Working with Self-Service Delegation

Access Fluid Self-Service Delegations using the Delegations tile on the Self Service Fluid Homepage.

Delegations tile in the Self-Service Homepage

Select the Delegations tile to view a collection of Fluid Delegations tiles that correspond to various delegation transactions.

Collection of Fluid Delegations tiles

Use the Create Delegation Request - Delegation Dates page (EODL_DLGRQST_DT_FL) to enter delegation dates by specifying the From Date and To Date, which defines the delegation authority period for a transaction.

Navigation:

Fluid Home Page > Employee Self Service > Delegations tile > Create Delegation Request tile

This example illustrates the fields and controls on the Create Delegation Request - Delegation Dates page.

By not specifying a To Date, users specify an open-ended delegation.

Use the Create Delegation Request - Select Delegates page (EODL_PROXY_SEL_FL) to select a proxy/delegate.

Navigation:

Click the Next button on the Delegation Dates page.

This example illustrates the fields and controls on the Create Delegation Request - Select Delegates page.

Users can select a delegate/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 delegates/proxies based on that selection, and users can select from this list. Valid delegates/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.

Use the Create Delegation Request - Transactions page (EODL_TRANS_SEL_FL) to select transactions for delegation.

Users can select one or more transactions to delegate.

Navigation:

Click the Next button on the Delegates page.

This example illustrates the fields and controls on the Create Delegation Request - 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 delegate/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 Framework. 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.

Use the Create Delegation Request - Review and Submit page (EODL_DLGRQST_SM_FL) to review and submit a delegation request.

Users can review the details of a delegation request and then submit the delegation request.

Navigation:

Click the Next button on the Transactions page.

This example illustrates the fields and controls on the Create Delegation Request - Review and Submit page.

The system displays the delegation period, the selected delegate/proxy, and the selected transactions. When a transaction is set up with product specific delegation requirements on the Configure Delegation Transaction page, a link will appear after the transaction. When no information is entered in the Optional Parameters section of the Configure Delegation Transaction page, the link is not available. Select the product specific link for a transaction to have the system open the product specific component to continue the delegation request.

When users click the Submit button, the system automatically sends an email notification to the delegate/proxy to either accept or reject the delegation request if Approval Framework is set up.

Use the My Delegates page (EODL_MY_PROXIES_PG) to manage delegation requests you have initiated for others.

Navigation:

Fluid Home Page > Employee Self Service > Delegations tile > My Delegates tile

Enterprise Components > Delegation > My Delegates

This example illustrates the fields and controls on the My Delegates page.

The Accepted tab displays delegation requests that the delegate has accepted.

The Ended tab displays delegation requests that are expired.

The Rejected tab displays delegation requests that the delegate has rejected.

The Revoked tab displays delegation requests that you have revoked.

The Submitted tab displays delegation requests that you have submitted.

Use the My Delegated Authorities page (EODL_DLGT_AUTH_PG) to manage delegations requested of you by others.

Navigation:

Fluid Home Page > Employee Self Service > Delegations tile > My Delegated Authorities tile

Enterprise Components > Delegation > My Delegated Authorities

Fields or controls and descriptions for the My Delegated Authorities page.

The Accepted tab displays requests that you have accepted.

The Ended tab displays requests that are expired.

The Rejected tab displays requests that you have rejected.

The Revoked tab displays requests that have been revoked by the delegator.

The Submitted tab displays delegation requests that have been submitted by the delegator.