Get around Palmy's web dashboard and Slack Home tab

What you do with Palmy in Slack, what you do in the BuddiesHR web dashboard, how to open it and how to switch between Personal and Admin mode.

SlackUpdated Oct 5, 20262 min read

Palmy, the BuddiesHR time-off tracker, lives in two places. In Slack, everyone requests time off, approvers decide and everyone sees their balances. In the BuddiesHR web dashboard, people can do the same, and admins manage requests, quotas and settings.

What happens where#

Task	Slack	Web dashboard
Request time off	Yes	Yes
Approve or reject a request you were picked for	Yes	Yes
Cancel your own request	Yes	Yes
See your balances	Yes	Yes
See every request, filter, export	No	Yes (admins)
Approve, reject or cancel anyone's request	No	Yes (admins)
Quotas, leave types, settings, calendar, admins	No (read-only summary)	Yes (admins)

Open the web dashboard#

The web dashboard is at dashboard.buddieshr.com. The easiest way in is from Slack:

Admins click Open dashboard ↗ in the ⚙️ Admin Settings section of Palmy's Home tab.
Anyone with more requests than the Home tab shows can click View more ↗ under them.

These buttons sign you in automatically.

Palmy's Home tab in Slack, with the Open dashboard button highlighted

Switch between Personal and Admin mode#

Admins see a Personal / Admin toggle in the page header. Other people only see Personal mode.

The Palmy dashboard, with the Personal and Admin toggle highlighted

Personal shows your balances, the New leave request button, My requests and, if someone picked you as their approver, Pending your approval.
Admin has three tabs: Vacation requests (every request, filters and Export), Quotas and Settings.

What's in the Slack Home tab#

Open the Palmy app in Slack and click the Home tab.

⚙️ Admin Settings (admins only, "This section is only visible to you because you are an admin."): a read-only summary of the audience, the approval mode, daily reminders, calendar sync, status sync and leave types, plus Open dashboard ↗. Settings are edited in the web dashboard.
👤 Personal Settings (everyone):
- 👀 Requests to Review: requests waiting for your approval, with ✅ Approve and ❌ Reject, then the ones you reviewed recently.
- 🧮 Your Balances: days remaining for each leave type with a quota.
- 🗓️ Your Time Off: ➕ New time off request and your last 10 requests, each with 🚫 Cancel request when it can still be canceled.

Palmy's Home tab in Slack, with the Personal Settings section highlighted

During a free trial, admins also see how many days are left at the top of the Home tab. See plans and free trial.

If Slack is disconnected#

If Palmy is uninstalled from Slack, the admin pages of the web dashboard show a banner saying so. Reinstall Palmy with the install guide.