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Service Delegation for HR Task

Linbergh1
Tera Contributor

Hi,

 

Does anyone knows if Service Delegation works for HR task? or do we need Granular Delegation for this to work? I can't see any documentation on this. Thank you.

3 REPLIES 3

Community Alums
Not applicable

Hi @Linbergh1 ,

 Service Delegation doesn't works for HR task as it works at the user profile level. For HR task you can use Granular Delegation

Rajesh Chopade1
Mega Sage

Hi @Linbergh1 

 

You can make use of "Granular Delegation".

Granular delegation allows employees to delegate their tasks to other employees for specific date and time ranges based on delegation rules.

Granular delegation provides the ability to delegate specific records by table and condition. It also allows admins to delegate approvals and/or task assignments for task tables they administer.

A task is delegated when it matches the delegation rules specified for a delegation. For example, William can assign Jane as a delegate for Change Approvals when the priority is set to High. Or, Peter is assigned as William’s delegate for Incident tasks.

Service delegation options are available, like limiting a delegation to specific record types. For example:
  • Limiting records that match a filter condition.
  • Limiting records to only approvals.
  • Limiting records to only task assignments.

Terms

The following terms are applicable:
  • Delegate Admin: An employee that defines the tables used for delegation rules, defines delegation rules, and can assign delegates for employees.
  • Delegator: An employee who delegates their tasks to another employee through a delegation record, specifying the delegate user, time frame, and delegation rules.
  • Delegate: An employee who is delegated tasks that are assigned to another employee. The delegate also receives tasks assigned from the delegator. The delegate also receives notifications of these assignments and the time frame the delegation covers.

Granular Delegation with HR Service Delivery

Granular Delegation with the HR Service Delivery base system supports the HR task (sn_hr_core_task) table. Along with filter conditions, you can filter delegations for delegators and delegates.

For more information on how user criteria filters delegations for delegators and delegates, see Create delegation rules.

For information on HR criteria and user criteria, see:Access control rules (ACLs) Access control rules (ACLs) in HR Service Delivery were modified to look for the Assigned to person on an HR task. Other domains that want to use Granular Delegation must modify their ACLs to use this feature. For more information about ACLs, see Access control list rules. On-demand and rule based delegations There are two methods to delegate your tasks to another employee:
  • On-demand: From your profile on the Employee Center you can delegate your tasks.
  • Rule based: You can delegate your tasks by using one of the following:
    • From the Create a New Delegate form. For more information, see Create a delegate.
    • Selecting New from the My Delegates form. For more information, see View my delegates.
    • Selecting the Delegates tab from a delegation rule and selecting Edit. For more information, see Create delegation rules.
    Note: You must define a delegation rule table and delegation rule before delegating tasks. For more information on defining a delegation rule table see Add delegation rule tables. For more information on defining a delegation rule, see Create delegation rules.

Follow this link for the setup : https://docs.servicenow.com/bundle/rome-employee-service-management/page/product/employee-service-ma...

 

Thank you

Rajesh.

Raju320
Tera Contributor

@Rajesh Chopade1 @Community Alums  Can we enable this for Now Mobile as well, if it is possible. Can you please let me know how can we configure it on Now mobile.