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IMPORTANT: You can only delegate to staff under your same supervisory organization. Delegations should be used only when you will be unavailable to complete time-sensitive tasks. Inboxes Inbox alerts will contain HR related tasks may contain salary or other personal information. Delegating your entire inbox should be done only when you will unavailable for an extended period of time, and be delegated to a person (peer or superior) who already has access to the same information you do. Make sure you click the checkmark to retain access to your inbox otherwise only your delegate will have access to those inbox items. |
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Please monitor your delegations for staff changes and end dates. Delegations will disappear from your list once they expire. Make sure you extend delegations by changing the end date into a future date. |
On this job aid:
Table of Contents
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Once you submit the delegation, you can cancel or modify it. The way you proceed depends on whether your manager has already approved your delegation or not.
If the delegation is approved:
For approved delegations, you can modify the dates, tasks, and other information, and you can add new delegates or remove delegates.
In your Workday Inbox, click the More button and select My Delegations.
On the My Delegations page, click the Manage Delegations button.
Modify the delegation as you like. Click the Remove Row (minus) button to delete the delegation.
Click Submit.
If the delegation is not approved:
In your Inbox, click the More button and select My Delegations.
Click the Delegation History tab. The unapproved delegation will be in progress.
To cancel a delegation request, click the Related Actions icon off the delegation that is "In Progress."
Select Business Process and click Cancel.
Enter a Comment.
Click Submit.
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On your profile menu, click Switch Account to switch to the delegated account.
Click the user for whom you are a delegate.
Info icon false title Note Switching accounts brings up the delegation dashboard with delegated actions. From here, you can initiate business processes that have been delegated to you by your co-worker.
Users can initiate tasks by clicking on actions under Reports & Tasks.
To switch to your personal Workday account, click the Switch Account and click your own name.
To view the Inbox that is delegated to you by your co-worker:- After switching to the delegated Inbox, click the Inbox icon, and you can see your co-worker's delegated Inbox.
Sample Delegations
Manage Time: Approve absences and leave, review, and correct time.
Manage expenses or Lynn One Card transactions on your behalf. Select Create Expense Reports, Create Spend Authorizations and Verify Procurement Card Transactions
Inbox Approvals for time and attendance inbox items
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If you would like to see those items on your inbox, go to your delegation and click the “Retain Access to Delegates Tasks in Inbox” Under Do inbox Tasks.
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Issues - My Delegation Disappeared
Delegations will disappear from your list once they reach expiration date. Make sure you extend delegations by changing the end date into a future date. Once a delegation expires it cannot be retrieved.
Issues - I Cannot find an action to delegate
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Initiating Actions You Can Delegate
You can delegate the Initiating Action of these business processes (only):
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