OOO Checklists

• Workday (unless sick day)

  • Submit hours in advance before last day!

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• OOO Google Calendar Event for days OOO

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• Slack

  • Click Profile Icon (top right) > "Update Your Status" > Vacationing

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• Zendesk

  • Click on Profile Icon (top right)

  • Click Name

  • Click the “Apps” button on the top right (under Profile Icon)

  • Toggle availability

  • Check yes to “Unassign all open tickets”

    • Note: Please attempt to solve before going out of the office if this is a planned vacation

    • Also, please consult an AEM on the background of the inquiry so they can appropriately take over the ticket

  • Click "Set Unavailable"

    • Note: Please remember to turn this off manually once you return

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• Zendesk Buddy

  • Please designate partner AEM to take Zendesk tickets during your time off.

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• Set Vacation Responder in Gmail:

  • Settings > See All Settings > General > Vacation Responder (set first and last day).

  • Subject:

Out of Office Notice

• • Message:

Hello,

I will be out of the office from [Insert Date] returning back

[Insert Date].

In my absence, please reach out to your Sales Manager or email our AEM

team at agentexperience@compass.com. Our team is available to quickly

answer requests Monday-Friday from 9-5pm. Otherwise, I will get back

to your request as soon as I return. Have a great day!

Thanks!

[Your Name]

• Click “Save Changes” at the bottom

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• Dialpad

  • Within Dialpad App > Click Profile Icon (top right) > Toggle “Do not disturb” to On

> Click “Set SMS auto-reply” > Go down to “SMS Auto-Reply”

• • Click “ Automatically reply to messages when in 'Do Not Disturb' mode”

  • Message:

Hello, I am currently unavailable. Please email agentexperience@compass.com.

For any urgent needs, please reach out to our IT Support team at (833) 426-6272.

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• Program / Process SPOAs:

  • Notify all Process Partners about OOO dates

  • Invite Process Partners to any subject-related meetings during PTO

  • Ensure AE Help Center site and LFR/SSoT document is up-to-date

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• If working on tickets and/or projects, use the tracker here [MAKE A COPY] and send to a designated AE Buddy:

• If an agent contacts you directly while OOO:

  • Please post in appropriate Slack channel requesting assitance for visibility and another AEM will jump in.