Time-Off Manager Pro is a Sharepoint based solution designed to help organizations automate the processing of requests for leave.
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.
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 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
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
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.
If you need more advanced features like:
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.
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
Step 2) After creation, click on the list name to enter calendar list
Step 3) Now all users can click "Connect to Outlook" to add leave calendar to own Outlook
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
Step 2) In a SharePoint calendar, on the Calendar tab, click Calendar Overlays.
Step 3)In the Calendar Overlay Settings page, click New Calendar.
Step 4) Type calendar name, select "SharePoint" as type, enter Site URL, click "Resolve", select Calendar Name and click "Ok" save.
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
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
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
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
Step 2) Go to Administration->Settings, click "Upload"->Choose file and then Save
