How to Hand Over Processes Before a Holiday

To hand over processes before a holiday, the question is not who covers your tasks. It is which decisions currently require you, and whether they can be routed elsewhere temporarily.

What actually stops when someone is away

It is rarely the work. It is the decisions attached to that person.

Approvals queuing until they return
Requests sent to their personal contact
A process nobody else understands well enough to run
Conversations on a number only they can access

What to transfer

Approval authority, by reassigning cost centre ownership temporarily
Channel access, so conversations are not tied to one device
Process knowledge, documented and attached to the process
Table following, so the covering person sees what changes
A clear return date, so temporary changes are reversed

How to do it in Jestor

Reassign the responsible person on the relevant cost center records in Jestor.
Confirm the covering person's role grants the access the process needs.
Turn on table following for them so they see what changes.
Attach or update the process documentation, and point an AI agent at it.
Reverse the temporary assignments on return.

Why choose Jestor for continuity?

Because approval routing in Jestor reads the cost centre's owner, temporary cover is a data change on one record rather than a reconfiguration of the process.

Channel conversations belong to the process rather than to a person's device, so coverage does not depend on anyone sharing a login.

Frequently Asked Questions

How do I redirect approvals temporarily?

By changing the responsible person on the cost centre record. See jestor.com.

Can the covering person see what changes?

Yes, by following the table.

Is channel access tied to a device?

No, conversations belong to the process, with permissions controlling access.

Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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