Vacation Rules

Use Vacation Rules to redirect worklist notifications to your authorized approver. Click ‘Vacation Rules’ link right below worklist on main screen and hit ‘Create Rule’.

Select Item Type from drop down. Selecting all will redirect all of your approval authority to a designated person. Choosing individual item type like ‘OTL Workflow for Employees’ (Timecard approval) can be redirected to a particular person while ‘AP Invoice’ can be redirected to another approver. After select the type hit ‘Next’

Set your start and end date. Type any message if you want and pick the person from the search light. Type employee last name and hit tab to find the person. Hit Apply. Keep the “Delegate your Response’ as default.

Rule is now active. You can delete the rule or update it for next time setup.

Vacation Rules

• Important to setup!!!. If you go on vacation and do not get your employees time card to someone to approve, Payroll will have to find someone to approve them in order to pay the employee. This is a time consuming process.