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Administrator Guide
Last Updated: 2025-09-19
Enable Business Process Task Delegations

Enable Business Process Task Delegations

Security:
Set Up: Tenant Setup - BP and Notifications
domain in the System functional area.
You can configure tenant-level delegation settings that apply to users requesting delegation on behalf of themselves. When you enable role-based or user-based security groups to request delegation on behalf of others, these settings don’t apply.
  1. Access the
    Edit Tenant Setup - Business Processes
     task.
  2. As you complete the task, consider:
    Option
    Description
    Users Can Delegate Tasks To
    Select at least 1 option.
    When managing delegations as a business process administrator or worker, Workday restricts the available delegates depending on this setting.
    Example: When
    Subordinates
     is selected in the
    Users Can Delegate Tasks To
     prompt, only subordinates within your supervisory organization are available in the
    Delegate
     prompt on the
    Manage Delegations
     task. You can drill down on the organization hierarchy when selecting a subordinate. The same delegates are available in the
    Delegate
     prompt whether you are delegating your own tasks or delegating a worker’s tasks.
    Require End Dates
    Applies to My Tasks delegations and not to single-task delegation.
    Apply Routing Restrictions During Delegation
    When you select this check box and a delegate approves a step, Workday considers the delegate to be a prior approver. The ability to act on a step goes away when the step has a routing restriction on a prior approver, even when it's a parallel step to the
    Approval
     step.
    If you enable the check box, the
    Alternate Delegate
     field isn’t required in the
    Put Business Process Delegation
    web service.
  3. From the related actions menu of a business process you want to enable for delegation, select
    Business Process Policy
     >
    Edit
    .
  4. As you complete the task, consider:
    Option
    Description
    Allow Business Process Delegation
    In the
    Policy Restrictions
     section, select the
    Allow Business Process Delegation
     check box to enable delegation of all or specific business process tasks.
    Who Can Start the Business Process
    (For delegating the initiating actions of a business process only) Specify which security groups can delegate the initiating actions in the
    Security Groups who can delegate this action to others
     prompt. You can only do this when the business process definition enables you to delegate initiating actions.
  5. (Optional) Require review or approval of business process delegations before they take effect.
    Configure the
    Request Delegation Change
     business process definition to include a
    Review
     or
    Approval
     step on the business process definition. when you want someone to review delegations before they take effect. When a user configures a delegation for a period of time, Workday initiates the
    Request Delegation Change
     business process.