Delegation
Delegation is when a person authorizes another to serve as his or her representative for a particular task of responsibility. The Manage Delegation component allows managers or approvers to authorize other users to perform managerial tasks on their behalf by delegating the authority to initiate or approve managerial transactions.
Delegation of authority to perform managerial transactions is usually prompted by one of these scenarios:
- A manager takes leave and wants to delegate authority or managerial transactions to another person while away from the office.
- A senior executive wants to delegate this authority to another person, such as an assistant.
The following terms are important to the understanding of the Delegation feature.
Term |
Description |
---|---|
Delegation |
Act of delegating one’s authority to another user. |
Delegator |
Person that delegates authority to another user. |
Proxy |
Person granted authority to act on behalf of another user. |
Delegate Initiation |
Delegation framework allows the user to separate the tasks of initiating a transaction from approving the same transaction on someone’s behalf. Delegator may delegate authority for a proxy to only initiate or submit a transaction on the delegator’s behalf. |
Delegate Approvals |
Delegation framework allows the user to separate the task of initiating a transaction from approving the same transaction on someone’s behalf. Delegator may delegate authority for a proxy to only approve or deny a transaction on the delegator’s behalf. |
Delegate Authority |
Rights and privileges that are delegated from the delegator to the proxy. |
Delegation Request |
Request from the delegator to the proxy to task on delegated authority. |
Delegation Period |
Time range in which the delegated authority is in effect. |
Delegation Administrator |
Administrator responsible for configuring, managing, and maintaining delegated authorities. |
Revoke |
Delegator or delegation administrator withdraws delegated authority. |
When a delegator/manager creates a delegation request, that delegator/manager can select a proxy from the list of direct reports and their subordinates or search for an individual. Although the delegator/manager can search for an individual, the search does not specify which employees have access to EmpowHR. It is the delegator/manager’s responsibility to ensure that the proxy selected has the appropriate access in EmpowHR to perform the delegated tasks. After the delegator/manager creates the delegation request, the proxy is notified and has the ability to accept or deny the request. Once the proxy accepts the delegation request, he/she is immediately and automatically assigned the necessary roles and permissions to perform the delegated tasks.
If the delegator delegates the ability to initiate requests to the proxy, both the delegator and the accepted proxy will be able to initiate requests.
Delegation can be for any period of time whether fixed or indefinite. Once assigned a delegation, it can only be revoked two ways.
- Specified Time Period - a nightly batch process, run after 12:01 a.m., which will review and revoke any expired delegation requests.
- Manually Revoke a Delegation - a revocation which will immediately remove the roles and permissions from the proxy and restore the delegators responsibilities.
The Delegation framework supports the following types of delegation:
- Downward delegation of authority to a direct "reports to" or another person lower down in the reporting hierarchy.
- Upward delegation of authority to a manager or another person higher up in the reporting hierarchy.
- Lateral delegation of authority to a peer within the same division or in a different division within the reporting hierarchy.
Users can create delegation requests for selected transaction through Manager Self Service pages.
When creating a delegation request, the delegator can:
- Delegate only the transaction to which they have access. For example, an employee who is not a manager, does not have access to manager self service transactions and, therefore, cannot delegate manager-specific transactions.
- Delegate to only one proxy per delegation period per transaction.
- Delegate all transactions to a single proxy, or delegate different transaction to different proxies.
In This Section |
See Also |