Set a user absent

When a user is on leave, set them Absent and pick a replacement. Documents that would route to the absent user go to the replacement instead — immediately and automatically. Only admins can do this.

Where: Users → Users → open the user

1. Change Status from Active to Absent.
2. In the Replacement user field that appears, select the user who should receive the absent user’s documents.
3. Click Save.

Caution

Choose a replacement at the same approval level as the absent user. Assigning a junior approver as replacement for a senior role bypasses an intended control.

Note

The change takes effect immediately. All documents currently waiting on the absent user, and any new documents that would route to them, go to the replacement instead.

Related: Return a user from absence