Use this article to create, edit, and delete timesheet delegations so Time and Attendance responsibilities can be temporarily handled by another eligible user.
Create a Delegation
In the left-hand menu of the Time and Attendance Maintenance area, click Delegation, then wait for the Delegation screen to open.
Click Delegate +, then confirm that the Create a Delegation pop-up displays.
In From User Type, select the user type currently assigned to the Timesheet Workflows (for example Agency User or Client Contact), then in To User Type, select the user type that will inherit the timesheets.
In Delegate From, look up and select the user currently assigned to the Timesheet Workflows, then in Delegate To, look up and select the user who will inherit the timesheets (only users with the same timesheet permissions are displayed).
For Client Contact delegations, select the relevant Client Contact entry in the lookup, then allow the system to create a delegation for each related client automatically so all timesheet possibilities are covered.
Enter the Start Date and End Date for the delegation period, then review the dates to ensure they cover the full period of delegation.
Click Save, then confirm that the delegation appears in the Delegations list; after the End Date passes, the delegation stops, and the original From User will again see and manage their own timesheets.
📌 Note: For Client Contact delegations, the Delegate To list only shows contacts from the same client group (parent and child clients) as the Delegate From user.
Edit a Delegation
In the left-hand menu of the Time and Attendance Maintenance area, click Delegation, then wait for the Delegation screen to open.
Locate the delegation to edit in the Delegations list, then use the available search criteria if you need to filter a long list.
Click the Action list next to the relevant delegation, then check the options that display.
Click Edit, then confirm that the Edit a Delegation pop-up displays.
Update the required fields (noting that after the delegation Start Date, only the End Date can be changed), then review the updated dates and users for accuracy.
Click Save, then verify that the changed details are now visible in the Delegations list.
📌 Note: Editing a delegation’s End Date allows you to shorten or extend the delegation period without recreating the item.
Delete a Delegation
In the left-hand menu of the Time and Attendance Maintenance area, click Delegation, then wait for the Delegation screen to open.
Locate the delegation you want to delete in the Delegations list, then use the search criteria to quickly find it if the list is lengthy.
Click the Action list next to the relevant delegation, then review the options that display.
Click Delete, then confirm that the Delete a Delegation pop-up displays.
Click Delete again to confirm, then verify that the delegation is removed and timesheets are once again available to the original Delegate From user.
⚠ Important: Once deleted, the delegation no longer applies and cannot be restored; you must recreate it if you still require delegated access.