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Add Delegate for Leave Request Approval

ClayHR provides a delegate feature for the users who can perform actions on behalf of primary users. You can add your Leave Request Approval Delegate to approve your Leaves by the below-mentioned steps:                                                

  1. Go to the “People” menu and select ‘My Leave Requests’.
  1. Click on the “New Leave Request" button in the top right.
  1. Select the leave policy you want to apply for, then choose the date(s) for your leave.
  1. Click the “Submit Leave Request” button to apply for the leave. After submitting, your request will be processed, and you’ll be redirected to a new page. Click the icon to add a user as a delegate.
  1. A popup will appear where you can search for the username of the person to whom you want to add a delegate. The dates will be prefilled with the leave dates.
  1. Give them permission for Approval, Delegate users should have Approval/Rejection permission, then click the "Save Delegate" button.
  1. After submission, the icon will change to indicate that the delegate has been added.

   

       

   OR

  1. Go to the “People” module and select “Manage Leave Requests.”
  1. Click on the icon to add a user as a Delegate. Delegate users can approve/reject the Leave requests.
  1. Click on “+ Add Delegate” and search for the user you want to add as a Delegate. Set the start and end date of the delegate user.
  1. Give them the permissions like Approval. For Approval, Delegate users should have Approval/Rejection permission.
  1. After adding a Delegate, click on the “Save Delegate” button.
  1. You can also Edit or Delete the Delegate. You can edit the start-end date and the given permission.


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