Applicable Product:
- Talent Management: Performance
Applicable Release:
- V26.11 and higher
Summary:
When configuring performance plans, you have the ability to delegate responsibilities for distribution of work among multiple individuals. Release 26.11 introduces a wizard for configuring delegations. In addition to the guided wizard workflow, the update includes the following key improvements:
- A required delegatee, with plan selection limited to the employee when defaulting to a plan type.
- A cap on the number of delegations that can be selected at once (100+).
- Guardrails preventing manager-role delegation to an employee and preventing self-delegation.
- Expanded editing of existing delegations, including process type.
- A global delegation timeout setting.
- Automatic removal of delegations when an employee is terminated.
- A required date assignment on every delegation.
There are several system configuration settings that allow you to define the delegation wizard options and their default values.
Configure the Delegation Wizard on the System Level
You can configure system settings to define the delegation wizard options and their default values.
- Go to Administration Home > Performance Administration > Data Setup > Performance Settings.
- Locate and configure the delegation fields. The field list displays the current default values for each field. Click the edit icon to change the Value field.
- Visible Delegation Types: Specify which delegation types users can choose from (Global, Year to Delegate, Plan Specific).
- Default Delegation Type: Specify which value will be the default option in the Delegation Type field.
- Default Delegation Process Types: Specify which processes are pre-selected.
- Default Delegation Role Types: Specify which roles can be delegated. This list drives the Role options in the wizard, preventing users from selecting an inappropriate role for delegation.
- Default Keep Delegator: Specify which items remain with the delegator by default (Tasks, Notifications, Reminders).
- Max Process Owners per Employee: Specify the maximum number of process owners that can be added for an employee.
Using the Delegation Wizard
- In the appropriate performance plan, click Delegation Options in the left menu. Note that this tab appears only if Will this plan allow the delegation of process roles? is set to Yes on the Basics tab.
- Click Add.
- Configure the screens:
- Step 1: Select Designation/Plan: Choose the delegator, role, delegation type, year/plan, process types and keep-delegator options.
- Step 2: Select Employees: Select one or more employees to delegate.
- Step 3: Select Process Owners: Assign process owner(s) per employee, set delegation start/end dates.
- Step 4: Review & Confirm: Review the summary grid and save.
Repeat the steps above to create additional delegations. Click the delete icon on a delegation to delete.
Keywords: Performance, Performance Plans, Delegations
Created: Larryl Shaw