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 you can activate Out of Office. The person you set there will be your Delegate and take care of requests submitted for your approval while you're unavailable.
- It is not possible to loop Delegates
- Delegates cannot set a Delegate for themselves
- If the original Approver has the authority to review (i.e. is added as a Reviewer), their Delegate will inherit this role
This is how you set up Out of Office:
A pop-up will open and allow you to specify a Delegate for each of the Organisations you are involved in:
Once a Delegate has been set, the original Approver won't be notified about pending approvals. If the Delegate is removed before he has authorised all bills waiting for approval, then the original Approver will receive a notification about all the requests pending approval.
Please note: the Delegate won't see requests approved by the original Approver.
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