Creating and Accepting Absence Mgmt T&L Delegation (Fluid)

Purpose: Use this document to create and accept an Absence Management and Time & Labor delegation using the Fluid tile in ctcLink.

Audience:  Managers

The Delegation process enables the Delegate (Proxy) to approve their own Absence/Payable Time Request, as the system routes the approval transaction to both the Delegator and the Delegate, and either of them can approve the request.

Delegation is a two-step process:

  1. Creating a delegation request
  2. Accepting the delegation request

Creating and Accepting Absence Mgmt and T&L Delegation

Expand or collapse content Create Delegation Request

Navigation: Manager Self Service (Fluid Page) > Delegations (Tile)

  1. Delegations tile displays three tiles:
    • Create Delegation Request
    • My Delegates
    • My Delegated Authorities
  2. Select the Create Delegation Request tile.
  3. The Delegation Request page displays.
  4. The process starts at Step 1 of 4:  Delegation Dates.
  5. Enter the Start Date and End Date. Leave End Date blank for open ended delegation.
  6. Enter any comments in the Comments text box.
  7. Select the Next button.
  8. Step 2 of 4: Delegates displays.
  9. Select the Add Delegates tab.
  1. The Add Delegate pagelet displays.
  2. Enter the User ID.
  3. If User ID is unknown, select the lookup icon.
  4. Or you can expand the Search Criteria section and enter needed criteria.
  5. Select the Search button.
  6. Search Results display.
  7. Select the Supervisor.
  8. The User ID field is now populated.
  9. Select the Next button.  
  10. Step 3 of 4: Transactions page displays.
  11. This page determines which transactions you are delegating.
  12. Choose the Select All button.
  13. Select the Next button.
  1. Step 4 of 4:  Review and Submit page displays.
  2. Review the details of the Delegation.
  3. Select the Submit button.
  4. The Submit action returns you to to the main Delegations page.
  5. Select the My Delegates tile.
  6. Page displays all active Delegation Status.

COMING SOON

Video Tutorial

The video below demonstrates the process actions described in the steps listed above. There is no audio included with this video. Select the play button to start the video.

Video Tutorial via Panopto

View the external link to Create Delegation Request. This link will open in a new tab/window.

Accepting Delegation Request

Navigation: Manager Self Service (Fluid Page) > Delegations (Tile)

  1. The Delegations page displays.
  2. Select the My Delegated Authorities tile.
  3. The My Delegated Authorities page displays.
  4. The Submitted tab defaults and shows submitted delegations.
  5. Select the check box to the left and select Accept.
  6. A confirmation message displays.
  7. Select Yes.
  8. A message displays confirming the submission of the delegation request.
  9. Select Accepted and review the delegated roles, Start Date and status of the request.
  10. Process to Accept Delegation is complete.