Manage leave requests more effectively

Overview

Time-Off Manager Pro is a Sharepoint based solution designed to help organizations automate the processing of requests for leave. This app is an extended version of Time-Off Manager (basic edition is available in the Office365 Store)

Approval Workflow

The Time-Off Manager Pro workflow consists of four states: Pending Approval, Approved, Rejected and Cancelled. When a user submits a request, the system reduces the user's leave balance accordingly. The request is given Pending Approval or Approved status (depending on time-off policy).  The user can cancel a request before the leave starts – the leave amount is returned to the available balance and the request disappears from the list. Cancellations of ongoing and past requests require administrator action.  The system sends an email notification of any requests to the manager for approval, and email notification of approvals or rejections to the employees.

Integrations

When you enable integration module, leave requests are automatically exported to native SharePoint calendar list, enabling to leverage the full potential of SharePoint. The way the sync process works is the following: entry is created when leave request has been approved or removed when request has been canceled. SharePoint calendar list can be displayed on Sharepoint Sites via Web Part, overlaid with company calendar or integrated with many systems via Microsoft Flow (i.e. O365 Outlook, Yammer, Slack etc).

Click here for more information.



Actions available to system users

Actions available to regular employees: 
• Submit new leave requests
• Cancel a leave request (only before the leave starts)
• Check own time-off balance
• See current (future and ongoing) leave requests of other employees
• Submit requests on behalf of someone else*.

Actions available to managers:
All actions of regular employees plus:
• Approve or reject leave requests waiting for approval*
• Submit requests on behalf of someone else* 
• View all the requests and time-off balance of subordinates

Actions available to administrators:
• Cancel any leave requests
• Customize system settings 
• Assign time-off balances to employees
• Define public holidays, special events, email templates
• Assign user roles
• Access to time-off report

* - depends on system settings

Quick steps to start using Time-Off Manager Pro

As Administrator:
1. Configure Settings (section Administration->Settings)
2. Configure Public Holidays (section Administration->Public Holidays)
3. Configure Company Departments (optional) (section Administration->Company Departments)
4. Assign user roles: Manager and Administrator (section Administration->User Roles ). There is no need to assign regular User role, because this role is given by default -every user with access to the Sharepoint parent site (where the app is installed) also has access to this app as regular user.
5. Create user profiles (section Administration->User Profiles)
6. Create or edit time-off types (section Administration->Time-Off Types )
7. Assign time-off balance to the users (section Administration->Time-Off Balances )

As Regular User:
1. Click "Create new" tile on the main page and submit request.

If you need help with configuration, please watch video guide

Support

If you have any question or issues, please email us at apps@ivero.net

Please read the below Product FAQ and Technical Troubleshooting FAQ before sending email with an technical question.

Data security

App is 100% SharePoint-hosted - all data is stored securely on the customer's SharePoint environment.
App's data is never leaving your SharePoint env, we don't have access to your data and we never see it.

Product FAQ

  • How to use TOIL/Compensatory Time?

  • How to display leave calendar in MS Outlook?

    Step 1) As app administrator, go to the Administration->Integrations and create integration list
    Faq2a

    Step 2) After creation, click on the list name to enter calendar list
    Faq2b

    Step 3) Now all users can click "Connect to Outlook" to add leave calendar to own Outlook
    Faq2c

    Notice: Export works only for newly approved leave requests (doesn't work backward), so after creation calendar list is blank.

  • How to display leave calendar on a SharePoint Site by using Web Part?

    Step 1) As app administrator, go to the Administration->Integrations and create integration list
    Faq2a

    Step 2) Go to the SharePoint Site, click "Edit" in the top-right corner (you need to have required
    permissions to see edit option), select calendar list and click "Add"
    Web Part - Step1
    Step 3) Click Insert=>Web Part=>Apps, select calendar and then click "Add" to add webpart.
    Web Part - Step2
    Optionally: Filter calendar entries (i.e. display entries only from particular department or time-off type)
    a) Click on Web Part Properties and "Edit current view"
    Web Part - Step3a
    b) On the "Filter" section select filter conditions and click "OK" to save.
    Web Part - Step3b

    Notices:
    • calendar list is added to the parent SharePoint Site (where the app is installed), so calendar can be displayed as web part only on the parent SharePoint Site
    • export works only for newly approved leave requests (doesn't work backward), so after creation calendar list is blank.

  • How to overlay leave calendar with existing SharePoint calendar?

    Step 1) As app administrator, go to the Administration->Integrations and create integration list
    Faq2a

    Step 2) In a SharePoint calendar, on the Calendar tab, click Calendar Overlays.
    Calendar overlay - Step1

    Step 3)In the Calendar Overlay Settings page, click New Calendar.
    Calendar overlay - Step2

    Step 4) Type calendar name, select "SharePoint" as type, enter Site URL, click "Resolve", select Calendar Name and click "Ok" save.
    Calendar overlay - Step3

    Notices:
    • export works only for newly approved leave requests (doesn't work backward), so after creation calendar list is blank.

  • How to import data?

    Import from MS Excel is supported for the following objects:
    • public holidays
    • user profiles
    • time-off balances
    • leave requests

    To import data, click "Import" button on the particular site
    Faq5a

  • How to export data to MS Excel/CSV/PDF/Word?

    Export is supported for the following objects:
    • time-off balances
    • leave requests

    To export data, click "Export" button on the particular site
    Faq5a

  • How integrate with 3rd party systems?

    You can enable integrations features in the app and use free quota on Microsoft Flow to integrate with 3rd party systems.
    Firstly, go to the Administration->Integrations and create integration list
    Faq2a

    Then create workflow in MS Flow, based on trigger "SharePoint - when a new list item is created", here is more info:

  • How to upload own logo?

    Step 1) Go to Administration->Settings, select "App Logo" as "Custom" and click Save
    Faq11

    Step 2) Go to Administration->Settings, click "Upload"->Choose file and then Save
    Faq12

  • I cannot find a user in drop-down list

    Most typical case is that user should log into the SharePoint Site at least once to appear in the user's drop-down.
    For more info, please read first question from Technical Troubleshooting FAQ