Delegating an Out of Office User's Tasks |
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Users who propose to be out of office for a specified period can set the dates and send the information to their corresponding manager. The manager on receiving this information, can further delegate the tasks that are required to be worked upon by the user during this period, to another user (Delegatee).
- On CUSP > My Applications App Palette, click (My Inbox). The My Inbox window appears, displaying the personal tasks, by default.
- Click on the left top corner of the My Inbox. An Out of Office Information dialog box is displayed.
- Click and select the start and end dates in the respective Starts On and Ends On fields, for the period of unavailability.
- Type a message in the Message field, if required.
- Click OK. The specified information is sent to the Inbox of the Manager, as a Task Delegation task.
Attention- If the user belongs to multiple teams, the out of office request is sent to the lead of the principal team that the user is a part of.
- If the user is a part of a team, but does not have a principal team, then the request is sent to the lead of the corresponding team.
- If the user is not a part of any team, the Task Delegation will be sent to the user's Inbox itself. The user can then delegate those tasks to the relevant user.
The manager or user, on receiving the task delegation request in the Inbox, can do the following: - If the user belongs to multiple teams, the out of office request is sent to the lead of the principal team that the user is a part of.
- Open the Task Delegation and click next to the Delegate field.
- Select the user to whom the tasks will be delegated. Alternatively, the manager or user can type the name of the user (Delegatee) in the input field and select the user from the list of options available in the auto-suggest-options listed.
All the tasks that are to be worked upon in that specific period, by the sender, will be delegated to the selected user.
- The tasks are sent to the Inbox of the user (Delegatee) and are displayed in the <absentee name folder> listed under the Work List(s). The ownership of the tasks will not be transferred to this user. It remains with the original owner of the tasks.
- If the users who opted for out of office access the Inbox during their absence period, they will be prompted to reset the auto delegation period. The users, depending upon their need, can reset the auto delegation period by clicking Reset and repeating steps 3 through 5 of this task.