Transfer/Reallocate pending approvals during Vacation Delegate workflow

Daveweez

We have an approver that went on maternity leave for 3 months.

This approver forgot to turn on Vacation Delegate, so she accumulated a bunch of approvals.

We finally turned it on from the approver from Domain Control, and delegated to another manager.

Is there a way to reallocate those approvals pending approval from the manager on maternity leave over to the other manager?

I would think this should be part of the delegation workflow.

Like when you ask to add the other manager to these policies, you would also ask to transfer any or all pending approvals from the first manager.

I feel like any pending approvals when the person goes on vacation should be delegated to the delegatee (I have 5 pending approvals when I go on vacation for 4 weeks. That should be delegated so the submitters aren't waiting for me to get back)

When I come back, if the person I delegated to left a few waiting, then those should all be changed back to me and Ill take care of them now.

Daveweez

One more note, think about expending this to a permanent delegate for people that leave the company.

If a manager leave the company, but has 5 reports pending their approval, as admin, I want to allocate these to another manager or to their replacement.

• I think it should be separate from delegate functionality, but built on top of it
• Admin could assign all transactions for a terminated employee to another employee
• Approval would become indefinitely delegated to the delegate assignee

tylerzoll

I like this. In a small company, it’s not such a big deal, I just look at the pending reports and have a good idea. In a larger company like in the case of @Julia or @Aussiebandit I would think this would be essential.

Daveweez

I meant to say expanding (not expending)

Sheena Trepanier

@Daveweez - Thanks for this post and sharing the functionality improvements you've been thinking about.

I'll bump this thread in a few days to make sure it gets some additional visibility and share it with my team as well.

Thanks again!

Daveweez

Adding some more notes:

Don't use the term "Delegate", I don't think it is Expensify "brand". I think you can come up with a better name. Some ideas:

• "Out-of-office"
• "Gone Fishin"

Aussiebandit

@Daveweez - in our Company we integrate to Workday and if the manager is On Leave - we have expensify route the approval up the chain to the next manager

Daveweez

Fancy Schmancy

Julia

This is a great idea! Currently when I have reports awaiting approval under someone who is no longer that employees manager, I have to reject it and resubmit it on their behalf to get it to the correct person.

Daveweez

Anyone else like this idea?

Conor Pendergrast

Loving the thoughts so far here everyone

Are there any cases where you would not want a report to be sent onwards to the vacation delegate (aka Fishin' Buddy, if @Daveweez gets his way )

Daveweez

@Conor Pendergrast - can you rephrase your question? I dont think I understand