Goal
- what to do about approvals when someone goes on vacation
- approving on behalf of
- approving for another user
Contents
How to delegate your Approvals
How to delegate an alternate user's Approvals
How to deactivate delegation mode for others
What is Approval Delegation
Approval Delegation allows Approvers to pass their approval responsibilities onto another Approver - for a given period of time. This might be used if an Approver goes on vacation and needs their approvals managed while they are away. Approval delegation will work even if delegated to someone who has an approval threshold lower than the delegator.
Any user can delegate their own approvals. Superusers can manage Approval Delegation for all Approvers.
What types of Approvals can be Delegated?
Approval delegation only applies to Order/Expense/Travel and does not apply spending card, bill, or payments.
How to delegate your own Approvals
- Click the the profile icon in the top right corner of the web app.
- Click your name.
- Select the Approver Delegation tab
- Click Delegate
- Input Assign to, Date, and an Optional Message
- If you do not wish to delegate all existing pending approvals, deselect the check box beside Move all of your pending approval requests over to your assignee.
- Select Submit
To deactivate delegation for yourself, return to the above page, and select Cancel Delegation.
Important: Approval Delegation must be manually turned off. Delegation does not turn off automatically, even if a date range is set.
How to delegate for another Approver's Approvals
The following steps can only be completed by a superuser.
- Go to Settings → Manage Users.
- Find and select the delegator's name.
- Go to the Approver Settings tab.
- Select the Delegate button.
- Select the user you wish to Delegate to and the expected return date.
- If you do not wish to delegate all existing pending approvals, deselect the check box beside Move all of your pending approval requests over to your assignee.
- Submit your changes
To deactivate delegation for yourself, return to the above page, and select Cancel Delegation
Important: Approval Delegation must be manually turned off. Delegation does not turn off automatically, even if a date range is set.
Additional Information:
- An approver who has been delegated will need to approve the same request twice if they are already part of the approval workflow.
- An approver who is delegating approvals cannot be removed from the approval routing until the delegated request are processed.