Manage leave requests more effectively

Approval Process

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 Power Automate (previously MS Flow) (e.g. MS Teams, O365 Outlook, 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 (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

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

Do you need more advanced features?

If you need more advanced features like:

  • Auto accruals (yearly, monthly, base on user's hire date)
  • Multi-level approval workflow (unlimited number of approvers)
  • Custom branding (own logo and change of default blue theme)
  • Language translations
  • Public holidays per location (e.g. country)
  • Tracking changes history
then Work Time Pro is an ideal choice. Work Time Pro is a new generation of our time-off and timesheet apps, designed for modern SharePoint UI.
Work Time Pro can work as a standalone time-off management tool or time-off management integrated with timesheets.

Promotions&Bundles


* - Contact with us before purchase to receive promo codes.

Product FAQ

  • Where app data is stored?

  • How to install the trial version on the SharePoint Site?

  • How to pin an app to the SharePoint menu, MS Teams, or Office 365 app launcher?

    After successful installation, the app is located on the SharePoint Site Contents.
    First, please use one of below methods to get an app shortcut.
    Method 1) Enter the app (first page) and copy full URL from the browser's address bar (with all parameters like SPHostUrl etc.), below is example:
    https://iverodemo-c5948d2992c3d6.sharepoint.com/Time-OffManagerPro/Pages/Default.aspx?SPHostUrl=https%3A%2F%2Fiverodemo%2Esharepoint....

    Method 2) Enter the app (first page), copy URL from the browser's address bar and remove all characters after app name, below is example:
    https://iverodemo-c5948d2992c3d6.sharepoint.com/Time-OffManagerPro/Pages/Default.aspx?SPHostUrl=https%3A%2F%2Fiverodemo%2Esharepoint....
    Required parameters will be automatically added by SharePoint.

    Pin app to the SharePoint Site menu

    Step 1) Go to the SharePoint Site
    Step 2) Click "Edit" on left or top SharePoint menu and add link to the app
    Details are described in this document, steps are different depends on the SharePoint UI type (classic view/modern view)
    PinApp3

    Pin app to MS Teams as a new tab

    Step 1) Open MS Teams
    Step 2) Click "+" icon to add a new tab
    PinMSTeams1

    Step 3) Type 'website' in the search box to find an item "Website"
    PinMSTeams2

    Step 4) Enter tab name, copy&paste above app URL (Method 1 or 2) and click Save button
    PinMSTeams3


    Pin app to the Office 365 app launcher

    You can add custom tile to the app launcher under Office 365 Admin Center->Settings->Organization profile page.
    PinApp4

    Details are described in this document. To get logo URL required to create new tile on app launcher you can click right mouse button on app icon (SharePoint Site Contents) and select "Copy image address"
    PinApp5

  • How to assign regular user role?

    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.

  • How to update SharePoint app?

    App update process is described here and also on our Technical FAQ, question "How to update SharePoint app?"

  • I cannot find a user in drop-down list

    User list is pulled from SharePoint User Information List (built-in SharePoint feature, here is more info)
    SharePoint user is added to the User Information List after first login to the SharePoint Site.
    After first login, user will be visible in the user's drop-down list.

  • How can I extend my trial period?

    We cannot extend trial period remotely, because app is SharePoint-hosted and our company doesn't have access to the customer's SharePoint env., however you can uninstall an app and install it again to "reset" 14-day period. (this operation removes all app data and configuration).

  • 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 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 Power Automate to integrate with 3rd party systems.
    Firstly, go to the Administration->Integrations and create integration list
    Faq2a

    Then create workflow in Power Automate, 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