🌐 Web | 👤 Managers
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. If your company applies a cost object approval strategy, please go to this article.
If you are not sure whether your company applies a line manager or cost object approval strategy, you may check the following.
Step 1: Identify the approval strategy applied by your company
Option 1: In the web app, click on your initials in the bottom left corner and go to the My profile tab. If under the line manager settings or cost object settings the fields Line manager delegate or Line manager do not appear, your company most likely applies a cost object approval strategy.
Option 2: In the web app under the Approvals tab (or under My tasks / Approvals), check whether the expense reports, which 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 under the Single expenses tab, click on an expense, which 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 please refer to an employee in your company with HR or Admin user rights in Yokoy. In the HR section (only available to users with HR role), a HR users will be able to see which approval strategy is applied. Similarly, admin users are able to check in the Admin menu (only available to admin users who have access to the Company tab) what approval strategy is applied.
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 My profile tab.
Note: Approval rights can only be delegated when using the web app.
Under Line manager settings, the Line manager delegate drop down list enables you to choose the colleague you would like 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.
Now, you successfully delegated your approval rights to a colleague as a line manager. If you would like to redo your choice and clear the field, you may click on (Clear selection) in the Line manager delegate drop down list.