In this lesson, you will learn how to use the Travel Vacation Reassignment feature in Concur Travel to temporarily delegate travel approval responsibilities to another approver or administrator during your absence, as well as how to disable the reassignment upon your return.
What is Travel Vacation Reassignment?
The Travel Vacation Reassignment feature allows an approver or manager to reassign their duties to another manager or company administrator during their absence.
For example: Susan is an approver for five travelers. She is going on vacation tomorrow and will be gone for one week. By enabling theTravel Vacation Reassignment feature, all email approval notifications and approval tasks will be temporarily redirected to the alternate approver she selects until her return.
How to access Travel Vacation Reassignment
To access the Travel Vacation Reassignment feature:
- Select the Profile icon in the top-right corner of the Concur Travel home page.
- Select Profile Settings.
- In the middle of the page, under Profile Options, select Travel Vacation Reassignment.
Setting up Travel Vacation Reassignment
To set up a reassignment, the approver or manager must do the following:
- Start typing the name, email address, or login ID of the alternate approver or manager. This field uses auto-complete and will display a list if there are multiple matches.
- Select the desired alternate approver.
- Select Submit.
- Confirm the action in the pop-up window by selecting OK.
The reassignment is complete. The approver will be redirected to the main Profile Options page.
This does not reassign any items currently in your approval queue. Please take action on those before you leave.
Note
If your designated backup manager goes on vacation while you are also on vacation, then all travel approvals that are assigned to you will be redirected to your company's travel administrator.
Disabling Travel Vacation Reassignment
To disable a reassignment when the approver returns from leave or vacation:
- Open the Travel Vacation Reassignment feature.
- Select None in the field next to the approver’s name.
- Select Submit.
- Confirm the action in the pop-up window by selecting OK.
Note
This feature is specifically for trip approval reassignment in Concur Travel and does not apply to Concur Request.
Additional Travel Approver Information
- Approvers or managers should set a personal reminder to disable the Travel Vacation Reassignment when they return, as this action is not automatic.
- Only approvers or managers can enable or disable the Travel Vacation Reassignment feature; users or arrangers cannot act on their behalf.
- There is no system indication to users or arrangers that their approver or manager is on vacation. SAP Concur recommends that approvers or managers notify their users or arrangers directly, including who will be handling approvals during their absence.
Lesson Summary
In this lesson, you learned how to delegate your travel approval responsibilities to another approver or administrator during your absence using the Travel Vacation Reassignment feature in Concur Travel.