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Out of Office Approvals

How to Set Up Out of Office Approvals and Assign a Backup Approver

Laura Bell avatar
Written by Laura Bell
Updated over 3 weeks ago

At Click Travel, we know travel approvals are time-sensitive — even when approvers are away. That’s why we’ve introduced the Out of Office Approvals Feature, allowing approvers to set out-of-office periods and delegate approvals to a backup approver.

This guide explains how to activate and manage Out of Office settings.

Option 1: Activate via Team Admin Settings

Team Admins can set Out of Office periods on behalf of team members (if the member is an approver).

Steps For Users with Approvers set within Their Profile:

  1. Go to Team Admin section.

  2. Select Members.

  3. Choose the relevant Team Member.

  4. Click Out of Office Settings (visible only if the member is an approver).

  5. Click Add New Out of Office Period.

  6. Enter start date, end date, and choose a backup approver.

  7. Click Add.

You’ll now see the backup approver listed for the selected dates.

  • Use Edit to make adjustments.

  • Use Add New Out of Office Period to add additional dates.

  • To delete a period, click the arrow next to Edit and select Delete.

    Steps For Users who select an Approver at Checkout:

    If approvers have set their Out of Office status, this will show during the checkout process.

    1. Approvers should set their Out of Office where required.

    2. At checkout, when you click Add Approver, the list will display:

      • Available approvers

      • Approvers who are out of office

    3. Select an approver who is available.




Option 2: Activate via Travel Homepage

Approvers can set their own Out of Office periods directly from the homepage.

  1. Go to Your Preferences.

  2. Select Out of Office Settings (visible only if you are an approver).

  3. Click Add New Out of Office Period.

  4. Enter start date, end date, and choose a backup approver.

  5. Click Add.

You’ll now see the backup approver listed for the selected dates.

  • Use Edit to make adjustments (you can also extend an ongoing period).

  • Use Add New Out of Office Period to add additional dates.

  • To delete a period, click the arrow next to Edit and select Delete.

Notes:

  • If an Out of Office period has already started, you can extend it using Edit.

  • For users who can override approval at checkout: if an approver is out of office, this will display under their name.




Tip: Always check for Out of Office indicators before selecting an approver to avoid delays.

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