Have you ever found yourself receiving a time-off request, only to realize you're not the right person to approve it? We understand the frustration this can cause, which is why we've got some exciting news for you!
Our Backup Approver feature is designed to eliminate confusion and spare your admins from receiving time-off requests when the designated approver is unavailable.
In this article, we'll walk you through setting up a backup approver and guide you on what to do if you are the backup approver.
Manage issues in the approval flow
Did you know that the Backup Approver feature can be more than just a handy backup plan? It can also alert you when the designated approver isn't properly set up, which could indicate an issue in the approval flow.
Some scenarios when there's an issue with the approval flow may be:
- If a time-off request is made and the approver is in an Onboarding status
- If a time-off request is made and the approver is in a Terminated status
- If a time-off request is made and there is no one set up to approve it
Click here to learn how to manage the above issues in the approval flow.
How to set up and assign a Backup Approver
To set up a backup approver in Time Off, follow these simple steps:
- Navigate to the Settings tab in the Time Off module.
- In the General Settings section, click Edit.
- Locate the dropdown menu in the third field and select the backup approver. Note that only active admins will be listed in the dropdown menu.
- Click Save to assign that admin as the backup approver.
By following these steps, you can ensure that there's always someone available to handle time off requests, even when the designated approver is unavailable.
Important:
If you choose not to set up a backup approver, the default setting will remain as "All Active Admins." This means that if a time-off request is submitted when there's no active designated approver on Humi, the request will be sent to all admins.
You can set up a backup approver at any time. It’s not mandatory, but is very convenient to have just in case.
What To Do If You’re the Backup Approver
If you’re the lucky one chosen as the backup approver, you’ll receive an email notification that looks like this when someone makes a time off request:
This email will provide a brief explanation, informing you that you've been designated as the backup approver for the request. You'll then have the option to approve or deny the time-off request.
To learn more about how to approve or deny a Time Off request, click here.
Setting up a backup approver in Time Off is like having a safety net – it ensures that all time-off requests are taken care of promptly, even if the main approver is unavailable.
While it's not obligatory to set up a backup approver, doing so adds an extra layer of convenience and peace of mind to your time-off management process.
Just remember, you can configure this feature whenever you like, and being proactive about it can really smooth out your workflow and boost efficiency. So why not take a moment to set it up? Your future self will thank you for it!