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1. Managing Delegations of Authority

The Delegations tab manages temporary transfers of approval authority and operational responsibilities during planned absences. Clicking ’+ Create Delegation’ opens the ‘Create Delegation’ modal window.
1

Open Delegations Tab

Click Delegations tab on the Organization page.
2

Review Sub-Tabs

Switch between Delegations Sent (outgoing) and Delegations Received (incoming).
3

Click + Create Delegation

Click the blue + Create Delegation button to open the setup modal window.
4

Define Delegatee & Dates

Select delegatee user, start date, end date, and scope of authority.
5

Save Delegation

Click Save Delegation to schedule or activate authority transfer.
Create Delegation modal window with the Delegations tab selector and the Create Delegation action button highlighted Opened ‘Create Delegation’ modal window highlighting (1) Delegations tab selector and (2) + Create Delegation action button (Light Mode). A timeline with a delegation window from 6 to 20 October on the Head of Operations seat, Priya delegating to Ravi. Three approvals are submitted: one on 2 October before the window resolves to Priya; one on 12 October inside the window resolves to Ravi, marked delegated; one on 24 October after the window resolves to Priya again. Below, the resolution chain: approval line names the seat, the seat's current holder is Priya, an active delegation on that seat swaps in Ravi. A callout shows the 12 October approval still sits with Ravi on 24 October. How a delegation window redirects approvals while you’re away, and what happens when it ends.

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2. Pre-Deployment Validation Checklist & Common Troubleshooting

Before finalizing organization structure changes, complete the following validation checklist:
  • Org unit names and uppercase codes (e.g. EXEC, QUAL, MFG) are verified.
  • Hierarchical parent unit links are verified using Tree View (Expand All).
  • Positions are assigned correct Org Level classifications and reporting lines.
  • Custom fields are configured for specialized position metadata if required.
  • Position assignments accurately reflect current employee roles and occupants.
  • Temporary delegations of authority have valid start and end dates assigned.

Remember

Keeping organizational units, tree structures, position definitions, and assignment history updated ensures smooth workflow routing across all platform modules.