📅 Admin + Team

Before You Go on Leave

Your TidySlot calendar continues running while you're away. Here's what to do before you leave — and what your admin needs to handle — so nothing falls through the cracks.

Current status: TidySlot currently uses an ownership model for leave — work belongs to you, and handover is a manual coordination step. A dedicated leave handover feature (where you can temporarily shift slots to a colleague's calendar) is planned for a future release. See the Planned Feature section below.

How leave currently works in TidySlot

Your time slots are assigned to you. When you're on leave, those slots continue to appear on your calendar — TidySlot does not have an automated leave management feature and there are no current plans to add one. Your slots continue to fire on your calendar while you are away — TidySlot does not automatically know you are absent. There are two things that need to happen before your leave:

You review your upcoming slots and either complete them early or coordinate with a capable colleague to cover them.
Your admin temporarily reassigns critical slots to the covering colleague in the Manage Time Slot settings — so those jobs appear on the colleague's calendar, not yours.

This requires coordination, but it ensures nothing is left unassigned and the admin's Team Calendar view stays accurate while you're away.

Your checklist — before you leave

📋 Team member — leave preparation checklist

Open My Calendar and switch to Week or Month view — review all slots scheduled during your leave period
Identify which slots can be completed before you leave (do these first)
List slots that need coverage — job name, date, and any context your covering colleague will need
Identify a capable colleague for each coverage item — check with them that they can cover
Notify your admin with the coverage plan — so they can reassign slots in Manage Time Slot
Share relevant job list sheets with the covering colleague (Google Drive / Sheets access)
Brief the colleague on any in-progress jobs — especially ITR or audit work mid-cycle
Update TidySlot slot statuses on your return — mark any slots that were covered as Done or Not Applicable

Admin checklist — reassigning slots during leave

🔑 Admin — leave coverage checklist

Receive the team member's coverage list before their last day
Go to Manage Time Slot → find each slot that needs coverage during the leave period
Edit each slot: change the assigned team member to the covering colleague for the leave dates
Confirm the covering colleague can see the reassigned slots on their My Calendar
Brief the covering colleague if the how-to guide URL isn't sufficient for the job type
On the team member's return: go back to Manage Time Slot and reassign slots back to the original person
Check Team Calendar on return day — confirm the returning team member's slots are back on their calendar

Step-by-step — admin reassignment

1

Go to Manage Time Slot
In the admin sidebar, click "Manage Time Slot." Use the team member filter to find slots assigned to the person going on leave.
2

Edit each relevant slot
Click on a slot to edit it. Change the "Assigned To" field from the leave-taking team member to the covering colleague. Save.
3

Verify on Team Calendar
Open Team Calendar and select the covering colleague. Confirm their newly assigned slots are visible for the leave period.
4

On return — reassign back
When the team member returns, go back to Manage Time Slot and change each temporarily reassigned slot back to the original person. The covering colleague's calendar will clear automatically.

Responsibility at a glance

Task	Who does it	When
Review upcoming slots during leave period	Team Member	Before last day
Complete slots that can be done early	Team Member	Before last day
Identify coverage colleague + brief them	Both	Before last day
Reassign slots to covering colleague in Manage Time Slot	Admin	Before leave starts
Share job list sheets with covering colleague	Team Member	Before last day
Reassign slots back on return	Admin	Return day
Update status on any carried-over slots	Team Member	Return day

Planned feature — Leave Handover (coming soon)

🔮

Leave Handover — Planned for a future release

A dedicated Leave Handover feature is on the TidySlot roadmap. When released, team members will be able to select a date range, pick a covering colleague, and automatically shift their slots to that colleague's calendar for the leave period. Slots return to the original team member automatically on the return date. No admin action required. Until this feature ships, use the manual admin reassignment process described above.

Best practices

Give 3 days' notice minimum — coordinate your leave coverage at least 3 working days before you go. Last-minute handovers lead to missed slots and admin confusion.
Don't leave slots in Pending while you're away — slots that go unattended during your leave become Overdue, which creates false alerts on the admin dashboard. Reassign or pre-complete them.
Brief the covering colleague on in-progress work — especially for multi-stage services (ITR, audit). A slot URL points to a sheet; it doesn't explain what stage the work is at. A 5-minute briefing prevents a colleague from starting from scratch on already-completed work.
Check Overdue on your return day — open My Calendar first thing. Clear any overdue slots — mark them Done (if covered), Not Applicable (if no longer needed), or Issue (if still blocked).
Update the admin on any unresolved issues — if any slots during your leave had blockers (client not responding, portal issue), brief the admin so they can follow up appropriately.