You can automate sending information to a specific person about an employee's time off for the current or previous month. This could be for everyone or about a specific employee.
Create an Automated report
Click your name on the top right, then click Settings.
On the settings menu, click Time off, then click Automated reports.
Click Add new.
Enter a title for the report.
Select which period you want the report to cover and when you want to send it. Current or Previous.
Select which employees will be reported on.
Select which time off policies will be reported on
Enter the email address you want the report to be sent to.
Select whether you want the report to show time off in hours or days.
Choose what status of time off you want to be reported on:
Approved
Awaiting approval
Awaiting replacement
Awaiting re-submission approval
Awaiting re-submission replacement
Cancelled
Declined
📎NOTE: You can only show one time off status in an Automated time off report. You can change the status in an existing automated time off report or create a new automated time off and select a different time off status.
Enter an email subject and body of text. This is what will show in the email sent with the time off report, which will be an attachment.
Once done, click Create.
The new automated report is now listed.
📌TIP: To edit a method, click the pencil icon next to it. To delete a method, click the trash can icon next to it.
Preview an automated report
If you want to see what the emailed automated report will look like, you can preview it by sending it to yourself.
Click Preview.
Enter the email address you want to send the test to.
Click Send.
Below is an example of what an emailed time off report looks like. The report is set as an attachment.
