CHRS Knowledge Base

Delegate Approval with Transactional Front End

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Overview

This job aid shows approvers how to delegate approval.

Background

Transactional Front End (TFE) facilitates job and position changes that require approval. Approvers who go on vacation can delegate their approvals to another user for a time, such as a vacation.

Create a delegation request

Step 1: Navigate to Manage Delegation.

  • Menu > Self Service > Manage Delegation
Menu Button

Step 2: Click Create Delegation Request.

Manage Delegation page

Step 3: Complete the From Date and To Date fields.

  • Specify the time for which your approval requests will be delegated.
Delegation Dates fields

Step 4: Click Next.

Next button

Step 5: Select the types of transactions to delegate:

  • Job change approvals
  • Position change approvals
Delegate Transactions type selection

Step 6: Click Next.

Next button

Step 7: Select the delegate.

  • By default, your supervisor is your delegate. You can optionally click the link to search for another delegate by name.
Choose Delegate table

Step 8: Click Next.

Next button

Step 9: Review the delegation detail, then click Submit.

Submit button

Step 10: Click OK.

Ok button

Revoke approval delegation

Use this procedure if you have an active approval delegation that you want to revoke.

Step 1: Navigate to Manage Delegation.

  • Menu > Self Service > Manage Delegation
Menu button

Step 2: Click Review My Proxies.

Review My Proxies button

Step 3: Revoke delegations:

  1. Select the transactions to revoke.
  2. Click Revoke.
Choose Delegations table

Step 4: Click Yes – Continue.

Yes - Continue button

Step 5: Click OK.

Ok button

End of Article

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