Leaders with approval authority can request delegation of their approval authority through the dashboard and app leader mode. Delegation must be allowed.
1. Select the "Approval" > "Approval Settings" menu.
2. In the delegation of approval authority screen, click the [Request Delegation] button.
1. Select "Approval" > "Delegation of Approval Authority" menu.
2. In the delegation of approval authority screen, click the [Request Delegation] button.
The delegation period can be selected for a maximum of 370 days, excluding past dates. Dates that overlap with previously requested delegation periods cannot be selected.
First, select the delegation period, then choose the delegatee. If the selected delegatee's previous delegation or leave period overlaps, a notification will appear.
• A member who has already requested delegation within the chosen period cannot be selected as a delegatee.
• A member who has already applied for a leave during the selected delegation period, which is restricted, cannot be selected as a delegatee.
• If the leave period for a member with non-restricted leave during the delegation period is selected, the leave period will be confirmed before the member can be designated as a delegatee.
Once the delegation request is made, a push notification will be sent to the delegation approval manager requesting approval. Once approved, the approval authority will be delegated.
• Once delegated, the push notification for approval requests, which was previously sent to the original approval manager, will now be sent to the person who received the delegation.
• The delegated approval authority applies across all approval categories (schedule, workplace location, punch-out time, vacation, annual leave plan, overtime).
• The delegated person can view, approve/reject, and cancel any request within the dashboard and app leader mode.
Although the approval authority is delegated, the original approver's rights will not be revoked. They can still process approvals/rejections if needed.
