How can I delegate approvals in case of absence?
You can delegate any Approvers’ approvals in case of planned or unplanned absence. When this feature is activated, all existing approvals pending approval, as well as all new future approvals, will get delegated to your designated “Delegated Approver”.
A. To delegate your own Approvals. If you have a planned absence and would like to delegate your approvals to another user within your company:
- Head over to your ⚙ Personal Settings (click the User icon 👤 on the top right corner of the screen).
- Locate the Out-of-Office section.
- Set up the date until which you will be absent in the calendar field 📅.
- In the Delegate Approvals to field, make sure to select the user you want to approve requests on your behalf.
- Click on Activate. The "Off" button previously grayed out will now show "On" in green.
B. To delegate another user’s Approvals. If you have Admin permissions and wish to delegate the approvals of another user to someone else:
- Head over to your account Settings (top right gear icon ⚙️)
- Locate the Users subtab.
- Use the search bar function or scroll down to find the user in question.
- Click on the Out-of-Office icon ✈.
- Set up the date until which the user will be absent in the calendar field 📅.
- In the Delegate Approvals to field, make sure to select the user you want to approve requests on your behalf.
- Click on Activate. You will see a confirmation message on the bottom of the screen.
If you wish to edit all future approvals permanently, we recommend editing directly your Approval Rules. Please see our article How do I setup an Approval Rule? for more information
