Delegate Task

DELEGATE TASK

  1. Click on your Workday Inbox.
  2. Click the drop-down arrow, then select My Delegations.
  3. Click Manage Delegations.
  4. The Manage Delegations screen displays.
  5. Enter the following details:
    • Begin Date: Enter the start date for the delegation.
    • End Date: Enter the end date for the delegation.
    • Delegate: Search for and select a proposed delegate. You are encouraged to discuss delegations prior to entering this information in the system.  
    • Start On My Behalf: Select the business processes you wish to delegate initiation for.  
    • Do Inbox Tasks On My Behalf: Select one of the following options:
      • For All Business Processes: 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.
      • For Business Process: This will delegate a select business process to the chosen delegate.
      • None of the Above: The chosen delegate will have no tasks assigned to them.
  6. Enter your Comment: Enter a relevant comment, if applicable.
  7. Attachments: Drag-and-drop or click Select files to upload a relevant attachment, if applicable.  
  8. Click Submit.
    Next: The delegation of the selected Inbox tasks to the chosen delegate will start on the Begin Date.

Details

Article ID: 146675
Created
Fri 7/28/23 1:50 PM
Modified
Fri 7/28/23 1:50 PM