This feature allows Business Admins to transfer pending approvals from one user to another and create delegations on behalf of users. It ensures seamless approval management during unplanned absences by reassigning tasks or setting up temporary approvers. Admins can specify delegation periods and monitor updates, ensuring uninterrupted workflows and timely approvals.
Steps to Transfer Pending Approvals as a Business Admin
1. Choose the Approver for whom the transfer needs to be done.
2. For Transfer click on “Transfer” under the Approval card.
3. Choose the Transfer To User from the list, click “Transfer” button followed by Yes to confirm.
The transferred approval request will now be available under the Approval Dashboard of the assigned approver for his/her approval.
Create Delegations on behalf of other Users
1. Choose the User for whom the delegation needs to be created.
2. Click on the Delegate button.
3. Click on the Create New button to create a new delegation. Fill in the required details and submit.
The process is similar to the Delegation section already outlined in the Homebase Dashboard Manual. Please refer to the Delegation section of the Homebase Dashboard for detailed instructions on creating delegations.