Out of Office & Delegation
SOPHIE supports out-of-office management with automatic delegation of responsibilities, ensuring that workflows continue smoothly when team members are unavailable.
Setting out-of-office
From Settings > Availability or from the Team management view:
- Set your start date and end date for the out-of-office period.
- Choose a delegate -- the team member who will handle your responsibilities.
- Save your availability settings.
While you're out of office:
- Your profile shows an out-of-office indicator visible to the team.
- SOP approvals are automatically routed to your delegate.
- Tasks assigned to you are visible to your delegate.
Delegation
Delegation allows a user to temporarily transfer their approval authority and task visibility to another team member.
Who can delegate
Users with management roles that have canDelegate enabled can set up delegation. The delegate must have appropriate permissions to handle the delegated responsibilities.
Delegation details
| Field | Description |
|---|---|
| Delegated To | The user receiving delegated responsibilities |
| Start Date | When delegation begins |
| End Date | When delegation ends (automatically reverts) |
What gets delegated
- SOP approval requests
- Task assignments
- Notifications related to delegated items
Automatic revert
When the delegation end date passes, all responsibilities automatically revert to the original user. No manual action is needed.
Approval escalation
If both a reviewer and their delegate are unavailable, SOPHIE escalates the approval up the management chain based on role hierarchy and approval priority settings.