- Employee Central - Workflow Delegation
Frequently Asked Questions (FAQs)
What is workflow delegation?
Workflow delegation is the ability for a user to grant another employee rights to approve a workflow on his/her behalf.
What kind of workflow steps can a user delegate approval rights?
Only workflow steps of a “Role” type AND approver is configured with “Employee”, ”Employee Manager”, ”Employee Manager Manager” , or “Employee HR Manager”
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.
Can I disable the “Auto-delegation” selection under “My Links”?
At this point “No”. This is being evaluated for future enhancements.
If I select a person as my Delegatee, will all workflows be routed to this person?
No – Only workflows that are enabled for delegation AND the approval step is a “role” type ” AND where the approval role is one of the following values; “Employee”, ”Employee Manager”, ”Employee’s Manager’s Manager” , or “Employee HR Manager”.
Is there any effect if I select a Delegatee and no workflows are enabled?
No – both must be completed any effect on workflows.
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 is enabled.
Can an Administrator change an approver’s delegatee?
Yes – Administrators could “proxy” as the employee and change the delegate.
Navigating to Admin Tools>Manage Data, Select “Auto Delegate Config”, Any employee will a delegate selected will be visible. The administrator can change, disable, or delete the delegate.
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.
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 an approver select multiple delegatees?
No – Users can only select one delegatee.
Can auto delegate be enabled for Foundation Object workflows?
No- Foundation Object workflows are only supported for dynamic group, dynamic role, and position type.
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 occurs to the workflow if a delgatee become inactive?
The workflow will revert back to the original approver.
- If a workflow has been escalated, can you delegate it?
This is a current limitation. You cannot escalate the workflow and then delegate it. You can only delegate it first and then escalate it.
2080882 - Workflow Delegation Overview - Employee Central
delegate, workflow, delegation , KBA , sf employee central , LOD-SF-EC-WFL , Workflow & Trigger (Rules & XML) , How To
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