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Administrator Guide
Last Updated: 2024-06-14
Reassign Tasks

Reassign Tasks

Security:
Business Process Administration
 domain in the System functional area.
When you have the correct security permissions, you can reassign:
  • Your own tasks from your My Tasks.
  • Tasks for other people. You can reassign business process steps to a person with a non-worker role, such as a student or extended enterprise learner.
  • Tasks from a non-worker to another person. A non-worker role can include: academic affiliate, extended enterprise learner, student, and worker.
  • A step to a terminated worker if they have an active Workday account.
You can't reassign steps to a person that doesn't have an active Workday account, like a candidate.
You can configure which security groups can reassign tasks using the
Reassign Tasks
 task by adding the security group with
Modify
 permission on the
Business Process Administration
 domain security policy. This enables those security groups to use the task to reassign tasks for all business processes.
If you want to enable security groups to reassign tasks for specific business processes using the
Reassign Tasks
 task, you can configure the
Reassign Tasks
 permission action for each business process security policy. The configured security groups on the business process security policy as well as those assigned to the
Business Process Administration
 domain receive notifications to review reassignment requests and to reassign tasks associated with the business process. You don't need to be a member of both the security groups on the business process security policy and the domain to have this access.
You can configure which security groups can request reassignment of their tasks in My Tasks using the
Request Reassignment
 permission on business process security policies. By default, Workday displays
All Users
 in the
Security Groups
 prompt. Clearing the
Security Groups
 prompt restricts anyone from requesting reassignment for tasks in that business process.
  • To request reassignment of your own tasks:
    1. In My Tasks, select the
      Task Actions
       icon, then
      Reassign
      .
    2. Select the person or role in the
      Proposed Person
       column. The business process security policy determines the list of available roles for the step type. Example: Only someone in the Security Partner role can complete the
      Create a User Account
       action.
  • To reassign tasks for other workers or from a non-worker:
    1. Access the
      Reassign Tasks
       task.
    2. As you complete the task, consider:
    Option Description
    Reassign Non-Delegated Tasks
    Select this option to reassign tasks that weren't delegated because:
    • Both the Delegate and the Alternate Delegate were excluded by routing restrictions.
    • The task is part of a
      Review Documents
       step configured to use an eSignature Integration Type and all assignees in the current signature group have active delegations.
    Reassign Tasks for Person
    Select this option to reassign business process steps from a person that has a non-worker role. You can reassign a task from a person with a role such as:
    • Academic Affiliate.
    • Extended Enterprise Learner.
    • Student.
    • Worker.
    When the task is reassigned:
    • The
      Full Process Record
       displays the person that received the task as the awaiting person.
    • A notification is sent to the person and the task is in their My Tasks.
    (Optional) Business Process Step Initiated in Date Range
    Select a date range for steps for the task to search.
When you request reassignment of your own task, Workday sends notifications to these people to approve the reassignment:
  • Members of security groups specified in the
    Reassign Tasks
     permission on the business process security policy for the business process associated with the reassigned task.
  • Members of all security groups with
    Modify
     permissions on the
    Business Process Administration
     domain security policy.
When the reassignment request is approved, Workday permanently moves responsibility for the task from the original worker to the reassigned worker.
When you use the
Reassign Tasks
 task, Workday permanently moves responsibility for the task from the original worker to the reassigned worker without requiring additional approval.
When an
Action
,
Approval
, or
To Do
 step is configured to be excluded from My Tasks and you reassign the step to another person, this step won't display in the new assignee's My Tasks because it's excluded. The assignee can access the
Business Process Transactions Awaiting Me
 report to take action on the task.