Understanding Delegates Setup for Managers Workbench

Managers can set up subordinates to perform functions on their behalf in the Managers Workbench program (P08712). You can use the Manager Delegates program (P08750) to set up delegates to perform review and approval functions for:

• Accessing the Managers Workbench program.

• Viewing records of a manager's subordinates.

• Processing employee status changes.

• Processing performance appraisals.

• Running managers reports.

When you set up manager delegates, you can assign an authorization level to each delegate. The authorization level specifies how many organizational levels below the manager that the delegate can view. For example, if the level is set to 1, then the delegate can view only records for employees who report directly to the manager. At level 2, the delegate can view records for employees who report to the manager and for employees who report to the manager's direct reports.

You can also assign effective dates to delegate records. For example, if a manager is on vacation for two weeks, you might set up a delegate that has review and approval authority during the time that the manager is unavailable. After the ending date that is assigned to the delegate record is reached, the delegate no longer has authorization to review and approve employee timecards.