Let someone decide your approvals while away

Before a holiday or a trip, hand your approvals to a colleague for those days. Requests keep moving, and every decision records that it was made for you.

Before you start

• Anyone who approves can set up their own stand-in. A manager can also set one up for someone else.

Steps

1. Open Workflows → Away.
2. Under My delegation, in Decides instead, choose the colleague who will decide for you.
3. Pick the first day in From and the last day in Until.
4. Add a Note if useful, for example "Back on the 20th".
5. Select Save. The page shows "… decides my approvals from … to …".
6. To stop early, select End it.

Set it up for someone else (managers)

1. On the same page, choose the absent person in Person (or leave Me).
2. Choose who Decides instead, the dates and a note, then select Save.
3. All delegations lists every stand-in in the organisation; select End it on a line to end it.

What the stand-in sees

• Your requests appear in their Waiting for me list marked for your name.
• On a request's page they read You are deciding for … (their delegation). They decide with your rights, and the history shows "Approved · their name (for your name)".
• I stand in for on their Away page lists whose approvals they hold and until when.

Good to know

• Your own requests still come back to you. A stand-in decides what waits for you; they cannot approve requests you asked for, and nobody can approve their own.
• Only between the two days. Before From and after Until, requests come to you again.
• The apps' own checks apply. A decision taken by a stand-in runs through the app's own rules, as if you made it.
• Related: approve or decline requests.