Who this guide is for: System administrators – Requires 'System Admin' role
Overview:
This guide shows how to enable and assign authorisation delegation, allowing an authoriser to temporarily pass approval responsibility to another authoriser during absences.
How Authorisation Delegation Works:
When enabled, delegation allows one authoriser to assign another to act on their behalf for authorising absence, overtime, or other requests. This prevents approval delays when the original authoriser is out of office.
How to Enable and Set Up Delegation:
Step 1: Enable Delegation Globally
- Go to Admin tools > Admin panel > Global > System setup.
- Scroll to the Authorisation Settings section.
- Tick the box next to enable delegation.
- Click Save at the top of the page.
Step 2: Assign a Delegation at User Level
- Go to Admin tools > Admin panel > Users > Users.
- Search for the authoriser who will be away and click Edit.
- Scroll down to the Delegation section.
- Click Add Authorisation Delegation.
- Enter the details:
- Select the delegated authoriser (they must already have authoriser permissions).
- Define the delegation period (start and end date).
- Click Save User at the top of the page.
Additional Information:
- Delegation: Temporary transfer of authorisation duties to another authoriser.
- Requires 'System Admin' role to enable and assign delegation.
- The delegated user must already hold an authoriser role.
- Delegation can be date-bound, allowing automatic return to normal authorisation.
- Tip: Always double-check the dates and roles before saving.
- Use the search function within the platform to quickly find features or settings.