While we are in the ‘configuring’ stage, please use the form Cecilia sent via email to inform us about your delegates. Once we are fully operational, we’ll include information here about how to add or change your delegates.
What is a delegate?
As a hiring manager, you can add new resource/personnel records when someone new joins your department and you can edit existing records. You may receive notifications from CHEF for various reasons.
A delegate is someone who can help you add and edit records, and deal with notifications. You may want a delegate if your workload is such that you need someone to routinely help manage this information, or if you need vacation coverage, or if you are always out of town, etc.
You and your delegate can only see information about people who report to you.
Who can be your delegate?
The short story is that only a person(s) who reports directly to you can be your delegate.
What can your delegate see/do?
Every hiring manager can see records for everyone who reports to them AND everyone below them in a hierarchy. Your delegate can see and do all the same things you can do.
A graphical representation of what hiring managers (and their delegates) can see/do in CHEF.
What your boss can see/access
Your boss can see records for everyone in their department/group, starting with you (blue shaded area).
Your boss can choose a delegate from those that report to them (green box). In this example, you are the only eligible delegate.
What you can access
You can see resource/personnel records for everyone who reports to you and everyone else downward (blue shaded area). You cannot see the record belonging to your boss.
You can choose a delegate from the people that directly report to you (green box)
You cannot choose a delegate from anyone who reports to those managers.
You cannot choose to make your boss a delegate. There is no need anyway, because your boss can already see everything you can see.
What a manager who reports to you can access
Manager 1 can see resource/personnel records for anyone who reports to them (blue shaded area)
They can choose a delegate from this group (green box)
What an individual can access
An individual can only see and edit their own record.
Individuals don’t have delegates.
