Delegate Transactions


Concept

In this topic, an Administrative Official delegates approval responsibilities for Job Offers and Job Openings to a Hiring Manager.


Steps:

  1. Click in the User ID field.

    Step 1
  2. a valid value
     e.g.
    Enter
     "amy.bosley"
     into the User ID field.

    Step 2
  3. Click in the Password field.

    Step 3
  4. a valid value
     e.g.
    Enter
     "welcome1"
     into the Password field.

    Step 4
  5. Click the Sign In button.

    Step 5
  6. Click the Main Menu button.

    Step 6
  7. Click the Self Service menu.

    Step 7
  8. Click the Manage Delegation menu.

    Step 8
  9. Click the Create Delegation Request link.

    Step 9
  10. A date range must be entered in order to delegate responsibilities.

    Step 10

  11. Click in the From Date field.

    Step 11
  12. Press [Backspace].

    Step 12
  13. a valid value
     e.g.
    Enter
     "11/20/2015"
     into the From Date field.

    Step 13
  14. Click in the To Date field.

    Step 14
  15. a valid value
     e.g.
    Enter
     "11/30/2015"
     into the To Date field.

    Step 15
  16. Click the Next button.

    Step 16
  17. Here, you are able to delegate multiple responsibilities.  In this example, we will delegate the "Approve Job Offer" and "Approve Job Opening" responsibilities.

    Note: this list will vary based on the user's role.

    Step 17

  18. Click the Approve Job Offer option.

    Step 18
  19. Click the Approve Job Opening option.

    Step 19
  20. Click the Next button.

    Step 20
  21. Now you will choose your delegate for the transactions selected.

     

    Click the DAVID WARNICK option.

    Step 21
  22. Click the Vertical Scroll bar to move down the page.

    Step 22
  23. Click the Next button.

    Step 23
  24. Before submitting, review the Delegation Detail page to confirm the information is correct.

    Step 24

  25. Click the Submit button.

    Step 25
  26. Once you submit your request the proxy will receive notification to either 'Accept' or 'Decline' the request. Once accepted the proxy will receive notifications for the transactions selected as well as see the alerts in their dashboards (depending on which transactions have been delegated).

     

    Click the OK button.

    Step 26
  27. You may always review your proxies and revoke access prior to expiration.

    Step 27

  28. Click the Home link.

    Step 28
  29. Click the Sign out link.

    Step 29

You have completed the topic "Delegating Job Offer and Opening Approvals".

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