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 that 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 for Delegating Performance Review Tasks
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 Delegation → Delegation Management | Administrators | Delegators | 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. |
For the end users able to delegate, a requirement is to create a permission role named "Performance Reviewer (Delegation)" and add all the necessary permissions to this role. This permission role should have granted the following permissions:
Caution
Make sure to use this exact permission role name.User Permissions Required to Delegate Forms
| Permission | Grant Permission To... | Target Population | Description |
|---|---|---|---|
| User Permissions → Delegation → Create Delegation Based on Form Templates | Initiators (users or administrators) | N/A | Defines which form templates can be selected during the delegation creation process. |
| User Permissions → Delegation → Delegator-Delegatee Relationship | Delegators | Delegatees | Defines who can be selected as the delegatees of a delegator during the delegation creation process. For example, the delegator's peers. |
| User Permissions → Delegations → Delegator-Employee Relationship | Delegators | Employees | 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. |
| User Permissions → General User Permission → User Login. | Delegators | N/A |
There are also additional permissions to allow delegatees to work on the delegated forms and use certain form features:
- To add, edit or delete goals, enable the Goal Plan Permissions in User Permissions → Goals.
- To view the profile information to access the People Profile block links on the form, enable the corresponding elements in User Permissions → Employee Data → View. The blocks available for the delegatee that are currently possible to grant access are:
- Performance History
- Competencies
- Behaviors
- Goal Ratings
- User Information
- If Talent Intelligence Hub is enabled, the following permissions could be granted to the delegatee to use the Skill or Competency section. User Permissions → Growth Portfolio → View permission for Attribute, Attribute Type, Growth Portfolio, Proficiency Level Scale and Tag.
