Best Practice Expense and Travel Approver on Leave

[LyndaEnglish]

What is best practice for employees going on leave? I have an expense and travel approver going on leave for 3 months and i don't want to change their direct reports to have a new manger since this is temporary . Is a delegate the best route? What do most people do? 

[cjmarimo]

Hello @LyndaEnglish,

Yes, you're right. Using a delegate, preferably a temporary one,is the recommended practice

Temporary Approver Delegate:

This allows:

• Another person to approve on their behalf during that period, avoiding changes to the organizational structure
• The system to automatically revert to the original state afterward

This is exactly the recommended approach for vacations or leaves of absence.

Hope this helps! Let me know if you have any questions 🙂

Best Regards,
CJ

[KevinD]

@LyndaEnglish if you are referring to both Concur Travel and Expense, there are two different places to reassign the approval responsibility. For Concur Expense, you can find the user's profile in the User Administration screen. Just above the Expense Settings fields, you will see some links, one of which is Expense Delegates. Here you can assign a delegate to handle expense approvals for the person going on leave. 

For Concur Travel, you would need to use the Travel Vacation Reassignment option. The user going on leave can sign in, click their initials in the upper right and then select Settings. When the Settings screen opens, under the section Other Settings there is the Travel Vacation Reassignment option. They click this, then do a search for the person who will approve in their absence. 

I'm not sure if you as an admin can do this for the user. I searched a bit for this, but didn't find the steps, so I would have the user do this as soon as they can.

[LyndaEnglish]

Thanks, Kevin. Yes for Concur Travel, I can't seem to find a way to do it as an admin. I believe the user has to do it themselves.