How to install Time Off and set up access rights

To start managing leave in Viindoo, open Apps, search for Time Off and click Activate. Then open each user in Settings ‣ Users & Companies ‣ Users, go to the Access Rights tab and choose the level of the Time Off field: leave it blank for a regular employee, or pick Officer: Manage all requests or Administrator.

Who	Users with the Administration ‣ Settings access right.
App	Time Off

Before you start

• Create the employees who will take time off. The Time Off app works from the employee record of the signed-in user.

• Install the Viin Time-Off module if you need the extra features listed below. It is optional.

How do I install the Time Off app?

1. Go to Apps, type Time Off in the search box and press Enter.

2. Click Activate on the Time Off card. If the card only shows Learn More, the app is already installed.

The Time Off menu now appears in the main menu of every internal user.

What does the Viin Time-Off module add?

Remove the Apps filter in the search box, search for Viin Time-Off and click Activate. The module adds:

• the Adjust Dates button on a time off request;

• the Time Off Details report in Reporting, see How to track time off with reports;

• the Automatic Allocation Period field on accrual allocations, see How to allocate annual leave;

• the Minimum Time-Off Duration field on a time off type.

How do I give a user access to Time Off?

1. Go to Settings ‣ Users & Companies ‣ Users and open the user.

2. Open the Access Rights tab. In the Human Resources group, choose the level of the Time Off field.

3. Click Save.

Access right	What the user sees and does
Blank	The My Time and Overview menus. Requests time off, requests allocations when the time off type allows it, and follows the company calendar.
Approver of an employee	Set in the employee’s profile, not on the user. The user also gets the Management menu, to approve the time off and the allocations of the people they approve for.
Officer: Manage all requests	Everything above for all employees, and the Reporting menu with by Employee and by Type.
Administrator	Everything above plus the Configuration menu, the Balance and Time Off Details reports and the Adjust Dates button.

Common errors

Problem	What to do
You cannot see Activate on the card.	The app is already installed. Open it from the main menu.
A user cannot see Reporting or Configuration.	Give the user the Officer: Manage all requests or the Administrator level in the Time Off field of the user.
A manager cannot see Management.	Choose the manager as the Time Off approver in the employee’s profile, or give the user the Officer: Manage all requests level.

Next steps

• How to find your way around Time Off: find your way around the app.

• How to create a time off type: define the kinds of leave your company offers.