Applicable Product:

• Talent Management: Performance

Applicable Release:

• V24.07

Summary:

These enhancements improve the Performance delegation functionality. 

Dialog Box Rearrangement

The Add New Delegations and Edit Delegations dialog boxes have had the sections renamed and rearranged to be more intuitive. 

Section titles now include the action to be taken in each section, as seen in the screenshot above.

Since the delegator needs to be selected first, The Delegator section is on top now, followed by the Delegated section, then Options, and finally Delegatee, reflecting the order in which the selections should be done. Field names have also been updated and rearranged to be more intuitive. 

Note that there is now just one set of Keep Delegator check boxes for each delegation, and the tasks, notifications, and reminders check boxes now apply to all of the delegated employees in the delegation. 

Notify Delegatees

When creating or editing delegations, clients can now configure a notification that informs the delegatees that they have been delegated a task. A new notification template has been added to configure the email: Notify Delegatee about Delegation Created.

When adding or editing delegations, the Done button has been renamed to Close, and there is a new button called Notify and Close. 

The new Notify and Close button saves the delegation and sends the configured notification to the delegatee. The Close button saves the delegation without sending the email. Both buttons are visible by default and can be configured using Design Mode.

Bulk Deletion

Performance delegations can now be deleted in bulk. The grid of delegations now includes a selection column and a Delete button.

Simply select the delegations you want to delete and then click the new Delete button. 

This grid appears in the following places:

• On the Performance plan Delegation Options page
• The Delegated Employees SmartGrid under Grid Reporting
• In the My Account page under the Delegations tab

Any active tasks that are part of the deleted delegations are also deleted. 

My Tasks Widget Delegation Icons

The icons that show in the My Task widget in My Dashboard to indicate tasks that have been delegated have changed a bit. 

Tasks that have not been delegated but are available to be delegated now show a single person icon (as with Joe Anton in the screenshot above), while tasks that have already been delegated show a multi-person icon (as with Laurie Kraus in the screenshot). In either case, clicking the icon opens the Edit Delegations dialog box where you can delegate or edit the delegation. 

The icon indicating that a task has been delegated to you has not changed; it remains as the arrow icon (shown with Michelle Frazier in the screenshot). If delegation is not available for a task, no icon will be displayed. 

Delegate Multiple Processes

Delegators can now delegate tasks for multiple workflow processes in one delegation. 

Note that when this is done, there will be multiple rows in the Delegated and Delegatee sections, one row for each workflow process type for each delegated employee (in the Delegated section) or delegatee (in the Delegatee section). 

Delegatee Grid

When choosing delegatees, the selection grid is now a SmartGrid, allowing all of the standard SmartGrid features such as saved views, sorting, filtering, and so on. 

Also, the Primary Filter has been added to the SmartGrid, so now delegation creators can select between displaying the Delegator's Direct Reports, All Delegator's Employees, or All Employees. 

Keywords: Delegations,Delegatees