Access: Configuration > Communication > Requests > Manage delegations
Manage delegations allows you to appoint a delegated approver if you are unable to process your approvals. The request administrator cannot delegate their own approvals to another user because they are the approver in emergency situations and have access to all employees. In this case, they must contact the application manager.
Note that if you have processed requests as a delegated approver, those requests do not show up in your management window or the system report (Report Generator module) after the delegation period has ended.
Things to remember ▪Delegated approvers are granted secure access to the information of the employees of the approver they are replacing, but only regarding requests needing approval. They do not have access to any other employee data. ▪Users with the required access may exceptionally create or modify delegations on behalf of all approvers. ▪The request administrator cannot delegate their own approvals to another user because they are the approver in emergency situations and have access to all employees. In this case, they must contact the application manager so that this role can be attributed to another user. |
1Select the request type in the Request type filter. This filter is available if your business manages the two request types (general and absence). 2Select the approver using the Approver filter, then click on Refresh to check whether a delegation has already been created for the approver needing to be replaced. An approver can only have one delegation at a time. 3If a delegation already exists, click on the Approver in the list of active delegations; if a delegation does not already exist, click on Add a delegation. 4On the Approval delegation screen, if you have not filtered the approver to be replaced, select them from the Approver list. 5In the Activation date list, select Today or Period. 6If you selected a period, enter the From and To dates. 7Under Delegated approver, select the temporary approver or each request type to be delegated. A notification will be sent to the delegated approver upon saving. 8Click on Save. ✓ Delegated approvers are granted secure access to the information of the employees of the approver they are replacing, but only regarding requests needing approval. They do not have access to any other employee data. ✓ Users who have access to this feature can create or modify delegations on behalf of all of the business’s approvers.
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1Click on the delegation in question. 2Click on Delete. ✓ The delegation message will no longer appear on the home pages of the delegate or delegator.
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For more information
Requests and delegations configuration – Additional information