Reassign Plan Approval to Another User

A workflow controls who approves incentive plans. You can designate someone as your delegate to approve your plans for you.

If you're unable to approve plans, such as when you're on vacation, you must designate someone else as your delegate. Don't reassign the approval task because that moves it to the reassigned person's hierarchy. When you delegate, the approval stays in your hierarchy and the approval list is unchanged.

If you're the assignee, you can delegate your approval task. Your supervisor can also do it for you. A BPM administrator can create a rule to automatically delegate the approval task to another user for a date range.

  1. In your worklist, find the task and click Reassign Task.

  2. Select Delegate.

  3. Search for and select the user to be the delegate.

  4. Save your change.