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Administrator Guide
Last Updated: 2026-06-26
Concept: Generate Document Business Process

Concept: Generate Document Business Process

Use the
Generate Document
 business process to create templates and customize them to generate documents dynamically. To initiate this business process, add a
Generate Document
Action
 step to a business process for which it’s an allowed action. Example:
Employment Agreement
 and
Offer
.
Create more
Generate Document
 steps in your business process by adding more
Generate Document
Action
 steps to the business process that calls the
Generate Document
 business process. Example:
Employment Agreement
. Don't add steps to the
Generate Document
 business process.
You must configure a
Review Documents
 step after the
Generate Document
 Action step in a business process definition if you want Workday to save the generated document to
Documents
 section of the worker's profile.

Security

The
Generate Document
 business process doesn't have its own business process security policy. The
Generate Document
 business process inherits security from the security policy on the initiating action of the parent business process type.

Cancel, Correct, Or Rescind Business Processes

If you cancel the parent business process of a
Generate Document
 step, either while the
Generate Document
 step is In Progress or after the step is Completed, Workday also cancels the
Generate Document
 subprocess.
You can correct business processes that include a
Generate Document Action
 step in the business process definition.
  • If you correct the business process before Workday executes the
    Generate Document
     step, Workday displays the corrected values in the generated document.
  • If you correct the business process when the
    Generate Document
     step is In Progress or Completed, Workday doesn’t display the corrected values in the generated document.
If you rescind the parent business process of a
Generate Document
 step, Workday also rescinds the
Generate Document
 subprocess. In addition, Workday removes generated documents added to the Worker Document File using a
Review Documents
 step if the parent business process is worker-based.

Delegate Generate Document Tasks

You can delegate a
Generate Document
 My Tasks task to another user according to your tenant delegation settings if the business process security policy of the parent business process type enables delegation. If you delegate all of your My Tasks items, your delegate will receive the
Generate Document
 task in their My Tasks as long as the business process security policy of the parent business process type allows delegation.
Delegates are notified of and can view documents on a
Generate Document
 step within a business process. Delegates can access generated documents using the task's
View PDF
 button in My Tasks.
However, you can't use the
Manage Delegations
 task to delegate the
Generate Document
 subprocess itself.
You can request reassignment of a
Generate Document
My Tasks task to another user belonging to a security group with access to the initiating action on the security policy of the parent business process type.
To use the
Reassign Tasks
 task to reassign a
Generate Document
 task in My Tasks, you must be a:
  • Business Process Administrator.
  • Member of a security group with access to the Reassign Tasks action on the security policy of the parent business process type.