Planning PTO as ASE

Planning PTO for Assigned Support Engineers

ASE PTO planning

As per the ASE contract, the customer expects to have a named engineer covering for their ASE when that person is unavailable. This means that when an ASE plans to take some time off, appropriate coverage needs to be found. This workflow describes the recommended steps an ASE should follow to arrange coverage for planned time off.

Planning PTO

At least two weeks in advance of your time off, find people to cover for you during the full length of that time.

If another ASE is able to cover for you, they should be your first choice. Next, consider SEs who have expressed an interest in the ASE role. Finally, consider any other SEs who you believe would be a good fit.

Once you have found suitable backups, create an issue in the Assigned Support Engineer project. Tag your manager and your backups in the issue. State clearly the dates you will be out.

The week before PTO

  • Review the accounts and open tickets with your backups
  • Inform the customers and account teams of your upcoming absence and your coverage plan

Help the SEs who will be monitoring your accounts to setup a notifications in Zendesk using the notifications app so that they will be notified of new tickets.

Returning from PTO

When you return, meet with your backups to review the work they did on your behalf. And notify your customers and account teams of your return.

Add any lessons learned from this process to the issue that you created in the Assigned Support Engineer project, and then close the issue. Consider improving this Handbook page, too.