Working with Delegations

Using the PeopleSoft Delegation Framework, ePerformance provides administrators and managers the ability to authorize someone in the system to:

  • Approve performance and development documents.

  • Update performance and development documents.

For more details on setting up and working with delegations in HCM applications, see Working with Self-Service Delegation.

Delegating Document Approvals

Approvers can delegate the document approval responsibility to peers or subordinates in their absence. To delegate the approval transaction:

  1. The Approve Performance Document (EP_APPRAISAL) transaction must be activated on the Configure Delegation Transaction page. This transaction is inactive by default.

  2. The manager creates a delegation request by specifying a delegation period, selecting the Approve Performance Document transaction and assigning a proxy using the Manage Delegation component under the Self Service menu.

    The administrator can add delegation requests on behalf of managers under the Workforce Administration menu.

  3. Submit the request.

    Once the proxy accepts the request, he or she will be given the rights to approve documents on the approver’s behalf during the specified delegation period.

Delegating Authority to Update Documents

Managers and administrators can delegate peers or subordinates to update performance and development documents in their absence. To delegate the update ePerformance document transaction:

  1. Make sure that the corresponding Update Development Documents (for development documents) and the Update Performance Documents (for performance documents) transactions are activated. They are set as active by default.

  2. The manager creates a delegation request by specifying a delegation period, selecting the Update ePerformance Dev Docs or Update ePerformance Docs transaction and assigning a proxy using the Manage Delegation component under the Self Service menu.

    The administrator can add delegation requests on behalf of managers under the Workforce Administration menu.

  3. Submit the request.

    Once the proxy accepts the request, he or she will be given the rights to update documents on the approver’s behalf during the specified delegation period.