Delegate hiring tasks

Various tasks can be delegated in Workday, such as an entry task, inbox reviews and approvals or both. Follow the instructions below to delegate hiring tasks. A video demo is also available.

  1. At the top right of the Workday screen, click the profile icon and select View Profile.
Screenshot with profile icon and view profile highlighted
  1. From your Worker Profile, select Actions and hover over Business Process to select My Delegations. 
My Delegations tab
  1. Click Manage Delegations to continue.
  2. Enter Begin Date and End Date and type the delegate's name in the *Delegate field (Note: You must select an end date).
  3. 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 a hire

Click the prompt and select By Business Process Type > Hire > Hire Employee.

Select For Business Process and:

  1. Type One in the search area and select Request One-Time Payment
  2. Type Propose Compensation and select Propose Compensation Hire
  3. Type Organization and select Change Organization Assignments for Worker  
  4. Type Assign and select Assign Costing Allocation
  5. TypeAdd and select Add Additional Job

Option 2: Only approve a hire

 Leave the field blank.

Select For Business Process and:

  1. Type Hire in the search area and select Hire and Propose Compensation Hire 
  2. Type Organization and select Change Organization Assignments for Worker
  3. Type One in the search area and select Request One-Time Payment
  4. Type Assign and select Assign Costing Allocation
  5. TypeAdd and select Add Additional Job

Option 3: Initiate and approve a hire

 Click the prompt and select By Business Process Type > Hire > Hire Employee.

Select For Business Process and:

  1. Type Hire in the search area and select Hire and Propose Compensation Hire
  2. Type Organization and select Change Organization Assignments for Worker
  3. Type One in the search area and select Request One-Time Payment
  4. Type Assign and select Assign Costing Allocation
  5. TypeAdd and select Add Additional Job
Screenshot of hiring delegation screen

  1. 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. 

  1. Click Submit. 

Video demo

Please note that the user guides are more frequently updated than the video demos.

View "Delegate - Hiring tasks" on YouTube


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