Delegation

To delegate the responsibility to approve leave for your team members:

1. Open the Approvals folder on the menu.
2. Select Approval Delegation.
3. Select hyperlink Add new Approval Delegation record.
4. Select Web Leave Bookings.
5. Next to Delegate Position Number select the down arrow (a new window will open).
6. Under Occupant enter the surname of the person you are delegating to followed by the % sign. You can also enter their first name or part of their name followed by the % sign again. Examples: smith% or smith%j% or smith%joe%.
7. Select find.
8. Select the position title of the occupant you are delegating to. The window will close and the position number will be displayed in the box next to Delegated Position Number.
9. Select the calendar next to Start Date and enter the date that you wish the delegation to commence.
10. Select the calendar next to End date and enter the date that you would like the delegation to end.
11. Select Insert. The transaction is saved and the delegation has been set up.

To change or delete a delegation:

1. Select Approval Delegation on the menu.
2. Select Edit next to the delegation record you wish to change.
3. Select the Delete button to remove the delegation or to make a change select the Update button after you have made your change.
4. If you are deleting the delegation confirm the deletion.