What Is Delegation?
Delegation lets you give management access to more than one person in a department. For example, both a manager and a supervisor can view time off requests or employee details for their team.
When Should You Use Delegation?
When more than one person needs to manage or view employee information in a department
When you want to share approval or editing rights for time off and employee details
How to Set Up Delegation
Follow these steps to enable delegation:
Go to Dashboard > Employees > Delegation > Add Delegated User.
In the first box, enter the name of the user who is sharing their responsibilities or visibility.
In the second box, enter the name of the user who will receive these responsibilities or visibility.
Choose which permissions to give the delegated user by using the three switches:
Approve Time off: Allows the delegated user to approve holiday requests.
View Employees (Can't update): Lets the delegated user view details for employees managed by the original user.
Manage Employees (View and Update): Lets the delegated user edit or manage employee details for those employees.
Important Notes
If you delegate from a manager, the delegated user will see all employees reporting to that manager.
If the manager oversees multiple departments, the delegated user will see employees in all of those departments.
If you want a user to see only one department, make that user the manager for that department. Then, set the original manager (who covers multiple departments) as the delegated user for the single department manager. This setup prevents other deputies or team leaders from seeing employee details outside their own department.
Note: If you are an Atlas Scheduling user, time off management is controlled via Scheduling.