Adding a Delegate
Type "My Delegations" in the Search Bar at the top of Workday.
Select the My Delegations Report from the drop-down menu.
On the My Delegations page, click the Manage Delegations button.
On the Manage Delegations pop-up, enter the Begin Date and End Date of the delegation time period.
Note: Delegations must have an End Date.
Select a Delegate and Alternate Delegate. Uncheck the Use Default Alternate box.
Select the Tasks being delegated.
Note: Options include: All Business Processes, which routes all tasks that generate an Item to My Tasks to the delegate; For Business Process, which allows the user to specify the routing of individual tasks to individual delegates; or None of the Above, which does not re-route Workday Items to delegates.
Note: Unchecking the Retain Access to Delegated Tasks... checkbox will result in removing access from the task owner for the duration of the delegation.
In the Comment Section, enter any comments regarding the delegation.
Click on the Submit button.
A notification will appear indicating the delegation was submitted.
Note: Once submitted, the employee’s manager receives an item in my tasks to review and approve the delegation request. Once approved, the initiator and the delegate(s) receive a notification outlining the tasks and timeline regarding the delegation.
To Add More Delegates, go back to Manage Delegations and select the Add Row Icon.
Removing a Delegate
Type "My Delegations" in the Search Bar at the top of Workday.
Select the My Delegations Report from the drop-down menu.
On the My Delegations page, click the Manage Delegations button.
On the Manage Delegations pop-up, select the Remove Row Icon next to the delegation being removed.
In the Comment Section, enter any comments regarding the delegation removal.
Click on the Submit button.
A notification will appear indicating the delegation removal was submitted; click on View Details.
Under Details and Process, there will be a confirmation of the delegation being stopped.
Note: Once removed, the initiator and the delegate(s) receive a notification informing them of the end of the delegation.
For Managers
How to Approve Delegations
Click on the My Tasks Icon in the upper right-hand corner of Workday.
On the My Tasks page, select the Delegation task.
Review the delegation. If the delegation is acceptable, click the Approve button.
An Approval Notification will be displayed.
