Concept: Delegate Initiation of Business Processes
Workday enables you to delegate the initiating action of certain business processes. Example: A manager can give an administrative assistant the ability to run the
Create Expense Report
task on their behalfCanceling Initiated Business Processes
A delegate can’t cancel a business process they initiated, even when the Initiator security group has Cancel permissions on the business process security policy. Canceling a business process event after it has been processed falls outside the scope of what is delegated.
Security Considerations
The ability to delegate the initiating action for the eligible business processes is controlled by the business process security policy. Before you select the business process in the
Start on My Behalf
prompt on the Request Delegation Change
task, make sure you configure the business process security policy. In the:
- Who Can Start the Business Processsection, select the security groups in theSecurity Groups who can delegate this action to othersprompt. This prompt is only available for business processes that allow the delegation of the initiating action.
- Policy Restrictionssection, select theAllow Business Process Delegationcheck box.
When you delegate the creation of an item, your delegate has access to all of your history for that item. Example: When you delegate the creation of expense reports, your delegate can copy all of your existing expense reports.
When the delegate performs the task after they
Switch Account
to act on behalf of the delegator, Workday knows that the current user is acting as a delegate and, for the scope of this task, the security is evaluated for the original owner. The business process type delegation configuration might have specified additional permissions for the delegation.