Assigning a Delegate

Access the Work With Delegates form.

To assign a delegate:

  1. On Work With Managers Employees, click Find to display your organizational hierarchy and your employees' records.

  2. Select My Delegates from the Form menu.

  3. On Work With Delegates, complete these fields:

    • Delegate Number

      Enter a number that identifies an entry in the JD Edwards EnterpriseOne Address Book system, such as employee, applicant, participant, customer, supplier, tenant, or location.

    • Authorization Type

      Enter a code that specifies the type of authorization that is given to a delegate.

    • Effective On

      Enter a future date when all changes will take effect or the date when the changes went into effect. If you do not enter a date in this field, the system uses the current date as the effective date.

    • Ending Date

      Enter a future date on which the authorization expires.

    • Authorization Level

      Enter the number of levels in the organizational structure below the delegate's manager that the delegate can review and make changes to employee records. For example, a value of 0 allows the delegate to access only employees that report directly to the delegate's manager. A value of 1 allows the delegate to access the records of employees that report to the manager's immediate subordinates.

  4. Repeat step 3 for the same employee as many times as needed, assigning an additional authorization type for each entry.

  5. When you are finished assigning delegates, click OK.