Setting Up a Delegate

The Delegates feature allows you to assign their approval or task responsibilities to another user for a specific period. This is particularly useful for covering responsibilities during planned absences or when workload sharing is necessary.

Follow these steps to setup a delegate

1. Click the User Settings icon in the top-right corner and select "My Delegate Settings" from the menu.

2. Fill in the following fields:
   Delegation of: Choose whether to delegate Approvals, Tasks, or both.
   Delegate To: Select the user who will handle the delegated responsibilities.
   Starts On: Specify the start date for the delegation period.
   Expires In: Specify the end date for the delegation period.
   
3. Click button "Save Changes" to confirm