Quick Reference Guide
Objective or Task
Set up a temporary delegation in Workday to allow another worker to review, approve, or initiate tasks on your behalf.
Before You Begin
- Confirm delegation is needed for a temporary situation only.
- Decide who will serve as your Delegate.
- Determine which tasks or business processes, if any, the delegate should be able to start or complete.
Instructions
- From the Workday landing page, enter My Delegations in the search bar and select My Delegations.
- Select Manage Delegations.
- Under New Delegation, enter the Begin Date and End Date.
- Select the Delegate(s) who will act on your behalf.
- Select options under Start On My Behalf to define which business processes the delegate can initiate.
- Under Do Inbox Tasks On My Behalf, choose one of the following options.
a. For all Business Processes to delegate all delegable inbox tasks.
b. For Business Process to delegate only specific inbox tasks by process type.
c. None of the above to prevent delegation of inbox tasks.
- Select Retain Access to Delegated Tasks in Inbox if you want to continue receiving and completing tasks yourself.
- Select Submit to send the delegation request for manager approval.
Outcome
Your delegation request is submitted to your manager for approval. Once approved, the delegate can act on your behalf based on the permissions and dates you selected.