Initial setup

After plugin is installed you have to start initialization process. Vacation Manger will guide you through project creation process and configure all necessary elements in the background (like: Issue Screen Configurations, Workflow, Post-Functions, Security Schemes and more)

First, you need to be logged in as administrator to access "Manage apps" (1) page. Then click Configure (3) button in Vacation Manager app panel or just use “Initial setup” (4) from the sidebar in the app section. 

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Location of Initial setup

1st Step: Define Vacation Manger Project and HR group

On the 1st step you need to set up special project dedicated for Vacation Manger.

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1st step: creating dedicated project for vacation requests

There are several fields to fill in:

• Project Name - required field describing Vacation Manager project name;

• Project Key - which prefixes each issue in the project;

• Project Description - description of Vacation Manager project;

• Project Lead - a required field defines a Vacation Manager project lead, chosen user should have been granted with project management permissions.

• HR group - this group members will be in charge of assigning vacation days for users, they will be able to create Teams (with users and their supervisors). HR members will also have access to all users statistics. This should be dedicated group.

2nd step: Create first Vacation Type

Vacation Type it’s just an issue type with some extra details. Since we are configuring new project (with new workflow, issue creation screens etc) we don’t want to make a mess with your existing issue types configuration and it’s required to create this brand new issue type which will be associated only with Vacation Manager project.

There are several fields describing Vacation Type:

• Name - Vacation Type name - it will be an issue type

• Description - Description of a Vacation Type

• Type - there are two kinds of Vacation Types “Recurring” and “One time” each one of them has different option and fields to fill in. The usage depends on your needs and configuration:

  • One time - it can be used for some not regular/exceptional leaves, limited by date or not limited at all for cases like homeoffice/remote work.

    • End Date - check Yes if you want to Vacation Type have a specified end date, check NO if you do not wish so,

    • Available Time - checking Yes shows the field where you can specify suggested days number that is to be granted,

  • Recurring - something happening with regular periods/time frames:

    • Recurring period - how often Vacation has to start with a new period,

    • Period start date - specifies when Vacation Type starts its first period,

    • Next periods - shows how period will look like,

    • Carryover Time - defines if unused days will be rewritten (available) to a next period,

• Type of Vacation request period - available options: daily, daily or half-day, daily or hourly

• Default Day limit - specify default days number granted to this Vacation Type (it can be changed later in Vacation Definition configuration),

• Save used time to worklog -ability to save used time to worklog,

• Display incoming and outgoing vacation warnings - display vacation warnings in user picker fields (awesome feature, when someone is on vacation you will know before assigning task to that person)

3rd step: Summary

Here you can check if all parameters are correct, if needed use “Previous” button to get back to previous step and make adjustments.

4th last step - Configuration completion confirmation

When everything goes smoothly you will see this view, with some instruction what to do next.

Next Vacation Manager core elements - Navigation Bar Menu