How do I add a delegate approver to an employee profile?

Step 1: Search for the Employee

1. Use the Search Employee feature.
2. Begin typing the employee’s name.
3. Click on their name from the drop-down list to open their profile.

Step 2: Open the Configuration Tab

• Once inside the employee’s profile, navigate to the Configuration tab.

Step 3: Locate the Delegate Approver Fields

• Scroll down until you find the following two fields:
  • Possible Delegate Approvers
  • Delegate Approvers

Step 4: Assign the Delegate Approver

1. In the Possible Delegate Approvers field, enter the name of the person you wish to assign.
2. Once added, their name will become selectable in the Delegate Approvers field.
3. Select the same person in the Delegate Approvers field.

Step 5: Save the Changes

• Click Save at the top of the profile to apply the changes.

✅ What Happens Next

• Once saved, any email notifications sent to the employee will also be sent to their assigned Delegate Approver.