Delegating Approvals with SuiteApproval

You can delegate your approval to another employee within your subsidiary indefinitely or for a period, specified by start and end dates.

• If you are a supervisor, records requiring your approval are routed to your delegate when employee hierarchy is specified in the approval rule.

• If you are selected as approver of a specific approver type, records requiring your approval are routed to your delegate when the approval rule deployed uses a custom approval chain.

• Journal entry, sales order, vendor bill, expense, and purchase Approvers can also delegate approval authority.

When you delegate approval, your approval limits apply.

To delegate approval:

1. Go to Lists > Employees > Employees.

2. Click Edit next to your name in the Employees list.

3. Click the Human Resources tab.

4. On the Approval Delegation subtab, complete the following fields:

   1. Delegate Approval – Check this box.

   2. Delegate To – Select the employee you want to delegate your approval to.

   3. Start Date – Select a start date of when you want to start delegating approvals.

      If you want your delegate to approve on your behalf indefinitely, do not select a date range.

   4. End Date – Select the end date of when you want to end the approval delegation.

      The approval delegation date range you set is validated according to the time zone setting in your account’s Company general preferences.

   If you do not 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.

5. Click Save.

You can return to your record anytime to change your approval delegation details.

Note:

Email notification is sent to both approver and delegate approver. For more information, see Tracking Email Notifications for SuiteApprovals.

To delegate an approval using your Employee Center role:

1. Log in to the Employee Center role.

2. In the Home Links portlet, go to My Information section and click Approval Delegation.

3. On the Approval Delegation page, complete the following fields:

   • Delegate Approval – Check this box.

   • Delegate To – Select the employee you want to delegate your approval to.

   • Start Date – Select a start date of when you want to start delegating approvals.

     If you want your delegated employee to approve on your behalf indefinitely, do not select a date range.

   • End Date – Select the end date of when you want to end the approval delegation.

     The approval delegation date range you set is validated according to the time zone setting in your account’s Company general preferences.

   If you do not 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.

4. Click Save.

Related Topics

Managing Approvals with SuiteApprovals

Submitting Records for Approval

Approving or Rejecting Records Using SuiteApprovals

Approving Vendor Bills with SuiteApprovals

Managing Records as a Final Approver

Resubmitting Records for Approval

Viewing Approval History

General Notices