This chapter provides an overview of delegation and discusses how to:
Navigate delegation components.
Register workflow transactions.
Set up permission lists and roles for delegation.
Define delegation installation settings.
Configure delegation transactions.
Add delegation requests.
Administer delegations.
Process batch delegation requests.
Work with self-service delegation.
Review delivered notification templates for delegation.
Delegation is when a person authorizes another to serve as a his or her representative for a particular task of responsibility. With the Delegation feature, users can authorize other users to perform managerial tasks on their behalf by delegating 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 of managerial transactions to another person while away from the office.
A senior executive does not have the time to process transactions and wants to delegate this authority to another person, such as an assistant.
The following terms are important to the understanding of Delegation feature and are used throughout the chapter:
Delegation |
The act a delegating one's authority to another user. |
Delegator |
A person that delegates authority to another user. |
Proxy |
A person granted authority to act on behalf of another user. |
Delegate Initiation |
The Delegation Framework allows you 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 initiate or submit a transaction on the delegator's behalf. |
Delegate Approvals |
The Delegation framework allows you 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. |
Delegated Authority |
The rights and privileges that are delegated from the delegator to the proxy. |
Delegation Request |
A request from the delegator to the proxy to take on delegated authority. |
Delegation Period |
The time range in which the delegated authority is in effect. |
Delegation Administrator |
The system administrator who is responsible for configuring, managing, and maintaining delegated authorities. |
Revoke |
When a delegator or delegation administrator withdraws delegated authority. |
The core of the Delegation feature is the Delegation framework. The Delegation framework manages a proxy's authority over a delegated transaction. When a proxy has delegated authority, the Delegation framework temporarily assigns the proxy a unique role that is specific to the delegated transaction. The role enables the proxy to access the components and pages associated with the delegated transaction. When the proxy no longer has delegated authority, the Delegation framework removes that role and thus prevents the proxy from performing the transaction.
The Delegation framework supports the following types of delegation:
Downward delegation of authority to a direct report 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 either within the same division or in a different division within the reporting hierarchy
Integration with the Approval Workflow Engine
The Delegation framework integrates with the Approvals Workflow Engine (AWE). This integration provides several benefits. First, the integration between the Delegation framework and AWE makes the AWE framework aware of delegated authorities in the system. Second, the Delegation framework uses the AWE framework to manage the acceptance and rejection of delegation requests.
Delegation Request Creation Through Self-Service
The Delegation framework is a component of the PeopleSoft Enterprise HRMS self-service solution. Users can create delegation requests for selected transactions through HCM self-services pages.
When creating a delegation request, the delegator can:
Delegate only the transactions 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 transactions to different proxies.
Delegation administrators can use the administrative components for delegation to perform several useful tasks. They can:
Create delegation requests on behalf of delegators through the Add Delegation Request component (HCDL_ADMIN_ADD_DLG).
Review delegation requests and, if necessary, revoke them on behalf of delegators through the Administer Delegation component (HCDL_ADMIN_DLG).
Process all delegation transactions in batch daily through the Maintain Delegated Authorities component (HCDL_BATCH).
The system uses email and worklist notifications to notify managers and proxies of new delegation requests and transactions pending approval. The system creates a worklist item only on the proxy’s worklist, not on the delegator’s worklist (provided that you have set up worklist items as a preference for receiving notifications). The system sends email notifications for approval to the proxy and, if the delegator selects to be notified, the system also sends the delegator a courtesy email notification. Delegation administrators can use the Generic Templates component to configure different email templates for the proxy and delegator.
See Reviewing Delivered Notification Templates for Delegation.
Requests Statuses and Delegation Statuses
The Delegation framework manages delegation requests through request statuses and delegation statuses. A request status defines the status of the delegation request. A delegation status defines whether a proxy's delegation authority is active or inactive. The combination of these two statuses determines how the Delegation framework handles delegations.
This table lists request statuses for delegation and describes how the Delegation framework handles a delegation depending on the delegation status associated with each request status:
Request Status |
Delegation Status |
Description |
Submitted |
Inactive |
When a delegator creates a new delegation request the system sets the request status to Submitted and delegation status to Inactive. |
Accepted |
Active |
When a proxy accepts a delegation request, the system sets the request status to Accepted. The delegation status becomes Active only when the following two conditions occur:
Once the delegation status becomes Active, the system reassigns all pending transactions from the delegator to the proxy. The system also assigns the proxy a temporary permission list and role for the transaction, which grants the proxy navigation access to the online transaction. If the To Date of the delegation request is blank, the request status remains Active until revoked by delegator or administrator. |
Accepted |
Inactive |
If the proxy accepts the delegation request but the delegation request is future-dated, the delegation status remains Inactive until the system date is greater than or equal to the From Date. |
Rejected |
Inactive |
When a proxy rejects a delegation request, the system sets the request status to Rejected. The delegation status remains Inactive. |
Ended |
Inactive |
When the delegation authority period for the proxy expires, the system sets the request status to Ended and changes the delegation status to Inactive. This change occurs when the system date is greater than the To Date of the delegation authority period. The system reassigns all pending transactions from the proxy to the delegator. The system also removes the proxy's temporary permission list and role, which removes the proxy's navigation access to the online transaction. |
Revoked |
Inactive |
When the delegator revokes a delegation request or the delegation administrator revokes the delegation request on behalf of the delegator, the system sets the request status to Revoked and changes the delegation status to Inactive. The system reassigns all pending transactions from the proxy to the delegator. The system also removes the proxy's temporary permission list and role, which removes the proxy's navigation access to the online transaction. |
Implementation Considerations for Delegation
When implementing Delegation functionality, you should consider the following:
The important considerations are:
Should you enable delegation functionality?
What transactions should you enable for delegation?
What hierarchy should you enable for delegation?
You should also analyze the following security needs and create a plan that covers these needs:
Analyze delivered permission lists and roles for delegation components to decide if the implementation will use the delivered objects or create new objects.
Decide how to define a standard user profile for the delegation administrator that contains the relevant roles.
Decide how to define a standard user profile for the delegator that contains the relevant roles.
Decide how to define a standard user profile for the proxy that contains the relevant roles.
Decide if the delegator and proxy should have the same or different profiles.
To implement transactions in the delegation framework:
Register delegation transactions for workflow on the Register Workflow Transactions page.
Set up delegation permission lists and roles through PeopleTools Security components.
Define installation settings for delegation on the Delegation Installation Settings page.
Configure transactions for delegation on the Configure Delegation Transactions page.
PeopleSoft Enterprise HRMS provides custom navigation pages that contain groupings of folders that support a specific business process, task, or user role.
Note. In addition to the PeopleSoft Enterprise HRMS custom navigation pages, the PeopleSoft system provides menu navigation and standard navigation pages.
This section lists the pages used to navigate delegation components.
See Also
Enterprise PeopleTools PeopleBook: Using PeopleSoft Applications
This table lists the custom navigation pages that are used to navigate in the setup and administrative components for delegation functionality:
Page Name |
Navigation |
Usage |
Set up HRMS, Common Definitions, Delegation, Delegation Setup Center |
Administrators can use the links on this page to access the components necessary to set up the Delegation framework for PeopleSoft Enterprise HRMS. |
|
Workforce Administration, Self-Service Transactions, Approvals and Delegation |
Administrators can use the links on this page to access the components necessary to maintain delegation and to monitor approval transactions for PeopleSoft Enterprise HRMS. |
This section discusses how to register workflow transactions.
Page Name |
Object Name |
Navigation |
Usage |
EO_TRANSACTIONS |
Set Up HRMS, Common Definitions, Delegation, Delegation Setup Center, Workflow Transactions |
Register self-service transactions as workflow transactions by associating them with the appropriate workflow functionality and assigning a workflow transaction category. For transactions that use the Approval Workflow Engine, you must additionally specify the approval process ID associated with the transaction. You can also enable delegation of transaction initiation and approval. |
See Also
Access the Workflow Transactions page.
Note. When implementing the Delegation framework, you must register all self-service transactions. Only the registered workflow transactions that you enable for delegation initiation or approval are available for subsequent delegation transaction setup.
See Linking Workflow Transactions.
This section provides an overview of permission lists and roles for delegation and discusses how to set up permission lists and roles.
Before configuring delegation transactions, you must set up permission list and role security for your delegation transactions. PeopleSoft Enterprise HRMS delivers as system data several permission lists that are required for use of the Delegation framework. You can attach these permission lists to roles where needed to enable users access to delegation functionality.
This table describes the delivered permission lists for the Delegation framework:
Permission List Name |
Description |
Roles Assigned to Permission List |
HCCPDL1000 |
Enables users to access the delegation setup components that are part of the Delegation Setup Center page and the delegation administrative components that are part of the Approvals and Delegation page. |
HCM Delegation Admin (administrator) |
HCCPDL1100 |
Enables users to access the Manage Delegation page, which is the home page for self-service transactions. |
Manager Employee |
In addition to permission lists, you need to define the delegation administrator role and assign the HCCPDL1000 permission list to it. Once assigned to a user, this role enables that designated delegation administrator access to the delegation setup and administrative components. PeopleSoft Enterprise HRMS delivers the HCM Delegation Admin role as system data for this purpose. This role already has the HCCPDL1000 permission list assigned to it.
PeopleSoft Enterprise HRMS applications that use delegation functionality deliver many transactions that are preconfigured for the Delegation framework. These transactions are preconfigured with a unique permission list and role for each component where the proxy can perform the delivered delegated transaction. When a proxy status becomes active, the system inserts the unique role for that delegation transaction into the proxy’s user profile. The role contains the permission list that enables the proxy access to the component for performing the delegated transaction. When the proxy status becomes inactive, the system removes that role from the proxy’s user profile. To configure delegation transactions, use the Configure Delegation Transaction page to associate to the transaction the unique role and the component where the transaction is performed. The unique permission list is associated with the role in PeopleTools security.
See Configuring Delegation Transactions.
When configuring transactions for delegation you must use a unique role and permission list for each component that you associate with a delegated transaction. You must attach the permission list to portal security for the component and associate the unique role with the unique permission list. You might also need to run the Portal Security Sync process (PeopleTools, Portal, Portal Security Sync) to ensure that the permission list is associated with the portal navigation.
Warning! Do not use an existing role to configure a delegation transaction because the delegation framework grants and revokes the role from the proxy's security profile according to the proxy's delegated authority over a transaction. This will cause a proxy who already has access to the specified component to lose access to that component entirely when the delegation framework revokes the delegated authority.
See Also
Configuring Delegation Transactions
Set up permission list and role security for your delegation transactions.
See Enterprise PeopleTools PeopleBook: Security Administration
This section discusses how to define delegation installation settings.
Page Name |
Object Name |
Navigation |
Usage |
HCDL_SYS_SETUP |
Set Up HRMS, Common Definitions, Delegation, Delegation Setup Center, Installation Settings, Delegation Installation Settings |
Define the delegation installation settings. This task is typically performed by the delegation administrator after someone has set up permission lists and roles for delegation. |
Access the Delegation Installation Settings page.
Administrator Role |
Select the role that you want to designate as the delegation administrator. The delegation framework routes errors to this role. The PeopleSoft system delivers the HCM Delegation Admin role as system data for this purpose. You can select that role or any other role. |
Duration to check for active proxies Days |
Checking for proxy availability is particularly important when using open-ended delegations. An open-ended delegation is when the delegator leaves the To Date field blank on the Enter Dates page when creating a delegation request through self-service. By default, the system uses 7 days. If you leave the field blank or enter 0, then upon saving the component the system automatically sets the value to 7. In this example, when delegation administrators run the batch job, the process adds seven days to the system data and checks for proxy availability on that date. Delegation administrators can run a batch job, called the Maintain Delegated Authority (HCDL_BATCH) Application Engine process, to check for proxy availability. Enter the number of days that you want the Maintain Delegated Authority Application Engine process to add to the system date when checking whether a proxy is active in the job data record or equivalent record for persons of interest. Delegation administrators can run this process from the Maintain Delegated Authority page. |
Use this group box to define options for how self-service users can select a proxy when delegating a transaction. Your selections here determine the available proxies that the system displays on the Select Proxy By Hierarchy page when users create delegation requests. These settings apply to all transactions that are using the Delegation framework. For example, you cannot specify that the system display available proxies for time-off requests by supervisor ID and available proxies for promotions by Reports To Position.
All Persons |
Click this check box to enable open selection of the proxy when users are creating a delegation request. The system displays the Search by Name link on the Select Proxy By Hierarchy page. When users click this link, the system displays the Select Proxy By Name page, where users can search for and select as proxy any active person in the system. By default, the system selects this check box. |
Specific Hierarchies |
Click this check box to require delegators to select a proxy based on a specific hierarchy. You can only select one hierarchy. The hierarchy that you select applies to all delegation requests across the system regardless of the transaction type. When self-service users search for a proxy by hierarchy, they can search up the hierarchy as well as down the hierarchy. Your choices are:
These hierarchies relate to direct reports functionality and are the same as those found in the Access Type field on the Target Information page of the Direct Reports Setup component. If you select the Specific Hierarchies check box and the All Persons check box, then this hierarchical selection of proxy becomes a preference rather than a requirement because the delegator has the option to either select from the list or search for any active proxy in the system. |
This section discusses how to: .
Configure delegation transactions.
Review delivered delegation transactions.
Page Name |
Object Name |
Navigation |
Usage |
HCDL_TXN_SETUP |
Set Up HRMS, Common Definitions, Delegation, Delegation Setup Center, Configure Transactions, Configure Delegation Transaction |
Configure transactions for delegation. This task is performed by delegation administrators after setting up delegation installation settings so that the transaction becomes available for delegation configuration. |
Access the Configure Delegation Transaction page.
Transaction Name |
The system displays the name of the transaction. If you are adding a new value, the system prompts you to select a value from the list of transactions that have been configured for workflow and selected for delegation initiation or approval on the Workflow Transactions page. Transactions that do not meet these criteria are not available for delegation configuration. |
Transaction Type |
The system displays whether the configuration of the transaction is for delegation initiation or approval. The Delegation framework allows you to separate the task of initiating a transaction from approving the same transaction on someone's behalf. If you are adding a new value, the system prompts you to select either:
Although both options are available for the selected transaction, the value that you select is valid only if you have selected the corresponding Delegate Initiation or Delegate Approvals check box on the Workflow Transactions page. |
Description |
Enter the description of the delegation transaction configuration. The system uses this description throughout the delegation pages when displaying related transactions. As a default, the system uses the concatenation of the transaction type and transaction name. We strongly recommend that you always assign a meaningful description. |
Effective Date and Status |
Enter the effective date of the transaction and whether it is active or inactive within the Delegation framework. By entering new effective-dated rows, you can enable or disable the transaction, as necessary. When entering a new row, the system uses the system date for the effective date by default. |
Security
Use this group box to establish security access for proxies that are delegated authority to the given transaction. While a delegation transaction is active, the Delegation framework temporarily assigns the specified role to the proxy and grants the proxy access to the specified component.
Role |
Select the role that contains the permission list for the relevant component where one processes the given transaction. Each transaction that you enable for delegation must have a unique role and associated permission list that are solely for delegation purposes. When a proxy's delegated authority becomes active, the system temporarily assigns this role to the proxy's user profile so that the proxy can access the transaction component while having delegation authority. When the proxy's delegation authority ends, the system deletes this role from the proxy's user profile. Thus, the proxy no longer has access to the transaction component. If an approval transaction requires that the approver be in a particular role, then the proxy who is delegated authority over that transaction must have the same role to approve the transaction. For example, if promotion approval requires that the approver be a manager, then the proxy who is delegated authority to approve promotions must also be a manager to successfully approve a promotion request. This field prompts from roles set up in the Roles component. Warning! You must use a unique role for each component that you associate with a delegated transaction. See Understanding Permission Lists and Roles for Delegation. |
Component Name |
Select the object name of the component where users can process requests for the given transaction. When a user creates a delegation request, the system checks the delegator's user profile to determine if the delegator has the authority to access this component. The system permits the creation of a delegation request for the transaction only if the delegator has security access. |
PeopleSoft delivers many transactions that are preconfigured for the Delegation framework and accessible through the Configure Delegation Transaction component. This table lists the delivered delegation transactions and their configuration:
Transaction Name |
Unique Role / Permission List |
Component Name |
Delegation Transaction Description |
EP_APPRAISAL |
Delegate_PerformancDoc_Approve |
EP_APPRAISAL_APPR |
Delegate the approval of performance documents. |
GP_ABS_EESS_BAL |
Delegate Employee Absence Bal |
GP_ABS_EESS_BAL |
Delegate the initiation of employee absence balance inquiries. |
GP_ABS_EESS_HIST |
Delegate Employee Absence Hist |
GP_ABS_EESS_HIST |
Delegate the initiation of employee absence history inquiries. |
GP_ABS_EESS_REQ |
Delegate Employee Absence Rqst |
GP_ABS_EESS_REQ |
Delegate the initiation of employee absence requests. |
GP_ABS_MGRSS_BAL |
Delegate Manager Absence Bal |
GP_ABS_MGRSS_BAL |
Delegate the initiation of manager absence balance inquiries. |
GP_ABS_MGRSS_HIST |
Delegate Manager Absence Hist |
GP_ABS_MGRSS_HIST |
Delegate the initiation of manager absence history inquiries. |
GP_ABS_MGRSS_REQ |
Delegate Manager Absence Rqst |
GP_ABS_MGRSS_REQ |
Delegate the initiation of manager absence requests. |
GP_SS_ABS_APPR_L |
Delegate Manager Absence Appr |
GP_SS_ABS_APPR_L |
Delegate the approval of absence requests. |
HR_EE_INF_MGR |
Delegate_View_Employee_Info |
HR_EE_INF_MGR |
Delegate the initiation of employee information inquiries. |
HR_FULL_PART_CHG |
Delegate_FullPartStat_Initiate |
HR_MGR_FULL_PART |
Delegate the initiation of changes in full-time and part-time status. |
HR_LOCATION_CHG |
Delegate_LocChange_Initiate |
HR_MGR_LOCATION |
Delegate the initiation of location changes. |
HR_PROMOTION (Initiate) |
Delegate_Promotion_Initiate |
HR_PROMOTE_MGR |
Delegate the initiation of promotions. |
HR_PROMOTION (Approve) |
Delegate_Promotion_Approve |
HR_PROMOTE_APPR |
Delegate the approval of promotions. |
HR_REPORT_CHG (Initiate) |
Delegate_ReportingChg_Initiate |
HR_MGR_REPORT_CHNG |
Delegate the initiation of reporting changes. |
HR_REPORT_CHG (Approve) |
Delegate_ReportingChg_Approve |
HR_MGR_REPORT_APPR |
Delegate the approval of reporting changes. |
HR_RETIRE |
Delegate_Retire_Initiate |
HR_RETIRE_EE |
Delegate the initiation of employee retirements. |
HR_TERM |
Delegate_Terminate_Initiate |
HR_EE_TERMINATE |
Delegate the initiation of employee terminations. |
HR_TRANSFER (Initiate) |
Delegate_Transfer_Initiate |
HR_TRANSFER_MGR |
Delegate the initiation of transfers. |
HR_TRANSFER (Approve) |
Delegate_Transfer_Approve |
HR_TRANSFER_APPR |
Delegate the approval of transfers. |
Note. For more information about application-specific delegation transactions, refer to the application-specific PeopleBook.
This section discusses how to add delegation requests by administrator.
Page Name |
Object Name |
Navigation |
Usage |
HCDL_ADMIN_ADD_DLG |
Workforce Administration, Self-Service Transactions, Approvals and Delegation, Add Delegation Request |
Delegation administrators can create delegation requests on behalf of delegators. |
Access the Add Delegation Request page.
Note. To prevent situations of cascading or circular delegation chains, after the Delegation framework passes delegated authority over a transaction to a proxy, the proxy cannot delegate authority over that transaction to another user. The Delegation framework only passes authority over transactions from initial delegator to initial proxy.
Note. When a user adds a delegation request, the system checks for an Alternate User ID field value on the User Profile - Workflow page. The delegation request overrides the alternate user ID for transactions in the delegation request. If an alternate user ID exists and the dates of the delegation and alternate ID overlap, the system issues a warning message.
From Date and To Date |
Enter the date range for which you want the delegation to be active. The From Date value must be greater than today's date. The To Date value must be greater than the From Date value. If you want to make the delegation open-ended, leave the To Date field blank. |
Trans Type (transaction type) and Transaction Name |
Select the transaction that is being delegated. The system prompts you to select from only the transactions for which the delegator has access. The transactions must be active for the specified date range of the delegation, as defined on the Configure Delegation Transaction page. The system displays whether the selected transaction is for delegation initiation or approval. |
Proxy and Name |
Select the proxy to whom the delegator wants to delegate the transaction. |
Notify Delegator |
Click this check box to have the system send a courtesy email notification to the delegator when the proxy approves or initiates this transaction on the delegator's behalf. |
Maintain Delegated Authorities |
Click this link to access the Maintain Delegated Authority page, where you can run a batch job to process delegation transactions. |
Administer Delegation |
Click this link to access the Administer Delegation page, where you can search for and manage individual delegation requests in the system. |
This section discusses how to administer delegations.
Page Name |
Object Name |
Navigation |
Usage |
HCDL_ADMIN_DLG |
Workforce Administration, Self-Service Transactions, Approvals and Delegation, Adminster Delegation |
Delegation administrators can review delegation requests and, if necessary, revoke them on behalf of delegators. |
|
HCDL_ADMIN_RQT_DTL |
Click the Request Status link for a delegation request. |
Delegation administrators can review details of a selected delegation request. |
Access the Administer Delegation page.
Note. If the delegator and proxy initiate duplicate transactions, then either the proxy, delegator, or delegation administrator can cancel the duplicate transaction or approvers can deny the duplicate transaction while approving the original transaction.
Maintain Delegated Authorities |
Click this link to access the Maintain Delegated Authority page, where you can run a batch job to process delegation transactions. |
Add Delegation Request |
Click this link to access the Add Delegation Request page, where you can create delegation requests on behalf on delegators. |
Selection Criteria
Use this group box to specify criteria for the delegation requests that you want to retrieve. To retrieve all delegation requests, click the Search button without specifying criteria. To narrow your search results, enter one or more criteria.
Delegator |
Select the delegator for whom you want to retrieve delegation requests. The system prompts you to select from delegators with existing requests. |
Proxy |
Select the proxy for whom you want to retrieve delegation requests. The system prompts you to select from proxies with existing requests. |
Transaction Name |
Select the transaction for which you want to retrieve delegation requests. The system prompts you to select from transactions that are part of existing requests. |
From Date and To Date |
Specify a date range for which you want to review delegation requests. |
Request Status |
Select the status of the requests that you want to retrieve. Request statuses are Accepted, Ended, Rejected, Revoked, and Submitted. |
Delegation Status |
Select the delegation status of the requests that you want to retrieve, either Active or Inactive. |
Search |
Click this button to retrieve delegation requests based on your selection criteria. |
Clear |
Click this button to clear all selection criteria fields. |
Search Results
The system displays delegation requests and details based on your search criteria.
Request Status |
The system displays the status of the request: Accepted,Ended, Rejected, Revoked, and Submitted. Click this link to review further details of a delegation request. The system displays the Administer Delegation - Request Details page. |
Select All |
Click this button to select the check boxes for all delegation requests in the search results. |
Clear All |
Click this button to clear all check boxes for the selected delegation requests in the search results. |
Revoke |
Click this button to revoke a delegation request on behalf of the delegator. The system revokes delegations for all requests that are selected in the search results. The system sends a notification to the proxy who is affected by the change and automatically reassigns all pending transactions back to the delegator. |
This section discusses how to process batch delegation requests.
Page Name |
Object Name |
Navigation |
Usage |
HCDL_BATCH |
Workforce Administration, Self-Service Transactions, Approvals and Delegation, Maintain Delegated Authorities |
Delegation administrators can process all delegation transactions in batch daily. |
Access the Maintain Delegated Authority page.
Click the Process Request button to run the Maintain Delegated Authority (HCDL_BATCH) Application Engine process. This batch program processes all delegation transactions as of the system date that appears on the run control page. The process activates all delegation transactions that were future-dated to become active on today's date, revokes all delegation requests that have expired as of today's date, and searches for inactive proxies. For all affected delegation transactions, the process updates the request status and delegation status as appropriate. The process also updates proxy navigation security, as needed.
Important! We recommend that you run this process daily to maintain delegations and update invalid rows.
This section discuss how to:
View delegation activity.
View help for delegation.
Select the job for a delegation request.
Select a proxy by reporting hierarchy.
Select a proxy by name.
Submit a delegation request.
View confirmation of delegation request submission.
Manage proxies for delegation.
View delegation request details.
Manage delegated authorities.
View confirmation of delegation request acceptance.
View confirmation of delegation request rejection.
View details for multiple transactions.
Page Name |
Object Name |
Navigation |
Usage |
HCDL_MGR_DLG_HOME |
|
Users can view all delegation activity associated with themselves. |
|
HCDL_DLG_INSTR |
Click the Learn More About Delegation link on the Manage Delegation page. |
Users can view an instructive description of delegation functionality. |
|
HCDL_JOB_SELECTION |
Click the Create Delegation Request link or the Review My Proxies link on the Manage Delegation page. |
Users with multiple jobs can select the job for which they want to create the delegation request or review their proxies. |
|
HCDL_ADD_DLG_DATES |
Click the Create Delegation Request link on the Manage Delegation page. |
Specify the From Date and To Date, which defines the delegation authority period for a transaction. By not specifying a To Date, users specify an open-ended delegation. |
|
HCDL_ADD_DLG_TXNS |
Click the Next button on the Enter Dates page. |
Users can select one or more transactions to delegate. |
|
HCDL_ADD_DLG_SRCH |
Click the Next button on the Select Transactions page. |
Users can select a proxy for the transactions being delegated based on their reporting hierarchy. |
|
HCDL_ADD_DLG_SRCH |
|
Users can search for and select a proxy for the transactions being delegated based on name. |
|
HCDL_ADD_DLG_DTL |
Click the Next button on the Select Proxy by Hierarchy page or the Select Proxy by Name page. |
Users can review the details of a delegation request and then submit the delegation request. |
|
HCDL_DLG_CONFIRM |
|
Users can view the confirmation of the submission the acceptance of a delegation request, or the rejection of a delegation request. |
|
HCDL_MGR_DLGT |
|
Users can manage their proxies by search for and updating the status of their delegation requests. |
|
HCDL_MGR_DLGT |
Click the Review My Delegated Authorities link on the Manage Delegation page. |
Users can accept or reject the delegation requests for which they have been selected to serve as proxy. |
|
HCDL_REQUEST_DTL |
Click the Details button for the delegation transaction on the My Proxies page. |
Users can review the details of a submitted delegation request. |
|
HCDL_MULTI_TXNS |
Click the Multiple Transactions link on the My Delegated Authorities page. |
Users can view details of the multiple transactions for which they have delegated authority. |
Access the Manage Delegation page.
Users can view all delegation activity associated with themselves. They can create a delegation request, revoke delegation requests for which they have delegated transaction initiation or approval to a proxy, and accept or reject the delegation requests for which they are selected to serve as proxy. The system displays only the content and associated links that are applicable to the user at the time that user accesses the page. Specifically, the system displays:
The Learn More about Delegation link and associated content for learning more about delegation, which is accessible to all users at all times provided that the system is using the Delegation framework.
The Create Delegation Request link and associated content for creating delegation requests only if the user has navigation security access to transactions that are enabled for delegation through the delegation setup pages.
The Review My Proxies link and associated content for reviewing proxies only if the user has active or inactive delegation requests.
The Review My Delegated Authorities link and associated content for reviewing delegated authorities only if the user has been delegated authority to serve as a proxy.
Access the Manage Delegation - Learn More about Delegation page.
You can configure this page by accessing it through PeopleTools Application Designer.
Access the Create Delegation Request - Select Job Title page.
If users creating the delegation request or reviewing their proxies have multiple jobs, the system prompts the user to select the job for which they want to create the delegation request or review proxies. This page displays only when the employee has multiple jobs.
Access the Create Delegation Request - Enter Dates page.
Access the Create Delegation Request - Select Transactions page.
The system displays only the transactions that are configured for delegation initiation or approval on the Configure Delegation Transactions page and for which the delegator has component access.
Users can delegate one or multiple transactions to another person in a single delegation request. When a proxy receives a delegation request for multiple transactions, he or she must accept or reject the entire request. The delegator, however, can revoke single transactions from a multiple transaction request. When a delegator revokes one or more transactions from a multiple transaction request, the system pulls the revoked transactions out of the multiple transaction request and creates individual revoked entries in the Approval Workflow Engine (AWE). The remaining transactions stay in the multiple transaction request. If only one transaction remains after revoking, the system disbands the group and displays an individual rather than multiple delegation request. This functionality preserves the accuracy of the multiple transaction status.
Access the Create Delegation Request - Select Proxy By Hierarchy page.
Users can select a proxy for transactions they are delegating. If the delegation administrator selects a specific hierarchy for the transaction on the Delegation Installation Settings page, the system displays valid proxies based on that selection, and users can select from this list. Valid proxies include persons who report directly or indirectly to the delegator, as well as all persons in the upward hierarchy—starting with the delegator's manager. If the delegation administrator selects the All Persons check box on the installation page, then the system displays the Search By Name link so that users can search for and select from any person in the system.
Access the Create Delegation Request - Select Proxy By Name page.
Users can search for a proxy by name and select from the list of valid values in the search results. This page is available only if the delegation administrator selects the All Persons check box on the Delegation Installation Settings page.
Access the Create Delegation Request - Delegation Detail page.
The system displays the delegation period, the selected proxy, and the selected transactions. Users can select the Notify Delegator check box to receive an email notification that the system automatically sends whenever the proxy approves or initiates a transaction. When users click the Submit button, the system automatically sends an email notification to the proxy either accept or reject the delegation request.
To prevent situations of cascading or circular delegation chains, after the Delegation framework passes delegated authority over a transaction to a proxy, the proxy cannot delegate authority over that transaction to another user. The Delegation framework only passes authority over transactions from initial delegator to initial proxy.
Note. When a user adds a delegation request, the system checks for an Alternate User ID field value on the User Profile - Workflow page. The delegation request overrides the alternate user ID for transactions in the delegation request. If an alternate user ID exists and the dates of the delegation and alternate ID overlap, the system issues a warning message.
Access the Create Delegation Request - Confirmation page.
Note. If the delegator and proxy initiate duplicate transactions, then either the proxy, delegator, or delegation administrator can cancel the duplicate transaction or approvers can deny the duplicate transaction while approving the original transaction.
Access the My Proxies page.
Users can change their mind by revoking delegation requests for which they have delegated transaction initiation or approval to a proxy. To revoke the delegation request, users must select the check box for the delegation request and then click the Revoke button. The system changes the request status to Revoked and automatically sends an email notification to the proxy about the status of the delegation request.
Access the Delegation Request Details page.
Users can click the Return button to return to the My Proxies page.
Access the My Delegated Authorities page.
A proxy can hold more than one delegated authority from different delegators. The proxy must select the check box for delegation request and then click either the Accept button or the Reject button. The system automatically sends an email notification to the delegator about the status of the delegation request.
Note. When you are delegating to a proxy who has multiple job records (as defined in the Job Data component), the system uses the proxy's job record number 0 by default.
Multiple Transactions
Delegators can delegate one or multiple transactions to another person in a single delegation request on the Create Delegation Request - Select Transactions page. If the delegation request contains multiple transactions, the proxy can click the Multiple Transactions link to access the Multiple Transactions page and view details about each transaction in the delegation request. For a delegation request with multiple transactions, the proxy must accept or reject the entire request.
The delegator can revoke single transactions from a multiple transaction request on the My Proxies page. When a delegator revokes one or more transactions from a multiple transaction request, the system pulls the revoked transactions out of the multiple transaction request and creates individual revoked entries in the Approval Workflow Engine (AWE). The remaining transactions stay in the multiple transaction request. If only one transaction remains after revoking, the system disbands the group and displays the delegation request as an individual transaction rather than a multiple transaction. This functionality preserves the accuracy of the multiple transaction status.
Access the Accept Delegation Request page.
Users can click the OK button to return to the My Delegated Authorities page.
Access the Reject Delegation Request page.
Users can click the OK button to return to the My Delegated Authorities page.
Access the Multiple Transactions page.
The system provides access to this page only if the delegator selected the user to server as proxy for multiple transactions within the same delegation request.
This table lists the delivered delegation notifications, describes each notification, describes the trigger for each notification, and lists the recipients:
Template Name |
Notification Description |
Trigger |
Recipients |
DelegationAccept |
States that the proxy has accepted the delegation request submitted by the delegator. |
Proxy accepts delegation request. |
To: Delegator CC: Proxy |
DelegationAdminAdd |
States that the administrator, on behalf of delegator, has submitted a delegation request to the proxy. |
Delegation administrator adds and submits delegation request. |
To: Proxy CC: Delegator |
DelegationAdminRevoke |
States that the administrator, on behalf of delegator, has revoked a delegation request that was assigned to the proxy. |
Delegation administrator revokes delegation request. |
To: Proxy CC: Delegator |
DelegationBatch |
States that delegation authority has been made active or inactive for the delegator and transactions listed. Also states that security has been updated to allow the proxy access to the transactions. |
Delegation administrator runs the Maintain Delegated Authorities batch process. |
To: Proxy CC: Delegator |
DelegationError |
States that a submitted delegation request has encountered an error. |
Delegator submits a delegation request but an error occurs. |
To: Delegator |
DelegationNotifyAdmin |
States that the system has identified that a proxy is inactive for at least one day for a delegation request that has been accepted. |
Delegation administrator runs the Maintain Delegated Authorities batch process. |
To: Delegator CC: Delegation Administrator |
DelegationReject |
States that a proxy has rejected a delegation request submitted by a delegator. |
Proxy rejects delegation request. |
To: Delegator CC: Proxy |
DelegationRequest |
States that a delegator or an administrator on behalf of the delegator has submitted a delegation request to the proxy. |
Delegator creates and submits a delegation request. |
To: Proxy CC: Delegator |
DelegationRevoke |
States that a delegator or an administrator on behalf of the delegator has revoked a delegation request that was assigned to the proxy. |
Delegator revokes a delegation request. |
To: Proxy CC: Delegator |