eForms Delegated Approvers
Delegated Approvers are individuals who have been authorized by the Department/Org Heads to approve changes through eForms. There are three types of Delegated Approvers: Proxies, Alternates, and Backups.
Requirements/Expectations of All Delegated Approvers
- Approve eForms on behalf of their Department/Org Heads.
- Review eForms that are in process and complete.
- Must maintain a valid email address.
- Will receive email notifications on eForms initiated in their departments.
- Cannot turn off email notifications.
Proxies
Proxies will automatically receive all ePAF approval requests (email notifications and worklist items) for the specific departments they are delegated proxy access. It is recommended that the persons selected to be proxies will regularly approve ePAF's on behalf of the department head, not just on special occasions. It should be appropriate for them to approve personnel changes for all employees in the department.
- proxies can also be an ePAF initiator,
- proxies are per department, so if you are the head of multiple departments and want the person to be your proxy for each of these departments, you must submit
- email notification cannot be turned off for proxies…as workflow items cannot be turned off
Alternates
Alternates will only receive approval requests for the specific departments they are delegated alternate access, when the person submitting the ePAF specifies it should be sent to them. It is best to select someone as an alternate if they should only get approval requests routed to them when the department head/proxy/backup cannot be reached, or if they should only be able to approve ePAF's for a select group of employees or transactions in the department. In the latter case, the initiator should be familiar with the sub groups that alternates are authorized to approve and be able to select the appropriate alternate on the ePAF.
- like proxies, alternates are delegated per department
- more than one person can be selected (per department) to be an alternate
Email notifications cannot be turned off for alternates…as workflow items cannot be turned off.