Set approval delegate restriction and approval delegation method

If you are using the approval delegation feature, the process is as follows

１. Admins set approval delegate restriction and approval delegation method 

２-A. Administrators set up approval delegations

Please refer to this manual. Administrators set up approval delegations

２-B. An employee with approver privileges sets up an approver as a replacement in your absence.

Please refer to this manual. Approver sets up your own delegate approver

This page is the manual for "1. Set approval delegate restriction and approval delegation method".

The steps for admins to set approval delegate restriction and approval delegation method are as follows

①  Click ADMINS [Approval requests].
②  Click "Time & leave related" - "Approval delegations".

③ Click "Edit."

④ Select "Approval delegation method."
Notes: When an employee who is an approver sets up an employee to act on his/her behalf, select what type of approval is required for the set up representative and the approval method when setting up a delegate approver.

⑤ Select "Approval delegate restriction."
Notes: When setting up a replacement, select the restrictions on employees who can be selected.
Company admins are eligible for any of the following lists.

Notes: We are currently considering a name change here. We will notify you as soon as it is changed.

⑥ Click "Save."

Click here for the Japanese version of this manual.
代理承認者の制限と承認方法を設定する