Timetastic and Microsoft Teams
Microsoft Teams is part of Office 365. It combines workplace chat, video meetings, and file storage.
Here's what we cover in this guide:
What does this integration do?
There are a couple of options when using the Timetastic Teams integration.
- Daily absence summaries
- Dealing with absence requests via Teams
💡 Timetastic Teams bot is a notification-only bot, it can't reply to your chats.
1. Daily absence summary
Once set up, this feature will post a daily summary to your chosen Teams channel for specified departments or for the whole organisation, showing you who is off today.
When you set up your Teams integration you can choose which department, what time to be notified and whether to include public holidays.
2. Leave requests and notifications
This option sends managers/approvers leave requests and notifications via Teams, so instead of getting emails they'll get direct messages in Teams. This allows managers approve or decline requests immediately, without needing to log in to Timetastic.
Getting set up
These integrations have to be setup by an Admin user within Timetastic, any other user level won't be able to access these settings. You'll also need to be an administrator within your Teams account.
To check you have the relevant permission within Teams, visit your admin centre here.
To link Microsoft Teams and Timetastic, there's different steps depending on which version of Teams you're using:
Classic Teams
In Timetastic, head to SETTINGS > INTEGRATIONS.
Click the 'Connect Teams' button.
Alternatively, you can search for the Timetastic app from within Teams.
Teams will open and show the Timetastic app details.
Click the dropdown arrow and select 'Add to a team'.
Next choose your channel (the Timetastic app is installed Team-wide) and click 'Set up a bot'.
You'll receive a chat message from the Timetastic bot that helps you connect your Team to your Timetastic organisation. Click 'Existing Timetastic User'.
Timetastic will open and confirm the connection. You can now choose your department, notification time and whether to include public holidays.
To set up leave notifications via Teams, toggle the setting to 'On' as shown below.
New Teams (or Teams 2.0)
In Timetastic, head to SETTINGS > INTEGRATIONS.
Click the 'Connect Teams' button.
Alternatively, you can search for the Timetastic app from within Teams.
Teams will open and show the Timetastic app details. Click 'Add':
You'll receive this chat message - but you can ignore it:
You'll also see this pop up appear:
Select the specific channel you want to link with Timetastic and click 'Go'.
(Do not click 'Open', as this will interrupt the connection process.)
You'll receive another chat message that helps you connect your Teams account to your Timetastic account, click 'Existing Timetastic User':
Timetastic will open and confirm the connection. Click '+ Add Daily Summary':
Choose your department(s), notification time and whether to include public holidays.
You can set up multiple daily summaries if needed, just click the '+ Add Another Daily Summary' link.
To also set up leave notifications via Teams (for managers/approvers), toggle the setting to 'On' as shown below.
Uninstalling the Teams app
You can disable the daily summary notification(s) within Timetastic under SETTINGS > INTEGRATIONS, by clicking the trash icon next to the summary. To completely remove the integration, you'll need to delete the app from within your Teams account.
Classic Teams
To remove the app in Teams, click the 3 dots to the right of your team name, and select 'Manage team'.
Next, click the 'Apps' tab, then the trash icon and choose the 'Uninstall' option to remove the Timetastic app.
New Teams (or Teams 2.0)
To remove the app in Teams, click Apps from the side menu, then 'Manage your apps' at the bottom.
Find Timetastic under your list of Apps, click the drop down option next to Timetastic and click the trash icon as shown:
Confirm you'd like to go ahead with the removal.