Various tasks can be delegated in Workday, such as an entry task, inbox reviews and approvals or both. Follow the instructions below to delegate termination and resignation tasks. A video demo for entering resignations is also available.
Note: Delegates cannot approve resignation requests submitted through Workday by employees; they can only initiate a termination into the system on behalf of an employee in the case of resignation submitted by email or a contract completion.
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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 |
|---|---|---|
| Only initiate termination/resignation actions for your employees |
Click the prompt and select By Business Process Type > Termination > Terminate Employee |
Click None of the above |
Note: There are no inbox tasks associated with initiating a termination, so there will be no option to retain access to inbox items for this delegation.
- Click Submit.
Video demo
Please note that the user guides are more frequently updated than the video demos.