{"id":2151,"date":"2026-04-16T09:08:28","date_gmt":"2026-04-16T14:08:28","guid":{"rendered":"https:\/\/wp.stolaf.edu\/business-office\/?page_id=2151"},"modified":"2026-04-16T09:08:29","modified_gmt":"2026-04-16T14:08:29","slug":"delegating-approvals","status":"publish","type":"page","link":"https:\/\/wp.stolaf.edu\/business-office\/delegating-approvals\/","title":{"rendered":"Delegating Approvals"},"content":{"rendered":"<div data-modular-content-collection>\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-constrained wp-block-group-is-layout-constrained\">\n<h2>Delegating Approvals &#8211; Redwood<\/h2>\n<p><em>Last Updated: 04\/16\/2026<\/em><\/p>\n<p><span style=\"font-weight: 400;\">You will use the Roles and Delegations tile to set up any approval delegations. Navigation path: ME \u2192 Roles and Delegations\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Go to Me. Your dashboard may look different from the dashboards of other employees depending on your role and level of access (security). Select Roles and Delegations.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2231\" src=\"https:\/\/wp.stolaf.edu\/business-office\/files\/2026\/04\/image3-1.jpg\" alt=\"\" width=\"468\" height=\"223\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Scroll down to Approval Delegation.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Do not use Role Delegation, this will share all of your sensitive information with the individual. Click the plus sign in the top right corner.\u00a0<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2233\" src=\"https:\/\/wp.stolaf.edu\/business-office\/files\/2026\/04\/image5-1.jpg\" alt=\"\" width=\"468\" height=\"102\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Rule Name- this is your choice. Example, \u2018Amanda\u2019s Vacation 2025 Timecards\u2019. Start Date- this is the date you would like any approval delegations to begin.<\/span><span style=\"font-weight: 400;\"><br \/><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2232\" src=\"https:\/\/wp.stolaf.edu\/business-office\/files\/2026\/04\/image4-1.jpg\" alt=\"\" width=\"468\" height=\"318\" \/><\/p>\n<p><span style=\"font-weight: 400;\">In the category section, you can select the category you want to delegate approvals for.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Some common options are:\u00a0<\/span><\/p>\n<ul>\n<li><span style=\"font-weight: 400;\">Time and Labor (timecard approvals)<\/span><\/li>\n<li><span style=\"font-weight: 400;\">FinApInvoiceApproval (invoice approvals)<\/span><\/li>\n<li><span style=\"font-weight: 400;\">GlobalAbsenceApproval (time away approvals)\u00a0<\/span><\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2230\" src=\"https:\/\/wp.stolaf.edu\/business-office\/files\/2026\/04\/image2-1.jpg\" alt=\"\" width=\"224\" height=\"241\" \/><\/p>\n<p><span style=\"font-weight: 400;\">Delegate To- start typing the first name of the person you are delegating to, this will bring up the individual you would like to delegate to.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">You can enter an end date if you know the date of your return. You can also select \u2018allow this user to approve their own transaction\u2019 if this is someone reporting to you that would need an invoice approved, time card or absence approved.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Select Save.<\/span><span style=\"font-weight: 400;\"><br \/><\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-2229\" src=\"https:\/\/wp.stolaf.edu\/business-office\/files\/2026\/04\/image1-1.jpg\" alt=\"\" width=\"468\" height=\"184\" \/><\/p>\n<p><!-- begin-migrated-from-panel-builder --><!-- end-migrated-from-panel-builder --><\/p>\n<\/div><\/div>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Delegating Approvals &#8211; Redwood Last Updated: 04\/16\/2026 You will use the Roles and Delegations tile to set up any approval delegations. Navigation path: ME \u2192 Roles and Delegations\u00a0 Go to [&hellip;]<\/p>\n","protected":false},"author":4239,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-2151","page","type-page","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/wp.stolaf.edu\/business-office\/wp-json\/wp\/v2\/pages\/2151","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wp.stolaf.edu\/business-office\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wp.stolaf.edu\/business-office\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wp.stolaf.edu\/business-office\/wp-json\/wp\/v2\/users\/4239"}],"replies":[{"embeddable":true,"href":"https:\/\/wp.stolaf.edu\/business-office\/wp-json\/wp\/v2\/comments?post=2151"}],"version-history":[{"count":8,"href":"https:\/\/wp.stolaf.edu\/business-office\/wp-json\/wp\/v2\/pages\/2151\/revisions"}],"predecessor-version":[{"id":2237,"href":"https:\/\/wp.stolaf.edu\/business-office\/wp-json\/wp\/v2\/pages\/2151\/revisions\/2237"}],"wp:attachment":[{"href":"https:\/\/wp.stolaf.edu\/business-office\/wp-json\/wp\/v2\/media?parent=2151"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}