I'm going on holiday. How can I set up Out of Office and delegate my approvals?
When going on holiday or being on sick leave, for instance, you can activate Out of Office. The person you specify there will be your Delegate and take care of requests submitted for your approval while you're unavailable. The "Out of office" window allows to specify a start date, indicating when the delegation will become active.
During the delegation period, the Delegate will receive and handle the approval requests, ensuring a smooth workflow and continuity even when an Approver is away.
Please note:
- It is not possible to loop Delegates
- Delegates cannot set a Delegate for themselves
- Reviewer rules are also inherited
This is how you set up Out of Office:
In the top right-hand corner, click on your Avatar and select Out of Office:
A pop-up will open and allow you to select a Delegate for each of the Organisations you are involved in and let you set a start and end date for the delegation period:
- Set a Delegate and period of delegation, then click on SAVE to apply your changes:
Specifying a delegation period is optional; if set, it includes both the start and end date.
Once a Delegate has been specified, the original Approver won't be notified about pending approvals. If the Delegate is removed before he/she has authorised all Bills waiting for approval, the original Approver will receive a notification about all the requests still pending approval.
Please note: the Delegate won't see requests approved by the original Approver.Related Articles
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