When a team member goes on vacation, you can use Vacation Hold on the individual's profile in their dashboard to manage their absence.
Note: Only managers can set a vacation hold. Individual team members cannot currently set their own vacation hold.
Within this article, you will see:
- How to set a vacation hold
How to set a vacation hold
1. Go to a team member's profile by searching for their name in the Org chart located within Dashboard. To access the Org chart, click on the Team Name bar located in the top left of the pane. In this example: Team Katie Green.
2. Scroll to the bottom of the profile and click Set a vacation hold
3. Enter the Return Date
4. Click Save
Does the vacation hold end on its own?
Yes, when you set the vacation hold you set the specific date it will end.
Can I end the vacation hold early or change the date?
Yes, after you have set the vacation hold for a team member there will be two buttons with the option to edit the return date or end the vacation hold now.
What happens when you place a team member on vacation hold?
Their row in any Path they're in will be greyed out to visually indicate they are out of office
Depending on the metric, the team member's contribution may be included or excluded from the team goal and team total during their time out of office. In Metric Settings, checking the "Exclude people on vacation" box means anyone who is on a vacation hold will be excluded from this metric's evaluation (example: Calls Week to Date). That means no new results will be created for them, and their existing results will not be factored into team aggregates. If the checkbox is unchecked, people on vacation will be evaluated as usual, but no notifications about their progress will be sent (example: Closed Won This Quarter)
We hope this was helpful! If you have any questions or need further assistance, please contact us at email@example.com.