Admin Training 5: Add Users and Assign Their Location and Department (Microsoft Teams)

Bring your team into Vacation Tracker, then make sure each person is in the right Location and Department with the right balance.

Decide First

Go to Workspace Settings > General > Import Users Configuration and choose:

• Import users automatically? Yes adds people from your Microsoft directory automatically. No means you add them yourself.
• Announce to new users: whether new users get a welcome message.
• Default Department for new users and Default Location.
• Prorate quota for new users: Yes gives people who join mid-year a share of the yearly quota.

Click Save.

Add Users

1. In the left-hand menu, under Team & Approval Flows, click Users, then Add Users.
2. A message says you need to log in to your Microsoft account. Click OK. If you're already signed in to Microsoft in that browser, you come straight back to the import page.
3. Choose Yes, import all to import everyone from your Microsoft Active Directory, or No, I'll select users and search for people by name or email. You can also click Upload CSV/Excel.
4. Click Import users.

Put Each Person in the Right Place

1. Open a user from the Users page.
2. Under User Profile, click Edit.
3. Set the Department, Location and Employee Since date, then click Update.

Check Starting Balances

On the user's profile, Leave quotas shows Brought Forward + Quota - Used = Remaining for each Leave Type. To add balances people bring from a previous system, use Workspace Settings > Bulk Uploads > Initial Brought Forward.

Check It Worked

• On the Users page, filter by each Location and each Department. The right people appear in each.
• The Leave balances tab shows the quota and balance you expect for each Leave Type.

Common Questions