How to use Tickets

Tickets is a simple team connection feature designed to tick off and organize all those micro items your team needs to keep humming along. It's just like sending an email request to someone on your team, but a whole lot better.

Tickets also has a built-in eSignature tool, which is great performance reviews, contracts, terms and acknowledgements.

We use tickets for:

• Payroll and invoice questions
• Vacation and time-off requests
• Write-ups and warnings
• Performance reviews
• Contracts and terms
• Scheduling
• Suggestions
• IT issues
• Benefits

...and more! You can always add new labels to tickets (found in your settings page) and customize it to fit your needs.

Assignment

There are several ways tickets are generally used:

• The manager or team leader assigns a ticket to one or more team members. Think performance reviews, write-ups, and eSignature items like contracts and terms (more on this below under eSignatures).
• A team member creates a new ticket and assigns it to a team leader or manager. Think vacation requests, IT issues, payroll questions, and general scheduling issues. 

The participants of the ticket can then comment back and forth, add files, loop in other participants, and manage the ticket to conclusion. 

Note: all tickets can be printed and downloaded as PDF's. Simply click the print icon on the ticket's info tab. 

Using eSignatures

To add an eSignature to a ticket, simply add all participants to the ticket you need a signature from and then select the 'yes' option on the bottom of the new ticket. All participants will be notified that their signature is requested, and each will be given a separate space to sign. No one can sign the ticket except the designated recipient, including team owners. Once the ticket's been signed by all participants it will be marked as 'complete' and can no longer be modified. It will be locked. 

Here's how to do it: 

1. Create a new ticket.
2. Assign the intended participant(s).
3. Select the 'yes' option from the signature drop down.
4. The recipients will open the ticket and click the yellow pad on the bottom to sign. 
5. Once signed, the signature cannot be edited or erased. 
6. You can print or download a PDF copy of the signed ticket by selecting the print icon in the upper right corner of the details tab once the ticket has been signed.

This is a great feature to use for many different use-cases, like contracts, agreeing to terms, or for simple write ups and performance reviews. And because each signature has a digital ID and IP stamp, just like other eSignature solutions, it can be a great option in lieu of adding yet another subscription cost to your tech stack. 

Tickets in action

Example 1: Dwight wants a day off for beet harvesting. He creates a new ticket, assigns it to Toby, labels it as 'Scheduling', enters his details and reasons, and clicks save. Toby will then be notified of the new ticket and can make notes, ask Dwight further questions about said beets, and finalize whether to grant the time off. Officially, beet harvesting is not yet an acceptable reason to miss work. 

Example 2: Michael used the bailer again for personal reasons to bail marshmallows. As this is a very dangerous thing to do, Toby needs to officially write him up. Toby creates a new ticket, assigns it to Michael, labels it as a 'write-up' or 'warning', enters a quick summary of the incident, and adds a signature option. Michael is notified of this warning and asked to digitally sign it. Once signed, Toby downloads a copy and saves it to Michael's file. He can now breathe a sigh of relief knowing that corporate is legally more insulated from the incident. Toby just worries about the rest of the world.