Set your own out of office status
This guide describes the steps to set your own out of office status. It applies to all users regardless of role. If you're looking for information on how to set the out of office status for another user, click here.
Out of office status is set from the user profile. Here's how:
1. Select your user avatar.
2. Select Set out of office.
If you need to make changes to your status, you can manage your out of office at anytime from this user menu.
3. Use the calendar to set the start and end dates.
4. Select Set dates.
5. Select a user from the list. This is the user who you want to delegate duties to when you're out of office.
Note: The list of delegates includes users with the necessary permissions to review expenses and requests. A user that does not have the custom permissions to review expenses can’t be selected.
6. Select the tasks that you expect your delegate to perform. You can select from:
- Expenses only
- Requests only
- Expenses and requests
7. Select Confirm to set your out of office status.
Your out of office status will update immediately. Your current status is visible in the banner at the top of the screen. You can also find your status by selecting your user avatar.
A status will display as out of office scheduled up until the first day of your set period. It will then display as out of office until the final day of your set period.
FAQ's
What happens after I set my out of office status?
When you set your out of office status, your chosen delegate will receive an email notifying them that you've selected them. The email will provide them with the dates of your out of office period along with the tasks that you've chosen to delegate.
Your delegate will receive another email when the out of office period begins notifying them that temporary permissions have be granted and the out of office period has started. They will receive a further email at the end of the period notifying them that temporary permissions have been removed and that the out of office period has ended.
Who can set an out of office?
Any user, regardless of role, can set their own out of office. Additionally, Super admins and Admins can add or edit the out of office status of other users.
Can you set out of office without delegation?
No, out of office is designed for delegation of duties rather than managing general absence. It enables line managers, team leaders, etc. to delegate some of their duties such, as reviewing expenses and requests, to another person in their absence. You can’t set an out of office period without selecting a delegate.
Does a user need to accept the tasks delegated to them?
No, when you select your out of office delegate, they will automatically be notified of your absence and the tasks that you have delegated. They will automatically be granted the permissions to carry out the tasks on your behalf at midnight on the first day you have selected for your out of office and they will be removed at 23:59 on the last day.
Note: Times are based on the primary time zone of your company's market country.