Delegate Authority

This job aid explains how you can delegate your access to another manager in your absence.

When a manager or administrator expects to be unavailable — such as to take a vacation — that person can delegate authority to another manager or administrator — the delegate — to access and receive the absent person's notifications and complete tasks during the absence. For example: When you want a delegate to approve time-off requests while you are on vacation.

Heads up! Watch a related video, "Submit Delegation Request".

Delegating Authority to Another Manager or Administrator

Select Home.
In the My Notifications tile, select Tasks. The Control Center will open.
In Control Center, select My Actions. Select Business Processes > Manager Delegation or Admin Delegation.
In Delegate Profile, select the person who will take authority during your absence.
Select the Start Date and End Date from the calendars. The dates are in the time zone of the requester.
Select your role in the Role Profile list.
Select Submit.

Note: To delegate permenant backup use the End Date of 1/1/3000 in step 5.

Heads up! Watch a related video, "Accept Delegation Request".

To accept a delegate request:

From the My Notifications tile, select Tasks. The Control Center will open.
Select the check box next to the delegation notification.
Review the details to make sure you are available during the delegation period.
Select one of the following from the Select Action section:
- Accept
- Reject
Optionally, enter a Comment.
Choose Submit.
Log out and log in again to switch roles.

Note: The delegated role will not be visible until the Start Date of the delegation.

Control Center page displays steps 2 through 6

Heads up! Watch a related video, "Switch Roles to Delegate Role".

Switching to a delegated role:

Select the main menu.
In the main menu, select Settings, which is the gear icon in the upper left corner above the list of items in the main menu.
A list of assigned manager roles appears below the Switch Roles drop-down menu.
From the list, select the applicable manager role.

Important: The Switch Roles button is not available until the delegated start date.

Cancelling a Delegated Authority Request

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

In the My Notifications tile, select Tasks. The Control Center will open.
Select the delegation process you wish to cancel.
Select Cancel Delegation.