How Does an Approver Assign a Substitute Approver?
Are you an Approver going on leave and need someone to give you a hand with your Users’ leave requests? No worries, we’ve got you covered! With a Substitute Approver, you’ll be able to plan ahead and choose who gets to replace you while on leave. This article will show you how to assign a Substitute Approver.
Are you an Admin trying to assign a Substitute Approver? Check out this article: How Does an Admin Assign a Substitute Approver?
As an Approver, you can assign a Substitute Approver using the following options:
- Using our - **Online Dashboard **
- Using Vacation Tracker Integration - Slack
- Using Vacation Tracker Integration - **Microsoft Teams **
Assigning a Substitute Approver Using the Online Dashboard
- Log in to your dashboard: https://app.vacationtracker.io/signin
- On the left-hand side, click on the Leave Requests drop-down menu and select **Request Leave **
- Enter the leave type, dates and reason if necessary
- Go to Select Substitute Approver and you can either type or select the Substitute Approver from the drop-down list
- Click on Request Leave to complete the request
**A notification will be sent to the Substitute Approver via Teams / Slack / Email when they are set as a substitute. **
Assigning a Substitute Approver Using Slack
- In any channel or direct message, type /vacation and then push Enter
- Once Vacation Tracker responds, select **Request leave **
- Enter the leave type, dates and reason if necessary
- Go to Select Substitute Approver and type a minimum of 3 characters to see your options
- Once you’ve selected your Substitute Approver, click on **Send Request **
**A notification will be sent to the Substitute Approver via Slack when they are set as a substitute. **
Assigning a Substitute Approver Using Microsoft Teams
- On the left-hand side of your MS Teams click on Chats and open the Vacation Tracker chat by clicking on it
- Type Request Leave in the chatbot and press enter or click the send icon. You will get a response, and from the drop-down menu select the type of leave you are requesting. Once you select, click Next
- When a new message pops up, enter the dates you wish to request your leave on and add a reason (if mandatory)
- Click on Submit
- After you click Submit, a new box Select Substitute Approver will pop up
- You can either type or select the person from the drop-down list
- Click on Proceed
OR
- At the top of your MS Teams window search Vacation Tracker in the search bar and select the app
- Once you’re in chat, click on the Request Leave tab
- Enter the leave type, dates and reason if necessary
- Go to Select Substitute Approver and you can either type or select the Substitute Approver from the drop-down list
- Click on **Request Leave **
**A notification will be sent to the Substitute Approver via Teams when they are set as a substitute. **
Would you like to learn more about your own role as an Approver, see: Guide: What Can an Approver Do in Vacation Tracker?
Would you like to edit the Substitute Approver? Check this article out: How Do I Edit a Substitute Approver?
Updated on: 19/03/2024
Thank you!