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HR approval delegation

HR approval delegation

Delegate HR approval authority for a defined workflow and period. Review active delegations in HR Settings before relying on a backup approver.

When to use it

A practical example for your team

An HR approver prepares for planned leave by choosing a delegate, setting the applicable workflow type and limiting the delegation to the dates they will be away.

Illustrative workflow. Your setup, access and enabled features determine the available steps.

See how People and HR fits together

How hr approval delegation works

  1. 1

    Choose the responsibility

    Identify which HR workflow needs another approver. Use the supported workflow-type setting to keep the delegated authority appropriate to that responsibility.

  2. 2

    Set the validity window

    Select the delegate and the relevant start and end dates. Confirm the person and scope before creating the delegation through the authorized HR Settings workflow.

  3. 3

    Review active delegations

    Use the active delegation list to check who can approve on your behalf. Revisit the arrangement as responsibilities change; delegation does not remove the approval rules of the underlying process.

What to prepare for a walkthrough

Bring your hiring stages, joining checklist, employee document needs and approval responsibilities. Confirm any local employment requirements with your own people team.

Bring an example of this process and the people who need to participate. We can confirm the relevant plan, access and configuration.

Make hr approval delegation work for your team.

Tell us what you need to achieve. Your enquiry will include this feature so the conversation starts with the right context.

Request a walkthrough