Delegate Task - Employees

This job aid provides step-by-step instructions for delegating tasks in Workday to a coworker during an extended absence, including setting delegation dates, selecting specific business processes to delegate, and submitting the request for approval.

Overview

This job aid will assist you in delegating tasks to coworkers for extended absences or when you are not able to complete them.  

Delegate Task

1.     From the Workday Search bar, enter My Delegations, and select the report.

2.     Click Manage Delegations.

3.     The Manage Delegations screen displays.

4.     Enter the following details:

a.     Begin Date: Enter the start date for the delegation.

5.     End Date: Enter the end date for the delegation.

a.     Delegate: Search for and select a proposed delegate. You are encouraged to discuss delegations prior to entering this information in the system.

6.     Start On My Behalf: Select the business processes you wish to delegate.

7.     Do My Tasks On My Behalf: Select one of the following options:

8.    For All Business Processes: If selected, this will delegate all inbox tasks, including reviews and approvals, to the delegate. After selecting this option, you can select the Retain Access to Delegated Tasks in Inbox checkbox if you wish to retain access to your inbox during the delegation period.

9.    For Business Process: If selected, this will delegate a select business process to the chosen delegate.

10.  None of the Above: If selected, the chosen delegate will have no tasks assigned to them.

11.  Enter your Comment: Enter a relevant comment, if applicable.

12.  Attachments: Drag-and-drop or click Select files to upload a relevant attachment, if applicable.

13.  Click Submit

Next: This task will now route for approval to the relevant group(s).