Business continuity is essential for any organization’s success. When employees are absent from work, it’s important to have a system in place to ensure that business can continue as smoothly as possible. Oracle HCM offers approval delegation functionality, which allows managers and HRs to delegate approval tasks to other employees when they are unavailable.
There are two ways to delegate approvals in Oracle HCM:
- Managers can delegate approvals themselves. This is useful for situations where a manager will be temporarily unavailable for a planned vacation or a business trip. Prior to their departure, managers can select a team member or someone from outside their team to handle approval requests during their absence.
- HR administrators can delegate approvals on behalf of managers. HR administrators can also delegate approvals on behalf of managers, which is particularly valuable in scenarios where managers are unable to delegate approvals themselves, such as in the case of a sudden illness or other emergencies. In such situations, HR professionals can delegate the approval tasks to another individual on behalf of the manager.
In this article, we will explore both scenarios and discuss how delegation can be set up by both managers and HR specialists.
Approval Delegation Setup by HR for Others
To set up approval delegation for others, navigate to My Client Groups » Person Management » Search the person for whom you want to set up delegation.
Now navigate to the Personal and Employment and then User Account page for that person. While you are on the Account Management page, scroll down to the Approval Delegations section.
You will find all approval delegation setups for this employee in the past. To set up a new rule, click on the + Add button and enter details as follows.
- Rule Name : Enter the name for this delegation rule, for example Delegate Approval To Lindsay.
- Category : Select specific approval category that you would like to delegate, For example select value GlobalAbsenceApproval to delegate absence request.
- Start Date : Enter start date from which this rule will be active.
- End Date : Enter date till this rule should be applicable, leave bank if you are unsure
- Delegate To : Search the person to whom approval will be delegated.
- Allow this user to approve their own transaction : Select yes if you want the delegated person to approve their own approval request otherwise leave blank. For some audit issue, it is recommended not to enable this.
Once you enter all these details click on Save button.
Next time when an absence request is submitted by employees approval notification will reach to Lindsay rather than the manager, which is shown in the image below.
There is a small text DELEGATED appended in the approval notification to let the approver know that this notification was delegated. It is also important to note that the manager who delegated the approval will not receive any notification; only the delegated person will receive the notification.
Approval Delegation for Self
We have seen how an HR specialist can setup approval delegation on behalf of a manager. To setup approval delegation for self, manager can navigate to Me » Roles and Delegations, which will take to Account Management page. Steps to setup approval delegation from here on is same as the previous steps.
Conclusion
We hope you found this article helpful in understanding the process of delegating approvals and setting up delegation rules. We value your feedback and would appreciate it if you could share your thoughts in the comment section below. Your input will assist us in determining the types of articles you would like to see on our website in the future.
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