Delegate Workers

Before you delegate a worker to another manager, you need to configure the compensation plan to enable the Manage Delegations action. Here’s how you enable that action:

1. Click Navigator > My Client Groups > Compensation.

2. Click Workforce Compensation Plans in the Compensation work area and select a compensation plan.
3. Click Worksheet Display task from the Configure Worksheets section.
4. Click Configure Task Layout for the task you want to enable the delegations for.
5. In the Actions tab, enable the Manage Delegations action.
6. Expand the Manage Delegations action and enable Delegate Workers and Remove Delegations actions.
7. Click Save and Close.
8. After you configure the compensation plan for delegations, the manager can delegate workers. Click Workforce Compensation in the My Team tab.
9. Select the task that you enabled delegations for.
10. Select the worker who you want to delegate to another manager.
11. Click Actions > Manage Delegations > Delegate Workers. You can remove any previous delegation you made by selecting the Remove Delegations option instead.
12. Select the manager you want to delegate the worker to in the Review Manager field.
13. Click Submit.