{"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":"2026-07-23T09:43:39","modified_gmt":"2026-07-23T09:43:39","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
Not started yet? Start a 7-day free trial<\/a>, then follow the steps below.<\/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 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 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 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. This employee-and-manager setup also lets you try some of the core Holiday Tracker features<\/a> from both sides.<\/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 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 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
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