Delegating Tasks in Workday

This guide provides a straightforward process for delegating tasks in Workday. By following these steps, users can easily assign HR and AP tasks to their superior, peer or subordinates within their supervisory organization.

Ranjit Kaur

Workday

Log into Workday. Type 'Delegation' in search bar. Click "My Delegations"

Click "Manage Delegations" and a new window will pop up.

Enter Start date for delegation. Please note the start date can be today or in the future.

Enter the end date (one year only).

Enter the name of the person you wish to delegate these tasks to. **This employee needs to be either your manager, peer or subordinate to show in the list.**

Enter the tasks you wish to delegate in this field. HR tasks that can be delegated are: - Create Position-creating position for both non-benefited and benefited positions - Hire employee- hiring an employee - Convert to Employee- convert contingent worker to employee - Contract Contingent worker-hire volunteer - Start Job Requisition-start recruitment for benefited position - Start Job Change-Date changes such as extend appointment, add account, change rate. - Request Transfer-Moving employee from one supervisor to another - Request Compensation change-Salary change only - End Additional Jobs from End Jobs- end a position for multiple position employee - Terminate Employee-submit termination AP Tasks: - Create Expense Report-submit expense report - Create Spend Authorization-Travel approval - Verify Procurement Card Transactions-reconcile pcard transactions

In this field you can enter any sub-processes you wish to delegate such as: - Assign costing allocation - Requisition Event - Expense Report Event - Supplier Invoice Event - Spend Authorization

Selecting 'For all Business Processes' will give the delegatee access to complete all tasks on your behalf. Checking 'Retain Access to Delegated Tasks within My Tasks' will show all the tasks that have been completed in your archive folder also for 30 days. You can skip the step 8 if this is selected.

You may receive an alert. You can go ahead and still submit the request.

Once done, click "Submit"

Once delegated, it will go to employee's supervisor to approve it. Once approved, delegatee will see the delegation under 'person icon' (top righthand corner) by clicking the switch account.