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
Heads up! Watch a related video, Submit Requests.
From the Control Center, Go To: My Actions > Business Processes > Manager Delegation
- Once in ‘Manager Delegation’ select the associate who your authority will be delegated to.
- Select the ‘Start Date’ and ‘End Date’.
Note: The dates are in the time zone of the requester.
- Select appropriate role from the ‘Role Profile’ drop-down.
Note: The default ‘Role Profile’ is ‘1-Line manager’. For retail delegation the ‘Role Profile’ must be changed to ‘2-Retail’.
Accepting and Working with Delegation
Heads up! Watch a related video, Accept Requests.
- From the ‘Control Center’ select ‘Tasks’.
- Select the delegation notification.
- Select either ‘Approve’ or ‘Reject’.
- Optionally, you can enter a comment.
- Select ‘Submit’.
- To switch profiles, Go To: Main Menu > settings icon > Select the role you would like to switch to.
Note: When delegating, you can only work in the capacity of your access level on behalf of someone else.
Additional Information
Heads up! Watch a related video, Switch Roles.
- 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.
Cancelling Delegation
Canceling Prior to Acceptance
- From the Control Center, select ‘Tasks’.
- Select the delegation notification.
- Select ‘Cancel Delegation’.
Canceling After Acceptance
- From the Control Center, Go To: My Actions > Business Processes > Manager Delegation
- Once in ‘Manager Delegation’ select ‘Delete Existing Delegation’ and ‘Next’.
- Select the associate you would like to delete delegation from and click ‘Submit’.
Note: Once the delegation has been deleted, the other associate will not receive a notification of cancelation.