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