This guide explains how you can nominate another colleague to receive and action approval submissions from compliance registers - such as the Gifts and Hospitality Register - when you are unavailable or out of the office. This ensures that approval workflows continue smoothly without delays.
How to Nominate a Colleague
Accessing the Out of Office Settings
To nominate a colleague:
Go to the relevant Compliance Register
Select the Settings tab
If you do not see this tab, contact your administrator or email [email protected]
Within the Out of Office Setting, you can configure who will receive approval tasks on your behalf.
Setting Your Out of Office Period
Within the Out of Office settings:
Select the relevant date range for when you will be unavailable
Search for and select the colleague you wish to nominate to receive and action submissions for you
Allowing or Preventing Forwarding
You can choose whether your nominated colleague is permitted to forward approvals in situations where they also become unavailable.
Allow Forwarding – No
If your nominated colleague enables their own Out of Office setting
Submissions will not be forwarded to the next nominated person
This keeps approvals paused until they return
Allow Forwarding – Yes
If your nominated colleague enables their own Out of Office setting
Submissions will be forwarded automatically to the next nominated person in the workflow
This keeps the approval chain moving without interruption
Tips for Smooth Approval Delegation
Ensure your nominated colleague understands their temporary responsibilities
Select someone who is familiar with the relevant compliance register
Use clear date ranges so approvals revert back to you automatically upon your return
Conclusion
You now know how to nominate a colleague to handle approval requests on your behalf, helping maintain smooth compliance processes while you are out of the office. If you need further support, contact your Customer Success Manager by selecting Send us a message via the help icon on your portal, or by emailing [email protected].