PowerSchool ERP System Administration
PowerSchool ERP System Administration
Breadcrumbs

Delegation

The Task List page allows the approver to delegate roles to a particular employee for a specific date range. The Task Detail page allows the approver to delegate a specific leave request to a particular employee. When a role is delegated to an employee, they will have the ability to delegate an individual task to another person. However, if an individual task is delegated to a specific employee, that employee will not have the option to delegate it to another employee. The delegate will need to process the approvals, or the original approver or alternate will need to process the approval or assign the task to another employee.

When a task is delegated, an icon displays on the Task List page indicating whether the task was delegated to the person logged in or from the person logged in. If the approver sees To Me next to a task, the leave request task of approval was delegated to the approver. If the approver sees To Others next to a task, the leave request task of approval was delegated to someone else. Delegates will receive the workflow notifications during the delegation time frame or as long as they are the delegate on the Task Detail page.

From the System Administration menu, select Workflow. From the Workflow menu, select Task List.

You can also find the task list in Employee Access Center. Select Employee Tasks, then Task List,

Delegate Roles for a Specific Date Range from the Task List Page

  1. Open the Task List page.

  2. Click Delegate.

  3. Enter the Start Date when the delegation should begin.

  4. Enter the End Date when the delegation should end.

  5. Select an Assigned Role. Click * (asterisk) to add a new line.

  6. In the Delegate To field, enter the employee number. Click Lookup to look up available employees. Only users with security to be a delegate will appear in the search.

  7. Click Save.

Delegate a Leave Request from the Task Detail

  1. Open the Task List page. Select a task to open the Task Detail page. 

  2. Select the description of the desired individual leave request to display the Task Detail page for the employee leave request.

  3. In the Action field, select Delegate.

  4. Add comments to the delegation as needed.

  5. In the Delegate fields, enter the employee number of the delegate. Click Lookup to look up available employees.

  6. Click Save.

Look Up an Employee

  1. Open the Task List page.

  2. Click Delegate.

  3. Click Lookup in the Name field to display the Employee Search dialog.

  4. In the Search Criteria section, enter criteria identifying the records to list, and then click Load Records.

  5. In the Search Results list, select the desired record and then click OK.

This employee search does not recognize special characters such as * (asterisk) or | (pipe). Anything entered in the search fields can appear anywhere in that value. For example, entering 'AB' in the Last Name field will include records that begin, contain or end with 'AB'.

Fields and Descriptions

Field

Description

Start Date

Date when the delegation will begin. MM/DD/YYYY.

End Date

Date when the delegation will end. MM/DD/YYYY.

Assigned Role

Role assigned to the delegate. Click * (asterisk) to select all roles. Click X on a role to remove it.

Delegate To

Employee number for the person the role is delegated to.

Name

Name of the person the role is delegated to.