Delegate management allows for a second manager to oversee another Manager's direct reports. This is useful for supporting Managers during periods of absence or if they have shared staff responsibilities.
You can choose the level of visibility that the Delegate Manager will have for the other Manager. The options being:
|This user only||This option allows the Delegate Manager to view only the other Manager's activity but they will not have access to any of their reports. The Manager will also appear on the Delegate Manager’s reports.|
|Direct Reports||This option allows the Delegate Manager to view and report on the other Manager they are delegating for, and the people they directly manage.|
|All Reports||This option allows the Delegate Manager to view and report on the other Manager they are delegating for, the people who report directly to them and the people who report to their Direct Reports and on down through the hierarchy.|
The Delegate Manager will need to have the System Role of Line Manager to view the My Team Activity and My Team pages.
The Delegate Manager will need to proactively review these pages to monitor progress as they do not receive copies of any email reminders or automatic system emails that are sent to a User's usual Line Manager.
The Assign a Delegate Manager guide will show you how to set up the delegate management.
The Allocate System Roles guide will help you set up your user as a Line Manager.
The default reporting scope for Users is All Reports but should you need to change the reporting scope the guide Amend the Reporting Scope will show you how.