How You Delegate Approvals

You can delegate approvals that you need to perform to others for a specific duration. As administrators, you can also delegate approvals of a manager to another person.

You delegate approvals by creating approval delegation rules. You manage approval delegation rules on the Account Management page. You need to select an approval category when creating an approval delegation rule. You can create multiple approval delegation rules for the same duration.

The approval delegation categories correspond to the category values configured on the Task Configuration tab of the BPM worklist. Categories help to group tasks. For example, the ProfileCoreHumanTask and ApprovePerformanceGoal tasks belong to the Talent category.

You can edit approval delegation rules that you created.

You can delete existing approval delegation rules that you have created. To delete an approval delegation rule, edit it and then click Delete. After you delete the delegation rule, the delegation is no longer valid, and approvals won’t be routed to the delegated person.

If enabled, the delegated person gets a notification when you create, edit, or delete approval delegation rules. If the delegation rule is for others, then the person for whom the delegation rule is created also gets a notification.