Overview
Employees can give delegates access to their Mobile Employee Experience (MEE) allowing them to complete the same tasks as employees with the following exceptions:
accessing DocuSign to sign documents
accessing the Messaging Chat feature
viewing the Delegate section to create new delegates and remove existing delegates
An employee delegate represents an external user that the employee has appointed to act on their behalf whilst they are currently on assignment. Delegates can only be created by the Employee using the MEE and delegate users will have the user type of 'External Employee Delegate'. For security, internal users cannot add/amend delegates on behalf of employees.
What are the key benefits?
Employees can share the administrative tasks of their move with their delegates
Employees can have multiple delegates and control when to give them access
Delegates can view/edit all parts of the MEE that the employee has access to apart from accessing DocuSign, the delegate section and the Messaging feature
Records that are updated/created by a delegate will show as Created by or Last updated by the delegate's user ID which is their email address
What are the configuration steps prior to using the feature?
This feature is automatically available if the Mobile Employee Experience is active.
The Delegate feature is controlled on the Delegate Access tab on the Portal Configuration Screen.
Set up Consent Form (optional)
What functions are available after configuration?
Employees can create/remove a delegate
Employees can unlock delegate's access
Internal users can view delegate's user maintenance record
Internal users can view all delegate users for an employee
Internal users can bcc delegates on quick workflow email notifications
Things to Note
When a Delegate is locked, besides the employee, internal users with the appropriate security access can unlock the delegate
When an Employee becomes expired, the delegates added to their assignment will not be able to access the MEE
When an Employee becomes locked, the delegates will still be able to login to the employee assignments
Specific email templates are created for the user type of <External Employee Delegate> when sending welcome and reset password emails