CRMit keeps your team's time off in one place, from the first request through to approval. That way you can see who is off, keep on top of allowances and plan work around your team's leave. Here is how to manage it.
From the CRMit menu on the left, open Staff and choose the staff leave options, such as Leave Requests List.
Review the incoming leave requests, and open Staff Leave Overview to see who is off and when at a glance.
Add a new leave request for a team member. Choose the staff member, the dates and the type of leave, then submit it.
Open Staff Leave Decision List to review requests waiting on you. Approve or decline each one, and the request is marked as Approved or Declined.
Go back to Staff Leave Overview to confirm the booked leave shows up, so you can plan work around it.
Tip: The overview shows who is off at a glance, so check it before you assign work or book in a job.
Keep your team set up and see their leave alongside everything else on the calendar.
Book a quick demo and we will walk you through managing your team's leave and allowances.