How do I delegate an evaluation to another manager?
A delegated manager acts on behalf of the user's manager for the responsibilities you choose. In the current version of the evaluation pages, administrators set it in the user's evaluation.
Which version is this? This article is for the current version of the evaluation pages. You are using it if a cycle's page shows the User's Evaluations cards and the tabs Current Evaluation, Future Preparation and Potential Assessment. If the cycle's page shows a Performance & Potential Dashboard and a Cycle Users table, see Who can delegate, receive, remove, or manage an evaluation delegation? (previous version).
Delegate from the Backoffice
Go to Modules > Evaluation & Careers > Evaluation Cycles and open the cycle.
Click See all users and open the user.
Click Edit.
In Delegated Manager, use Select Delegated Manager to choose the manager.
Under This delegated manager will handle, choose Current Evaluation, Future Preparation, or both. At least one of the two is required.
Leave Potential Assessment selected if the same person should also handle the potential assessment. If you clear it, you can choose a different Potential Assessment Manager.
Click Update.
The user's page then shows the delegation, for example Evaluation Manager (Delegated) or Future Preparation Manager (Delegated). To change the delegated manager, open Edit again.
Why can't I find the manager I want?
For the Delegated Manager, you can choose any user. For a separate Potential Assessment Manager, only people who manage a team are listed: if the person does not manage any team, they do not appear.
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 created or changed once the cycle is closed.
Touchpoints
A Touchpoint is delegated separately, from the Touchpoint itself, with Delegate Evaluation. 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. Include the cycle, the user identifier, the manager you tried to select, and the message shown.