View/Manage Delegations

Instructions

1. In the search bar, type “My Delegations” and click on the report

2021-11-10_16_25_17-Home_-_Workday.png

2. When viewing the report, if you wish to make changes to your delegations, click on the “Manage Delegations” button at the bottom of the page

2021-11-10_16_25_58-My_Delegations_-_Workday.png

3. To create a new delegation, click on the plus sign in the upper left-hand corner of the table

2021-11-10_16_26_26-Manage_Delegations_-_Workday.png

4. Enter the appropriate information: start/end date, name of the delegate, and the business processes you want to delegate 

For delegating time approval, please select the business processes: “Enter Time,” “Request Time Off,” and “Correct Time Off”

2021-11-10_16_06_50-Manage_Delegations_-_Workday.png

5. If you would like to still see the delegated tasks in your Workday inbox, check the box “Retain Access to Delegated Tasks in Inbox” 

2021-11-10_16_27_16-Manage_Delegations_-_Workday.png

6. To delete a delegation, click on the minus sign on the left-hand side of the table

2021-11-10_16_27_53-Manage_Delegations_-_Workday.png

Was this article helpful?
0 out of 1 found this helpful
Have more questions? Submit a ticket