Delegate Expense Report Creation

This guide will outline the steps required to delegate expense report creation to another employee and how to create a report on behalf of another.

Loralee Quintero
17 steps
2 minutes

Workday

Create a Delegation

If you would like for an assistant to create expense reports for you, you can delegate the task. The steps below will walk you through the setup.

Click the search field and type "my delegations" click on the option in the list.

Click "Manage Delegations"

Click this icon to add a line.

Enter the beginning date and end dates by using the calendar icon. You may also manually type the date.

Tip! Your delegate will only be able to create reports for you during the time period indicated. If this is to be a long term delegation, be sure to set the dates accordingly.

In the Delegate field, type the name of the person who you will delegate expense report creation to.

In the "Start on My Behalf" field, type "expense" [[enter]]

Click "Create Expense Report"

Click "Submit"

There will be an alert, click on the alert to read the message.

This is notifying you that the individual will be able to see any previously created items. Click on the x to close the alert.

Click "Submit"

All delegations must be approved by your manager. Once approved, your delegate will be able to create reports on your behalf.

Create an Expense Report as a Delegate

Delegates can create a report by clicking on the profile icon at the top right of the screen.

Click "Switch Account"

Click on the name of the person you will be creating a report for.

Any activities delegated to you will show up here. Click on "Create Expense Report"

Note that the expense report is for the delegator. Create the report according to the Expense Report instructions.

Alert! When you are done processing the report, be sure to switch back to your own profile!

Delegate Expense Report Creation

This guide will outline the steps required to delegate expense report creation to another employee and how to create a report on behalf of another.

Loralee Quintero
17 steps
2 minutes

Workday

Create a Delegation

If you would like for an assistant to create expense reports for you, you can delegate the task. The steps below will walk you through the setup.

Click the search field and type "my delegations" click on the option in the list.

Click "Manage Delegations"

Click this icon to add a line.

Enter the beginning date and end dates by using the calendar icon. You may also manually type the date.

Tip! Your delegate will only be able to create reports for you during the time period indicated. If this is to be a long term delegation, be sure to set the dates accordingly.

In the Delegate field, type the name of the person who you will delegate expense report creation to.

In the "Start on My Behalf" field, type "expense" [[enter]]

Click "Create Expense Report"

Click "Submit"

There will be an alert, click on the alert to read the message.

This is notifying you that the individual will be able to see any previously created items. Click on the x to close the alert.

Click "Submit"

All delegations must be approved by your manager. Once approved, your delegate will be able to create reports on your behalf.

Create an Expense Report as a Delegate

Delegates can create a report by clicking on the profile icon at the top right of the screen.

Click "Switch Account"

Click on the name of the person you will be creating a report for.

Any activities delegated to you will show up here. Click on "Create Expense Report"

Note that the expense report is for the delegator. Create the report according to the Expense Report instructions.

Alert! When you are done processing the report, be sure to switch back to your own profile!