Substitution

 

Steps to assign substitute for leave and staff movement processes:

 

       1. Click Manage Substitution Rules on Employee Self-Service

 

 

       2. Click Create Rule

The “Manage Substitution Rules” screen is divided into two sections:

a) My Substitution Rules for Workflow Items- You can view your substitutes, delete and turn on/off the activation rule in this section. Check the “status” column to ensure that a rule is active (ongoing).

b) Other Users’ Substitution Rules- You can view other users’ substitution rules involving you in this section.

 

3. Click on the icon   on the Assignee field to search for the user

 

Select the user from the search result and click Ok

 

4.  Choose the tasks you want to delegate from the drop-down options. Choose Leave to delegate leave approval duties or Staff Movement Processes for staff change requests initiation or All for both

 

5. Select Receive My Tasks

Note: The “Fill In for Me” option does not create an active substitution, hence should not be selected.

 

6.  Choose when you want the rule to be activated

 

7. Specify when you want the rule to be deactivated and click OK

Note: You can manage the activation and deactivation of rules from “Manage Substitution Rules” screen in the “My Substitution Rules for Workflow Items” section.