OrchestraHCM Delegation

🎯 Purpose

Delegation allows you to temporarily hand over your authority to another user during periods when you are on leave, on sick leave, or otherwise temporarily unable to access the system, so that your pending approval processes (leave, assignment, expense, etc.) can continue without interruption.

This guide explains how to create, manage and end a delegation in OrchestraHCM.

✅ How to Delegate to a User

1

Go to the Delegation Screen

• The manager who will grant the delegation goes to the Substitude screen under Manager Services in the left menu.

2

Enter the Delegation Details and Grant It

• Enter the username of the employee who will receive the delegation in the relevant field.
• Select the delegation's start and end dates.
• Optionally, add your notes.
• Finally, click the "Grant Full Delegation" button to complete the process.

3

Manage the Delegations You Have Granted

• You can view the delegations you have granted at the bottom of the page.
• If you wish, you can temporarily pause a delegation or delete it.

🔄 How Does the Delegated Employee Use It?

The employee who receives the delegation can switch to the delegating manager's user account for the duration of the delegation and act on their behalf. To do this, follow the steps below:

1

Log Back Into the System

• The delegated employee first logs out of the system and logs back in.

2

View the Delegations Granted to You

• Go to the Home Page from the left menu.
• Click the "Delegations Granted to Me" button at the top right of the home page to view the delegations granted to you.

3

Switch to the Delegation

• Select the delegation you want to use from the list.
• Click the "Use Selected Delegation" button to switch to the delegating manager's user.

4

Switch Back to Your Own User

• You can now carry out your work through the delegating manager's user.
• When you want to switch back to your own user, click your profile picture and select "Be Yourself" to return to your own user.