Various tasks can be delegated in Workday, such as an entry task, inbox reviews and approvals or both. Follow the instructions below to delegate time entry tasks. A video demo is also available.
- At the top right of the Workday screen, click the profile icon and select View Profile.
- From your Worker Profile, select Actions and hover over Business Process to select My Delegations.
- Click Manage Delegations to continue.
- Enter Begin Date and End Date and type the delegate's name in the *Delegate field (Note: You must select an end date).
- See the options below for next steps depending on the task(s) you want to delegate.
| If you want your delegate to... | Step 1: Start On My Behalf | Step 2: Do Inbox Tasks On My Behalf |
|---|---|---|
| Option 1: Only initiate time entry on behalf of your employees |
Click the prompt and select By Business Process Type > Enter Time > Enter Time for Worker (delegation only). |
Click None of the above. |
| Option 2: Only approve time entry for your employees | Leave the field blank. |
Select For Business Process, thenselect By Module>Time Core>Enter Time or type in Enter Time. |
| Option 3: Initiate and approve time entry for your employees | Click the prompt and select By Business Process Type > Enter Time > Enter Time for Worker (delegation only). | Select For Business Process, thenselect By Module>Time Core>Enter Time or type in Enter Time. |
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Click Retain Access to Delegated Tasks in Inbox (this will allow both you and the delegate to receive inbox tasks).
Note: If you retain access, once someone completes a task, it will disappear from both inboxes but will show in the archive section of you inbox.
- Click Submit.
Video demo
Please note that the user guides are more frequently updated than the video demos.