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1.6.1 Delegate My Tasks in Workday

1.6.1 Delegate My Tasks in Workday

Audience: Employee

Purpose

This job aid walks through the steps to set up a delegation (another person) to complete the tasks in your Workday Inbox on your behalf.

Delegate My Tasks

Workday allows you to delegate your My Tasks items to a colleague. This is useful if you are unable to perform the actions yourself when you are away.

  1. From My Tasks, select Manage Delegations.

  2. Read the delegation legal responsibility before submitting the delegation request.

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  1. On the Current Delegations tab, select the Manage Delegations button.

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  1. Enter the begin date and end date for the delegation.

  2. In the Delegate field, select a user to delegate your tasks to.

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Note: If you are only delegating Inbox tasks, leave the Start On My Behalf field blank. This option is for delegating the initiation of business processes.

  1. In the Do My Tasks On My Behalf field, select whether to delegate all business processes, specific business processes, or none of the above.

    • For all Business Processes is recommended - to delegate all your tasks while you are away.

  2. Select the Retain Access to Delegated Tasks within My Tasks checkbox to view and modify your My Tasks while delegated.

Note: From your My Delegations page, select the Business Processes Allowed for Delegation tab to view which business processes you can delegate.

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  1. Select Submit. Depending on the security settings, your request may require additional manager and IT approvals.

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