Retail – Delegate Authority

Delegating Authority grants the ability to swap work roles with another associate of equal or higher access to perform their work functions when requested. 

Delegating Authority

From the Control Center, Go To: My Actions > Business Processes > Manager Delegation

  1. Once in ‘Manager Delegation’ select the associate who your authority will be delegated to.
  2. Select the ‘Start Date’ and ‘End Date’.
  1. Select appropriate role from the ‘Role Profile’ drop-down.
Manager Delegation panel with Submit button highlighted.Role Profile drop-down options.

 

Accepting and Working with Delegation

  1. From the ‘Control Center’ select ‘Tasks’.
  2. Select the delegation notification.
  3. Select either ‘Approve’ or ‘Reject’.
  4. Optionally, you can enter a comment.
  5. Select ‘Submit’.
  6. To switch profiles, Go To: Main Menu > settings icon > Select the role you would like to switch to.
Manager Delegation panel.

 

Additional Information

  • You can not act on delegated authority for the first time unless you log out and log back in after submitting approval.
  • If the request is in the future, you can not act on delegated authority until the start date.
  • To return to your own role profile, select the settings icon and switch roles back to yourself.
Dimensions main menu area with the Settings icon highlighted.

Cancelling Delegation

Canceling Prior to Acceptance

  1. From the Control Center, select ‘Tasks’.
  2. Select the delegation notification.
  3. Select ‘Cancel Delegation’.

Control Center area with Task entry and Cancel Delegation button highlighted within the Manage Delegation panel.

Canceling After Acceptance

  1. From the Control Center, Go To: My Actions > Business Processes > Manager Delegation
  2. Once in ‘Manager Delegation’ select ‘Delete Existing Delegation’ and ‘Next’.
  3. Select the associate you would like to delete delegation from and click ‘Submit’.
Manager Delegation section with Delete Existing Delegation option highlighted.