CRM automatically notifies the manager
Posted: Thu Jan 30, 2025 3:50 am
Vacations . Optimization:
automated forms. Employees fill out a vacation application via an electronic form in the CRM, which automatically checks the correctness of the data and sends a request for approval to the manager. In our Completo, after approval, a notification and task is sent to the accountant about the accrual of vacation pay and to the employee guatemala consumer email list about the need to mark dates in the calendar so that colleagues know about his absence and do not schedule meetings at this time;
unnamed - 2024-09-27T141736.781.png
Image from the author's archive
notifications and reminders.about a new application and creates reminders about the need for verification;
calendar integration. Integration with the corporate calendar allows you to automatically update the vacation and replacement schedule.
Sick leaves . Here, CRM also helps with analytics: if an employee often goes on sick leave, it may be worth offering him a long vacation, and if there is a noticeable reluctance to perform his duties, it would probably be better to say goodbye. Optimization:
automated forms. Employees fill out a vacation application via an electronic form in the CRM, which automatically checks the correctness of the data and sends a request for approval to the manager. In our Completo, after approval, a notification and task is sent to the accountant about the accrual of vacation pay and to the employee guatemala consumer email list about the need to mark dates in the calendar so that colleagues know about his absence and do not schedule meetings at this time;
unnamed - 2024-09-27T141736.781.png
Image from the author's archive
notifications and reminders.about a new application and creates reminders about the need for verification;
calendar integration. Integration with the corporate calendar allows you to automatically update the vacation and replacement schedule.
Sick leaves . Here, CRM also helps with analytics: if an employee often goes on sick leave, it may be worth offering him a long vacation, and if there is a noticeable reluctance to perform his duties, it would probably be better to say goodbye. Optimization: