Personal settings > Delegate approval role

Delegate approval role

If you are a manager and are going on leave, or for another reason may be unable to action your approvals for a period of time, you are able to delegate your approval role to one or more other employees. If company unit restrictions have been enabled, you may only be able to delegate your approval role to those employees within your company unit. This may be a function that only your internal administrator can action.

Some organizations may have elected not to enable this functionality in which case you will not see the Approval Delegation button on your Personal Settings screen and others may have restricted this ability to the internal administrator.

Note: Delegation is one method to cover extended absences. However, it should be noted that approvals and statement processing can be performed from any PC with Internet access; therefore delegation may not be necessary in all circumstances.

To delegate an approval role to another employee:

1. From the user menu, select Personal Settings.
2. Click the Approval Delegation button on your Personal Settings screen. Your approval role(s) are displayed.
3. Click to the right of the approval role you want to delegate. The Employee Search window appears.
4. Type all or part of your delegate's name in the fields and click the Search button. You can only delegate to managers and authorized delegates.
5. Click beside the name of your chosen delegate. Your Personal Settings screen re-appears with the person listed in the Delegate column.
6. Click to add an expiration date to the delegation or to enter an amount range for this delegate.
7. Repeat the above process until you have delegated the approval role to as many employees as necessary.
8. To manually remove the delegation without using the expiration date, click .