How to set up a delegation?
1.a. If you are an Admin and would like to set up a delegation for an unavailable colleague :
Go to your Admin space > Users
On the relevant colleague’s row, click the three dots “…” > View profile page
Click the Delegate Approvals button at the bottom of the page.
1.b. If you are a Manager and would like to delegate your approval requests : go to My Profile, then click the Delegate Approvals button at the bottom of the page.
2. Set your absence period and select the temporary approver.
3. Confirm your changes.
Best practices
Set up your delegation before your departure.
Make sure the designated person is available during the selected period.
End of delegation
Once your absence period has ended, the delegation automatically expires and you become the approver for requests concerning you again.
In order to remove the delegation before the end of the specified period, go back to the Approval Delegation section, then click Update > Remove approval delegation :
For assistance, please contact our Support team.