Configuration Tutorial - PTO Tracker

[aepulzaini]

Hi

Today, I would like to share with you how to configure a PTO tracker module in INISTATE.
The PTO tracker module allows you to Stay organized and on top of your Paid Time Off , easily monitor and manage your time off, ensuring a well-deserved work-life balance.

Problem
Difficulty to manage PTO - Managing Paid Time Off (PTO) manually can be challenging and time-consuming, especially for organizations with a large number of employees

Objective
Efficient - allowing you to manage your employee or organization PTO easily and efficient.

Step and configuration

1. Access your workspace builder.

   
   
   
   

2. In Builder, create 2 modules by click “+ New” on the top right.

   

3. Set a name and emoji for both modules. eg : Upcoming and Employee.

   

Add Information

Module : Employee

1. Select module ‘Employee’

2. Select Information section.

3. Click “+ New”

   

4. Add information as below :

• Employee Email - Email

• Employee Name -Text

• Phone Number - Phone Number

• Employee Tittle - Text

• Direct Manager - Module
  *Module : Employee
  *Display Information : Name

• Upcoming vacation - Table
  *Document ID - Module (Module - Upcoming, Display Information - Document ID)
  *Start Date - Date
  *End Date - Date
  *PTO or OOO - Text
  *Notes - Multiline Text

  
  

Module : Upcoming

1. Select module ‘Upcoming’

2. Select Information section.

3. Click “+ New”

   

4. As Information as below :

• PTO or OOO - Select
  *PTO
  *OOO

• Employee - Module
  *Module : Employee
  *Display Information : Name

• Notes - Multiline Text

• Start Date - Date

• End Date - Date

  

Listing

Module : Upcoming

1. Select Module Upcoming

2. Click Listing section.

3. Click “+ New”.

4. Create 2 listing

5. Set a name, emoji, list design and filter condition (optional). eg : This Month & Upcoming List.

   

• “This Month” listing : Filter condition : Start date within month and this month.

  

Module : Employees

1. Select module employees

2. Click “Listing” section.

3. Click “+ New”

4. Create 1 listing.

5. Set a name, emoji, list design and filter condition. eg : Employee List

   

Automation

Condition - To pass details from module Upcoming to "Upcoming Vacation table in module employee

1. Select Module Upcoming

2. Select Activity Section

3. Click Basic

4. Add new Automation at Create activity, by clicking “+ New Automation”

   

5. Click “Do After”

6. Drag action block

7. Add action, Find
   *Module : Employee
   *Filter : Employee Name is #Entry#Employee#EmployeeName

   

8. Drag Condition block

9. Insert value : #EmployeeFound

   

10. Drag Action block

11. Add Action, Form
    *Module : Employees
    *Activity : Edit
    *Entry : #EmployeesFound

    

12. Drag action block

13. Add action, Create
    *Value : #AddRow(#EmployeesEditForm#Upcomingvacation)

    

14. Drag Action block

15. Add Action, Set.
    *Variable : #Variable1
    *Value : Expand Value
    *Document ID - #Entry
    *Start Date - #Entry#StartDate
    *End Date - #Entry#EndDate
    *PTO or OOO - #Entry#PTO or OOO
    *Notes : #Entry#Notes

    

16. Drag Action block

17. Add Action, Perform
    *Module : Employees
    *Activity : Edit
    *Entry : #Employees Found
    *Form : #EmployeesEditForm

    

End Of Configuration - Congrats on creating your PTO Tracker , You may run & try your PTO Tracker now, or try it via ready solution in our INISTATE.