Step 1 - Navigate to Manage My Delegation
(Click Image to Zoom)
A series of ‘tiles’ will appear on your Home Page once you have logged in to My Staff Page. Click on the Manage Delegation Tile
Step 2 - Manage Delegation
Left hand menu - lists all the menu items under each main heading. The right hand screen - provides functionalities of the menu item chosen on the left hand screen.
(Click Image to Zoom)
What is Delegation?
(Click Image to Zoom)
The Manage Delegation page displays.
Click on ‘Learn More about Delegation’ for information about delegations.
This page provides information on:
- When you can delegate
- Who you can delegate to
- Answers to frequently asked questions
(Click Image to Zoom)
Click on ‘Return’
Create Delegation Request
Click on Create Delegation Request
(Click Image to Zoom)
The Create Delegation Request page displays.
Enter the start (‘From Date’) and end dates (‘To Date’) that your delegation period is for.
NOTE: You cannot backdate delegation.
Click ‘Next’.
(Click Image to Zoom)
The ‘Delegate Transaction’ box will now display.
Click ‘Approve Leave’ or ‘Approve Timesheets’ or both to delegate these actions.
Click on ‘Next’.
(Click Image to Zoom)
The Select Proxy by Hierarchy page displays. Select from the list whom you wish to delegate.
Click on ‘Next’
(Click Image to Zoom)
The Delegation Detail page displays.
Confirm the details of your delegation.
Click ‘Submit’ to action or click ‘Cancel’ to remove.
(Click Image to Zoom)
A confirmation message displays. Click ‘OK’
(Click Image to Zoom)
Step 3 - Accept Delegation Request
The person you have delegated to must Accept the delegations in order for the workflow to begin.
If you have been delegated approval to approve timesheets or leave then, there are three ways to view the notification.
1. Access ‘Worklist’ within the Staff Portal
(Click Image to Zoom)
2. Or, Click on the ‘Approvals’ tile on the home page and view the notification under ‘Delegation of Authority’ menu item.
Within the right side pane double click the ‘Delegation of Authority’ record you wish to approve.
(Click Image to Zoom)
Click ‘Approve’ to complete the Delegation of Authority process
(Click Image to Zoom)
3. Or, the third option to accept delegation request, click on the Manage Delegation tile on the home page.
(Click Image to Zoom)
Click on ‘Review My Delegated Authorities’ link.
Select the box for ‘Absence Cancelation’ and ‘Accept’.
(Click Image to Zoom)
Click on ‘OK’.
(Click Image to Zoom)