You can set up a time off policy so that when someone requests time off, they can select someone who will be covering their role or workload while they're away. This could be just general tasks, or even specific Sage HR tasks such as approving time off and timesheet requests in their absence.
When you enable this, a Replacement person option will appear in the time off request window.
Enable the replacement person option
Click your name on the top right, then click Settings.
On the settings menu click Time off, then click Policies.
Click Settings on the time off policy you want to amend.
If the policy doesn't exist yet, click Add new policy.
Scroll down then click the arrow next to Workflow to expand that section.
Select Allow to add replacement person.
More options appear.
If required, you can make it mandatory to select a replacement person. Select Make it mandatory.
Once enabled employees can't make a time off request without selecting who will replace them.
If required, you can set it up so that only someone from the same team as the employee can be selected as their replacement person.
Select what you want to happen while the employee using this time off policy is away.
Time off & timesheets requests will go to the person who is away - This option means the replacement person doesn't receive any of the out of office employee's time off and timesheet requests if they're an approver
Replacement person will receives time off & timesheet requests - This option means whoever is selected as the replacement person receives employee's time off and timesheet requests if they're an approver
Specified person will receive time off and timesheets requests - This option means you can select a replacement person, but you also select someone else to specifically approve time off and timesheet requests if the out-of-office employee is an approver. This is useful if you don't want the replacement person to be the one to approve time off and timesheets.
📎NOTE: This option will not work if you have ticked Enable specific approvers option. Either disable the Enable specific approvers option, or select an alternative option under 'While employee is away'."
When you're done, click Save.
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