Delegate Your Approvals

As managers, you can delegate the approvals you need to do to others in your organization.

Assume that you are a manager and you need to go on a vacation for 3 weeks. But your direct reports might submit leaves during this time or they might perform other tasks that need your approval. You can delegate these approval tasks to another manager in your organization for the duration of your absence.

You manage approval delegation rules on the Account Management page.

Add an Approval Delegation Rule

1. Go to Me > Roles and Delegation.
2. On the Account Management page, go to the Approval Delegations section.
3. Click Add.
4. 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.
5. 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.
6. 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.
7. Save your changes.

Results:

If enabled, the person who is delegated the approvals receives notification that you’ve created an 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 your behalf during the effective period.