Working with Delegations in Time and Labor
This section provides an overview of delegation and discusses how to review delivered Time and Labor delegation set up.
Time and Labor uses delegation to enable one person to authorize another to serve as his or her representative when managing time transactions. A manager can delegate their tasks of approving time, entering employee time, or entering their own time to another person due to workload or their own absence from the office.
Delegation Framework
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.
Delivered Delegation Set Up for Time and Labor
The delegation framework for Time and Labor is delivered with the system. To review this framework:
Review delegation transactions for workflow on the Register Workflow Transaction page.
Review delegation permission lists and roles through PeopleTools Security components.
Define installation settings for delegation on the Delegation Installation Settings page.
Review transactions for delegation on the Configure Delegation Transaction page.
This section discusses how to:
Review workflow transactions.
Review permission lists and roles for delegation.
Define installation settings.
Review delegation transactions.
Reviewing Workflow Transactions
The PeopleSoft system delivers the following transactions that are pre-configured for the Time and Labor delegation framework:
TLReportedTime
TLPayableTime
Reviewing Permission Lists and Roles for Delegation
PeopleSoft Human Resources delivers as system data several permission lists that are required for use of the delegation framework.
This table describes the delivered Time and Labor roles for the delegation framework:
Role Name |
Attached Permission Lists |
Description |
---|---|---|
Delegate Manage Report Time |
HCCPDL2060 HCCPDL2064 |
This role gives you access to the TL_MSS_EE_SRCH_PRD component. This role gives you access to the TL_MNG_EX_PNL_GPR1 component. |
Delegate Manage App Rpt Time |
HCCPDL2061 HCCPDL2064 |
This role gives you access to the TL_MSS_EE_SRCH_PRD component. This role gives you access to the TL_MNG_EX_PNL_GPR1 component. |
Delegate Manage App Pay Time |
HCCPDL2062 HCCPDL2063 HCCPDL2064 |
This role gives you access to the TL_SRCH_APPRV_GRP component. This role gives you access to the TL_MNG_PAY_VIEW_DT component. This role gives you access to the TL_MNG_EX_PNL_GPR1 component. |
Delegate Manage Overtime Req |
HCCPDL2065 HCCPDL2066 HCCPDL2067 |
This role gives you access to the TL_OT_MNGR_LIST component. This role gives you access to the TL_OT_VW_MGR component. This role gives you access to the TL_OT_BALANCES component. |
Delegate Approve Overtime |
HCCPDL2065 HCCPDL2066 HCCPDL2067 |
This role gives you access to the TL_OT_MNGR_LIST component. This role gives you access to the TL_OT_VW_MGR component. This role gives you access to the TL_OT_BALANCES component. |
Note: Setting up permission lists and role security is discussed in detail in a PeopleTools PeopleBook.
See PeopleTools: Security Administration.
Defining Installation Settings
When using delegations in Time and Labor, you should select the All Persons hierarchy and the By Dept Security Tree hierarchy on the Delegation Installation Settings page, since Time and Labor group security is not supported by the delegation framework.
Reviewing Delegation Transactions
This table lists the delegation transactions delivered for Time and Labor:
Transaction Name |
Transaction Type |
Role |
---|---|---|
Manage Reported Time |
Initiate |
Delegate Manage Report Time |
Manage Approve Reported Time |
Approve |
Delegate Manage Appr Rpt Time |
Manage Approve Payable Time |
Approve |
Delegate Manage Appr Pay Time |
Manage Approve Overtime |
Approve |
Delegate Approve Overtime |
Manage Overtime Request |
Initiate |
Delegate Manage Overtime Req |