Before you start
Cleaners ask for time off in the app. You can also add it yourself for anyone.
Approve a holiday request
- On Team, open Holiday requests. Show: Waiting for a decision lists the ones to decide.
- Check when it is, the Working days, and the Clashes: anyone else off at the same time, approved or asked for.
- Choose Approve or Decline.
Add time off yourself
- On Team, open Availability and choose Add time off.
- Choose the Person and the Kind: Holiday, Sick or Unavailable.
- Choose From and To, or a Part of the day (Morning or Afternoon) for one day. Add a Note (optional).
- Choose Save time off.
Off sick today
- On the person's page in Team, choose Off sick today, then confirm with Off sick today.
- We record sickness for today and suggest who can take their visits. Choose Do it, or Change to choose first.
On the Board, Off sick today… on a person's column does the same, with a cover plan you can change.
What happens next
The person is told when you approve or decline. Availability shows the week for everyone as Available, Waiting, Approved or Declined, and warns of a Potential clash when several people are away. The optimiser won't give work to someone on time off, but visits already booked stay where they are until you move them. To do suggests cover.
If something goes wrong
- “The end can't be before the start.”: check the dates.
- “We couldn't save the time off. Please try again.”: nothing was saved.
- “That didn't save. Check your connection and try again.”: the request wasn't decided.
- “Saved, but we couldn’t work out cover yet.”: it should be in To do in a few minutes. You can also move the visits on Schedule.
Who can do this
The owner, and managers with Can approve timesheets and manage stock and vans.
Still stuck? Send us a message.