Who can delegate, receive, remove, or manage an evaluation delegation? (previous version)
A delegated manager acts on behalf of the user's manager. In the previous version of the evaluation pages, administrators add and remove delegations from the user's evaluation page.
Previous version. This article describes the previous version of the evaluation pages in the Backoffice. You are using it if a cycle's page shows a Performance & Potential Dashboard and a Cycle Users table, with the evaluation actions in the menu of each user. If the cycle's page shows the User's Evaluations cards and the tabs Current Evaluation, Future Preparation and Potential Assessment, see How do I delegate an evaluation to another manager?.
Add a delegation
Go to Modules > Evaluation & Careers > Evaluation Cycles, open the cycle and open the user's evaluation.
Click Add delegation and choose the manager. For the potential assessment, use Add Potential Delegation.
Confirm. The page shows Delegated Manager Assigned.
The list shows people who manage a team. If the person does not manage any team, they do not appear. The user being evaluated cannot be selected.
Remove a delegation
On the user's evaluation page, click Remove delegation (or Remove Potential delegation) and confirm. This works whatever the evaluation status, as long as the cycle is not closed, so you can also remove a delegation that already finished.
In the Cycle Users table, the Remove delegation action in the user's menu only appears while the evaluation is not finished.
Can a manager delegate from the platform?
If your organisation allows it, a manager can delegate an evaluation from the platform while their part of the evaluation is open, as long as it has not been delegated or reopened already. If the option does not appear, ask an administrator to delegate it from the Backoffice.
When is delegation not possible?
Delegations cannot be added or removed once the cycle is closed.
Touchpoints
A Touchpoint is delegated separately, from the Touchpoint itself. See Touchpoints: Create, Update Status, Delegate, and Sync Manager.
When should I contact Support?
Contact Support when the cycle is open, the manager you want manages a team, and the delegation cannot be saved or removed. Include the cycle, the user identifier, the manager and the message shown.