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Manage On Behalf Of reviewers

If you have supervisors who either don't typically review the permissions of their direct reports or who may be out of the office during a review, the "On Behalf Of" feature allows you to either temporarily or permanently shift review responsibilities to another person.

On Behalf Of assignments are managed from the Responsibilities option on the Identity Details page:

  • To assign an On Behalf Of reviewer for a supervisor, work from the supervisor's detail page.
  • To remove an On Behalf Of assignment, work from the assigned reviewer's detail page. The reviewer's Responsibilities option lists the supervisors they cover for, with a delete icon next to each one.

Assign an On Behalf Of reviewer

To assign a reviewer to act "On Behalf Of" a supervisor, complete the following steps:

  1. On the supervisor's Identity Details page, select the Responsibilities option.
  2. Select the 'On behalf of' supervisor is disabled toggle. On behalf of supervisor disabled The toggle turns green. On behalf of supervisor enabled

  3. From the list next to the identity's name, select one of the following options:

    Option Description
    never reviews Permanently reassigns all review items to a new identity. Select the Select identity field and then select the person who will review items on behalf of the supervisor.
    temporarily is not reviewing Temporarily reassigns items to a new identity until the supervisor returns. Select the Select identity field and then select the person who will review items on behalf of the supervisor. Select the date field to specify the day the supervisor returns.

  4. Select the Save button. The On Behalf Of assignment is saved and is displayed in the Responsibilities area on the assigned reviewer's detail page.

Note

Open review items that require supervisors will adjust automatically to include the new On Behalf Of routing — no separate reassignment step is needed.

Remove an On Behalf Of assignment

To remove an existing On Behalf Of assignment, complete the following steps:

  1. On the reviewer's Identity Details page, select the Responsibilities option. The list of supervisors this identity reviews on behalf of is displayed below the toggle.
  2. Select the delete icon next to the supervisor you no longer want to review for. The Are you sure? window appears.
  3. In the Type REMOVE in this field field, enter REMOVE.
  4. Select the Remove button. The assignment is removed from the list, and the supervisor's review responsibilities return to them.