Workflow Delegation
When managers take time off, their managerial tasks, such as employee request approvals, can be delegated to ensure a continuous workflow. The Workflow Delegation feature enables managers to assign tasks to other employees during that time.
Based on security permissions, managers can delegate tasks to other employees and allow delegated employees to view and approve workflow actions.
Add a Workflow Delegation
Add a workflow delegation to assign managerial tasks to other employees for a specific period of time.
Navigation: Menu > My Info > My HR > Delegations
- From the Delegations page, select Add New. The Workflow Delegation window appears.
- At the Delegate To field, select the Browse icon.
- Select the employee(s) to delegate, then select Apply.
- From the Workflow Type drop-down list, select the applicable workflow.
Note: If delegating performance reviews, you must select Parallel or Sequential. You may select both, but they live as separate entries in the Workflow Delegation widget. - At the Date From and Date To fields, select the dates that the assigned user completes the delegated tasks.
(Optional) At the Workflow Group field, select the Browse icon. The Browse and Select Workflow Group window appears. Select the applicable group.
Note: The Workflow Group is selected only if the delegate permissions should be limited to specific groups. - Select Save.
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