Approval Delegation
Approval delegation isMenu for viewing and managing the challenger information set by the useris. When the approver is absent due to vacation, business trips, etc., a substitute will handle the approvals during the absence period.Challengerspecifies.
Menu Location: Management Center > Admin Page > Approval Service > Payment Delegation
⚠️ Approval Service Menu Display Conditions
설정 > 사용설정of승인서비스 사용여부a**Use (ON)**It is displayed only in case of.
**What is a challenger?**It is the person who handles approval requests on behalf of the original approver during their absence. It is a mechanism to ensure that work does not stop.
💡 **Delegation of approval is primarily set by the user themselves.**The user
사용자페이지 > 승인관리 > 설정 > 결재 위임Set directly in the. This admin menu is used to ① understand the overall delegation status or ② handle cases where the user has not set it in advance (such as sudden sick leave).
Screen Composition
Search
Search the list using the 3 dropdowns in the top left corner.
| Filter | Explanation |
|---|---|
| User | User who has set up delegation (original approver) |
| Challenger | User who handles on behalf of the delegate |
| Approval Delegation Status | Scheduled / In Progress / Expired |
top rightTotal Countis displayed, and reloads the list with the refresh button.
List
| column | Explanation |
|---|---|
| User | Name · Email |
| Representative Group | User's representative group |
| Challenger | Name · Email. If not specified미지정 |
| Approval Delegation Status | Status badge and delegation period. If there are no challengers- |
| Modified Date | Last modified date and time |
Approval Delegation Status
The status changes automatically based on the delegation period.
| status | point of view | Person receiving the approval request |
|---|---|---|
| scheduled | Before Start Date | Original Approver (Not Applied Yet) |
| In Progress | during the delegation period | Challenger |
| expiration | After the end date | Original Approver (Automatic Restoration) |
Points to note
- expirationThe status is displayed in red in the list for the delegation period.
- Expired settings are not deleted and remain in the list. They can be reused if the period is specified again.
- The status changes automatically according to the delegation period. Administrators cannot change the status directly.
Duelist Search
Step 1: Finding the Target
사용자Search for the delegation settings of a specific user using a dropdown.- or
대결자Check who a specific person is competing against using the dropdown. 결재 위임 상태You can filter to show only the currently applied delegations (in progress) using the dropdown.
Step 2: Detailed Confirmation
When you click on a user row in the list, a detailed slide opens on the right.
- User Information— Name / Email / Representative Group
- Approval Delegation— Challenger / Delegation Reason / Delegation Period / Active Status
- Modified Date
💡 Operational Check Tips
결재 위임 상태 = 진행중Filtering allows you to see at a glance the cases that currently have delegations. When an inquiry about approval delays comes in, first check if it is due to delegation.
Match Participant Designation and Modification
The administrator registers or modifies the delegation on behalf of the user.
Input fields
*All items marked are required.
| item | Input Method | Explanation |
|---|---|---|
Challenger * | [대결자 지정하기 >]Search and select by name or email after clicking | User to handle approval requests during absence period |
Reason for Delegation * | Direct Input | Reasons for Delegation. For example:휴가로 인해 대결 요청합니다. |
Delegation Period * | Select Start Date and End Date in Calendar | Duration of Delegation |
Approval delegation activation status * | toggle | Use of Delegation |
Registration Procedure
Step 1: Select Target Users
- Search for the user to set delegation in the list.
- Click on the user row to open the detail slide.
- User InformationCheck if the target is correct.
Step 2: Designate the Challenger
[대결자 지정하기 >]Click.- Search for an opponent by name or email.
Step 3: Enter Reason and Duration
위임 사유를 입력하세요.You will write the reason in the input field.위임 기간Click the calendar icon to select the start date and end date.
Step 4: Save
결재 위임 활성 여부Check if the toggle is on.[저장]Click.- at the bottom of the screen
결재 위임 저장 완료Guidance will be displayed.
⚠️ **The reason for delegation is displayed as is in the approval history.**Please write it according to the business purpose, as it can be viewed by the person who submitted the approval request and the challenger.
Changing and Deleting Competitors
designated challenger대결자The name and email are displayed with a badge, and two icons appear on the right.
| icon | Action |
|---|---|
| pencil | Changer of Duelists — The search box will open. |
| ⊗ | Duelist Deletion — Returns to Unspecified State |
After modification/deletion[저장]You need to click to apply.
⚠️ The content registered or modified by the administrator on behalf of you isData identical to the user's own settingsand will be reflected immediately. The change history records the actor as an administrator.
Approval delegation activation status
| Settings | Action |
|---|---|
| Active (ON) | The status (Scheduled → In Progress → Expired) is applied according to the delegation period. |
| Inactive (OFF) | The delegation will be immediately terminated regardless of the delegation period. The approval request will be forwarded to the original approver. |
💡 If you want to temporarily pause delegation, do not clear the settings.**Inactive (OFF)**Switch to __PH_0__. The challenger, reason, and duration are kept as they are, so you can turn it back on at any time.
Delegation Application Rules
- Delegation is an approval request.Arrival PointIt is applied based on.
- Delegation Settingspreviously deliveredThe approval request is processed by the original approver as is.
- When the delegation is suspended (deactivated, deleted, or expired), subsequent arrivals will be delivered to the original approver.
- **The cases already delivered to the challenger will continue to be handled by the challenger.**and will not be reassigned.
- When the delegation period ends, it will automatically return to the original approver without any separate action.
Check Delegation Processing Results
When the challenger processes the approval request, it will be recorded in the approval history as follows.
| item | display |
|---|---|
| Processor | Challenger |
| Approver Status | Delegation ApprovalorDelegation Rejection |
| Document Overall Status | Approval / Rejection (regardless of delegation) |
| Resume | Display the original approver (delegator) and the reason for delegation together |
💡 Whether to delegateStatus by Approveris only revealed. The overall status of the document is displayed the same as approved or rejected, whether it is delegated or not, so to check who handled it on behalf of someone else,
전체 승인함in document details of이력Look at the tab.
Approval DelegationSettingsThe registration and modification history itself is not the document history.로그It will be recorded in the menu.
💡 Caution
- The reason for delegation is exposed to the outside.
- It can be seen by the requester and the challenger displayed in the approval history.
- Please refrain from including personal information or sensitive content.
- Notify the challenger in advance
- When the administrator registers on behalf, the challenger will suddenly receive an approval request.
- It is recommended to inform the opponent of the situation before registration.
- Clean up expired settings
- Expiration settings remain in the list.
- Regularly checking and organizing settings that will not be reused makes it easier to understand the current status.
- Change history is recorded.
- When acting as an administrator, the actor is categorized as an administrator and is logged.
Related Features
- FAQ: Frequently Asked Questions about Approval Delegation
- Approval Line: Group·Basic Approval Line Registration and Personal Approval Line Management
- All Approved: Company-wide approval request inquiry and proxy approval
- Log Management: Check Delegation Setting Change History