Overview

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When a line manager will be out of the office—whether for a short break or an extended vacation—coverage may be required for approval tasks. This article explains how to delegate another user to act as a temporary line manager during the out-of-office (OOO) period.

This article is intended for the line manager configuring the delegation, not for the delegate or employees in the line manager’s hierarchy.

Essential Information

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• Delegate to (Recommended): Delegation allows another user to approve or reject journals on your behalf. The task appears in both your task list and the delegated user’s task list. Once the task is acted on by either person, it is removed from both lists.
• Reassign to: Reassigning transfers full ownership of the task to another user. We strongly recommend using Delegate To instead of Reassign To, to avoid journals being forgotten by reassigned user when you return from your vacation period.

Next Steps

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1. Click on the bell icon. Then click Show All.
   
2. Click on the Worklist button in the top right corner.
   
   
3.  A new window will open for the BPM Worklist. Open your user menu and select Preferences. 
   
4. You should see a page appear for the Vacation Period:
   • Enable Vacation Period
   • Select the Start Date and End Date for your OOO period.
   • Choose Delegate To and select the user who should receive your tasks.
5. Hit save in the top right corner. Once your vacation period has ended, the delegated user will no longer receive your tasks in their worklist.