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Administration

User Management

Add employees, manage departments, set managers, and control who has access to what.

Adding employees

There are three ways to add employees to TimeLeaf:

Invite by email Go to People -> Invite and enter email addresses. Each person receives a welcome email with a sign-in link.

CSV import Download the CSV template from People -> Import, fill in columns (name, email, department, manager, start date), and upload.

Directory sync Connect Microsoft 365 or Google Workspace to import and sync employees automatically. See the Integrations section.

Employee profiles

Each employee profile contains:

  • Personal info, name, email, phone, job title
  • Department, used for team calendar filtering and reporting
  • Reports to, the direct manager for approval routing
  • Start date, used for pro-rated accrual calculations
  • Leave policy, which policy applies to this employee
  • Role, Employee, Manager, or Admin
  • Status, Active, On leave, or Deactivated

Departments

Go to Settings -> Departments to create and manage departments. Departments are used to filter the team calendar, generate reports, and group employees under the same manager.

Deactivating employees

When an employee leaves, go to their profile and click Deactivate. Their account is disabled, login is blocked, and their data is retained for reporting. Pending leave requests are cancelled automatically.

Deactivated employees do not count toward your seat limit.