For customers of our PTO module.
If you're looking for a way to keep one or more people in the loop about everything happening with time off, our automatic Carbon Copy feature is here to help!
Here are a few ways some of our customers have been using automatic Carbon Copy:
Create an email folder to automatically archive copies of all time off requests and approvals for future compliance or audit purposes.
Allow a bookkeeper or payroll person to keep tabs on usage without having to log in to Built.
Allow a project manager or scheduler to monitor time off usage easily via email.
Provide some oversight to managers who might be approving time off when they shouldn't or in too generous a fashion.
The Carbon Copy feature will automatically send email notifications to anyone you add to a list, including all PTO requests, approvals, comments, etc.
To set up automatic Carbon Copy:
Note: Only Company Admins and HR Admins can configure company settings. To learn more, refer to: Understanding User Roles & Permissions.
Click your company name at the top of the main navigation, then click Company Settings.
Click the Paid Time Off tab.
Click the Edit Settings button.
In the Carbon Copy All Notification Emails To field, type the name of a person and hit the enter key or click the + icon.
Add as many additional recipients as desired, then click Save.
Please contact our customer success team for additional assistance.