Chef: More about the delegate and delegate for contractor roles

Resource Administrators can assign and remove the roles of ‘delegates’ and ‘delegates for contractors’ to employees through ‘My Team’.

1 What is a delegate?
- 1.1 Who can be your delegate?
- 1.2 What can your delegate see/do?
2 What is a 'delegate for contractors'?
- 2.1 Who can be your ‘delegate for contractors’?
- 2.2 What can your ‘delegate for contractors’ see/do?
3 Organizational structure and roles - a graphic
- 3.1 What your boss can see
- 3.2 What you can see
- 3.3 What a manager who reports to you can see
- 3.4 What an individual can see

As a hiring manager/resource administrator, 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.

What is a delegate?

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?

Only a person(s) who reports directly to you can be your delegate.

What can your delegate see/do?

Every hiring manager/resource administrator 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.

What is a 'delegate for contractors'?

A delegate for contractors is someone who can help you add and edit records, and deal with notifications for contractor records (includes associate faculty records).

You and your delegate for contractors can only see information about contractors in your team.

Who can be your ‘delegate for contractors’?

Only a person(s) who reports directly to you can be your 'delegate for contractors'

What can your ‘delegate for contractors’ see/do?

Every hiring manager/resource administrator can see records for everyone who reports to them and/or has a contract with their team. They can also see everyone below them in a hierarchy. Your 'delegate for contractors' can see and do all the same things you can do, but only for contractor records.

Organizational structure and roles - a graphic

What your boss can see

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 see

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 see

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 see

An individual can only see and edit their own record.
Individuals don’t have delegates.

IT-Services Knowledge Base