UKG - Delegate Management Tasks

Background Information

Managers can delegate tasks to another user while out of the office for an extended period of time. The following job aide lists steps necessary to run this task.

Delegate Management Tasks

  1. Select the Tasks category on the Notifications Tile.
  2. On the Control Center screen (Notifications view), select the My Actions drop-down. Select Manager Delegation.
  3. In the Manager Delegation panel, review delegation options. Available field options include:
    • Delegate - Select a person from the available list of names.
    • Start Date and End Date for duration.
    • Role Profile - This drop-down provides a list of roles available to delegate to this person.
    • Click Submit to complete the delegation. A confirmation message will appear on the screen.
  4. The Tasks notification updates with an additional task. Select the Task category to refresh the screen, and view the Delegation Workflow task.

Accept / Reject Notification

  1. From the delegate’s home screen, a new task appears in the My Notifications Tile.
  2. Select the Task header to view the Task screen in the Control Center.
  3. The Delegation Task appears on the screen with the following details:
    • Delegator Name.
    • Date and Time the task was created.
  4. Click the notification to view details of the task. Task details will appear in a panel displayed on the right of the screen.
    • Select Approve or Reject.
    • Select Submit.

Note: In order to access the Delegator’s tasks and employee pool after accepting the delegation, you must log out and log back in to UKG Dimensions.

Run Management Task for the Delegator

  1. Select the hamburger icon to open the Main Menu.
  2. In the Main Menu, under your username, select the Gear Icon.
  3. A Switch Roles drop-down will appear, only when under delegation. Select the drop-down and select the Manager role you’ve been assigned.
  4. Complete actions as the other Manager, and switch roles back to your profile to resume navigation in UKG using your account.

 

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