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Set up an approval delegation

Delegations let you hand your approval responsibilities to a colleague while you are away — for example, during annual leave. This ensures requests continue to be processed without interruption.

  1. Open Approval delegations

    From the ESS portal, navigate to Approval delegations.

  2. Add a new delegation

    Click Add delegation.

    The Approval delegations screen with the Add delegation button visible and any existing delegations listed below

  3. Select the delegate

    Enter the name of the delegate — the person who will act on your behalf while the delegation is active.

  4. Set the date range

    Enter a Start date and End date for the delegation period.

  5. Set the scope

    Select the scope of the delegation — for example, all approvals or specific workflow types only.

  6. Enable and submit

    Check Enable delegation to activate it, then click Submit.

    The delegation expires automatically at the end date you specified. Offboarding checklist tasks also respect active delegations — if the primary task holder has a delegation in place, the delegated person receives the task automatically.