Delegating Approvals with SuiteApprovals
You can delegate your approval to another employee in your subsidiary either indefinitely or for a set period, with start and end dates.
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If you’re a supervisor, records that need your approval go to your delegate when the approval rule uses employee hierarchy.
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If you’re selected as an approver for a specific approver type, records needing your approval go to your delegate when the approval rule uses a custom approval chain.
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Journal entry, sales order, vendor bill, expense, and purchase approvers can also delegate approval authority.
When you delegate approval, your approval limits still apply.
To delegate approval:
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Go to Lists > Employees > Employees.
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Click Edit next to your name in the Employees list.
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Click the Human Resources tab.
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On the Approval Delegation subtab, complete the following fields:
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Delegate Approval – Check this box.
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Delegate To – Select the employee you want to delegate your approval to.
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Start Date – Select a start date of when you want to start delegating approvals.
If you want your delegate to approve for you indefinitely, leave the date range blank.
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End Date – Select the end date of when you want the approval delegation to end.
The approval delegation date range you set is checked against the time zone setting in your account’s Company general preferences.
If you don’t see these fields in the employee record, contact your account administrator. For more information about adding fields to an entry form, see Creating Custom Entry and Transaction Forms.
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Click Save.
You can go back to your record anytime to change your approval delegation details.
Both the approver and delegate approver get an email notification. For more information, see Tracking Email Notifications for SuiteApprovals.
To delegate an approval using your Employee Center role:
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Log in to the Employee Center role.
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In the Home Links portlet, go to My Information section and click Approval Delegation.
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On the Approval Delegation page, complete the following fields:
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Delegate Approval – Check this box.
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Delegate To – Select the employee you want to delegate your approval to.
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Start Date – Select a start date of when you want to start delegating approvals.
If you want your delegate to approve for you indefinitely, leave the date range blank.
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End Date – Select the end date of when you want the approval delegation to end.
The approval delegation date range you set is checked against the time zone setting in your account’s Company general preferences.
If you don’t see these fields in the employee record, contact your account administrator. For more information about adding fields to an entry form, see Creating Custom Entry and Transaction Forms.
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Click Save.