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- Delegations are temporary reassignments of tasks to another user, enabling that user to perform individual actions on your behalf.
- All requests to delegate will go through a manager for approval.
- You may delegate your entire Inbox or specific business processes from your Inbox, for a specified period of time. We recommend to delegate specific business process and not the entirely inbox.
- Workday also enables you to delegate the Initiating Action of business processes (i.e., a VP can delegate the ability to create expense reports to their executive assistant).
- Delegation does not confer access to view your personal information.
- Delegating an approval task does not absolve the person delegating the task of their responsibilities. They are still accountable for the delegate’s actions as it related to the delegated task.
- Delegates will start receiving the delegated tasks only when new transactions are initiated. Any transactions already initiated will continue to flow to the original user.
- Attach any supporting files, such as an email message accompanying the requested delegation change, to be included as part of the business process event.
- Both you and either the delegate or the alternate delegate receive confirmation notifications when the delegations go into effect.
- Delegates can also request reassignment for any delegated tasks, but they cannot delegate any delegated tasks to another worker.
- Any delegated tasks will be recorded in the Process History with the words “On Behalf of”, followed by the name of the delegator.
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IMPORTANT: Delegations should be used only when you will be unavailable to complete time-sensitive tasks. Inboxes 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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