Concept: Delegation Notifications

When tasks are delegated to you, Workday sends you a

Workday Delegated Tasks Update

notification.

Example: Betty receives a

Workday Delegated Tasks Update

notification that lists the delegating user (Stephen), the task (

Review Certifications

), and the business process (

Manage Certifications

). It’s also a new pending task in Betty’s My Tasks. From here, she can switch accounts to act on Stephen’s behalf and take action on it.

You might not receive a

Workday Delegated Tasks Update

notification immediately after the delegator submits the delegation request in their tenant. Depending on how Workday is configured and the delegated tasks, the delegation request could first require reviews and approvals. In this case, Workday sends confirmation notifications to the delegator, the delegate, and, if applicable, the alternate delegate when the delegations are approved and go into effect.

After delegating a single task, you no longer receive notifications about it and it’s removed from your My Tasks. However, you can view your incomplete delegated tasks in

Manage Delegations

>

Current Task Delegations

, and completed tasks in the

Delegated Tasks

tab.

When you delegate a specific business process and choose to

Retain Access to Delegated Tasks within My Tasks

on the

Manage Delegations

task, you continue to receive notifications on the delegated tasks and can take action on them if needed. This is useful for workers who delegate tasks for a leave of absence, but still plan to monitor or perform some of those tasks for that period.

If a delegation request needs approval before going into effect, both you and the delegate receive a

Workday Delegated Tasks Update

notification when the request is approved. If the approver denies the delegation, delegators don’t receive a notification. However, you can access the

My Delegations

task to view the delegation status on the

Delegation History

tab.