Delegate My Tasks

Modified on Tue, 05 Mar 2024 at 12:39 PM

Managers can delegate certain Workday tasks to a designee who can manage tasks on their behalf. Though tasks may be delegated, ultimate responsibility for the tasks always rests with the manager. Delegation is set up for a limited amount of time. At the end of the specified period, the task will no longer be delegated. 

Once assigned, the Delegate or Alternate can act on behalf of their Delegator, but can only perform the specific action(s) delegated to them.

Examples of tasks that can be delegated are:

  • Time Off Requests: Time sheets, vacations, or leave of absence requests.
  • Change to job information: Transfer, promotion, location, organization, termination.
  • Recruitment transactions: Create position/job requisition, hire. 

Use Case Example:

You are going on vacation for two weeks and need someone to approve your timesheets in Workday. You will need to delegate your Workday Inbox tasks to your manager during this time. Your delegated tasks will display in your managers inbox. The action will display On Behalf of, followed by your name. 

Create New Delegation

In the search engine, type My Delegations to be directed to an overview of your delegation set up. To create a new delegation, click Manage Delegations.

Specify a Begin Date* and End Date*. The begin date will be either current date or future dated.

Select a Delegate from the prompt by typing in the colleagues name.

In the Do Inbox Tasks On My Behalf section, select whether to delegate Inbox tasks:

  • For all Business Processes (all your inbox items).
  • For a specific Business Process (select inbox items).
  • None of the above (removes the ability to do Inbox tasks while retaining the ability to initiate specified business processes on your behalf).

Note: When you add a new delegation configuration and select the For all Business Processes and For Business Process options, Workday enables the Retain Access to Delegated Tasks in Inbox check box by default.

To add more delegations, add a row to the delegation’s grid by clicking the icon, and then repeat the steps above. 

When you finish setting up your delegations, click Submit.

Changing or Ending Delegations

You can manage, amend or remove a delegation as needed. If your Delegate is terminated, all associated delegations will be terminated, and the Delegator will be responsible for all tasks unless another delegate is set up. 

Access the Manage Delegations task and make any necessary changes as needed. Be sure to click Submit to save your changes.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article