Delegate Authority

Delegate Authority

Access and authority can be delegated to another manager in your absence. 

Delegate Your Access

A manager or administrator who expects to be on vacation or unavailable can delegate authority to another manager or administrator. 

The delegate can access and receive the absent person's notifications and complete tasks during the absence. 

Navigation:Home Page > My Notifications tile 

  1. Select Tasks.
    The Control Center appears.
  2. Select My Actions.
  3. Select Business Processes > Manager Delegation or Admin Delegation.
  4. On the Manager Delegation slider, select the person who will take authority during your absence.
  5. Select the Start Date and End Date from the calendars.

    The dates are in the requester time zone.

  6. From the Role Profile drop-down list, select your role. 
  7. Select Submit.

Cancel Your Delegation

You can cancel a delegation after you submit it and before the delegate accepts it.

Navigation:Home Page > My Notifications tile 

  1. Select Tasks.

    The Control Center appears.

  2. Select the delegation process you wish to cancel.
  3. Select Cancel Delegation.

Accept a Delegate Request

A delegate request must be accepted or rejected for it to take effect.

Navigation:Home Page > My Notifications tile 

  1. Select Tasks.

    The Control Center appears.

  2. Select the delegation notification.
  3. Review the details.
  4. Select one of the following:
    • Accept
    • Reject
  5. (Optional) Enter a Comment.
  6. Select Submit.
  7. To switch roles, log out and then log in again.

Complete Tasks for Another Person

Use the Edit Profile feature to complete tasks for another manager.

Navigation:Main Menu > Employee Settings Menu  

  1. Select Edit Profile.
  2. Select Switch Roles.
  3. Select the name of the person whose authority you are taking.
    Important The Switch Roles option does not appear if the start date is in the future.
  4. Complete the tasks as needed on behalf of the other person.
  5. To return to your own role, select Switch Roles.
  6. Select Myself.