Delegates can only be created by employees. For security, internal users cannot add/amend delegates on behalf of employees but they can view the delegate's record on the User Maintenance screen as well as see delegates users on the Employee screen.
How to create an employee delegate
A delegate can only be added by the employee in the Mobile Employee Experience (MEE) if the Delegate Creation Blocked checkbox is unchecked so that the
button appears in the My Delegates section of the Settings screen.
If the Consent Form is enabled, the employee will be required to press
to add a delegate.
To add a delegate the employee user must populate the 4 mandatory fields displayed in the Add a Delegate modal.
The two email address fields must be identical. When using an email address, it must be a valid one and one not already used in the system for a delegate.
When a delegate is created, it will appear in the My Delegates section along with a "Delegate successfully added" message that appears in the bottom right-hand corner of the screen. The delegate will receive an email with their username and another with their password to allow them to access the MEE.
How to delete an employee delegate
An employee can remove a delegate by clicking on the bin icon in the delegate's card and pressing
to confirm the removal.
When the delegate is deleted, the delegate's card is removed from the My Delegates section and a message appears in the bottom right-hand corner of the screen confirming the removal.
In the internal view, the delegate's record will be deleted from the User Maintenance screen and the delegate's name will be removed from the Delegate Users section on the Employee screen.