Delegates Getting Started Guide – Index

This section provides guidance for delegates who act on behalf of managers in SimplyMerit. Each article below explains a key concept or task relevant to delegate access and responsibilities.

---

What This Guide Covers

This Getting Started guide explains how delegates can:

• Gain access to SimplyMerit

• Navigate the application as a delegate

• Act on behalf of managers

• Access additional help and resources

If additional questions arise after reviewing this guide, delegates should also refer to the Managers Getting Started Guide or contact their HR Administrator.

---

Part 1: Understanding SimplyMerit and How It Works

Provides a high-level overview of SimplyMerit and its compensation planning capabilities.

---

Part 2: Accepting Your SimplyMerit Invitation and Logging In

Explains how delegates gain access to SimplyMerit and log in after account creation.

---

Part 3: Understanding the Main Screens in SimplyMerit

Describes the My Org, My Team, and My Account screens a delegate may encounter. Covers how to view organizational hierarchy, budgets, and approval indicators when acting for a manager.

---

Part 4: Switching Between Managers as a Delegate

Shows how to change context when supporting multiple managers.

---

Part 5: Entering Data and Managing Approval Workflows as a Delegate, and Getting Additional Help and Support

Directs delegates to manager-specific guides for entering data and handling approvals. Explains how to access help resources.