The Delegation Framework

PeopleSoft HCM applications use a common approval and delegation framework. This overview discusses:

  • Delegation terminology.

  • Delegation options.

  • Delegation framework pages.

Note: This overview provides only basic information about the delegation framework. For more complete documentation, see Understanding Delegation and its related topics.

The following terms are important to understanding the delegation feature:

Term

Definition

Delegation

The act of giving 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.

Delegated Authority

The rights and privileges that are given 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 withdraws delegated authority.

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.

Note: To prevent situations of cascading or circular delegation chains, once 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.

Use these pages to review and manage delegation data:

  1. Review delegation transactions for workflow on the Register Workflow Transaction page.

    See Registering Workflow Transactions.

  2. Review delegation permission lists and roles through PeopleTools Security components.

    See Setting Up Permission Lists and Roles for Delegation.

  3. Define installation settings for delegation on the Delegation Installation Settings page.

    See Defining Delegation Installation Settings.

  4. Review transactions for delegation on the Configure Delegation Transaction page.

    See Configuring Delegation Transactions.