What is an RTO?
An RTO is a Request for Time Off. An approved RTO prevents an employee from accidentally being scheduled by the Auto generation tool or any Manager on a day they are not able to work. For Example, this would be helpful when an employee knows in advance that they will be going out of town on vacation when they might normally have been scheduled to work.
*The RTO tool is especially helpful for any position set to "Shift Based availability," Where staff have said yes to work specific shift blocks that are not date specific. Perhaps an employee said yes to working any Monday shifts but the first Monday next month the employee has Jury duty for example. They would want to submit a RTO in advance for this date.
A new feature has been added for SubItUp managers; you are now able to add Requests for Time Off (RTOs) for your employees from your manager account. This means if an employee was in your office or on the phone asking about a RTO you could add and approve the RTO from your managers account, without the employee submitting the request. Employees are still able to submit RTOs as they have in the past and this is just a new feature that gives slightly more control and flexibility as a SubItUp manager.
How to Create a RTO for your Employees:
To create a RTO navigate to the "Request Time Off" page by clicking on the "Request Time Off" button, . On this page you will see a list of pending RTOs (if you have any to approve) and the new "Add RTO" tool. Your screen will look something like this:
Now lets say one of your employees drops by your office and asks if he can have some time off. Instead of the employee having to sign into their account and submit the request for approval you decided to do this right from your manager account. From the "Request Time Off" page all you need to do is add the relevant information and click submit.
Start By Clicking on "Add An RTO"
1. A pop up window will appear. Select the employee name.
2. Select the date range and time.
3. Select one or all positions.
4. Choose a reason.
5. Enter a explanation and Click on "Submit."
Once submitted this RTO will now be reflected on the calendar as you can see in the example below.
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