2398022 - Delegate functionality in SuccessFactors Learning

Manager delegation function enables managers to identify other users with manager responsibility - or act on their behalf under necessary requirements based on the business.

• For example: The manager is out of office and nominates a delegate to be responsible for all manager's subordinates.
• Delegates made by manager can have some or all the permissions granted to the manager he/she acts on behalf of.

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SAP SuccessFactors Learning 

Prerequisite:

• Ensure https://*.plateau.com, https://*successfactors.com, or https://*sapsf.com is added to trusted sites 
• Select the desired delegate permissions.

Steps to select the delegate permissions:

1. Go to Learning administration side >
2. System Administration > Configuration > Global Application Settings >
3. Delegate Settings >
4. Choose between "Selected Permissions" or "Predefined Permissions"

• To check the differences between these options, check Delegate Settings Global Variables | SAP Help Portal.

How to Set up a delegate:

1. Go to the user's home page >
2. In the Activities option select "Options and Settings" >
3. Under Delegates, click "Add" to add a user as delegate >
4. Input the user name and search in the list >
5. Select the desired permission type >
6. Click in Save >
7. The delegate user will receive a system notification on the assignment and the notification template is DelegationAssignment.

TIPS:

To define any restriction on the number of users returned in this search, please be aware of the following settings in System Admin > Configuration > System Configuration > Search

# This configuration is used to specify the number of organization levels above the user's organization the user can search when restrictUserPeerSearchbyOrg is enabled.
# Min Value: 0 /Max Value: 30  Default value: 0
# 0: search results returns only users associated to the user's organization or its sub-organizations
# > 0:search results returns users associated to user's parent organization <x levels above user's org.> and its sub-organizations
orgLevelsAboveUser=

# This configuration is used to limit the end user's user search to users within an organization tree.
# True: users may only search for users within specified organization tree
# False: users may search for any active user in the LMS
# Default: false
restrictUserPeerSearchByOrg=

How can delegate user act on behalf of the manager:

1. Go to User's home page >
2. In Dashboards option select "Act as" and choose the user to act as a delegate>
3. A new window will be opened where you can act as delegate.

• Delegate Settings Global Variables | SAP Help Portal
• 2427250 - How to enable/disable 'Options and Settings' from Learning users? - SAP for Me

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