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Delegate your assigned work

Use a delegation when another person needs to handle your assigned work during a planned absence.

Who can do this​

You need company:delegations:manage_own to manage your own delegations. Company administrators with company:approvals:manage can create a delegation for another person.

Create your delegation​

  1. Select Settings in the main navigation.
  2. Under MY SETTINGS, select Delegations.
  3. In Your delegations, select Add delegation.
  4. Select the person under Delegate To.
  5. Set the Start Date and End Date.
  6. Select Create delegation.

Review or end a delegation​

Use Your delegations to review delegations you created. Use Delegations to you to see work delegated to you. To end one you created, select Revoke delegation on that delegation.

Create a delegation for someone else​

  1. Under COMPANY in Settings, select Delegations.
  2. Select Create on behalf.
  3. Select the person under Create on behalf of.
  4. Select the person under Delegate To.
  5. Set the Start Date.
  6. Select No end date or enter an End Date.
  7. Select Create delegation.

What you should see​

The delegation appears with its people and date range. It becomes active for the selected dates.

If something goes wrong​

  • If Add delegation is missing, your role does not allow you to manage your own delegations.
  • If Create on behalf is missing, you do not have permission to manage company approval settings.
  • If the person is missing from Delegate To, ask a company administrator to confirm that person's company access.

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