Set Up Delegates & Manage Levels of Access
HR Compensation
5 steps
7 seconds
This page is only accessible to department managers and identified delegates with specific access (explained below: Should Proxy have access to this page?)
1
Select the Delegation/Authorization tab.
2
Search by a specific department number, or select search while all fields are blank to pull up all departments you have delegate set up access for. You can also search by an Employee's ID if you'd like to review a specific employee's access within the departments you can set up delegate access in.
3
If the search provided more than one result, select the department you'd like to review.
4
**To Add a New Delegate:** - Select the button "Add" - Input the employees ID - If you get the error "[[Duplicate key value -- not allowed"]]this employee already has an access row. See step 5 below.
5
**To Update an Existing Delegate:** - Click through the delegates to find the Employee you want to review/update - Click the "+" button on that employees row to add a new effective record with your changes
Definitions for Various Checkboxes & Access Levels
**Is Proxy/Supervisor active as of this date?** This is baseline access to the ePAF system. Once a user has been added to this page (and saved), they cannot be removed. However, unclicking this checkbox will remove the proxy’s access for that department. **Should Proxy have access to this page?** When checked on, this employee will have the ability to add or update other delegates for the department. **Is Proxy a Department Approver?** When checked on, this employee is granted the status of Department Approver and may approve any ePAFs submitted for the department that require department level approval. **PAF created by employee needs department approval:** When checked on, ePAFs created by this employee must first be approved by a Department Approver before moving forward to other approvers and processing. **Send email once PAF is completed:** When checked on, upon successful processing of a ePAF they submitted, an email will be delivered to this employee. **Allow Access to Stipend:** When checked on, the employee will be able to access the additional pay tab and submit additional pay for the department. **Access of Proxy to Paygroup:** These boxes determine what type of employees this proxy can create ePAFs for. For instance, if the employee is to submit a stipend for a Full Time employee, even if they have "Allow Access to Stipend" checked on, they will not be able to use Full Time employee IDs in the system if Monthly & Biweekly is not checked on. If an employee primarily handles matters for student employees only, it may be appropriate to have only that pay group selected.
Set Up Delegates & Manage Levels of Access
HR Compensation
5 steps
7 seconds
This page is only accessible to department managers and identified delegates with specific access (explained below: Should Proxy have access to this page?)
1
Select the Delegation/Authorization tab.
2
Search by a specific department number, or select search while all fields are blank to pull up all departments you have delegate set up access for. You can also search by an Employee's ID if you'd like to review a specific employee's access within the departments you can set up delegate access in.
3
If the search provided more than one result, select the department you'd like to review.
4
**To Add a New Delegate:** - Select the button "Add" - Input the employees ID - If you get the error "[[Duplicate key value -- not allowed"]]this employee already has an access row. See step 5 below.
5
**To Update an Existing Delegate:** - Click through the delegates to find the Employee you want to review/update - Click the "+" button on that employees row to add a new effective record with your changes
Definitions for Various Checkboxes & Access Levels
**Is Proxy/Supervisor active as of this date?** This is baseline access to the ePAF system. Once a user has been added to this page (and saved), they cannot be removed. However, unclicking this checkbox will remove the proxy’s access for that department. **Should Proxy have access to this page?** When checked on, this employee will have the ability to add or update other delegates for the department. **Is Proxy a Department Approver?** When checked on, this employee is granted the status of Department Approver and may approve any ePAFs submitted for the department that require department level approval. **PAF created by employee needs department approval:** When checked on, ePAFs created by this employee must first be approved by a Department Approver before moving forward to other approvers and processing. **Send email once PAF is completed:** When checked on, upon successful processing of a ePAF they submitted, an email will be delivered to this employee. **Allow Access to Stipend:** When checked on, the employee will be able to access the additional pay tab and submit additional pay for the department. **Access of Proxy to Paygroup:** These boxes determine what type of employees this proxy can create ePAFs for. For instance, if the employee is to submit a stipend for a Full Time employee, even if they have "Allow Access to Stipend" checked on, they will not be able to use Full Time employee IDs in the system if Monthly & Biweekly is not checked on. If an employee primarily handles matters for student employees only, it may be appropriate to have only that pay group selected.
