Delegate Review Tasks for Managers

Provides step-by-step instructions for managers on how to delegate review tasks.

Delegate Review Tasks for Managers

Delegate Review Tasks for Managers

Managers, with access to non-employee subtasks can delegate those tasks using the Inbox page.

Once a review subtask is delegated, the contributor path, identified at the top of the review, is updated to reflect the delegated user. In addition, the Send section, at the bottom of the review, is updated to reflect the name of the delegated user. The original manager’s name does not appear on the review once the subtask is delegated.

In this example, the manager’s review tasks are delegated to Cooper Aames.

Note

The Approvals option does not have to be enabled for reviews in order for the Delegation feature to work for review tasks.

  1. From the expanded navigation menu, select Inbox. The Requests page appears.
  2. From the Initiated column, select a review link. The Request Details page for the review appears.
    Request Details Page
  3. From the Things I Can Do section, select the Delegate link. The Delegate Request page appears.
  4. From the Delegates section, select the Look Up Value icon to locate a name to whom you can delegate the request. The Find A Person page appears.
  5. Select Search to display a list of all available delegates or enter the name of the delegate using the Find By fields. The list displays all users authorized to access the employee review.
  6. From the Find a Person page, highlight and select the employee name. The Delegate Request page appears with your selection populated in the Delegated To field.
    Delegate Request Page
    Note

    Each task must be delegated on an individual basis.

  7. Select Save. The Requests page appears without the review listed.

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