{"id":73,"date":"2017-08-01T08:00:43","date_gmt":"2017-08-01T08:00:43","guid":{"rendered":"https:\/\/blogsource.theholidaytracker.co.uk\/?p=73"},"modified":"2017-08-01T08:01:19","modified_gmt":"2017-08-01T08:01:19","slug":"getting-started-trial","status":"publish","type":"post","link":"https:\/\/theholidaytracke-4xhy3odrd6.live-website.com\/2017\/08\/01\/getting-started-trial\/","title":{"rendered":"Getting Started with your Trial"},"content":{"rendered":"

The best way to experience The Holiday Tracker during your trial is to add two users: a standard employee and a manager. You can then login as the employee, make a holiday request, then login as the manager and approve it.<\/p>\n

To add an employee, login with your own account, then from the Admin<\/strong> menu, choose Add Employee<\/strong>.<\/p>\n

There isn’t a tick box to define a user as a manager. \u00a0A user becomes a manager when you set them to be another user’s manager. \u00a0This will become more clear once we add the two users. \u00a0Let\u2019s add Mandy Manager first:<\/p>\n

\"\"<\/p>\n

You can make-up an email address for Mandy as we have here, but remember to make a note of the email address and the password so you can login as Mandy in a minute.<\/p>\n

Once you\u2019ve added Mandy, it\u2019s time to add Eric Employee, and this time we can set Mandy to be Eric\u2019s manager:<\/p>\n

\"\"<\/p>\n

Once they\u2019re both added, when you return to the Employee List (Admin<\/strong> > Employees<\/strong>), you\u2019ll see that Mandy is listed as a manager, but Eric is not:<\/p>\n

\"\"<\/p>\n

Now logout, then login as Eric. You\u2019ll be prompted to perform some actions by the yellow boxes \u2013 for the purposes of this tutorial, just click Skip Step<\/strong> until they disappear.<\/p>\n

You should notice that Eric does not have access to the Admin<\/strong> menu and has limited options in The Holiday Tracker<\/strong> menu. This is because Eric is a standard employee and we want the actions he performs to be limited.<\/p>\n

The one thing Eric CAN do however, is request a holiday. Click on a square in Eric\u2019s calendar where you want the holiday to start, then click again where you want it to end:<\/p>\n

\"\"<\/p>\n

Finally, click Request to confirm the request and the squares will turn orange.<\/p>\n

Now this is where Mandy would receive an email notification, but if you used a made-up email address, then that won\u2019t happen.<\/p>\n

Logout, and now let\u2019s login as Mandy.<\/p>\n

When Mandy logs in, she should have a banner at the top of her screen indicating that Eric has requested holiday:<\/p>\n

\"\"<\/p>\n

Clicking the banner will take us to Eric\u2019s calendar. From there we can click the orange request and choose to Approve, Reject or View Team:<\/p>\n

\"\"<\/p>\n

Approve the request and it will change from orange to green.<\/p>\n

Because we\u2019re logged in as a manager, we can also add other types of absence to Eric\u2019s calendar. Click twice on an empty square and you should then see the Absence Type dropdown in the confirmation box:<\/p>\n

\"\"<\/p>\n

Only managers and admins get to choose an Absence Type. \u00a0They can\u2019t choose an Absence Type when adding to their own calendar (unless they don’t have a manager), they have to request a holiday like everyone else.<\/p>\n

You can change the different absence types from the Company Settings<\/strong> page in the Admin<\/strong> menu.<\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

The best way to experience The Holiday Tracker during your trial is to add two users: a standard employee and a manager. 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