Time off Manager 365

Settings

Settings page is visible only to admin. On the default note, the one who has installed the application would be an admin, the roles could be assigned as admin to any person from the user’s page.

  1. General
  2. Office Locations
  3. Leave Type Setting
  4. Advance Settings

General

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

general

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

    2. theme

  2. 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).

    3. Calculate partial leave

  3. Annual Leave Start Date and Annual Leave End Date
    You could mention the annual leave start date and end date here. If accrued leaves are enabled, leaves would be calculated and allocated to users based on these date and date of joining of the candidate.


    Leave calculate

    Example
    let say
    candidate joining date = 15 th March 2021.
    Annual Start date= 1 st Jan 2021
    Annual End Date = 31st Dec 2021.
    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.

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

    5. Date formate

  5. Total Hours In Work Week
    Here, you could add total working hours in a week.

    6. Total hours

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

    7. Work week

  7. 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.

    8. Color code

  8. Remove custom webpart CSS
    If it is enabled, the space outside of webpart would be removed.

    9. remove custom

  9. Hide webpart title in sharepoint page
    Hide webpart title in the SharePoint page where app is running.

    10. hide webpart

  10. Hide side navigation panel in sharepoint page
    Hide side navigation panel in SharePoint page where app is running

    11. side navigation

  11. 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.

    12. allow user

  12. Leaves reordering
    Leaves could be reordered.

    13. leave reordering

    order

  13. Brand Logo
    Admin may upload logo.

    14. brand logo

Organizations

Office Locations

could be added by clicking on Add button. For each location, a work week can be defined. In this table, add zero for weekend days and any number on working days. Use adds more button to add multiple office locations and finally click on Save button.

Office Location

save location

Once the office locations have been added all the locations would be displayed in the public holiday page and public holidays for each location could be added. These locations would show up in office location dropdown menu of added user panel. Public holidays and weekend leaves for user are based on location or office location.

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.

Leave setting

Add Leave

  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.

  8. 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.

    You can also make some second approver as auto approver from the advance settings, there you have to select the leave types, job title and finally click on save icon.

  9. Tertiary approver:  You can select HR or manager of manager or any selected email id as tertiary approver.
  10. Import leaves: You may import leaves from the Leave tab (add balance leaves of last year through the bulk import).

    11. Import leave

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

    12. Import leave

Advance Settings

Approvers could be added, send notifications to approvers, allow negative leaves, change date format, theme color, company or brand logo and icon, Graph API Integration and Auto approvals etc.

  1. Calculate leaves include weekends / holidays
    If there is a need to include weekends as leaves, you may enable the toggle switch. Users are allowed to apply for leaves for the weekend.

    2. claculate leaves

  2. HR Approvers
    HRs for approvers could be added by entering their names or email IDs and clicking on the save icon.

    3. HR approvers

  3. Additional Approvers
    If there is a need for the leaves to be approved by additional approvers, you may enable them.

    4. Additional Approvers

  4. Reminder notifications to approvers
    Upon enabling reminder notification, just in case, If any approver forgets to approve the leave, a reminder email notification will be sent.

    5. Reminder

  5. Allow Negative Leaves
    Upon enabling allow negative leaves tab, users would be allowed to request the leaves even though leaves are not available in their bucket.

    6. Negative leaves

  6. Allow Backdate leaves
    Upon enabling allow backdate leaves tab, users are allowed to submit back date leaves by X days.

    7. Allow backdate

  7. Leave Accrual
    It is the amount of vacation time that an employee has earned as per a company's employee benefits policy, this could be enabled as per the organization policies.

    8. Leave accural

  8. Allow External Domains
    You can add External, or guest user's domains separated by comma, e.g.: xyz.com, abc.com. You can allow guest user to request the leaves.

    9. External domains

  9. Select The Leave Type To Carry Forward
    You may select the leave type and enter the number of leaves, which would be carried forward.

    10. Carry forward

  10. Maximum Allowed Leaves To Carry Forward
    Maximum number of leaves that can be carried forwarded could be entered.

    11. Maximum allowed leaves

  11. Add Comp off (off in lieu) Policy (in Days)
    Here a number can be entered in days that a user is allowed to send an add comp request for the specific days worked in the past.

    12. Off in lieu

  12. Avail Comp off (off in lieu) Policy (in Days)
    Here number can be entered in days so that users are allowed to take the comp off leave within specified time else, comp leave will be cancelled.

    13. Avail comp off policy

  13. Enable External Users
    You may enable external users, if the organization want to allow external users.

    14. Enable external users

  14. 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.

      Regular


    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.

      Leave based

      grade level

    3. 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).

      Tenure based

      Tenure added


  15. Auto approval of first approvers
    You may enter the leave type and/or job title of users for first approvers.

    16. Auto approval exception


    Auto approval exception

  16. Auto approval of secondary approvers
    You may enter the leave type and/or job title of users for secondary approvers.

  17. Auto approval of tertiary approvers
    You may enter the leave type and/or job title of users for tertiary approvers.

  18. Auto approval exception
    You could mention leave types, if you don’t want to auto approval from auto approvers.

  19. Second level approval for leave cancellation
    If there is a need for second-level approval for leave cancellation, enabling this would fulfil the requiremnt.

    20. Second level approval

  20. Display title
    You can hide/show title field while aplying leave.

    21. Display title

  21. Enable recurrence of Time Off
    Enabling recurrence of time off, you could find control of recurrence on the top right corner once clicked on "new request" on home page of the application.

    22. Enable recurrence time off

  22. Select Language
    Select browser default language when click on the the toggle button
    Also, You can select the language by clicking on dropdown.

    23. Enable to select

  23. Email templates
    Email notification body could be configured and more placeholders could be added.

    24. Configure

    Email templates