Managing approval delegates

admins can review and manage approval delegates for anyone in the org from one place use this to see who has a delegate, set one up on someone's behalf, or clean up delegates during a reorg or departure setting up your own delegate? see approval delegates https //docs charthop com/approval delegates before you begin approval delegates must be enabled if you don't see this option, contact your charthop rep only admins whose role grants permission to manage approval delegates can access this view other users can manage their own delegate from user settings open the org wide delegate view go to admin > approval delegates to see a table of everyone with a delegate configured, one row per approver what the table shows approver the person whose approvals are delegated scenarios their scenario approvals delegate, if set time off their time off approvals delegate, if set status active, scheduled (future start), or expired expired delegations stay listed (greyed out) for easy reactivation set a delegate on someone's behalf in admin > approval delegates , add a user or select a row to edit select the approver choose a delegate for each approval type only active users in filled jobs are eligible one delegate per type; a new selection replaces the existing one optionally set start/end dates for a time scoped delegation leave blank for always on save edit or remove a delegate edit change the delegate or dates set new dates to reactivate an expired delegation remove the former delegate stops receiving delegated tasks the approver's own tasks are unaffected notifications and audit trail the approver is notified when their delegate is set or changed on their behalf all changes are recorded in the audit trail as performed by you on behalf of the user good to know delegations are tied to the delegate's job seat if they leave or change roles, the delegation is removed and the approver is notified delegates cover scenario and time off approvals only compensation review approvals are not delegable delegates can approve, reject, comment, and edit (scenarios) reassigning approvals and sending reminders are not available to delegates