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Admin - How to set up auto-approval of holiday requests for specific users

This article explains how to configure automatic approval for holiday requests

Updated over a month ago

You need to create a new holiday rule to set up auto-approval of holiday requests.

First, you'll need to exclude the user from the existing rule:

Step 1: Go to the Main Settings:

Step 2: Click Calendar & Planner:

Step 3: Choose the Event Manager tab

Step 4: Click the number in the Rules row for Holiday

Step 5: Select the edit icon

Step 6: In the 'Exclude people' field, enter the name(s) of the individuals whose holiday requests should be auto-approved:

Step 7: Select 'Next'

Step 8: Select 'Done'

Now that you've excluded the user from the existing rule, you need to set up a new rule:

Step 1: Click the 'Create rule' button:

Step 2: Enter the name of the new rule:

Step 3: In the 'Assign to' field, enter the name(s) of the individuals whose holiday requests should be auto-approved:

Step 4: Ensure request approval switch remains grey:

Step 5: Make sure the rest of the fields match the existing rule:

Step 6: Select 'Done'

Note: This will apply to any future requests. If the user currently has pending requests, these will need to be approved or deleted and re-submitted

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