Delegate Approvals for Others

As administrators, you can delegate approvals of a manager to another person.

Assume that a manager in your organization had to suddenly go on a sick leave. To ensure continuity in the approval process, as administrators you need to delegate the approvals of this manager to another manager.

1. Go to My Client Groups > Person Management.
2. Search for the person whose approvals you want to delegate.
3. Click Actions > Personal and Employment > User Account.
4. On the Account Management page, go to the Approval Delegations section.
5. Click Add.
6. Enter values as indicated in these fields:
   • Rule Name: Enter a unique name.
   • Category: Select an approval category. Note that only approval rules that belong to this category will be delegated.
   • Start Date: The date from when the delegation is effective. You can also specify the time when you want the delegation to start.
   • Delegate To: Select the person who you want to delegate approvals to.
7. Optionally, enter an end date to indicate until when the delegation is effective. You can also specify the time when you want the delegation to end.
8. Select the Allow this user to approve their own transaction check box if you want to allow the delegated person to approve their transactions also.
9. Save your changes.

Results:

If enabled, both the person for whom you created the approval delegation rule and the person who is delegated approvals receive notification about the approval delegation rule.

Approvals are delegated to the selected person during the period that the rule is effective. The delegated person can approve or reject the approval requests on behalf of the original approver during the effective period.