Manage Vacation Rule for Delegating Approvals

This guide will cover:

  • Creating vacation rules to delegate your approvals to others while you are out.

 

Information

The "Manage Vacation Rule" function is a critical process for maintaining operational continuity during extended absences, such as vacation or other personal leave. This feature allows users to delegate their approval responsibilities to an authorized user prior to their absence. By setting up this delegation, users ensure that essential business processes are not disrupted and that approvals continue to be processed in a timely manner, thereby avoiding any delays in daily operations.

Assigning a vacation rule and delegating your approvals will delegate BOTH Finance and HR transactions. If it’s crucial to split the approvals between Finance and HR, please submit a ticket through wyocloud-help@uwyo.edu.

It is important to delegate approvals only to individuals who hold a higher position within the organizational hierarchy. This precaution helps prevent the creation of approval loops within the management chain, ensuring a smooth and efficient workflow. The process of delegating tasks is integral to several business functions within WyoCloud. Below are just a few examples of the types of approvals that may be delegated:

Area

Examples

HR Transactions

Terminations, time approvals, etc.

Expense

Expense reports, cash advances, etc.

General Ledger

Journal entries, IDT transfers, etc.

Procurement

Requisitions, purchase orders etc.

 

Step One

  • Upon signing in, the home page will display. Click on the bell icon in the top right corner:

  • From the Bell icon select Show All.

  • Click on Worklist in the upper right corner of the page.

 

Step Two

When the pop-up box appears:

  • Click the down arrow next to your name to open the drop down menu, and then select Preferences:

A pop up window will appear. Ensure the following steps are completed:

  • Check Enable Vacation Period

  • Input the dates of your vacation in the Start Date and End Date fields

  • Select the ‘Delegate to’ search Button, ensure the drop down is set to user and then select the Search icon

DO NOT select "Reassign to" radio button. Reassigning approvals does not allow the user to view the transactions approved when they return after being away from the office.

  • The Identity Browser pop up window will appear. Check the advanced field, type in the first and last name of the individual you want to reassign to and then select Search. Your results will populate below. Select the radio button next to the person’s name and then select OK as seen below:

  • Select Save in the top right corner:

 

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WyoCloud is the University of Wyoming’s Human Resources and Financial Management principal solution.