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To understand the delegation process, you can either follow the step-by-step instructions below or watch the following two example videos: Requesting Delegation and Approving Delegation.
๐ Please note that all screenshots and directions located within this site are taken from the UKG Pro App.
Requesting and Approving Delegation
Requesting and Approving Delegation
Request Delegation
Request Delegation
Tap on the Menu button at the bottom of your screen.
Tap on "Business Processes" and then on "Manager Delegation."
Here, you will see many different reporting options grouped by function.
A pop-up will appear on the right side of your screen. Tap "Create New Delegation," and "Next"
Tap on the manager's name for whom you want to delegate.ย
Please note that the names are not searchable. You will have to scroll through the names to make your selection.
Fill in the rest of the details and tap "Submit."
After doing this, you will see any pending delegations in your Inbox.
Approving Delegation
Approving Delegation
If a manager has received a delegation request, the manager will need to either accept or deny the request.ย
Tap ย on your Inbox at the bottom of your screen.
Tap on the tile with the task assignment.
You will then be taken to your Inbox (see image below).
You will need to "check" off the task.ย
The details of the delegation will show on the right of the screen.ย
Select "Accept" or "Reject" the delegation.
Tap "Submit."
After accepting the delegation, you will tap your Menu button.
You will then be able to click the ห arrow where it says "Switch Roles."
Here, you can select the delegated role (see image below), and be able to act as that person.
This is how you switch between roles.
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