Employee Leave

Employee Leave can be configured to easily ensure that champion assignments and basic pre- or post-leave tasks are accounted for when any employee goes on leave for any reason. This can be particularly useful when the employee going on leave is responsible for onboardings, offboardings, or procurement, or if there’s a need for careful management around compliance.

Setting Up Leave

1. From any employee’s detail page, click Actions, then Schedule Leave. This action can also be taken from the kebab on the right side of any employee’s row in the list view.

2. Your next step will be to determine the Leave Window. You must select the start date, and may optionally set the return date. If you know the return date, it is highly recommended that you fill in the return date. Once the information is filled in, click Next.

3. Prepare an email/calendar task by filling out this step. This step configures the creation of a task that a champion will receive so that this work can be accomplished. First, determine whether you’d like the person’s email to be forwarded and, if so, select the person to whom the emails will be forwarded. Second, determine whether an out-of-office message should be set up and, if so, what the message will be. Click Next when ready.

4. Reassign their responsibilities. This is perhaps the most important step of the process. First, a default champion should be assigned. This champion will be used as a first fallback in any case where a specifically chosen champion is not available or if the employee is made a champion of some new category between the time of the leave setup and the time the leave actually begins. The second fallback will always be the account’s super admin. After the default champion is selected, select the replacement champion for any currently configured champion assignment the employee has. Note that at the time the leave starts (not the time the leave is configured), any assigned tasks will be moved to the logically correct champions according to what is selected at this step, and any newly created tasks will be assigned to the new, substitute champions (according to their respective categories) for the duration of the leave.

Employees on Leave

When an employee’s leave has begun, they will be annotated as such on Employee and Device pages. Their champion assignments will be replaced with the assigned replacements.

Leave Conclusion

When an employee’s leave ends, the champion assignments will revert to their original settings, meaning that the employee will once again be the champion for all things they were previously champions for.

Editing or Ending a Leave

Leave timelines can be edited or canceled after a leave is configured. Do do this, select the relevant option from the Actions menu in the Employee Detail view or the kebab menu in the list view.