General

Here, you can change theme, date format, color code, brand logo etc.

1. Theme

   Here, you can change the theme color light, dark and site theme.





2. Annual Leave Start Date and Annual Leave End Date

   You can specify the annual leave start and end dates here, or alternatively, set them based on the joining date, depending on your requirements for leave calculation. If accrued leaves are enabled, leaves would be calculated and allocated to users based on these date and date of joining of the candidate.
   
   
   
   
   Example
   let say
   candidate joining date = 15 ^th March 2024.
   Annual Start date= 1 ^st Jan 2024
   Annual End Date = 31^st Dec 2024.
   Casual Leaves = 24.

   ✔ If accrued is disabled, candidate allocated leave would be (24 leaves /12 month) * Remaining months i.e., 9 months = 18 Leaves allocates for a years

   ✔ If accrued is enabled and type is Monthly, for march month allocated leave will be 2 and it increase by 2 on every month.

   ✔ If accrued is enabled and type is quarterly
   24 leaves/ 3 quarter for year = 8 leaves for each quarter
   Now (1st quarter= 8 leaves) / 4 months = 2 leaves
   ∴ 2 leaves * 2 months (remaining months to complete one quarter) = 4 leaves allocates in first quarter and then 8 leaves would allocate for in each quarter automatically.




3. Date Format

   If you change the date format, it will update in entire application.





4. Define Work Week

   In this table add 0 in the cell for weekend. Leave calculation would be done based on working days.





5. Color code in calendar by

   Here, you could define color in calendar bases on leave status and leave type. This could be enabled, by selecting the check box and click on save icon.





6. Display team's time off on calendar

   You can, if enabled, view the calendar of leaves taken by Team members in the same department.





7. Display organization calendar

   The organization calendar is visible only to specific roles that have been selected.





8. Allow all microsoft 365 users in this tenant

   Microsoft 365 users would not get the access of application until users are added in users list of the application. If enabled, all the tenant users could use the application from the URL.





9. Show Sample data in Dashboard

   To display sample data on the dashboard, simply activate the toggle button.





10. Show Favorite icon

    Activate the toggle to display the favicon on the left side of the browser tab, facilitating easy identification of the website for users.





11. Leaves reordering

    Here You Can reorder the Leaves.





12. Hide SharePoint page's default components.

    Select Configure to Process Continue.





Remove custom webpart CSS :Enable this toggle will remove space outside of Webpart.

Hide webpart title in sharepoint page :Enable this toggle will remove the Webpart title.

Hide side navigation panel in sharepoint page : Enable this toggle will hide side navigation Panel.

Hide top command bar on sharepoint page :Enable this toggle will hide the command bar on sharepoint page.

Hide top site header :Enable this toggle will hide top site header where app is running.

Hide comments wrapper :Enable this toggle will hide comments wrapper in sharepoint page where app is running.

Hide Left Navigation Bar On Collapse For Teams :Enable this toggle will hide left navigation bar on collapse for teams where app is running.



13. Display Title : You have the option to toggle the visibility of the title field when applying for leave.





14. Language selection as browser default language.

    Select browser Default Language.






15. Language selection in case browser default language is not detected:

    If the browser default language is not detected, you can manually choose your preferred language using the dropdown menu provided.




16. Language: You can modify the language text here.
    
    
    
    

Leaves

Leaves

New leave type could be added, by clicking on add button and entering all the details. New leave types, status, accrual, show leave types in home page, partial day, leave notice in advance, secondary approver, tertiary approver etc could be added.

Click the Add User button to manually add a new user to the TM365 application.

1. Status: If it is enabled, it would display in apply leave form and user could apply for their leave.


2. Accrual: Leave accrual can be enabled as per the organizations requirement. (In Advance setting accrual leave should be enabled and then select accrual type).


3. Homepage: If this is enabled, it would display in home page as Leave Status.


4. Deductable: If this is enabled, newly added leave would be deductible from the initial allocated count, in case if it is checked off, this leave will not have any count or maximum limit. Usually, it is being used to provide medical leaves, etc.
5. Partial Day:  If this is enabled for particular leave, user can be able to apply leave for partial day (0.5 or 0.25 leave).


6. Leave Notice in Advance: You can enter the number of days you want the leaves to applied in advance.


7. Show in calendar: Show/hide applied leaves on the calendar of apply leave form from the leave settings.

Secondary Approver: You can select HR or manager of manager or any user as seconder approver. Select HR or MoM check box and enable switch. You can type person in people picker box, click on save button and enable switch. If Fist approver (i.e., Manager of user) approve the leave request, request goes to second approver.

1. Tertiary approver:  You can select HR or manager of manager or any selected email id as tertiary approver.
2. Import leaves: Click the Bulk Add button to import multiple users at once using a bulk upload method.





Firstly choose the file to click Choose File button then Click on Upload button to upload the the file






3. Calculate leaves include weekends/holidays

   In case you want to include weekends as leaves when first and last day of the leave include weekend / holiday i.e. Someone apply leave from Friday to Monday, if the toggle switch is on, it will calculate four leaves and two leaves in case toggle is in off state.




4. Calculate partial leave

   Here, you can calculate partial leave (Can select the partial day on either an hourly basis or half/quarter-day from the advanced setting).





5. Calculate leaves based on

   Here, you can calculate leaves on a daily and hourly basis. You have the option to set the default hours for each day.





6. Allow backdate leaves

   User can be allowed to submit back date leaves by X days




Leaves Based On

Leaves are based on 3 categories. This could be enabled by selecting the check box and click on Save button.


1. Regular: Total number of leaves could be entered. This leave allocates for all users based on date of joining and accrued (optional). If you want change leave for particular user, it can we done from user page.
   
   
   
   


2. Level Based Leaves: Level-based leaves and grades options would be displayed under systems settings, here first define the grades for different job title, finally add the leaves numbers for such grades from leave based option.
   
   
   
   


7. Tenure Based Leaves: Second-level approval for leave cancellation would be available by enabling the tab. HR is the second-level approver for leave cancellation (On default setting).