Table of Contents
Introduction
Usually managers have people reporting to them and might need to submit or cancel leave on their behalf via the Out of the Office widget. However, it might happen that the button is not available for them.
Solution
To enable the On behalf of button, you need to properly set up a hierarchy in the organisation chart, ensuring the managers are positioned above their subordinates. In the image below we can see that:
Mick has four people reporting to him, one of them being Joan Jett.
Joan has a direct subordinate, Micki Steele.
Mick can apply for leave on behalf of his four direct subordinates including Joan's (Micki).
Joan can request leave for herself and on behalf of Micki.
❓Question: What if managers need to apply for leave on behalf of people who should not appear in the organisation chart but still need to be tracked in Indigo?
💡Answer: You can set up an exception in the organisation chart. Keep reading to find out how.
Exception in the Organisation Chart
Example
Imagine you have a receptionist (Mick) and a cleaner (Rose) in your company. Rose isn't part of Mick's team, so she doesn't need to be in the organisation chart. However, Mick is her point of contact for communicating with the company.
Rose doesn't have access to a computer, but company policy requires that all absence requests are processed in Indigo. To solve this:
Got to HR > Employees and select the employee profile (e.g. Mick's).
Select the Apply On Behalf Of tab.
Click on the ➕ Insert button on the far left of the toolbar.
Start typing the name of the employee (e.g. Rose)
Select the employee you need and click on ✔️ Save.
🎉 Now, Mick can specifically apply for leave on behalf of Rose, even though she isn't his direct subordinate in the organisation chart.
🤔 Remember
Both the Organisation Chart and the Apply On Behalf Of tab, can only be accessed by people having the proper roles (e.g. Administrator, HR Administrator) or permissions assigned.
The Apply On Behalf Of tab only allows to submit leave for the inserted employee. The approval process will still follow the organisation chart structure.
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