker Dashboard - https://app.vacationtracker.io/signin Under Settings, click on Locations Select a location you wish to edit (https://storage.crisp.chat/users/helpdesk/websiFew readers