Getting Started Guide

Getting Started Guide

by Andrew
April 30, 2023

Hello! This guide is the best way to get the most of your Trial with Planleave!

If you made the decision to explore a PTO Tracker then you might as well see it, or use it as you would with your own organization.

Just know you can always schedule a 20-minute session with us which has a lot of advantages 1) You can ask any questions 2) See our demo database which is populated at 30+ employees and leverages the tools you will use 3) See things you may miss during your trial, and did not know you could do. If this is of interest, please schedule here Schedule Time with Planleave

Here is your Self Help Guide!

Add some co-workers, or simply use an alternate email. This is important so you can see the process flow and added administrative functionality. 

Go to Organization-> Add Someone

If you want to add multiple users, you can use the invite link in the same area Organization->Share Invite Link

2. Book Some Time Off

Either they or you can book some time off. This will send an email to the approver, and you are off and running with Planleave!. You can either approve or decline that request from your email inbox, or it will also be on your dashboard and under Pending Requests. You can do this under My Calendar->Request some Time Off Here

3. Build out your Teams

This is where you build your Organization. Set up departments that align with your company structure, and set up the managers who will approve time off for those departments 

We do this under  Organization->Teams->Create New Team

4. Customize Leave Types

Leave Types are intended to be flexible to your organization or even your Country Laws. We allow you to delete ours, edit them, and add your own.

Do this under Organization->Leave Types->Edit/Remove or Create New Leave Type

5. Advanced Settings

We have other useful features like giving others administrative access which is a good idea due to your administrator will take time off also. This allows you to set time off for others, approve requests, reporting + other features the user does not have access to.

Do this in both Organization->Settings

And there is a Setting Gear near your avatar in the upper right-hand corner

6. Run a Report

We use excel because you use excel. Got to the Settings Gear->Reports->Run Report. Then you have options to run by week, Month or Year and use excel like you normally do. You can convert to Google Sheets, email the report etc

This is a great start to get going on the basics of Planleave!

Other things you can do is:

Integrate your Slack, Google or Outlook Calendars

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