Overview

The My Authorities screen, accessible via the User menu, displays your current approval authorities for timesheets and expense claims, along with any delegated tasks. It also allows you to set an out-of-office period, during which the system will automatically delegate your approval responsibilities to designated users in your organisation.

You cannot modify your own approval authorities from this screen. These are configured by the System Administrator.

Screen Guide

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• Out Of Office: Check this box to indicate that you are on leave. If you are the primary approver, the system will automatically delegate approvals to all secondary approvers in your timesheet groups.

• Returning date: Enter the date you will return to work. This field is only affected if the “Out Of Office“ checkbox is selected.

• Save button: Click to save the changes.

• Timesheet group: Displays the list of timesheet groups where you hold approval authority.

• Location: Lists of locations.

• Timesheet Authority: Displays your authority level for timesheets within each timesheet group.

• Timesheet delegation by: Identifies the source of delegation when timesheet approvals have been automatically reassigned.

• Until: Shows the end date for the delegation period.

• Expense Claim Authority: Displays your approval authority for expense claims for related timesheet group.

• Expense claim delegation by: Indicates the source of delegation when expense claim approvals have been automatically reassigned.

Delegations are automatically assigned by the system based on predefined authority roles.

Authority Sources

Approval authorities are configured by the System Administrator in:

• Timesheet Authorities or Timesheet Group for Timesheet and Expense Claim Authorities

• Workflow Schemas, where expense claim approval process can be managed by either Timesheet Authorities or Workflow based methods.
  
  

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Expense claim approval based on Timesheet Authorities

How it works

• A user can be assigned as primary or secondary approver for multiple Timesheet Groups.

• When multiple primary approvers exist within a Timesheet Group, submitted are sent to ALL primary approvers.

• Once a timesheet is approved, it is marked as “Approved” in the Timesheet Approval list and can be reversed by another approver.

• If a primary approver is out-of-office, the system automatically delegates approval authorities to ALL secondary approvers on the same Timesheet Group, regardless of the availability of other primary approvers. In this case, other primary approvers still can see and approve the submitted timesheets as normally.

• Only secondary approvers receive automatic delegations. Primary approvers added after the Out-of-Office is enabled will not be delegated.