A vacation delegate lets you assign a delegate to approve reports on your behalf when you go away for vacation or personal leave. After your delegate approves, the report will follow the same workflow it would have, had you approved the report.
To set a delegate yourself, you will need to head to the website (this cannot be added by using the mobile app).
Go to Account Settings > Account > scroll down to Vacation Delegate > Set Delegate.
Domain Admins also can set delegates for any employee in the domain by going to Admin > Domain Control > [select domain] > Domain Members > Settings > "Set"
When a vacation delegate approves reports in your place, this will be reflected in report history and comments.
No need to worry about forgetting to turn this feature off! When you log into your account while a vacation delegate is active, we'll remind you to disable the delegate! Click on the hyperlink in the banner on your account and all reports submitted to you from that point forward will go to you for approval (instead of your vacation delegate).
- Vacation delegates do need to be part of all the policies you are a part of so they can take care of everything. If your chosen delegate is not part of one of your policies, you'll be warned and given the chance to correct that. If the individual setting the delegate is a policy admin on those policies, they'll have the option to click a button to invite the delegate.
- Vacation delegates do not automatically have access to the reimbursement account of the person on leave. If reimbursement privileges are needed, the reimbursement account will need to be explicitly shared in advance with the vacation delegate by the reimburser. This process can take a few days, so you'll want to make sure to start the process a bit in advance.