How do I enable the self-service out-of-office delegation page?

Approval Workflow Automation includes a self-service out-of-office screen that lets any employee with netsuite access set their own delegate approver, along with start and end dates, without needing an administrator to edit their employee record directly. Enabling this screen requires deploying its Suitelet to the appropriate roles in NetSuite.

Prerequisite: The self-service screen only functions when delegation is enabled on at least one Approval Process Step Definition. If no steps have delegation enabled, the screen will have no effect even after it is deployed. Contact your Charted implementation team if you're unsure whether delegation is configured on your steps.

Deploy the Out of Office Approval Delegation Suitelet

The Out of Office Approval Delegation page is delivered as a Suitelet and is not deployed to any roles by default. Follow these steps to deploy it and share the link with approvers.

1. Navigate to Customization > Scripting > Script Deployments.

2. Expand the Filters section and use the Script filter to search for AWA Approval Delegation (SL). There should only be one result.

3. Click Edit next to that script deployment.

4. Open the Audience tab. Select All Roles, or choose specific roles that should have access to the page.

5. If you use Employee Center roles, also add them under the External Roles section on the same tab.

6. Save your changes, then click View to return to the script deployment in view mode.

7. On the right-hand side of the screen, locate the URL field and click the link. This opens the out-of-office delegation page. Copy the URL from your browser's address bar — this is the link to share with approvers.

We recommend that approvers add the out-of-office page to their NetSuite shortcuts for easy future access. Once they've navigated to the page, they can hover over the star icon in the NetSuite center tab and click Add to Shortcuts.

How employees use the self-service screen

Once they've navigated to the page, employees will see three fields to fill in:

• Delegate Approver — the employee who should receive approval requests in their absence.

• Start Date — the date delegation begins. Approvals will not route to the delegate before this date.

• End Date — the date delegation ends. After this date, approvals will route back to the original approver automatically.

Any approvals already in progress at the time delegation becomes active will also automatically re-route to the delegate, without requiring the original approver to take action.

Important: The self-service screen does not restrict who an employee can set as their delegate — any active employee in NetSuite can be selected. If this is a concern for your organization, you may prefer to have a NetSuite administrator set delegation directly on each employee record instead. The Delegate Approver, Out of Office Begin Date, and Out of Office End Date fields are available on any employee record for this purpose.