Approver Delegation Rule Set Up

 

When an employee with Oracle Cloud Approval responsibility (e.g., as a requisition approver) will be going on vacation or leave without access to Oracle Cloud, they should delegate their approval responsibilities to another employee.

This employee must be either of the same level, one level up or one level down in their organizational hierarchy.  Delegate may not be outside of their organizational hierarchy.  

 

Select Notifications (click on bell icon in upper right corner of screen), select Show All,

 

Select Worklist.

The BPM pop-up window that will appear, complete the following steps:

1. Select the Name (your username) drop down list (upper right-hand corner).

2. Select Preferences.

3. Select the Enable vacation period check box.

4. Select the calendar icon and select the Start date and End date . Add the dates, time AM/PM for the time away and return.

5. Select OK.

6. Select the Delegate to check box to direct workflows directly to the selected user.

7. Enter search criteria, such as first, last name and then select Search.

8. Select the radio button at the person name.

and click OK.

9. Select OK

10. Select SAVE

11. Pop up will confirm success!

 

To remove the vacation rule, uncheck enable vacation period.

Select Save