Absence Management

The Absence Management feature allows users in the Invoices and Purchase Order modules to set a substitute approver while they are out of the office. Users with the following roles can set their own substitute approver in the Absence Tab:

• Invoice/Purchase Order Approver
• Invoice/Purchase Order/System Administrator
  • System Administrators can set substitute approvers for themselves and other users. 

Please note that the Absence tab will be greyed out and inaccessible if you are not an Invoice/Purchase Order Approver/Administrator currently assigned to an Approval Channel.

How to set a substitute approver

In My Profile, navigate to the Absence tab.

The following information must be added to set a substitute approver:

• From Date: This is the date the absence starts
• To Date: This is the date the absence ends
• Invoice/Purchase Order Module: Select the substitute approver from the list of applicable users. This list is filtered by users who are also Invoice/Purchase Order approvers and have the same Legal Entity or Org Unit access as the absent user. 

Separate substitutes can be set for the Invoice and Purchase Order Modules. 

How to remove a substitute approver

To remove a substitute approver before the absence date is over, navigate to the Absence tab and click Reset.

For advice on how to set up substitute approvers, contact your Customer Success Manager. For any issues you encounter when enabling substitute approvers, please reach out to our Support team.