With the Delegation feature, Managers in the organization can delegate their performance review tasks to other people within a specified time period. It also allows administrators to create delegations on behalf of managers. This feature can be enabled in Company System and Logo Settings→Enable Delegation Feature.
Additionally, there's a parameter that can be set to determine when a delegation request for Performance Reviews should be automatically canceled if the delegatee does not accept or declines the request. You can enter any number larger than 0 for the field Specify a date range for automatic cancellation of a delegation request if no action is taken by the delegatee.
The roles involved in Delegation for Performance Reviews are:
- Initiator: Someone who initiates a delegation by creating a delegation request. An initiator can be the delegator themselves, or an administrator who creates a delegation on behalf of the delegator.
- Delegator: Someone whose task is delegated to someone else. In the context of performance reviews, delegators are usually managers.
- Delegatee: Someone who is delegated with a task, like matrix managers or another manager who can act on behalf of a manager not available.
- Employee: The subject user of the delegated task, typically direct reports whose forms are reviewed.
Permissions to Manage and Create Delegations as an Administrator
Administrators can use the Delegation Management tool to create delegation requests on behalf of others and manage delegations in general.
Administrator Permissions
| Permission | Grant Permission to... | Target Population | Description |
|---|---|---|---|
| Administrator Permissions→Manage System Properties→Company System and Logo Settings | Administrators | N/A | Allows administrators to configure system-wide settings, including enabling the delegation feature and specifying a date range for auto-cancellation of delegation requests. |
| Administrator Permissions→Manage Delegation→Delegation Management | Administrators | Everyone | Allows administrators to access the Delegation Management admin tool, where they can create a delegation request for someone whose task needs to be delegated, and manage the delegations they created. |
| User Permissions→Delegation→Create Delegation Based on Form Templates | Administrators | N/A | Determines which form templates are available for Delegation of Performance Reviews. |
Permissions to Create and Perform Delegation tasks as End Users
The permissions on the Delegation Reviews that should be created for the end users are the following:
- A permission role named Performance Reviewer (Delegation) is required. This permission does NOT need to be granted and can be left as Inactive. This permission would include the actions that should be available on the delegation task.
Caution
Make sure to use this exact permission role name. - Separate permission roles to control the Form templates available for delegation, the subject users to be reviewed and the Delegatee Assignment. Customers can determine the target population to their needs.
Performance Reviewer (Delegation) Permissions
| Permission | Description | Required |
|---|---|---|
| User Permissions→General User Permission→User Login | Allows to access forms from Settings→Delegation. | Yes |
| User Permissions→Performance→Performance Management Access | Allows to access forms from Settings→Delegation. | Only if Enable Performance Management Access Permission is enabled in Performance Management Feature Settings. |
| User Permissions→Goals→Goal Plan Permissions | To add, edit or delete goals on the form. | No |
| User Permissions→Employee Data→View | To view information of People Profile blocks through links on the form.
| No Note To view data from any other blocks not listed here, the delegatee will need to have permissions set elsewhere. |
| User Permissions→Growth Portfolio→View | View permission for:
| Yes, to use the attribute sections in the Performance form (if the instance has Talent Intelligence Hub enabled). |
| User Permissions→Performance→Restrict Data Access of Inactive Users' Forms | To restrict access to forms from inactive users. | No |
To set up the permission role for the Delegator-Delegatee assignment, the tables below show an example to grant permissions to All Managers in the organization, to select subjects whose tasks should be delegated among their Direct Reports, and select the Delegatees from their Peers.
Hint
Create Delegation Tasks Permissions
| Permission | Granted to | Target Population | Description |
|---|---|---|---|
| User Permissions→Delegation→Create Delegation Based on Form Templates | All Managers | N/A | Allows to control which form templates should be available to managers when creating a Delegation task from Settings→Delegation. |
| User Permissions→Delegations→Delegator-Employee Relationship | All Managers | Granted User's Direct Reports | Defines who can be selected as the subject users to be reviewed during the delegation creation process. For example, the delegator's direct reports and matrix reports. |
Delegatee Assignment Permission
| Permission | Granted to | Target Population | Description |
|---|---|---|---|
| User Permissions→Delegation→Delegator-Delegatee Relationship | All Managers | Granted User's Peers | Defines who can be selected as the delegatees of a delegator during the delegation creation process. For example, the delegator's peers. |
