The way how to delegate approval rights depend on the approval strategy your company applies. Generally, it is relevant to differentiate between two approval strategies: line manager approval and cost object approval. In the following, the delegation of approval rights for a line manager approval process is outlined.
Tip: If your company applies a cost object approval strategy, see Delegate approval rights to a colleague as a cost object owner.
If you are not sure whether your company applies a line manager or cost object approval strategy, see Identify the approval strategy applied by your company.
Step 1: Identify the approval strategy applied by your company
There are three ways you can check:
Option 1: Click on your initials in the bottom left corner and go to Profile. In the Organization tab, in the Policies and approvals section, if Line manager appears as not set, your company most likely applies a cost object approval strategy.
Option 2: In the web app, in Spend > Approvals > Approvals lists (or Spend > My tasks > Approvals), check whether the expense reports that require your approval were solely submitted by the team you are the line manger of. If this is the case, your company most likely applies a line manager approval strategy.
Option 3: In the web app, in Spend > Expenses, in the Single expenses tab, click on an expense that has already been submitted and approved. In the expense report, scroll down to the history log and check whether the person who approved your expense report is your line manager. If multiple reports show your line manager as approver of your submitted expenses, your company most likely applies a line manager approval strategy.
Option 4: To be 100% sure whether your company applies a line manager or cost object approval strategy, refer to an employee in a people manager or admin role in Perk.
Step 2: Delegate approval rights as a line manager
To delegate approval rights as a line manager click on your initials in the bottom left corner of your screen and go to the Profile.
Note: Approval rights can only be delegated when using the web app.
In Line manager settings, Line manager delegate dropdown list enables you to choose the colleague you want to assign your approval rights to.
In addition, depending on the company policies, you can set an Auto-approval threshold. This means that, for example, if an auto-approval threshold of CHF 50 is defined, all expense reports up to this amount and without warnings are automatically approved by the system and do not require manual approval by you or your line manager delegate.
If you would like to redo your choice and clear the field, you may click on (Clear selection) in the Line manager delegate dropdown list.