Now that you have set up the Deputy functionality within Self-Service, you can assign a Deputy to a manager if they need to delegate tasks, such as approving holidays or if they need to deputise all of their responsibilities for brief periods. In order for the Deputies functionality to work in Self-Service, you need to assign the role of Deputy to a user.
To assign the role
- Sign into Self-Service as the Manager.
- Navigate to Management> Deputies. The Deputy Management page appears.
- Click the Create Deputy button. The Deputy Assignment form appears.
- Select the Responsibility.
Note:
These options are created in the Communication Structure within Cintra iQ.
- Select the desired Managers Post.
- Select the Deputies Post.
- Enter the From Date.
- Enter the To Date.
- Enter any Notes.
- Click the Save button. The Deputy Management record is created. When the Deputy signs into Self-Service, they can now perform the duties of the manager and approve Holiday and Sickness requests.
A manager can resume their responsibilities by deleting the Deputy assignment. For more information, see How Do I End the Deputy Role for a User?
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