Admin Guide

Welcome to the Time-Off Hub Admin Guide!

This guide is designed to help administrators configure Time-Off Hub effectively. It walks you through essential setup steps and provides guidance on optional configurations to customize the app for your organization’s needs.
Before diving into the configuration, we recommend reviewing the Overview, Core Concepts and Key Features sections. These resources provide a foundational understanding of how the app works and its capabilities.

Installation

To install and configure the app, refer to the app installation guide for detailed instructions. The guide covers:

  • Installation from the SharePoint Store – How to install the app in your SharePoint tenant.
  • Adding the App to a SharePoint Page – Steps to install the app on a SharePoint site .
  • Adding the App to Microsoft Teams – Instructions for integrating the app into Microsoft Teams for better collaboration.

Follow the installation guide to ensure the app is properly set up in your environment.

Configuration

Admin Video Guide

Quick step-by-step tutorial to help administrators configure the app

Watch the video guide for administrators

Quick Start

To help you get started, Time-Off Hub comes with a preconfigured “Vacation” time-off type. After installing the app, use these steps to submit a test time-off request:

  1. Go to Administration → Departments and create at least one department.
  2. Go to Administration → Users, edit your user profile, and assign a value to the Department field.
  3. Go to Administration → Entitlements and create an entitlement for your user account.
  4. Submit a test time-off request by clicking the “New Request” button.
This process lets you experience the core workflow of the app right away. Once you're familiar with it, you can proceed to configure additional time-off types, custom entitlement policies, and approval workflows. admin guide start

Essential Setup Steps

Step 1: Configure General Settings (Administration->Settings)

Step 2: Create Users (Administration->Users)

Set up users under Administration -> Users to enable individual access to the app.
Learn more about User Management

Step 3: Configure Time-Off Types (Administration->Time-Off Types)

Use this section to define and customize different time-off types (e.g. PTO, Sick Leave, etc), each with its own entitlement rules, request form, and approval workflow.
Learn more about Time-Off Types

Step 4: Assign Entitlements to Users (Administration->Entitlements)

In this step, you assign time-off entitlements to users, specifying how much leave they can request based on your defined policies.
Learn more about Entitlements

Step 5: Import Public Holidays (Administration->Public Holidays)

In this step, you import public holidays to ensure they are excluded from time-off calculations.
Learn more about Public Holidays

Optional Configuration Steps