The Leave Management feature allows you to nominate another User, called the Relieving Manager, to manage the responsibilities of a user who is on leave. The Relieving Manager will then receive all of this User’s Folio emails and will have access to all of their responsibilities in Folio (as well as retaining their own) during the specified period.
You can also opt to enable a Relieving Manager to leave-manage all Users on behalf of another Relieving Manager.
Note:
- The user being leave managed will still be able to login to Folio.
- The user being leave managed will NOT receive any emails while they are being leave managed.
- If sms messages are being sent to the user being leave managed, they will continue to be sent to that user NOT to the Relieving Manager.
Setting up leave management
To set this up, click on the Admin gear wheel in the top-right of the screen:
Then click on the Users section:
Then navigate to the user who is going to be on leave click on their name to be taken to the Details page for that user, then click on the Leave Management button:
You will then need to select someone to act as the Relieving Manager, and specify the period that the user will be on leave.
If you do not want this Relieving Manager to also act as the Relieving Manager for any users that this User is leave-managing during this period, ensure the "Can leave manage all users who <User name> is leave managing" in inactive by toggling to the off (grey) position.
In the example above, Olivia will be the relieving manager for Dominic, but she will not be the relieving manager for any users that Dominic is the relieving manager for during this period.
Alternatively, if you do want this Relieving Manager to also act as the Relieving Manager for any users that this User is leave-managing during this period, ensure the "Can leave manage all users who <User name> is leave managing" is activated by toggling to the on (green) position.
If you turn this switch on, the Relieving Manager will be able to manage the responsibilities of the current leave manager and the users they are managing. In the example above, Olivia will be able to manage the responsibilities of Dominic and all users Dominic is managing.
Once you have finished setting up the leave management click create.
The details of that user’s leave will then appear above their username on their Details tab:
To change the leave setup click on Edit, or to remove the leave setup click on Delete.
When you are a Relieving Manager
When you are the Relieving Manager for another User, you will receive all of the other User’s Folio notifications, you will see the Folio items they can see and you will be able to complete their Folio tasks on their behalf.
When you are a Relieving Manager for another User, you will see another tab on your To Do List, with the other User’s name and an airplane ‘leave’ icon. You can do most of the items that are on the other User’s To-Do List through this tab. However for some items (Checklist, Checklist Review and Risk Review) you will get this message pop-up displayed.
Click on 'Log in as <username>' to confirm.
Alternatively, you can also log in as the user on leave at any time by clicking on the Airplane icon in the top-right of the screen:
To return to your profile from the user on leaves, click on your name and select 'Return to <your name>':