My Authorities Screen and Delegations
- Former user (Deleted)
- Maria Harreguy
- Former user (Deleted)
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 User setup under Authorities tab.
A Timesheet Group has a single Expense Claim Authority 'Primary Approver' by convention.
A Timesheet Group has a single Expense Claim Authority 'Secondary Approver' by convention.
A person may be a Primary or Secondary Approver for multiple Timesheet Groups.
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My Authorities:
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Where the logged in user is the Primary Approver, and they wish to delegate their approval authorities to someone else as they are ‘Out of Office', the menu option 'My Authorities', under the user’s profile is used.
This 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 must also be entered.
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'.