Timesheet Delegates in OnePlan - Admin Overview

Direct Answer: What Is Timesheet Delegation in OnePlan?

Timesheet delegation in OnePlan lets one user act on timesheet entry or approval responsibilities that already belong to someone else. Delegation never determines who is responsible for entering or approving time — that is set by Timesheet Approval Workflow configuration — it only allows a delegate to carry out those actions on the responsible user's behalf.

What This Article Covers: Timesheet Delegates

This article explains how timesheet delegation works in OnePlan from an administrator's perspective, including how approval responsibility is determined, how delegate roles behave, and how to support common configuration scenarios such as a manager going on leave.

What you will accomplish
By the end of this article, you will be able to:

Explain how timesheet approval responsibility is assigned

Distinguish between entry delegates and approval delegates

Support common delegation scenarios, such as a manager going on leave

Troubleshoot common delegation issues

Who This Article Is For: Timesheet Delegates

This article is written for OnePlan administrators who configure or support timesheet approval workflows and delegate settings. For step-by-step instructions on assigning a delegate as an end user, see the end-user Timesheet Delegates article.

Why This Matters: Timesheet Delegates

Delegation keeps time entry and approval moving when the responsible person is unavailable — for example, during vacation or leave — without requiring a permanent change to workflow configuration or reassigning approval responsibility.

Understanding Timesheet Delegates in OnePlan

How Timesheet Approval Responsibility Is Determined

A user becomes a timesheet approver based on Timesheet Approval Workflow settings. Depending on how the workflow is configured, approvals may be routed using:

A Resource field (for example, Manager)
A Plan field
Project Manager
A specific user assigned directly in the workflow
Resource Managers, as configured in Resource Manager settings

For detailed workflow configuration options, see How to Configure Timesheet Approval Workflows in OnePlan.

A workflow can assign a single approver or multiple approvers. When multiple approvers exist, each approver's responsibility is evaluated independently — delegation applies per approver, not per timesheet.

How Timesheet Delegation Works

Note: Approval delegates do not change who the approver is. Delegation allows another user to act on approvals that the approver is already responsible for. Delegation never reroutes approvals automatically and never applies to the submitter's own timesheet.

Types of Timesheet Delegates

Entry Delegates can enter time on behalf of another user, submit timesheets, and recall and edit timesheet entries. Entry delegates cannot approve time unless they are also an approver or approval delegate. When entering time on behalf of another user, the delegate sees the other user's profile picture in the timesheet interface.

Approval Delegates can approve or reject timesheets on behalf of the approver, access approvals through standard timesheet approval views, and receive approval notifications on the Home page.

Note: Approvals do not visibly indicate that a delegate acted on behalf of someone — the original approver is recorded as the approver of record.

The same user can be assigned as both an entry delegate and an approval delegate, but this is discouraged due to separation-of-duties concerns.

Who Can Assign Delegates

Scenario	Allowed?	Notes
User assigns their own delegates	Yes	Requires Allow Delegates to be enabled
Admin assigns default delegates	Yes	Requires Resource Manager role
Manager assigns delegates for direct reports	No	Common misconception
Admin assigns delegates ad hoc for another user	No	Unless using Resource Manager defaults

All end-user delegate assignments are performed from Timesheets → My Delegates.

How Delegation Interacts with Timesheet Approval Workflow

Timesheet approvals require a configured workflow. Delegation applies only to responsibilities assigned by that workflow, and never replaces or overrides workflow logic. Without an approval workflow, delegation has no effect.

Common Scenarios

Manager on Leave

Scenario: A timesheet approver — commonly a manager or workflow approver — will be unavailable and needs another user to approve timesheets during their absence.

Prerequisites: Confirm the user going on leave is a timesheet approver, that approval responsibility is defined in the timesheet workflow or Resource Manager configuration (see How to Configure Timesheet Approval Workflows in OnePlan), and that the delegate understands they will be approving time on the approver's behalf.

Steps:

Expand the global navigation bar on the left side of OnePlan, select Setup, select the Edit (pencil) icon next to Timesheets, then select the Timesheet Management tab to review the Workflow section and confirm approval routing.
If applicable, review Resource Manager assignments under Config → Users.
The approver opens Timesheets.
Select the user profile picture.
Open My Delegates.
Add an Approval Delegate.
Save changes.

What the delegate should expect: Approval items appear in standard timesheet approval views, approval notifications appear on the Home page, approved items are attributed to the original approver, and no visual label indicates delegated authority during approval.

Frequently Asked Questions: Timesheet Delegates

Q: I don't see My Delegates — why not?
A: In OnePlan, confirm Allow Delegates is enabled in the Task Management section of the Timesheet Configuration tab. See How to Configure Task Management Settings for Timesheets in OnePlan.

Q: I'm an Approval Delegate but don't see any approvals — what's wrong?
A: In OnePlan, confirm the approver you're delegating for actually has approval responsibility in the workflow. Delegation applies to approver responsibilities, not submitter time, so verify the workflow routing in How to Configure Timesheet Approval Workflows in OnePlan.

Q: Can a manager assign delegates for their direct reports?
A: In OnePlan, no — delegates must be assigned by the end user themselves, or by an admin using Resource Manager defaults. A manager cannot directly assign delegates for their reports.