Creating and Managing Delegations

Create a delegation

1.	In the menu bar on the left-hand side of the Time and Attendance Maintenance area, click Delegation. The Delegation screen opens.
2.	Click Delegate + The Create a Delegation pop up displays
3.	In From User Type, select the type of user that is currently assigned to the Timesheet Workflows (Agency User or Client Contact). In To User Type select the type of user that will inherit the Timesheets (note: Client Contacts will only ever see a User Type of 'Client Contact'). In Delegate From, lookup and select the user that is currently assigned to Timesheet Workflows. In Delegate To, lookup and assign the user that will inherit the timesheets. The system will only display Delegate To users that have the same timesheet permissions as the currently assigned user. In the case of a Client Contact From User, the Client Contact Delegate To user list displays Contacts that belong to the same Parent/Client combination, or greater. For example, if the Delegate From Client Contact is assigned to three clients out of four in the Parent Group, the Delegate To Client Contact list will only show Contacts that belong to the same three clients, or all four. Within the lookup you will see an item for each Client that the Contact belongs to – you only need to select one, as the system will create a delegation for each client so all timesheet possibilities are covered. Enter the Start Date and End Date of the period of delegation.
4.	Click Save. The delegation is created and displays in the Delegations list. Once the End Date anniversary has occurred, the delegation ceases to be observed, and the original From User will see their timesheets again.

Edit a delegation item

1	In the menu bar on the left-hand side of the Time and Attendance Maintenance area, click Delegation. The Delegation screen opens.
2	Locate the item to be edited using the search criterion if the list is lengthy to save time.
3	Click on the Action list next to the delegation. Action items display.
4	Click Edit. The Edit a Delegation pop up displays.
5	Make the required changes. Note: Once the delegation Start Date has occurred, only the End Date can be edited.
6	Click Save. Changes are applied.

Delete a delegation

1	In the menu bar on the left-hand side of the Time and Attendance Maintenance area, click Delegation. The Delegation screen opens.
2	Locate the item to be edited using the search criterion if the list is lengthy to save time.
3	Click on the Action list next to the delegation. Action items display.
4	Click Delete. The Delete a Delegation pop up displays.
5	Click Delete. The delegation item no longer applies, and timesheets are available again to the Delegate From User.