It's almost holiday time! How does everyone handle colleagues triage while they are on leave?

  • 5 December 2023
  • 2 replies
  • 34 views

Userlevel 3
Badge +2

Happy December everyone!

This will be out first end of year shutdown using Karbon and we’ll have parts of our team off on leave at different times throughout late December and all of January.

I was wondering how other firms are keeping an eye on Colleagues triage and inboxes while they are on leave? 

Pre-Karbon we’d have delegated inbox access which works fine for emails,  and I know shared inbox access is coming (Perhaps a Chrismas present from Karbon 😉) so we can simply  jump in to emails from Gmail if the feature doesn’t arrive on time.\

Triage however seems a little harder to keep an eye on, does anyone have any tips on how to handle this?

 

Cheers


2 replies

Userlevel 7
Badge +15

Hi @Shaun Farrugia,

Good question 🙂

Our process is a little different.. rather than someone looking at Colleagues Triage/Inboxes, we ask all colleagues on leave to setup out of office (for external), which details when that person is away from and to and who/how to contact the firm for matters that can’t wait until they are back.

Does that help?

Userlevel 6
Badge +9

We follow the same pattern as @SamG — that said, occasionally we do find the need to login to their gmail account to get access to a MFA code that is needed for whoever is filling in for them. Generally speaking, if someone is going to be out for an extended period of time and won’t be reachable, we try to ensure that someone has access to their gmail for any urgent needs.

Reply