Overview
When an approver will be out of the office—whether for a short break or an extended leave—coverage may be required for approval tasks. This article explains how to delegate another user to act as a temporary approver during a specific out-of-office (OOO) period.
This article is intended for the line manager or approver configuring the delegation, not for the delegate or employees in the approver’s hierarchy.
Essential Information
- Delegate to (Recommended): Delegation allows another user to approve or reject BPM Worklist tasks on your behalf (Journals, Requisitions, etc.). 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 tasks being forgotten by reassigned user when you return.
Next Steps
- Click on the bell icon. Then click Show All.
- Click on the Worklist button in the top right corner.
- A new window will open for the BPM Worklist. Open your user menu and select Preferences.
- 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.
- 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.
If you have further questions or concerns, please Submit a Ticket.