Approvers can designate their delegate approvers during their absence using "Out Of Office" approver function. If an approver is not able to assign a delegate approver administrators can assign delegates on their behalf.
- On the top right-hand corner, click on your initials to view the drop down arrow next to your name-down menu options.
- Select My Preferences
- Click the Out Of Office tab on the left.
- In the "Set Out of Office for" field
- Defaults to "Me".
- If you need to set up an out of office for approvers that report to you, you can select them Others in the drop-down box if applicable. If 'Others' is selected, a new field 'Managers' will be added for you to select the manager you are setting the out of office for
- Out of Office - if If you would like to turn on or off.
- Provide the duration of the assignment by filling in the Start and End Date fields.
- Select the delegate approver from the Approver 1 drop down list. Please note that only another user with approval rights can be selected from the list.
- Click Check Availability. A pop-up will generate letting you know if the substitute approver is available, if not, a system message will show stating they are out of office on the selected dates.
- Option - Select if the approver has delegated approval rights for:
- Both - Time & ExpenseSame as my group - The delegate will have the same approval privileges as you
- Time - Time Only
- Expense - Expense Only
- If applicable, assign up to 3 4 additional delegate approvers.
- Click Apply Changes to save changes.