Feature Overview: How to save your leave calendar

This article explains the feature overview of how to Save Your Leave Calendar Access: Users/Admin/Managers

Product Based Knowledge_Plumm Colour Banner_2024

Overview
Saving your leave calendar to your personal files or desktop is streamlined with our new export functionality available on the 'My Time Off' page. This feature allows you to export your leave dates quickly and efficiently, ensuring you have personal access to your records whenever needed.

Prerequisites
Make sure you are logged into the platform with your credentials to access the 'My Time Off' page where the export functionality is located.

Accessing the Feature
Here are the step-by-step instructions to save your leave calendar:

  1. Log In: Access your account by entering your login details.
  2. Navigate: Go to the 'My Time Off' page by selecting it from the main menu.
  3. Export Data: Click on the 'Export All Data' button located next to the search tab. This will instantly export your leave dates into an Excel document.

Detailed Feature Guide

  • Section 1: Basic Features

    • Instant Export: Your leave dates are exported in just seconds, providing a quick and user-friendly way to manage your data.
    • File Access: Once exported, the Excel file will be available in the downloads folder on your personal PC.
  • Section 2: Tips and Tricks

    • File Management: It’s a good practice to rename your downloaded file immediately to something more descriptive to avoid confusion with other downloads.
    • Regular Backups: Regularly back up your exported files to cloud storage or an external drive for additional security.

Troubleshooting/Common Issues

  • Issue: Export button not responding.
  • Solution: Ensure your internet connection is stable. If the problem persists, try refreshing the page or logging out and back into the platform.

FAQs (Frequently Asked Questions)

  • Q1: How often can I export my leave data?
  • A1: You can export your leave data as often as needed. There is no limit to the number of times you can use the export feature.

This guide aims to assist you in effectively using the new export functionality to save your leave calendar, enhancing your ability to manage and reference your leave dates conveniently.

Product Based Knowledge_Plumm Colour Banner_2024