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How to re-assign pending approval items when the current approver is unavailable

  • Updated

If someone's approvals need to go to another approver while they're away, you can redirect them by marking that person as out of office.

Before you start

  • You need to be an Owner, Admin, or have the Add and remove people permission (this doesn't cover assigning people to budgets or issuing cards, which need their own permissions).
  • This feature is available on the Premium and Enterprise plans, not Basic.

Steps

  1. Open User Management from the top header of the Weel web app, then go to the People tab.
  2. Open the profile of the team member whose approvals you want to redirect.
  3. In the Delegation settings section, use the Approval delegate dropdown to select who should receive their approvals.
  4. Toggle on Enable out of office for [name].
  5. Enter a Start date and an End date.
    • The start date takes effect at 12am AEST; the end date ends at 11:59pm AEST.
  6. Click Update to save.

What happens next

  • Any approvals already pending with this person move to the delegate as soon as you save. A daily backstop job also catches out-of-office periods that start on a future date.
  • New approvals raised during the out-of-office period go straight to the delegate; they're never assigned to the unavailable approver in the first place.
  • If a policy needs approval from two people who are both out of office, each step delegates to that approver's own delegate.
  • An approval rule can't override an active delegate assignment.
  • Once the out-of-office period ends, approvals already redirected stay with the delegate; they don't move back to the original approver automatically.
  • This automatic redirect is different from the manual redirect option under Manage approval, which can't be used to send an approval to someone who's currently out of office.

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