Set up a Delegated Approver

When you are out of the office or want someone to act as a backup for Approval you can name a Delegate Approver.

[Admin] Enable Delegate Approval

Option 1: Allow each user to identify a Delegate Approver

Enable Delegate Approval on the Approval Process

1. From Setup navigate to Approval Processes
2. Choose either Holiday Request, Expense, Timesheet, or Timesheet Line Item from the Manage Approval Processes For picklist
3. Select the appropriate Active Approval Process
4. Select Edit by each Approval Step in the Approval Steps list
5. For each Approval Step choose Next, then Next again until you reach "Step 3. Select Assigned Approver"
6. Ensure the checkbox "The approver's delegate may also approve this request" is checked
7. Then select Save
8. Repeat for each Approval Step

❗Delegate Approvers will not see approval items appear in the Approval component on My Precursive or the Approval Request tab of Salesforce❗

Option 2: Identify a single person or group to act as Delegate Approvers for all users
An alternative option for Delegate Approvers if you need a single person or Group of Users to act as "Delegate Approvers" for all users then this can be achieved through configuring the Approval Process. In the Approval Process add multiple approvers who can be granted either unanimous approval or first response. 

Define a Delegate Approver

1. Navigate to your Salesforce Account setting; Choose your profile picture and choose Settings.
2. Then choose Approval Settings from the menu on the left
3. Select the Delegate Approver

To view records and approve as a Delegate Approver:

Option 1: Receive Approval Request Emails for Delegated Approvers:

Delegate approvers can approve from the email notifications.

• Go to the Delegate Approver User's detail page and click on Edit.
• Change the "Receive Approval Request Emails" option to "If I am an approver or delegated approver".
• This will allow the delegated approver to get an email sent whenever there is a record in the approval process for which they are the delegated approver.

Option 2: Configure the Approval Process with multiple Approvers

An alternative option for Delegate Approvers if you need a single person or Group of Users to act as "Delegate Approvers" for all users then this can be achieved through configuring the Approval Process. In the Approval Process add multiple approvers which can then be defined they can be assigned as either unanimous approval or based upon first response. 

Performing Approval Actions for Others

From 'My Precursive', Resources can submit their Timesheets, Holiday Requests and run Approvals (this last one if that has been setup and they are line managers or Project Owners depending on the setup).

What happens if somebody has gone on holiday without submitting their Timesheets or Holidays or running their Approvals?

Line Managers and Salesforce Admins can come to the rescue!

• Line Managers can recall/submit Holidays and Timesheets on behalf of their team.
• Salesforce Admins can login as Line Managers to run their Approvals.

How to Recall / Submit Holidays and Timesheets for Other Users

If you care a line manager, you can do that for your team by navigating to your 'My Precursive' and look for the name of the Resource you want to recall/submit Holidays or Timesheet for. 

How to Run Approvals for Other Users

1. Navigate to Salesforce Setup (gear icon on top right side of your Salesforce Org)
2. Search for 'Users' on the quick find 
3. Click on 'Login' next to the name of the User you want to login as
4. Go to their 'My Precursive' or to the 'Approvals' tab to run their approvals on their behalf

Precursive Mobile App

With the Precursive Mobile App, you can approve/reject items in bulk. To do so, navigate to the Approvals page from the navigation bar. 

On the Approvals page you'll be able to see the list of Timesheets, Expenses and Holidays awaiting your approval. From there:

1. Select the items you'd like to approve/reject by checking the checkbox against each of them, or select all by checking the checkbox on the spreadsheet header.
2. Then hit the Reject/Approve button in the right upper corner of the page to reject or approve your items. 
3. Confirm your actions in the pop-up window.