Temporary Away Status for Users

When an employee is away on vacation, medical leave, or for other reasons, multiple manual adjustments must be made within the platform to prevent them from continuing to receive assignments during that period. Tasks such as:

• Automatic assignment of leads, tickets, or tasks.

• Integrations and availability linked to Google Calendar.

• Meeting scheduling logic.

• Other role-specific settings.

Plus, this process has to be done twice!! Once at the start of the absence and again when the employee returns, increasing the risk of operational errors and the administrative burden.

Here’s an idea:

Incorporate a feature that allows changing a user’s status to “Absent” or “Temporarily Inactive.” (Something like this currently exists but has limited scope)

When a user is in this status, the system should automatically exclude them from:

• Automatic assignments of leads, tickets, and tasks.

• Meeting scheduling.

• Workload distribution.

• Any other assignment logic that depends on the collaborator’s availability.

Upon returning to their normal status, the user would automatically resume participation in all processes without the need for manual reconfigurations. This would help in many ways; some that come to mind are:

• Reducing administrative work.

• Reducing configuration errors.

• Avoiding assignments to collaborators who are unavailable.

• Facilitating the management of vacations, sick leave, and temporary absences.

• Improving the team’s operational continuity.

• Agility and speed when a request arises internally.