Assigning & Managing Delegates

Tags Workday

Can I assign someone to approve or do certain tasks on my behalf in Workday? 

In Workday, this is called managing delegates. Specifically, this means assigning specific tasks and responsibilities to another employee to act on your behalf during a specified period. This is particularly useful when you are unavailable due to reasons like vacation, illness, or other absences. Delegating ensures that critical tasks continue to be handled smoothly without interruption.

Key Items You Can Assign to Delegates:

  • Approval Tasks: Delegate the approval of expense reports, purchase requisitions, and other work items requiring approval.
  • Time Tracking: Allow the delegate to approve or enter time on behalf of others.
  • Expense Management: Delegate the creation and approval of expense reports.
  • Time Off Requests: Allow the delegate to approve or manage time off requests.

Job Aids: 

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Details

Article ID: 1094
Created
Mon 7/8/24 9:27 AM
Modified
Wed 7/17/24 1:57 PM