Let's meet at HR Tech 2023 (Oct. 10-13), Mandalay Bay, Las Vegas, Booth #3235
Book Your Slot
Unlock valuable insights – Register for our upcoming webinars now!

Add Delegate for Expense Reports

ClayHR provides delegate features for the users who can perform actions on behalf of the primary users. You can add your Expense Delegate to submit and approve your expense report by the below-mentioned steps:

1. Go to the “People” module and select “Expense Report.”

2. Click on the icon to add a user as a Delegate. Delegate users can submit or approve/reject the Expense Reports.

3. Click on “+ Add Delegate” and search for the username to whom you want to add as a Delegate. Set the start and end date of the delegate user.

4. Give them the permissions like Submit/Approval or Both based on your preference. For Approval, Delegate users should have Expense Approval permission.

5. After adding a Delegate, click on the “Save Delegate” button.

6. You can also Edit or Delete the Delegate. You can edit the start-end date and the given permissions.

Register for Upcoming Webinars

Don't miss this opportunity to gain valuable insights into the power of alignment and its impact on organizational success.
Thursday, Oct 5, 2023 @ 1 PM EDT
Register Now
Gain valuable insights into leveraging check-ins to ensure follow-ups on goals and OKRs, driving exceptional performance within your organization.
Thursday, October 19, 2023 @ 11 AM EDT
Register Now