If a manager is unavailable, you can use alternative methods to manage outstanding leave requests in PeopleXD. Depending on your access and configuration, you can set a delegate, temporarily reassign the manager's role, or use Bulk Leave Approval in the WFM Dashboard.
Set a delegate
Leave approval delegation can only be set by the role owner (the manager). HR users or administrators cannot set a delegate on the manager's behalf.
If the manager is available before their absence, they can set an appropriate delegate from their account to manage leave requests while they are unavailable.
Temporarily reassign the manager's role
If a delegate has not been set, you can temporarily reassign the manager's Report To role to an appropriate HR user or another authorised person.
Temporarily reassign the manager's Report To role to an appropriate HR user or another authorised person.
The temporary approver can then manage the relevant leave requests.
Once the manager returns, restore the original Report To assignment.
⚠️Important: Consider the impact of changing the manager's role before making the change, as this may affect other processes that rely on the reporting structure.
Use Bulk Leave Approval in WFM Admin
Administrators can use Bulk Leave Approval in the WFM Dashboard to manage submitted leave requests.
You can use this feature to:
Approve submitted leave requests.
Reject submitted leave requests.
Cancel submitted leave requests.
To use Bulk Leave Approval:
Go to the WFM Dashboard.
Open Bulk Leave Approval.
Select the leave requests you want to manage.
Approve, reject, or cancel the selected requests as required.
Leave requests from old contracts
A leave request may not appear in Bulk Leave Approval if it belongs to an old contract and only the employee's new contract information is available in WFM.
If a leave request is missing, check that the relevant contract information is available in PeopleXD before investigating further.
Which option should I use?
Situation | Recommended option |
Manager can prepare before their absence | Set a delegate |
Manager is already unavailable | Consider temporarily reassigning the Report To role, where appropriate |
Administrator needs to process existing requests | Use Bulk Leave Approval in the WFM Dashboard |