<      Time Off < Automated Time Off Request Email

​

When a planned period of absence has been requested by either an administrator or a staff member using the book time off feature, an automatic email is generated by the system. This email (see screen shot below) contains information about who the period of absence is booked for and what dates are requested. If the time off conflicts with services already booked in the staff member's calendar, then this is also highlighted in the email.
 

Who receives the automatic email?

The automatic email requesting periods of absence is sent to the email address contained in the field labelled "Email Address" in Admin > Settings > Company Information. However, if the field labelled "Vacation Alert Email Address" contains a valid email address, the vacation alert emails will be set to that address instead.
 

What should an Administrator do when receiving a system generated request for time off email?

It is entirely up to you to decide an appropriate next step. For example you could:
 

• Write to the requesting party either approving or denying the period of absence.

• Only write to deny a period of absence and otherwise assume they are all approved.

 

If a period of absence is denied, it is your choice who removes the time off from the calendar. Both the administrator and the staff member have access to the appropriate calendar to perform this task.

ON DESKTOP:

​

Navigate to Scheduler > Schedule > Time Off

​

STEP 1

 

• Here is an example of the automatically generated email that the Admin receives when they are notified of a request for time off.

• Any time off conflicts are shown in red with a warning message and can then be discussed with the staff member or their work re-assigned.

  

        ON MOBILE

​

 

STEP 1

​​​

• Tap the Navigator, and select Scheduler > Schedule > Repeat Services

• Here is an example of the automatically generated email that the Admin receives when they are notified of a request for time off.

• Any time off conflicts are shown in red with a warning message and can then be discussed with the staff member or their work re-assigned.

​