Approvals module

This section describes how to assign an approval delegate using the Approvals module. For additional information about the Approvals module, refer to the approval procedures in the following sections: 

Approval delegation allows you to temporarily extend approver permissions to another user (for example, to cover duties while an approver is on vacation) by assigning them as an approval delegate. For the time period you specify, the delegate gains the approver's permissions to approve time, leave, or both. Only approvers can access this feature.

After approval delegations are set up, you can view them on the Current and History tabs. The approval delegations on the Current tab are active, and you can remove or edit them if needed. The approval delegations on the History tab are no longer active, and you cannot edit or remove them.

The approval permissions you set up using the steps below are only temporary. Users with the appropriate permissions can access permanent approver settings in the Setup module. For more information, refer to the administrator topic Approvers.

Assigning a delegate

To assign a delegate, follow these steps: 

  1. From the main menu, select Approvals.
  2. Select Delegation.
  3. Select Assign Delegate.

  4. Complete the following fields:

    • Approver: Select your name or the name of the approver to assign a delegate for.
    • Delegatee: Select the name of the employee who will approve requests in the approver's absence.
    • Approval Type: Choose whether the delegate can approve timesheets (time), time off requests (leave), HR items, forms, or all.
    • Start Date: Select a start date.
    • End Date: Select an end date.
    • Notification: Choose whether the approver still receives notifications of the requests.
    • Reason: Enter the reason for your absence (optional).
  5. Select Save.

Editing approval delegates

To edit an active approval delegate, follow these steps: 

  1. From the main menu, select Setup > Approvals > Delegation.
  2. On the approval delegate you want to edit, select Edit.
  3. Modify the available fields as required.
  4. Select Save.

Deleting approval delegates

To delete an active approval delegate, follow these steps: 

  1. From the main menu, select Setup > Approvals > Delegation.
  2. On the approval delegate you want to delete, select Remove.
  3. On the confirmation window, select Yes.