Employee guide

This is a simple guide on how to get the most out of LeaveBoard. As a team member, you will be able to book time-off, check your balance, access your time-off request history, and access the personal and team calendar.

If you would like to access an in-detail guide of for employees, check our updated guide.

As a new user to LeaveBoard, we recommend following these steps:

Step 1. Activating your account

Since you have been invited to use the LeaveBoard Time-off manager by one of your colleagues, you must check the email and activate your account.

Step 2. Check your profile

From the My account item in the Menu, in the Profile tab, check if the Work details saved are correct. If there are some inconsistencies, ask the colleague that invited you to correct them.

Step 3. Your dashboard

The time-off dashboard offers the information needed to make key decisions when it comes to booking leaves. In one glimpse, you have access to the following data:

• The possibility to book time-off
• Your balance
• Who is off today
• The team calendar

Step 4. Book Time-off

Under the dashboard, you have the Book Time-Off option. The dashboard provides all the key details needed to select the dates that you plan to get PTO or to book the sick days. Additional HR data such as who is off today, when the next public holiday, or who is out today will be present.

Booking your first leave

Here are the simple steps to book time-off:

1. Go to your Dashboard in the Book Time Off card.
2. Select the Type of leave you would like to book.
3. Select the Duration.
4. Add a Comment that your manager will read.
5. Check the Balance, and Overlaps if any.
6. Click on the Book time-off button.

Once you click on the Book time-off button, the manager will automatically receive one email with the request and approve or decline your request. The system will notify you instantly of the manager's decision.

Step 5. Syncing your calendar

1. From the Menu, select My account.
2. Go to the Integrations tab.
3. Activate the integration with Office 365, by clicking on the Office button.
4. This will require you to authenticate to Office 365, and connect LeaveBoard with your Calendar provider.
5. Click Save.

For Google Calendar, Older versions of Outlook or Apple calendar please use the .ical feeds. You can access them from the integrations tab. Learn more about the use the .ics feeds.

For the integration with Office 365, you need to My account > Integrations and click on the office 365 button. Once you do that you will be able to single sign-on with your office credentials, and once you submit a leave request it will be automatically added to your office 365 calendar.

FAQ

How to reset the password?

If you get an error at the login page, make sure you wrote your email and password correctly. And if still you can't login, reset your password.

I'm getting an error when trying to log in

If you are unable to log in, or receive the following error message: "Your account is not allowed to perform this action. Please contact us if this is an error," we do recommend that you reset your password. Here is the link: reset your password.

If you were using Single Sign-On to login to the system and get the error, then ensure that the email used on LeaveBoard is the same as on your email provider and hasn't changed. An admin needs to change the email to be the same on your email provider as on the absence management system.

How to change the date format?

To change the date format to MM/DD/YYYY, DD/MM/YYYY, or YYYY/MM/DD go to My account > Settings > Click the settings icon > Change the Date format accordingly > Click Save.