Delegations: Managing Delegations

Manage My Delegations

 

Workday allows you to delegate tasks to other peers or superiors. This can be especially helpful if you're going to be gone on vacation for an extended period of time. 

  1. From the Workday home page, navigate to the search bar and search for My Delegations. 
  2. Click the My Delegations task. 
  3. Click the Manage Delegations button. 
  4. Specify the Begin Date and the End Date fields. These dates will specify the time period you're delegating the tasks. 
  5. Next, choose your Delegate. The delegate is the peer/superior that you're choosing to delegate to. 
  6. Specify which task(s) you want your peer/superior to be able to start on your behalf. 
  7. Choose which inbox tasks you want to delegate to your peer/superior. You can delegate all, some or none of your inbox tasks. 
  8. Once you're finished. Click the Submit button. 

    Please note: Workday will prompt you with an alert that reads, "When you delegate the creation of an item, you give the delegate access to all of your previously created items of that type". This is an expected alert and serves as a reminder. 
  9. Click Submit again. You can click the Details and Process button to view more details about the delegation and where it is in the approval process. 



Your screens and processes may vary slightly from this document.