Is my system enabled for Workflow Delegation?
The Auto-Delegate feature is a Universal feature.
- Navigate to Admin Tools > Manage Organization, Pay and Job Structures > Select “Workflows”.
- Select any workflow.
- If you can see the field “Is Delegate Supported”, then your instance can be configured with no additional actions from Customer Success.
- If you do not see this field, please open a support ticket and request that your “EC instance be enabled for Workflow Delegation”.
What is the difference between manual and auto delegation
- Manual delegation is when a workflow is accessed by the approver and selects an individual to approve ONLY that workflow.
- Auto-delegation is when an individual is selected to approval ALL eligible (delegation enabled) workflows.
If I select a person as my Delegatee, will all workflows be routed to this person?
No – both must be completed any effect on workflows.
Can an Administrator change an approver’s delegatee?
Yes – Administrators could “Proxy” as the employee and change the delegate.
OR
Navigating to Admin Center > Manage Data > Select “Auto Delegate Config”. Any employee with a delegate selected will be visible here. The administrator can change, disable, or delete the delegate.
Will the system handle multiple tiers of approvers?
No – For example: if A-> B -> C, auto delegatee will be B when step owner = A
Can a delegatee decline the delegated approval?
Yes- The delegatee can decline the delegated approval. The approval responsibility would then revert back the original approver
What happens if I delegate the workflow to a non-step approver?
The system will default to permissions set for the delegated user, with regards to the employee that the workflow was triggered for, and the employee will have to be apart of the Delegates RBP Target Population.
How to enable workflow delegation?
How to enable Workflow Delegation (once the “Is Delegate Supported” available).
There are 2 parts to enabling workflow delegation.
- Enabling the workflow delegation on individual workflows.
- Selecting an individual to assume approval rights.
What kind of workflow steps can a user delegate approval rights?
Workflow steps of type Role, Dynamic Role, Dynamic Group and Position are currently supported
If a workflow has been auto delegated, can the delegatee manually delegate the workflow to another user ?
No, they will not have the option to delegate the already delegated workflow to antoher user.
If I enable Auto-delegation, will this enable delegations in workflows already launched?
No – enabling delegations in workflows will only effect workflows created after the workflow has “Is Delegation Supported” set to “Yes”.
How do the users (managers) know whether a particular workflow allows delegation?
The primary communication should be from system administrators. This will set the appropriate expectations, consistent with your organization’s practices. For example; workflows for position changes may be allowed for delegation but not any pay related actions.
Workflow approvers would see the “delegation” option on the actual workflow approval screen. The absence of this option would indicate that the workflow is not eligible for delegation.
Can an approver select multiple delegatees?
No – Users can only select one delegatee.
What happens to the workflow if a delgatee become inactive?
The workflow will revert back to the original approver.
Can I set a Delegation period? I.e. Delaget between certain dates?
As of 06/27/2019 this is not possible/not supported.
Will Delegation work retrospectively once it has been activated
Delegation does not work retrospectively. It will only work once it has been set up and the workflow has ‘Is Delegate Supported’ set to Yes
Source: SAP Knowledge Base Article. Tags: #SAPSuccessfactors #EC #FAQs #cloud #hr
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