Workday: Delegations

OVERVIEW: If you are looking for a way to establish a delegation to allow another worker to complete items, such as Expense Reports, on your behalf, please follow these easy instructions:

1. Delegate Specific Tasks - Common

   1. When logged into Workday, search for My Delegations

   2. Click the Manage Delegations button

   3. Specify a Begin Date and End Date

   4. Select a Delegate from the prompt (Pro Tip: to narrow the list, begin typing the name of the delegate)

   5. In most cases, only the Start on My Behalf box will be populated. The most common items included here are, Create Expense Report and Mobile Create Receipt

   6. Click Submit

2. Delegate All Business Processes or Specific Business Processes - Uncommon

   Please note that it will be very rare for a team member to choose the radio button next to For All Business Processes. If “All Business Processes” are delegated, you risk sharing personal information.

   1. When logged into Workday, search for My Delegations

   2. Click the Manage Delegations button

   3. Specify a Begin Date and End Date

   4. Select a Delegate from the prompt (Pro Tip: to narrow the list, begin typing the name of the delegate)

   5. Choose whether to delegate inbox tasks For all Business Processes or For Specific Business Process(es)

   6. Select the checkbox to Retain Access to Delegated Tasks within My Tasks to receive notifications and access tasks from My Tasks

   7. Click Submit

   Once submitted, your supervisor will receive a task to approve the delegation request. Upon their approval, the delegate will have access to complete the specified tasks on your behalf.

3. Remove a Delegate

   1. When logged into Workday, search for My Delegations

   2. Click the Manage Delegations button

   3. To stop a delegation, click the " - " to remove the row from the grid

   4. Click Submit