Delegate Approvals

You can assign another person, called a delegate, to temporarily perform approvals, such as approving invoices or timesheets, in your absence.

When you delegate responsibility for approvals to another person, that person receives the same approval alerts that you would normally receive and has the same access to approve and reject. You (the delegator) continue to receive alerts (along with the delegate) so that you are aware of any approvals processed in your absence. The delegate can approve various types of records on your behalf, but only if their role security allows access to the menu items from which to approve records as well as access to specific records, such as projects and employees.

To assign a delegate:

1. On the toolbar, click and select My Preferences.
2. Select the General tab of the My Preferences dialog box.
3. Select the Delegate Approvals to check box.
4. In the field to the right of the check box, select the employee who will perform approvals in your absence.
5. Click Save.
6. When you want to resume performing approvals, clear the Delegate Approvals to check box on the My Preferences dialog box. The delegate stops receiving approval alerts and no longer receives approval assignments on your behalf.