As long as Out of Office is enabled on a user's member record, anyone can set themselves as out of the office and assign their own delegates.
To ensure a user is enabled for Out of Office and can actually use it:
Log into Access Financials
Click System, Security, Users
Select user, click Edit
Go to Time
Click Enable Out of Office
Click Save
Users can set themselves as out of office and set delegates, using the following steps
Log into Financial Operations
Click on their name, top right of screen
Select Preferences
Click Delegates
Use dropdown boxes to select delegates for each module
Click Save and Close
Click Currently out of the Office
Add an out of office message if required
Click Save
To set the Out of Office up for other users, a user must be granted permissions to the Out of Office Administration area.
To do this:
Log into FinOps Administrator
Select System Control, Security Profiles
Select Security Profile, click Edit
Select Security, click System Control
Select Out of Office Administration, double-click to enable (tick)
Click OK
Once Out of Office Administration is ticked the users in that profile can set other users as out of the office and assign their delegates.
To do this:
Log into Financial Operations
Go to System,
Click Out of Office
Select user, click Edit
Click Currently out of the office
Set message if required
Set Delegates for each module
Setting Cannot Approve Own? and Can Reassign? settings as needed
Click Save and Close.
Note: On saving you have an option to re-assign any transactions currently awaiting approval. Answer Yes and all current approvals will be moved to the respective delegates. Answer no, only newly entered transactions will be delegated.
If you miss a delegate, or you chose no instead of yes on the re-assign step, all you need to do is repeat the steps above to update it again.