Concept: Business Process Task Delegation

Delegating all or specific business process tasks

temporarily

reassigns the tasks to another user for a specified period of time. This enables the delegate to perform actions on your behalf. Example: A manager is going on leave for a week and, in My Tasks, delegates time sensitive business processes to another manager for the period of time that they are away.

The delegate is restricted to the tasks that are specified on the

Current Delegations

report for each delegated business process type. The delegate can only take actions within the limits of the delegator’s access privileges on the business process.

Typically, both business process administrators and workers themselves (depending on your tenant setup) can delegate all or specific business process tasks. Business process administrators can manage and view a worker’s delegated tasks using the

Manage Delegations Settings

report. Workers can manage their own delegations by accessing the

My Delegations

report.

Once the delegation request is complete, (and, if applicable, approved), all associated tasks are routed to the delegate’s My Tasks, and when you enable email notifications, Workday sends the delegate an email when there are tasks awaiting action.

Tenant-level delegation settings that you configure on the

Edit Tenant Setup - Business Process

task determine which types of users can serve as a delegate, such as:

For information about business process routing restrictions and alternate delegates, see Concept: Delegation Routing Restrictions.

A business process administrator can use the

Put Business Process Delegation

and

Get Business Process Delegations

web services to:

Add new delegation configurations without changing or overwriting existing delegations.
Update existing delegation configurations in the
Put Business Process Delegation
request without impacting other delegations.
Remove existing delegation configurations in the
Put Business Process Delegation
request without impacting other delegations.