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Customize User settings, change roles, update workweek and status.
How Do I Edit a User's Leave Request?
If you are looking to edit a user's previous, current or upcoming leave you came to the right place! :) To edit a leave for a user please use the following steps: Go to Vacation Tracker Dashboard - https://app.vacationtracker.io/signin On the left-hand side click on Users Once the page opens, select the user you wish to edit. !(https://storage.crisp.chat/users/helpdesk/webs
What is the Difference Between Inactive and Deleted Users?
In order to keep your organization's leave information safe and sound within Vacation Tracker even when an employee leaves your organization, we have created the Deleted list found on the User page within the online dashboard. On the online dashboard User page, we have the following three lists: Active Users belonging to this list are active within Vacation Tracker and can
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 e
Can I Edit Users' Names Within Vacation Tracker?
Great news Vacation Tracker Admins: You are able to edit users’ names on the online dashboard! Please use the following steps to update the user's name: Please go to http://app.vacationtracker.io/connect and log in with your credentials. While on the online dashboard, click on the Users tab on the left-hand side. Find and select the user you'd like to edit by clicking on their profile page. Select the Edit option on the right-hand side. From there, a new pop-up window wi
How Can I Categorize Users (Adding Labels)?
Do you need a way to categorize employees within Vacation Tracker? No problem, we understand that larger teams may need a way to organize employees into multiple groups, so let us help you with that with our labels feature :) This feature provides Admins with a flexible way to group employees inside Vacation Tracker. The labels feature can also be filtered on all the pages that allow the filtering option, such as the calendar view, scheduled leaves, reports and user pages. Let's walk you th
How Do I Edit User's General Information? ( Role, Team, Location and Start Date )
Sometimes changes need to be made to your previous settings. Whether it's updating a user role, their location or start/end date, these can all be changed through the users profile. Let's begin! Go to 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 change !(htt
How do I Check the History of Leaves and Upcoming Leaves for Individual Users?
As an Admin within Vacation Tracker you have the power, to access users' profile pages :) and check their history and upcoming leaves! To review a user's history and upcoming leaves, please use the following steps: Go to the Vacation Tracker Dashboard - https://app.vacationtracker.io/signin On your left-hand side click on Users You can search for the user's name in the
How Do I Set an Administrator within Vacation Tracker?
Just as you can make a User an Approver, you can promote a user to an Administrator. Let’s see how it’s done! First things first, sign in to your dashboard - https://app.vacationtracker.io/signin On the left-hand side click on Users Next, you want to choose the User you wish to promote and their profile page will open up !(https://storage.crisp.chat/users/helpdesk/we
How Do I Set or Edit the Number of Days Off for Individual Users?
When setting up your organization’s Vacation Tracker, one of the first things you do is set a number of days for each leave type you have. If the number of leave days differs for some users, you can manually edit them. When editing, you have two options: To edit days only for the current or next year To edit days permanently, meaning they will recur every year Let us show you how you can do that within Vacation Tracker! First things first, sign in to your dashboard - https://app.vacati
How Do I Set a Custom Workweek for an Individual User?
You get an edit! And you get an edit! Everybody gets an edit! Well, at least your User's workweek gets an edit :) This is quite simple, so let's jump right into it. Go to the Vacation Tracker Dashboard - https://app.vacationtracker.io/signin On the left-hand side click on Users Once the page opens, select the user you wish to edit !(https://storage.crisp.chat/users/helpde