Cover during absence for role-based invoicing

If an employee or colleague is going on leave, they have the option of allocating their work to another employee.

Only a user with the same role or higher can be selected.

When a user has been selected to cover for someone in their absence, they are given the ability to impersonate this user. When a covering user signs-in they will be shown which users they are covering for today.  They can click on this user to impersonate them.  The user they are covering is shown in the top right user menu.  When they sign-out they return to their own user.

They can view the list of users they can cover at any time by selecting Cover for an absent colleague from the user menu in the top-right.

When an invoice is approved on behalf of someone else it will be shown as being carried out by the covering user, but the history will indicate who it was on behalf of.

 

Note - If a Building Manager has added cover, and the building for some reason is merged with another building, the cover will probably need to be re-added.

 

For the employee going on leave -

cover

For the employee covering the leave...

cover

If the leave is unplanned, an admin can make the change

cover

Note- cover during absence is only limited to role-based invoicing coverage, it doesn't cover contract approvals. The contract approvals follow the regular process and can't be managed under absence cover.

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