Expense Claim Approval Authorities are set in the Workbench application based on the Timesheet Group of the Employee
.
The Expense Claim Approval Authorities are set up in the 'My Approval Authorities' screen. View under 'Timesheets'User setup under Authorities tab.
A Timesheet Group or Location has a single Expense Claim Authority 'Primary Approver' by convention.
A Timesheet Group or Location has a single Expense Claim Authority 'Secondary Approver' by convention.
A person may be a Primary or Secondary Approver for multiple Timesheet Groups or Locations
.
My Authorities:
...
Where the logged in user is the Primary Approver, and they wish to delegate their approval authorities to someone else as they are 'Out ‘Out of Office', the menu option 'My Approval Authorities', under the user’s profile is used.
This 'My Approval Authorities' screen displays the Expense Claim Approval profile for the logged in user.
It allows delegation by ticking the 'Out of Office' checkbox and then Save. A date when the Approver is expected to return can must also be entered.
When logging in, if the user has got 'Out of Office' ticked then a warning is provided 'You have indicated you are Out of Office under your Approval Authority. You may wish to change this'.
If a Secondary Approver has been delegated authority, the Returning Date and Name of the Primary Approver who has done the delegation will appear on this screen for the Secondary Approver.
If the Secondary Approver knows the Primary Approver 'is back', they can reverse the delegation from their end, so that the Primary Approver becomes 'undelegated'.