12_21_15_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 the Main Menu button.

    Step 1
  2. Click the HCM Systems menu.

    Step 2
  3. Click the Self Service menu.

    Step 3
  4. Click the Manage Delegation menu.

    Step 4
  5. Click the Create Delegation Request link.

    Step 5
  6. A date range must be entered in order to delegate responsibilities.

    Step 6

  7. Click in the From Date field.

    Step 7
  8. Press [Backspace].

    Step 8
  9. a valid value
     e.g.
    Enter
     "11/20/2015"
     into the From Date field.

    Step 9
  10. Click in the To Date field.

    Step 10
  11. a valid value
     e.g.
    Enter
     "11/30/2015"
     into the To Date field.

    Step 11
  12. Click the Next button.

    Step 12
  13. 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 13

  14. Click the Approve Job Offer option.

    Step 14
  15. Click the Approve Job Opening option.

    Step 15
  16. Click the Next button.

    Step 16
  17. Now you will choose your delegate for the transactions selected.

     

    Click the DAVID WARNICK option.

    Step 17
  18. Click the Vertical Scroll bar to move down the page.

    Step 18
  19. Click the Next button.

    Step 19
  20. Before submitting, review the Delegation Detail page to confirm the information is correct.

    Step 20

  21. Click the Submit button.

    Step 21
  22. 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 22
  23. You may always review your proxies and revoke access prior to expiration.

    Step 23

  24. Click the Home link.

    Step 24
  25. Click the Sign out link.

    Step 25

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

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