Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2026-07-10
Reference: Edit Tenant Setup - Business Processes

Reference: Edit Tenant Setup - Business Processes

Manage tenant-wide settings for business processes.
Option
Description
More Information
ID Generator for Requests
Select an ID generator that Workday uses to create a sequential request ID. You can create your own ID generator using the
Create ID Definition / Sequence Generator
 task. If this field is blank, Workday assigns an ID code to this business object.
When generating a request ID, Workday first checks if an ID generator is configured on the request type. If there isn't an ID generator configured on the request type, Workday checks the tenant setup and uses that ID generator configuration. If neither the request type nor the tenant setup has an ID generator configured, the request isn't assigned a request ID and it remains blank.
User for Business Process Time Delay Background Processes
The Workday account to associate with business process steps that have built-in delays.
User to Perform Automated Business Process Actions
Select a user that the
Auto-Manage Businesses Process
 service step uses to perform automated actions. You must select a user on the prompt in order for the
Auto-Manage Business Processes
 service step to run successfully.
User to perform Orchestration Launches
To configure a business process to automatically launch an orchestration when it's canceled, rescinded, corrected or denied, specify an individual with the appropriate permissions to access fields and perform actions required by the orchestration.
Current Environment
The environment of your tenant.
Step Delay Schedule Restrict to Environments
Select the environments in which the
Business Process Resume Delayed Steps
 background process runs in your tenant. If you don't specify environments, the background process runs in all of your tenant environments.
Enable My Tasks Archive for Terminated Employees
Select to enable terminated employees to view events on the
Archive
 tab of their My Tasks.
Rescind and Cancel Confirmation Page Threshold
Sets the number of canceled or rescinded business process events that can occur before you must confirm that you're canceling or rescinding the business process.
When you don't set a default value, Workday uses 25 events by default.
Threshold only applies to:
  • Parent processes that spawn multiple child processes, such as
    Change Benefits for Open Enrollment
    .
  • Organization-related business processes, including
    Initiate Compensation Review Process
     and
    Start Performance Review
    .
Canceling parent business processes results in the cancellation of multiple child events. Threshold doesn’t apply when you mass cancel or mass rescind a stand-alone business process.
Subevent Threshold
If the number of subevents is below this threshold, Workday:
  • Initiates automatic error collection.
  • Displays the process history of the event.
You can adjust this threshold for larger or smaller events to trigger Workday to display all errors and the complete process history.
To view errors for events with more subevents than the specified threshold, select
Business Process
View Additional Errors
 from the related actions menu of the event.
Run the
Event Process History
 report to view events with more subevents than the specified threshold.
Users Can Delegate Tasks To
You can select more than 1 option:
  • Anyone
    : Any workers with a Workday account.
  • Peers
    : Workers in your supervisory organization only.
    When you select
    Peers
    , you can't delegate tasks to workers in other supervisory organizations in your supervisory organization hierarchy.
  • Subordinates
    : Subordinates in your supervisory organization hierarchy.
    When you delegate a task, you can drill down on the organization hierarchy when selecting a subordinate. In the
    Subordinates by Supervisory Organization
     prompt on the
    Delegate Task
     task, we display subordinates in prompt folders. When you drill down on a folder, we display workers for the organization.
  • Superiors
    : Superiors in your management chain. Example: You can delegate to your manager or to your manager's manager.
Setting only relates to the supervisory organization hierarchy, not the worker's security.
Require End Dates
Select to require an end date for the requested delegation. Setting applies to My Tasks delegations only and not to single-task delegations.
Disable Comments
Select to suppress the
Comment
 field on the business process toolbar. Workday will no longer record or display comments from that time onward. Doesn't apply to actions that require a reason, such as:
  • Manual Advance
  • Correct
  • Deny
  • Cancel
  • Rescind
  • Add Approvers
  • Send Back
Updating this setting might impact the
Disable Comments
 setting on the business process security policy. You can manage comments across 2 locations:
Tenant Setup (Global)
 and individual
Business Process (BP) Security Policy (Local)
. Because both
Disable Comments
 check boxes remain editable, Workday uses synchronization logic to determine which setting takes precedence. Workday evaluates configuration overrides to determine whether a business process applies the global tenant setup rule or a localized rule.
  • Global Sync:
     When the business process security policy configuration matches the tenant setup, the settings are synchronized and the process applies the global rule.
  • Local Override:
     If you modify a business process security policy so it differs from the tenant setup configuration, the business process becomes independent. The independent process ignores the tenant setup and applies the local setting.
You can synchronize an independent business process security policy with the tenant setup configuration again.
To restore synchronization, you must modify the business process security policy configuration to match the tenant setup setting.
Modifying the tenant setup configuration to match an independent business process security policy does not restore synchronization. The business process remains independent until you modify the security policy directly to match the tenant setup setting.
Selecting the
Disable Comments
 check box on the
Edit Tenant Setup - Business Process
 task overrides the
Require a Comment
 check box on the
Maintain Additional Step Configuration
 task.
Enable Attachments
Select to enable users in specified security groups to upload attachments from the business process toolbar for all business processes for which Workday has configured attachments.
Updating this setting might impact the business process security policy if no changes are made directly to the
Enable Attachments
 setting on the business process security policy. When changes are made to the
Enable Attachments
 setting on the business process security policy:
  • Workday always honors the Enable Attachments setting on the business process security policy.
  • The setting at tenant level will have no impact.
When you make changes to the
Edit Tenant Setup - Business Processes
 task, the business process security policy audit trail doesn’t display any changes made to the
Edit Tenant Setup – Business Processes
 task. Similarly, when you make changes to the business process security policy, the
Edit Tenant Setup - Business Processes
 audit trail doesn't display changes made to the business process security policy.
Workday recommends that you review the audit trails for the
Edit Tenant Setup - Business Processes
 task and business process security policies to view all changes.
Enable Advancing Unassigned Tasks
Select to advance unassigned business process tasks to the next step or to completion.
To manually advance a business process, the:
  • Business process must allow manual advance.
  • Manual Advance
     action in the
    Who Can Do Actions on Entire Business Process
     section of the business process security policy must have at least 1 security group.
Apply Routing Restrictions during Delegation
Select to apply business process routing restrictions to delegates. When routing restrictions prevent Workday from routing a business process to a delegate, Workday routes the business process to an alternate delegate. You can select an alternate delegate when you manage delegation settings.
When you clear the
Apply Routing Restrictions during Delegation
 check box and there are alternate delegates configured on manage delegation settings, Workday displays a confirmation page. If you proceed to clear the check box, Workday removes alternate delegates from manage delegation settings. Alternate delegates won't receive delegated items to act on.
If you enable the check box, the
Alternate Delegate
 field isn’t required in the
Put Business Process Delegation
 web service.
Allow Send Back to Terminated ~Workers~ with Non-~Worker~ Role
This functionality applies to active students that also have a terminated worker role.
Select to send back a business process step to a terminated worker who maintains an active system account through a non-worker role, such as a student.
Example: A business process administrator enables the check box.
With this functionality:
  • A higher education administrator can send back a business process step directly to the active student.
  • The active student receives a sent back business process step to act on.
  • A business process administrator won’t need to manually reassign unassigned tasks.
Enabling the
Allow Send Back to Terminated ~Workers~ with Non-~Worker~ Role
 check box helps eliminate unassigned tasks and respects business process routing for active students that also have a terminated worker role.
This functionality applies to future send-backs and doesn't address events that are already unassigned from prior send-backs. These events will need to be manually reassigned.
Enable Enhanced Position-Based Approval Chain Routing
Select to route
Approval Chain
 and
Consolidated Approval Chain
 steps by the management hierarchy of a supervisory organization using the enhanced Position-Based Approval Chain Routing functionality.
When a person reports to 1 or more managers in their position, Workday consistently evaluates approvers in the approval level and routes the business process step.
Workday recommends that you select a constrained role-based security group for
Approval Chain
 and
Consolidated Approval Chain
 steps when you enable the
Enable Enhanced Position-Based Approval Chain Routing
 check box.
Return Event Status As Created When Empty
Select to opt into displaying a
Created
 status for business process events that have an empty status. When you select the check box, we display a
Created
 status on:
  • The
    Full Process Record
    .
  • The
    View Event
     page.
  • Custom reports. Some report fields might return a
    Created
     status when you use them in reports. Example: The
    Status
     report field.
You might notice unintentional behavior if you don’t select the check box. Example: If you update information while completing the steps on the
Change Job
 business process, we display the new value but don’t indicate what changed or display the previous value.
Workday recommends that you only select the
Return Event Status As Created When Empty
 check box if business process events in your tenant currently returns a status of
Created
 when the status is empty and you want to continue to view this status on events. By default, the check box isn't selected.
Change Display Preference in Generate Document
Select to display or hide the
Change Display Preferences
 button in
Generate Document
 business process steps.

eSignature Configuration

Option
Description
More Information
Remove documents awaiting eSignature when Document is Canceled
Select to remove documents awaiting signature when you cancel or rescind a business process containing a
Review Documents
 step configured for Adobe Sign.
To remove documents from the Adobe Sign server, you must sign a data retention agreement with Adobe.
Disable Adobe Sign Completion Email Notifications for Production Tenants
Select to suppress email notifications when someone signs a document using Adobe Sign.
Enable Adobe Sign Completion Email Notifications for Non-Production Tenants
By default, the recipient does not receive Adobe email notifications after signing Adobe Sign documents that were distributed through a
Review Documents
 step business process in non-Production tenants. Select this check box to enable Adobe Sign completion email notifications. This setting is applied to Sandbox/Implementation (SBOX/IMPL) tenants.
After changing this setting in Production tenants, and to apply the same change in Sandbox, you must first refresh Sandbox tenants.
Adobe Email notifications related to the
Distribute Documents or Tasks
 business process are not impacted by this check box. You can only disable these notifications by contacting Adobe directly.
Authenticate with Adobe
Enter:
  • The email address associated with your enterprise Adobe Sign account.
  • Your password.
You must have account administrator or group administrator access for your Adobe Sign account.
For legacy Adobe Sign integrations that are currently authenticated in Workday, a
View Adobe Sign Account Detail
  option is available in the
Authenticate with Adobe
 drop-down prompt on the
Edit Tenant Setup - Business Processes
 task. The
View Adobe Sign Account Detail
 window shows the user account details that were most recently used for authentication.
If OAuth Authentication is enabled on a legacy Adobe Sign account, you can also view the associated account details in
View Adobe Sign Account Detail
.
The
View Adobe Sign Account Detail
 option is not available after running the
Remove eSignature Configuration
 task.
Authenticate with DocuSign
Enter the email and password for your Administrator DocuSign Production or Sandbox account.
Configure DocuSign Anchor Text
Maps custom anchor text to DocuSign tags.
Don't use these characters or strings in custom anchor text:
  • @
  • </
  • />
Don't include custom anchor text in Business Intelligence and Reporting Tools (BIRT) layouts.