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Substitute approver

How to appoint a substitute approver who handles approval requests during your absence

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Written by Andraž Furlan

Managers and administrators can appoint a substitute approver to handle approval requests while they are absent. When you record an absence for a specific date, the substitute approver takes over your approval rights for the duration of that absence.

Setting a substitute approver

Each user can set a substitute approver only for themselves, in their own profile:

  1. Click your name in the bottom-left corner (1) and select My profile (2).

  2. Expand the Requests management during absence section (3).

  3. Click Select coworker (4).

In the Select coworker window, choose the coworker in the Coworker field and click Appoint.

The list only includes users who have group rights (manager or administrator) with approval enabled in the authorization scheme.

Removing a substitute approver

The substitute approver remains active until you remove them. To do so, open the Requests management during absence section in your profile and click Dismiss next to their name.

The coworker is not on the list

If the coworker you want to appoint is not on the list, they do not have the required permissions. A substitute approver must have group rights (manager or administrator) with approval enabled.

An administrator can grant these rights in the coworker's profile: on the Login tab, add the Manager or Administrator role in the Authorization roles field and click Save.

Note: If you change a user's role from Employee to Manager or Administrator without adding department or tag restrictions, the user will have access to data for the entire company.

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