Skip to main content

How to turn on out of office

  • Updated

Turning on out of office redirects an approver's pending and new approvals to a delegate while they're away, so approvals don't stall.

Before you start

  • You need to be an Owner, Admin, or hold the "Add and remove people" permission.
  • This feature is available on the Premium and Enterprise plans, not Basic.
  • The "Add and remove people" permission only covers inviting and removing team members here; it doesn't extend to assigning budgets or issuing cards.

Steps

  1. Open User Management (in Settings) and go to the People tab.
  2. Open the approver's profile and expand the Delegation settings section.
  3. Select an Approval delegate from the dropdown to choose who receives this person's approvals.
    • This step is required: if you don't select a delegate, turning on the toggle below won't redirect any pending or new approvals.
  4. Toggle on Enable out of office for [name].
  5. Enter a Start date (takes effect 12am AEST) and an End date (ends 11:59pm AEST).
  6. Click Update.

What happens next

  • Any pending approval is redirected to the delegate as soon as you save. A daily job also runs just after midnight (Sydney time) to catch out of office periods that start on a future date.
  • New approvals raised during the out of office period go straight to the delegate.
  • You don't need to turn "Out of office" off manually. A daily job disables it automatically once the end date passes, but approvals already redirected to the delegate stay with the delegate.
  • If both approvers in a multi-step policy are out of office, each step delegates independently, for example to person A's delegate then person B's delegate.
  • Approval rules can't override an active delegate assignment.

Related Articles