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Preparing to be away

Before you go on vacation or leave the office for an extended period of time (for example, before you leave for Thanksgiving), there are a few small things you can do to make your colleagues aware of your upcoming absence and to plan accordingly.

Letting people know you are going away

It is generally a good idea to let the people you work with know that you are going away. Over the years, I have seen many different techniques, and this one seems to be the most effective while being the least intrusive: schedule a meeting. The key is to remember that this meeting is for their calendars and not for yours. This way, while you are away, they will have their calendar as a reference

clip_image002

  1. Recipients: Your manager, your peers who contact you regularly or who you work with closely.

  2. Dates: Check the “All day event” checkbox and schedule the meeting for the work days you are away. (Do not use the exact times you will be leaving unless your absence is for less than a day.) For example, if you are leaving over the weekend, set the start date to Monday.

  3. Location: You don’t need to add a location, but if you do, you can put where you are going, or how you can be contacted (or not contacted.)

  4. Free/Busy: Mark the meeting as a “Free” meeting (as opposed to busy, out of office or tentative) This is the default for all day events.

  5. Responses: Request no responses. Your colleagues shouldn’t have to approve your vacation. ;-)

  6. Message: Include the dates you will be gone and alternate contacts. You should use the same message in your Out of Office message (see below).

Setting an Out of Office message – Microsoft Exchange Accounts only

Next you should set your Out of Office message anytime before you leave.

  • Dates: Check the box next to “Only send during this time range” so that when you return to the office, Out of Office messages will automatically stop being sent . You should set the dates to encompass the entire time you will be away, including weekends and up until the moment you return to the office.

  • Message: It is a best practice to include:
    1. When you will be back. The date of your return should be included as part of your message, and it is best if it is in bold. If you want to take it a step further, you can add a mini-calendar to illustrate when and how long you will be away.
    2.     

             November

        Su Mo Tu We Th Fr Sa

                           1

         2  3  4  5  6  7  8

         9 10 11 12 13 14 15

        16 17 18 19 20 21 22

        23 24 25 26 27 28 29

        30  1  2  3  4


      This mini-calendar was created just by typing it in using the font Lucida Console and bold purple for vacation, gray for in the office, and bold red for the day I get back.

    3.  Who to contact for various matters in your absence.
      clip_image004
Other uses for Out of Office Messages

You can use the Out of Office assistant any time you want to let people know that you will be delayed in responding to their e-mail. For example, just after you return from vacation and have a mountain of e-mail to go through, it is wise to set up an Out of Office message indicating that you will not be responding quickly. If you are working on a project, even if you are in the office, setting an Out of Office message will help set realistic expectations of when people will receive a response.

If you do not have an Exchange account

You can still send automatic replies to incoming e-mail, just like the Out of Office feature. For details, see this article. If you have a Hotmail account, you can use Hotmail’s vacation feature.

Melissa MacBeth
Program Manager, Outlook

Posted: Tuesday, November 25, 2008 1:01 AM by outblog

Comments

Erik said:

If you mark the meeting as Free it has the drawback of the "vacation" not being visible in Group Schedules for example.

That is; people could (try to) schedule a meeting with you even though you are out-of-office.

So possibly you should set the time as "Out of Office" instead?

# November 25, 2008 5:17 AM

Riaz said:

I am assuming the mini calendar only shows if you have Exchange 2007? I have Oulook 2007 but only Exchange 2003 and I do not see htose screenshots..

# November 25, 2008 8:11 AM

JimC said:

My Out of Office does not have the Start time/End time and Inside/Outside Organization options.  I am on Outlook 2007 w/Exchange server.  Is this something that would be disabled on the server?  Any way I can get it?

Thanks,

Jim

# November 25, 2008 9:10 AM

Valeri said:

This trick about the vacations in the calendar is sooooo great! Thank you! I sent it to everyone in the office. We'll always do that from now on!

# November 25, 2008 10:59 AM

Melissa MacBeth said:

Thanks for the comments!

Eric - if you mark it it as Out of Office, then the people who receive the meeting will be marked as Out of Office. On your own calendar, you should add a separate appointment that is marked as Out of Office.

Riaz - the mini calendar is typed out by hand - it is not a feature of Outlook.

JimC - the dates, and inside and outside of your organization is a feature of Outlook 2007 with Exchange *2007*. If you have Outlook 2007 running against an older version of Exchange, you will not see that feature.

-Melissa

# November 25, 2008 1:34 PM

ChrisRomp said:

One other thing: TURN OFF THE REMINDER.

I love getting those notifications 18 hours before -- or even better -- 15 mins before midnight about someone's travel or vacation starting, especially with my WinMo phone beeping next to me in the middle of the night.

Great post, Outlook team!  I sent this out to my extended team and I think it'll be getting forwarded around.

# November 25, 2008 1:59 PM

PowerShellTeam said:

That in-line calendar looks handy -- here's a PowerShell script that saves you from doing it by hand: http://www.leeholmes.com/blog/ShowingCalendarsInYourOOFMessages.aspx

# December 3, 2008 11:04 AM

Jude-G said:

We go a step further in our office for extended times away.  In addition to setting the out-of-office assistant, we have established a vacation rule which forwards our e-mails to someone else in the department. The rule includes the forwarding and also moving the original to a folder marked "sent to....". Although this is not for everyone, it helps in our office where we share responsibilities.  

# December 3, 2008 1:06 PM

afreitas@lacapra.com said:

This is a very handy feature however I am having some trouble getting it working correctly.  When I send a meeting invitation using the process in the blog my colleagues are asked to accept or decline the meeting request. I have confirmed that I am turning responses off. Any thoughts on what I am doing wrong?    Is there a difference between a meeting request and scheduling an appointment?

# February 17, 2009 11:53 AM
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