- New employee guide
- Forgot password ?
- How to request leaves
- Using Team View
- My Calendar
- Cancel/Revoke leave requests
- Using TimeOff on mobile
- Integration with external calendars
- Employees section for department manager
- How to action time off request
- Login type (enable Google SSO)
- Leave request created on behalf of employee
- Time in Lieu
- Heat map
- Import leaves in bulk
- Deactivating users
- Auto approval settings
- General Settings
- Team View Privacy modes
- How to backup employees' leave data
- Delete company account
- Employee policy: 4 days week
- Employee policy: access to reports
- Employee policy: company leave data view
- Customizing Global Settings for Individual Employees
- Block selected leave types
- Individual limits for leave types
- How to disable weekly who is off emails
- Unused allowance reminder
- End of the year guide Carry over section
- End-of-Year Guide: Managing PTO/Allowance Limits
- Blackouts and company events
- Reports
How to Add, Edit, and Delete Users in TimeOff Management Systems
Managing users is a fundamental part of any TimeOff management system. Whether you’re onboarding new employees, updating existing user information, or removing former team members, the ability to add, edit, and delete users ensures your TimeOff platform remains accurate, organized, and compliant. Here’s a detailed guide on how to manage users effectively in TimeOff systems and why it’s important for streamlined leave management.
Adding New Users
Why Adding Users is ImportantAdding users is the first step in enabling employees to access the TimeOff system, submit leave requests, and manage their allowances. A streamlined process ensures new employees are onboarded quickly and without hassle.
Steps to Add Users in TimeOff
1. Navigate to the User Management Section
- Go to the system dashboard and select the "Users" or "Team Members" section.
2. Select “Add New User”
- Click on the “Add User” button or similar option.
3. Enter User Information
- Fill in mandatory fields, such as:
- Name
- Email address
- Department or team
- Role (e.g., employee, manager, or admin)
- Start date
4. Set Leave Allowances
- Assign annual leave entitlements, custom allowances, or other policies.
5. Send Invitation (Optional)
- Some systems allow you to automatically send a welcome email with login instructions.
6. Save and Confirm
- Review the information and click “Save” or “Create User.”
Once added, the user can log in to the system, view their leave allowances, and start managing requests.
Editing Existing Users
Why Editing Users is ImportantOver time, employees may change departments, receive promotions, or need adjustments to their leave entitlements. Editing user information ensures your system stays up-to-date with accurate records.
Steps to Edit Users in TimeOff
1. Access the User List
- Go to the "Users" section and locate the employee you want to edit.
2. Select Edit User
- Click on the “Edit” button next to the user’s name.
3. Update User Information
- Make necessary changes, such as:
- Role updates (e.g., from employee to manager).
- Department changes.
- Adjusting annual leave allowances or balances.
- Correcting personal information (e.g., email address).
4. Save Changes
- Confirm and save the updated details.
Adding New Users
Why Adding Users is ImportantAdding users is the first step in enabling employees to access the TimeOff system, submit leave requests, and manage their allowances. A streamlined process ensures new employees are onboarded quickly and without hassle.
Steps to Add Users in TimeOff
1. Navigate to the User Management Section
- Go to the system dashboard and select the "Users" or "Team Members" section.
2. Select “Add New User”
- Click on the “Add User” button or similar option.
3. Enter User Information
- Fill in mandatory fields, such as:
- Name
- Email address
- Department or team
- Role (e.g., employee, manager, or admin)
- Start date
4. Set Leave Allowances
- Assign annual leave entitlements, custom allowances, or other policies.
5. Send Invitation (Optional)
- Some systems allow you to automatically send a welcome email with login instructions.
6. Save and Confirm
- Review the information and click “Save” or “Create User.”
Once added, the user can log in to the system, view their leave allowances, and start managing requests.
Editing Existing Users
Why Editing Users is ImportantOver time, employees may change departments, receive promotions, or need adjustments to their leave entitlements. Editing user information ensures your system stays up-to-date with accurate records.
Steps to Edit Users in TimeOff
1. Access the User List
- Go to the "Users" section and locate the employee you want to edit.
2. Select Edit User
- Click on the “Edit” button next to the user’s name.
3. Update User Information
- Make necessary changes, such as:
- Role updates (e.g., from employee to manager).
- Department changes.
- Adjusting annual leave allowances or balances.
- Correcting personal information (e.g., email address).
4. Save Changes
- Confirm and save the updated details.
