O-6-408 Account Delegation Setup via Web Browser
🎯 Purpose
In Dayforce, delegation allows one individual to give another individual access to their account and complete tasks under a delegation profile. This feature is designed to be used by managers who are delegating tasks to be completed by another manager during time away from work.
Common tasks completed via delegation during a manager’s absence would be: review of employee timesheets, manager-authorization of shifts worked, and entry and authorization of pay adjustments.
This process gives instructions on how a manager may set up delegated access to their account via a web browser.
🔄 Process
Open a web browser and log into Dayforce.
📌 Google Chrome is the recommended web browser to use with Dayforce.
Navigate to your profile by selecting the circular icon containing your initials, which is located in the upper right corner. A dropdown menu will open; then select your name/job title.
Navigate to Settings > Preferences.
Scroll down to Delegation Access and select Add.
- A pop-up window will open. Complete the following fields:
Give access to: Click the dropdown field. Search for and select the individual to whom you would like to delegate access.
Delegation Reason: Select the reason for the delegation from the dropdown.
💡 The reason most commonly used is “Vacation – Paid Leave Time”.
Effective Period: Enter the effective dates during which the individual should have access to your account.
Restrict Private Information: Un-check all five checkboxes. This will give more permissions to the delegate. Checking these boxes would restrict access for the delegate, which in most cases is not helpful.
Click Save.
The active delegation will now appear under the delegation section, indicating that it has saved successfully.
💡 To view past delegations, click the History tab.
📅 Effective: 08/26/2025 | 🔍 Reviewed: 08/26/2025 | 🛠️ Revised: 08/26/2025 | ✅ Approved: JFJ