1

Craig
Street

Craig logs on to ESS and opens the Edit Delegations form. He selects Helen Lewis to be the leave approver and enters today as the Start date.

2

Christopher Rapley

Christopher works in Development and he wants to apply for one weeks leave. He logs on to ESS and submits a leave request.

3

Helen Lewis

Normally, Christopher’s leave request would appear in Craig Street’s Active Items for approval. However, the role assignment means that the leave request is also in Helen's Active Items and she receives an email notification of the request.

Craig
Street

The leave request still appears in Craig's Active Items and he may also receive email notification of the leave request depending on the ESS configuration. Craig can still approve or decline the leave request.

4

Helen Lewis

Helen logs on to ESS and assumes Craig’s role. When she does this, the ESS menu displays only the items that Craig passed to her. Helen will not see all of Craig’s standard ESS menu items. Helen can now approve or decline Christopher’s leave request.

If Craig approves the leave request, then it appears in the Approved Leave area in ESS.
If Craig declines the leave request, then Helen will not be able to view it because the leave request was passed back to Christopher through the workflow.
The person who actually approves the leave request (original manager or delegate) is displayed in the body of the approval email that is sent to the employee. The ESS audit log also displays the actual approver’s name. If it is the delegate, then the audit log states that the role was assumed.

5

The standard Workflow process continues.