How to Set Up Leave Management in Assurance

When a User is going on leave another User can be set as their Relieving Manager. This Relieving Manager will then receive all notification emails and will have access to all of the Users responsibilities in Assurance for a specific time period.

This guide provides step-by-step instructions on how to set up leave management in Assurance.

To Set Up Leave Management in Assurance

1. Click the Gear in the top menu

2. Click the Users button

3. Select the Name of the User you wish to set up a temporary replacement for

4. Click the Leave Management button

5. Click the textbox beneath Relieving Manager 

6. Choose the Relieving Manager from the list of options

7. Click the textbox beneath Leave Start Date and choose the date the User will leave

8.  Click the textbox beneath Leave End Date and choose the date the User will return

 Note: After the leave period has ended, the relieving manager will no longer be able to access the responsibilities of the person who was on leave. 

9. Click Update

At the top of the Details tab, it will show that the User is on leave, who the Relieving Manager is and the period of time this covers.

To amend the Leave Management setup click on Edit in the notification, or to remove click Delete.

Additional Notes

• The Relieving Manager view will change during that period. There will be an extra tab on their To-Do List, which will provide a view of the To-Do List of the User on leave.

• Most items can be done through the Relieving Managers login by clicking on the Status button and completing the task that appears in a pop-up window. However, some items (Checklist, Checklist Review and Risk Review) will need to be done logged in as the User on leave.
• You can log in as the User on leave at any time by clicking on the Airplane Icon in the top-right of the screen.

• To return to your profile from the other User, click on your avatar in the top right (these are usually your initials) and select Return to <your name>.
• The user on leave can still login to Assurance and action any of their responsibilities. However, they will not receive any notification emails during their leave period.