Admin Guide - Time Off Manager
Time Off Manager Admin Manual Guide
Activation steps:
Once installation has been done from SharePoint store, you can see activation slider popup on screen.
There you can find “Activate now” text, just click on it. It will be redirect to “Activation” popup.
Here, you can fill the activation detail along with email id (company email) and click on activate button.
Activation link will send to your company email id, we must click on activation link and login with same credentials which were used for login into Microsoft 365.
If you have any query or you need any guidance application just click on FAQ’s button from side navigation bar.
Setting up Time Off Manager Plus:
1) System Settings:
a) From side navigation bar under “System Settings” you can see “User Roles” click on it, a new popup page will appear on the screen. Select any one check box and click on edit icon.
Application will sync new users from Microsoft 365 once in a day also you can do a force sync the users from O365 to get new users. When click on this button (As below image).
All the data in this page will automatically update from settings page and you can assign the roles to user and allow them to access the application click on update.
b) From side navigation bar under “System Settings” click on “organization” here you can add the organization details and office locations.
c) Under “system Settings” click on “Settings”. You can set Annual/ Casual/ Paid Leaves, Medical leaves, Number of Restricted Holidays, Annual leave start date, Annual leave end date, Average hours per day, leave hours, Total working week hours, Maximum Allowed leaves to carry forward next year, Add Comp Off Policy, Available Comp Off Policy and click on submit.
This data will be applicable for all the users.
2) Leave Settings: From side navigation bar under “Leave Settings” you can find three tabs Leave type, restricted holidays and Public/govt holidays. Only admin can add, edit or delete.
Leave Type:
a) Under “Leave Settings” click on “Leave Type” tab
On click of “Add” button another popup page opens enter type of leave and click on submit button.
b) Under “Leave Settings” click on “Leave Type” tab list of leave type appears click on one of the check boxes and then click on “Edit” button, enter type of leave and click on update button.
c) You can even delete the data by selecting check boxes and click on delete button, leave types data can also be downloaded into excel format.
Restricted Holiday:
a) Under “Leave Settings” click on “Restricted Holidays” tab a list of holidays appear you can add, edit or delete holidays.
b) Under “Leave Settings” click on “Public/Govt Holidays” tab a list of holidays appear you can add, edit or delete holidays.
2) HR Actions: From side navigation bar click on “HR Actions” tab. Only the HR can apply for leave on behalf of user.
a) Under “HR Actions” click on “Add leave on behalf of user”. Enter employee name, employee email, title, start date, select additional approval and write a note to approver then click on submit for approve.
3) Add Comp Off: From side navigation bar click on “Add Comp Off” tab. On click of “New” you can create a comp off leave by entering title, date and reason then click on submit for approve button.
a) You can see list of comp off leaves applied and the status of leave.
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