Assuming the role of a delegate

If you are set up as a delegate, then the Change role section appears above the navigation menu and the delegated role is displayed in an expanding row on your home page. The delegation is active when the current date falls within the From and To dates set on the Edit Delegations form.

• When you click Change role in the Change role section, the combo lists the roles that are delegated to you.
• Alternatively, you can click the delegated role on your home page to see the details, and then click Change to this role.

When you select a role, you assume that role. The web pages are dynamically updated so that you see only the pages relative to that role.

For example, Craig Street (the Development Manager) completes and submits the following Leave delegation for Helen Lewis:

When Helen logs on to ESS after 05/10/2010:

• she has the Change role section. When she opens the Change role lookup, she can see the Leave for Development Manager ChCh role, which is Craig’s role that he delegated to Helen.
• the delegated role appears in a row on her home page.

When Helen changes to the Leave for Development Manager ChCh role, she assumes Craig Street’s leave role. However, she can only see Craig’s Active items and Employee leave options (shown below). Your Self-Service administrator sets up the options that are available to delegates.

• The Change role section now displays the "You are acting as" message and Reset role link.
• Items that need to be actioned are displayed in the Development Manager ChCh section of the home page.
• A message appears to notify Helen that her role has changed and which role she is assuming.

To resume her own role, Helen clicks the Reset role link or selects her role on the home page. The Change role section now displays Helen's own role and the Change role link.  

Topic: 30173