Leave requests allow you to track staff leave requests and to see how much leave any staff member has left throughout the year.
To see staff leave requests, click the "Leave Requests" link on the navigation menu. To view/approve/decline a request, click on the start or end date.
To set a user's leave entitlement, view their account by going to "Setup > Users" then clicking their name. Enter the leave remaining then click the Update User button.
It is up to you whch units you decide to use (eg hours, days)
To add users, go to "Setup > Users" then click the plus icon at the top right above the table. The permissions of your users are controlled by permission groups. User Dashboards There are two dashboards that you can set for your users. Project ...
Learning a new system can sometimes be daunting. PlanMan has been designed to be simple yet effective to use, giving you the ability to focus on the task at hand. Here's a quick guide of where everything is in your account. Project Dashboard The ...
Permission Groups Permission groups allow you to set which users are able to perform which actions in PlanMan, such as add, edit and delete items. When you sign up for a free 30 day trial, you are automatically added to the Administrator group. Users ...
Adding users To add users, go to "Setup > Users" then click on the plus icon at the top right above the table. Permission Groups Permission groups allow you to set which users are able to perform which actions in PlanMan, such as add, edit and delete ...
There are various notifications you can set so that you receive an email when certain things happen in PlanMan. To set your notifications, click on your name at the top left of any page, then click the user icon. Available Notifications You can set ...