Page History

On this job aid: 

Create a delegation

Cancel or modify the delegation

Acting on Behalf of Another User

Managers can use delegation to allow additional users to act on their behalf for any approvals in the system. Delegations will allow Administrative/Executive Assistants to approve direct reports absences, create expense reports and manage PCards reports.

Anchor
delegation delegation

Create a Delegation

To create a delegation to allow a co-worker to act on your behalf:

...

Anchor
cancel cancel

Cancel or modify the delegation

Once you submit the delegation, you can cancel or modify it. The way you proceed depends on whether your manager has already approved your delegation or not.

If the delegation is approved:

For approved delegations, you can modify the dates, tasks, and other information, and you can add new delegates or remove delegates.

...

1. In your Inbox, click the More button and select My Delegations.

2. Click the Delegation History tab. The unapproved delegation will be in progress.
   delegation history

3. To cancel a delegation request, click the Related Actions icon off the delegation that is “In Progress”.
   
   

   
   
   

4. Select Business Process and click Cancel.
   cancel
   
   

5. Enter a Comment.

6. Click Submit.

Anchor
acting acting

Acting on Behalf of Another User

You are assigned to be a delegate by a co-worker to perform approval tasks on their behalf. Follow the instructions below to act on their behalf:

...