Tracking Leave & Availability in Assignar (1/2)

  • Updated

Workers can submit leave requests. The Availability page will allow you to see when your workers are unavailable due to leave. 

 

Step 1 - Ensure you have the necessary features

  • Forms
  • SMS
  • Worker Availability

If you don't have these features, please contact your Assignar rep.

Step 2 - Create a Custom Form Status 

  1. Go to Field Data > Form Statuses
  2. Click Add new status
  3. Enter a status name (we suggest "Approved")
  4. Optionally, select a status color and a font color
  5. Tap icon to save

Step 3 - Create a Leave Form 

  1. Go to Forms > Add New Form 

  2. Add a title (we suggest "Leave Request Form")

  3. Select a notification email address

    • Note: every leave request will be emailed to the address you select

  4. Choose a user to Assign on Submit 

  5. Select a status for when the form is submitted. We suggest "Pending" 

  6. Click Save

  7. To build out the questions in the form follow this article 

Congrats! You set up your leave workflow process in Assignar. Our next article talks about how to use it every day. 

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