Take PTO 🏖️

Tell your team and team lead if you are taking time off in Google Space (so that they can make sure tasks, phone calls and emails are tended to).  If you are taking a planned leave (vacation or personal days) please let us know 2 weeks in advance so we can prepare (also let customers and carriers know as well).

PTO If you are on payroll please complete the PTO Tracker (make sure you tell them the reason for PTO Vacation, Sick Leave, or Personal Leave if something is missing let your team lead know)

Ezlynx  If you are going to be out for 1 day tell your team lead to review your tasks, reassign important tasks to the applicable backup person or team lead

If you are going to be out for an extended period of time use Bulk Reassignment in Ezlynx to reassign tasks 

Ring Central If you are going to be out for an extended period of time adjust your greeting  (MAKE sure to mention coverage is not considered bound or altered via this voice messaging system)

• Update Ring Central 

Google If you are going to be out for 1 day Individual Turn on Gmail out of Office and Delegate Access so someone can manage your email. If you are going to be out for an extended period of time then ALSO adjust your email signature and your Calendar availability.  

• Turn on Create a vacation reply - Computer - Gmail Help Holiday Schedule/Out Of Office Process

• Take days off in Google Calendar

Delegate Access to your inbox if necessary Technology

Hello,

I will be out of the office from MM/DD/YYYY to MM/DD/YYYY. If you need any assistance please call the office at 732-462-8343. 

You can make changes to your policy, and payments, and access your policy documents 24/7 in the Client Center. Login here:www.streetsmart.insurance no password is needed. 

Please remember coverage cannot be bound or altered without written confirmation from our agency.

Admin Turn on Holiday Greeting

• Update Vonage

• Update Client Center and change it back when we return 

• Update Google Maps, Yelp and Apple Business Connect Office Hours. Check Social Media Management Process💻 document

• Update and turn on the Streetsmart.insurance Holiday Pop Up in WordPress and turn it off when we return 

• Out of Office Checker- Update the Out of Office/Vacation Responder Checker

• Alert everyone via email and important announcements of the upcoming holiday hours 1 week before with a link to schedule and out of office process