mcgintypaige
Occasional Member - Level 1

Trip Request Approver for Company-Planned Vacation

We have instances where a Trip Request requires a secondary approval from leadership for the entire company for varying reasons (i.e. out of state).  They are planning a vacation and are requesting that these trip requests be routed to another person in his absence.  I know that there are options the site Admins to update their profile to have travel and expense exceptions routed but is there a way for the Admins to update the workflow for Travel Requests?  They are the final approver for all trip requests so I can't go in and update each traveler's profile.  

I found where there is a vacation setting but believe it has to be done by the end user and not the admins.  

Is there a way I can do it?

1 Solution
Solution
KevinD
Community Manager
Community Manager

@mcgintypaige you don't need to update all the traveler profiles and making a change to the workflow for a temporary amount of time isn't recommended. All you need to do is go in as an admin to the profile of the person going on vacation and assign the person who will approve on their behalf as a delegate. This keeps the workflow intact and alleviates any issues where you change the workflow while the person is on vacation, then forget to change it back when they return. 

 

Workflows cannot be set to for temporary time periods and then be automatically reverted back when the time period expires. 


Thank you,
Kevin
SAP Concur Community Manager
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4 REPLIES 4
TS1
Occasional Member - Level 3

Under "Travel Policy Administration" there should be a spot where an admin can update who handles the approvals.

KevinD
Community Manager
Community Manager

@mcgintypaige are you talking about an actual booking in Concur Travel being approved or are you talking about a Travel Request being approved? These are two different things. From your post it sounds like you are referring to a Travel Request. Can you confirm for me please so I can provide an accurate answer? 


Thank you,
Kevin
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.
mcgintypaige
Occasional Member - Level 1

Hi @KevinD 

It's the travel request. 

Solution
KevinD
Community Manager
Community Manager

@mcgintypaige you don't need to update all the traveler profiles and making a change to the workflow for a temporary amount of time isn't recommended. All you need to do is go in as an admin to the profile of the person going on vacation and assign the person who will approve on their behalf as a delegate. This keeps the workflow intact and alleviates any issues where you change the workflow while the person is on vacation, then forget to change it back when they return. 

 

Workflows cannot be set to for temporary time periods and then be automatically reverted back when the time period expires. 


Thank you,
Kevin
SAP Concur Community Manager
Did this response answer your question? Be sure to select “Accept as Solution” so your fellow community members can be helped by it as well.