Setting a delegate
- Kelly Collins
- Hitesh Sud
As an approving manager there maybe times when you will need to delegate your approving workflows to another colleague. This will enable them to approve all workflows in your absence.
Click on your name in the top righthand and select self-delegation.
Using the dropdown, select the employee you wish to delegate to. Please note: All employees will show here, please be mindful when you are selecting an employee. This should be someone with the same access rights and level that you are.
Click on the delegation end date, a calendar will appear allowing you to select when the delegation will end.
Click save when finished. A green success message will appear in the bottom righthand corner to advise this has been successful.
The delegation will start as soon as you hit save and will finish at the end date you have selected.
