Delegate all tasks

Various tasks can be delegated in Workday, such as an entry task, inbox reviews and approvals or both. 

1. At the top right of the Workday screen, click the profile icon and select View Profile.

2. From your Worker Profile, select Actions and hover over Business Process to select My Delegations. 

3. Click Manage Delegations to continue.
4. Enter Begin Date and End Date and type the delegate's name in the *Delegate field (Note: You must select an end date).
5. 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: Initiate all business processes and complete inbox tasks	Click the prompt and select All > Select all processes.	Click For All Business Processes.
Option 2: Only complete inbox tasks	Leave the field blank.	Click For All Business Processes.

6. 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. 

7. Click Submit.