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Set up and configure your organization's Vacation Tracker account.
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 accrua
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 no
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 y
How Do I Edit a Location?
It's time for some changes again. This time, for your location. 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? !(https://storage.crisp.chat/us
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 da
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/hel
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/signin
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 Typ
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 sho
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!
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:
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 y
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!
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.vacationtr
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 4
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! Go
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/micros
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 holid
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. Limi
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 the
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. You
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 !
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/websi