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Shopl guide

Revolutionize Vacation Management for Your Sales Team with Ease!

01-16-2025

🤔 We have many sales employees working externally.

When employees request vacation, they often use email, messenger, or paper forms. It's difficult to gather these requests in one place, and it becomes even more cumbersome when proof documents are required.

Is there an easier way to manage vacation requests for sales employees working externally?

🙆‍♀️ Want to simplify vacation requests for external employees? With Shopl, it's possible!

Using Shopl's vacation feature, employees can easily submit their vacation requests via mobile and, if needed, provide reasons and supporting documents. Managers can view and approve all submitted requests in real time via the app or dashboard (PC), reducing administrative workload.

Make vacation management for your sales employees easy with Shopl!

1. Manage Vacation and Leave Requests for Sales Employees with Shopl

▪︎ Mobile Vacation Requests Made Easy, Anytime, Anywhere

No more relying on emails or paper forms for vacation requests.

With the Shopl app, employees can submit vacation requests anytime and from anywhere. They can check their remaining leave days and easily fill out the request form. If needed, they can add reasons in the memo section. For special leave types such as bereavement or sick leave, employees can attach photos or documents as evidence, eliminating the need for separate email submissions.

▪︎ View Vacation Requests at a Glance

Vacation requests submitted by employees in the field are immediately sent to administrators via push notifications.

Admins can quickly view all requests in the app/dashboard (PC) and decide whether to approve or reject them.

Once approved, the vacation is automatically reflected in the employee's schedule, and they receive real-time notifications with the result.

▪︎ Manage Vacation Data and Reports in One Place

Admins can easily track both used and upcoming vacation days for each employee.

Shopl also provides data in Excel report format, making it easy to organize and download data by employee, team, or workplace.

2. Recommended for:

• Managers who are receiving vacation requests from external employees via email or messenger

• Managers who are struggling to collect and manage vacation requests submitted from external locations

• Managers who want to solve the hassle of receiving, storing, and managing proof of documentation separately

3. Frequently Asked Questions (FAQ)

Q. Can I designate an approval manager?

A. Yes, you can.

In Shopl, you can designate an approval manager, and the system allows for up to 3 levels of approval. This helps you build a more organized approval process.

Q. Can a mistakenly requested vacation be canceled?

A. Yes, you can.

If an employee mistakenly requests a vacation, it can be canceled directly. The cancellation notification will be sent to the manager in real-time. However, you can set restrictions on which dates (past, today, or future) can be canceled according to company policies.

Q. Can a manager directly assign vacation to an employee?

A. Yes, you can.

If a manager needs to assign vacation directly to an employee, it can be easily done through Shopl's scheduling feature. The assigned vacation will be notified to the employee in real-time.

Now, simplify the vacation requests and management for sales employees working remotely with Shopl. Manage everything from vacation requests and document submissions to approvals all in one place.

Learn more about the Leave feature >
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