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Setting vacation rules/delegates/proxies in systems

June 11, 2024

Summer is a great time to take vacation and enjoy some downtime. Unfortunately, summertime also coincides with the University fiscal yearend close process. Therefore, we wanted to share information about how to keep transactions in the systems flowing during yearend while you enjoy that much needed time away!

Before you are out of the office on some form of PTO, please ensure that you have set up your approval delegates if you are a supervisor or approver so that transactions are not delayed while you are on vacation. For more information about finance/HR system delegation, please view the quick reference guides linked below.

BobcatBUY – Assign Substitute Approvers

Concur: Creating a Delegate

Oracle E-Business Suite: Worklist Delegation (for Absence Management and ICD transactions)

Questions? Contact financecustomercare@ohio.edu