Adding Delegation Request Through Self Service

This topic provides an overview of delegation through self service and provides an example of delegation in Absence Management.

A delegator follows these steps to delegate absence requests through self service:

  1. Log in to the system.

  2. Navigates to the Manage Delegation component (Self Service > Manage Delegation > Manage Delegation).

  3. Click the Create Delegation Request hyperlink.

  4. If the delegator has multiple jobs, they will have to select the job for which they are delegating the transaction.

    Note: If the person has multiple jobs, they must be active in at least one job throughout the delegation period.

  5. Enter From Date and To Date for the delegation request, then click the Next button.

  6. Select the transactions to delegate authority, then click the Next button.

  7. Review the list and select a proxy. To do this select a person to which authority will be delegated

  8. Select the Notify Delegator check box, then click Submit.

  9. Clicks OK, then log out.

In this example the manager, Antonio Smith, is going on vacation from August 17, 2009 through August 23. 2009. During this time away from work, Antonio delegates all of his managerial absence authorities to another manager, Paul Harvest.

The following illustrations displays the steps taken by Antonio Smith to delegate his absence authority.

Managing Delegations

Antonio navigates to the Manage Delegation page (Self Service > Manage Delegation > Manage Delegation) to create the delegation request.

This example illustrates the fields and controls on the Delegate authority on the Manage Delegation page..

 Delegate authority on the Manage Delegation page.

For more information about accessing Fluid delegation transactions using the Delegations tile, see Accessing Fluid Self-Service Delegations.

Entering Dates for the Delegation Request

Antonio Smith enters the dates he wants to delegate his absence authorities during his time away from work.

This example illustrates the fields and controls on the Enter the dates for the delegation on the Create Delegation Request – Enter Dates page..

 Enter the dates for the delegation on the Create Delegation Request - Enter Dates page.

See Create Delegation Request - Delegation Dates Page.

Selecting Transactions for the Delegation Request

Antonio selects the types of absence transactions in which to delegate authority. He chooses to delegate all his managerial absence transactions, but not his employee absence transactions.

This example illustrates the fields and controls on the Transactions selected on the Create Delegation Request – Select Transactions page.

 Create Delegation Request - Select Transactions page

See Create Delegation Request - Transactions Page.

Selecting Proxy by Hierarchy

Antonio selects Paul Harvest as the person to delegate his absence transactions.

This example illustrates the fields and controls on the Select the person to delegate authority on the Create Delegation Request – Select Proxy by Hierarchy page..

 Select the person to delegate authority on the Create Delegation Request - Select Proxy by Hierarchy page.

See Create Delegation Request - Transactions Page.

Viewing Delegation Detail

Antonio can review the transactions he has selected to delegate to Paul. Depending on whether changes are needed he can submit or cancel the delegation request. If he submits it, the system automatically sends an email notification to the proxy, Paul Harvest, to review and either accept or reject the delegation.

This example illustrates the fields and controls on the View the delegation detail on the Create Delegation Request – Delegation Detail page..

 View the delegation detail on the Create Delegation Request - Delegation Detail page.

Viewing Proxies

Antonio can view all the proxies and request status for the delegation request. If needed he can revoke any of the transactions he has delegated at any time during the delegation period.

This example illustrates the fields and controls on the View transactions and proxies on the My Proxies page..

 View transactions and proxies on the My Proxies page.

See My Delegates Page.

Viewing Delegation Authorities

Once Paul Harvest gets the email notifying him of the delegation request, he accesses the My Delegated Authorities page to accept or reject the request.

This example illustrates the fields and controls on the View, accept or reject delegated authorities on the My Delegated Authorities page..

 View, accept or reject delegated authorities on the My Delegated Authorities page.

See My Delegated Authorities Page.

Viewing Details for Multiple Transactions

Prior to accepting or rejecting the delegation, Paul can review the transaction delegated to him.

This example illustrates the fields and controls on the View delegated transactions on the Multiple Transactions page..

 View delegated transactions on the Multiple Transactions page.

Delegated Absence Transaction

In this example, Laura Jones is an employee who reports to Antonio Smith. At the time of this absence Antonio Smith has delegated his approval authority to Paul Harvest. When a delegation is active the absence request details will display who is approving the absence request. The Request Details page displays the delegated authority for approval:

This example illustrates the fields and controls on the Request Details page.

 Request Details page

See Request Absence Page.