Key Features

• Create delegation requests with start/end dates and scope control.
• Link delegations with leave workflows for smooth handover.
• Delegate to one or multiple colleagues with filtering support.
• Automate activation, expiration, and revocation by schedule.
• Apply security rules and trace changes for auditability.
• Configure behavior from HR settings and leave type policies.

Steps to Create a Delegation

1. Go to Employee Delegation and click Create.
2. Open Settings > Users & Companies > Groups and set Allowed for Delegation to True on each group you want to delegate.
3. Select the employee who is delegating and add one or more delegates.
4. Set the delegation period (start date and end date).
5. Define the delegation scope, departments, and any allowed restrictions.
6. Save the record, then submit/confirm it according to your approval flow.
7. Monitor status from the delegation form; the system activates and revokes access automatically based on dates.

Delegation on Leaves

1. Go to Time Off > Configuration > Time Off Types, open the leave type, and set Allow Delegation to True.
2. Create or open a leave request with that leave type; the Create Delegation button is displayed on the leave form only when the leave type allows delegation.