Getting Started with Team Toggle

Welcome to Team Toggle! This guide will help you get up and running quickly, whether you're a team member booking leave or a manager setting up your organisation.

What is Team Toggle?

Team Toggle is a modern annual leave management system designed to simplify how teams book, track, and approve time off. It replaces spreadsheets, email chains, and paper forms with a single, easy-to-use platform that everyone on your team can access.

With Team Toggle, team members can request leave in seconds, managers can approve requests with a single click, and everyone gets a clear view of who's off and when.

Your First Login

When you first access Team Toggle, you'll be asked to complete a brief setup process. What you see depends on your role:

For Team Members

If you've been invited to join an existing team, you'll simply need to:

1. Click the invitation link in your email
2. Create your account or sign in with Google or Microsoft
3. Enter your first name and last name
4. You're ready to go!

For Administrators

If you're setting up Team Toggle for your organisation, you'll complete a guided setup that includes:

1. Creating your account
2. Naming your team or organisation
3. Setting your default annual leave allowance
4. Configuring your first leave policy

Don't worry about getting everything perfect straight away – you can adjust all these settings later.

Understanding the Dashboard

Once you're logged in, you'll land on the Calendar view – your central hub for seeing team availability. From here, you can:

• View the team calendar – See who's off at a glance with colour-coded entries
• Filter by department – Focus on your immediate team if you're part of a larger organisation

Navigation Menu

The main navigation menu gives you quick access to all areas of Team Toggle:

• Calendar – The shared team calendar showing all approved leave
• Annual Leave – Request new leave and view your requests
• Suggestions – Get smart recommendations for when to book leave
• Absence – Log sick days and other unplanned absences

Manager and Admin Features

If you have manager or administrator privileges, you'll also see an Admin section with additional options:

• Analytics – View team statistics and leave patterns
• Designated Days – Manage bank holidays and company closure days
• Approvals – Review and approve pending leave requests
• Policies – Configure leave entitlements and rules
• Team – Manage team members and their settings
• Departments – Organise your team into departments
• Invitations – Invite new team members to join

What to Do Next

Now that you understand the basics, here are the recommended next steps based on your role:

Team Members

1. Check your leave balance to see how many days you have available
2. Request your first day off – it only takes a few clicks
3. Explore Smart Suggestions to maximise your time off around bank holidays

Managers and Administrators

1. Invite your team members to join Team Toggle
2. Review your leave policy to ensure it matches your organisation's rules
3. Set up designated days for bank holidays and company closures
4. Create departments if your team is large enough to benefit from grouping

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