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Administrator Guide
Laatst bijgewerkt: 2023-06-23
Concept: Manage a Worker's Inbox Tasks

Concept: Manage a Worker's Inbox Tasks

The
Manage Business Processes for Worker
 task enables you to access Workday Inbox tasks for another worker from a single, convenient location. This task is also available as a subprocess on certain event types. On the
Manage Business Processes for Worker
 task, you can take action on behalf of a worker in these areas:
  • Inbox Items Assigned to Worker
    : Typically, the only action you can take on Inbox tasks assigned to a worker is to
    Reassign
     them to another worker. However, you can
    Cancel
     the business process if cancellation is allowed. The
    Assigned To
     column displays a numerical value if there's at least 1 awaiting person the step is awaiting action from. You can drill down on the value to view all assignees that a step is awaiting action from.
    Workday loads the worker's Inbox items when you scroll down in the
    Inbox Items Assigned to Worker
     grid. When the worker has 1000s of Inbox items and you filter or sort the grid, the grid might take longer to load. If that occurs, remove the filter or sort that you're using.
    You can submit up to 350 rows on the
    Inbox Items Assigned to Worker
     tab. If you exceed this limit, you must access this task again and reselect your actions on the tab.
  • Business Processes about the Worker
    : You can cancel selected business processes about the worker only if the business process can be canceled and you have permissions to cancel the business process. If you don't have the permission to cancel the business process, Workday generates a cancellation request to the Business Process Administrator to approve the cancellation.
  • Delegations to the Worker
    : You can view Inbox items that have been delegated to a worker to take action on. These can be single-task delegation or Inbox delegation for a specific time period.
The
Manage Business Processes for Worker
 task is secured to the
Business Process Administration
 domain. Before reassigning a worker's Inbox tasks, the Business Process Administrator must verify that the assignee has the permissions needed to take action on these tasks. The assignee must belong to a security group specified in the
Who Can Do Actions on Entire Business Process
 section of the associated business process security policy.

Manage Business Processes for Worker Step

You can configure the
Manage Business Processes for Worker
 as an Action step on these business processes:
  • Change Job
  • Demote Employee
  • End Contingent Worker Contract
  • Promote Employee
  • Request Leave of Absence
  • Terminate Employee
  • Transfer Contingent Worker
  • Transfer Employee
If you don't configure the
Manage Business Processes for Worker
 as an Action step on the
End Contingent Worker Contract
 and
Termination
 business process definitions , Workday creates an audit exception, and displays a warning message stating that the step should be added to this business process definition to prevent transactions awaiting a terminated employee.
Before entering the
Manage Business Processes for Worker
 step, Workday checks if any of these are true:
  • The worker currently has a delegated item in their Inbox.
  • There’s a scheduled delegation with the worker as a delegate. This includes a delegation with a future effective date.
  • There's currently an in-progress event about the worker that can be canceled. This excludes the event this step is on.
  • The worker has an Inbox item awaiting their action that can be canceled or reassigned. This includes a business process step they’ve delegated and isn't retained or accessible in their Inbox.
When any of these criteria are true, Workday enters the step and routes it to all participants for the step.

Auto-Manage Business Processes Service Step

You can configure the
Auto-Manage Business Processes
 service step on a business process definition, enabling you to configure Workday to automatically take action on business processes based on the rules you define for the step. You can add
Auto-Manage Business Processes
 as a service step multiple times, and on these business processes:
  • Change Job
  • End Contingent Worker Contract
  • Request Leave of Absence
  • Termination
The
Auto-Manage Business Processes
 service step enables you to configure automation rules to automatically take action on:
  • Business processes about the worker that still have remaining steps. You can either cancel the business process or advance the business process to the end. The worker must have the worker role assigned to them for the service step to manage their business processes.
  • Business process steps that are awaiting the worker’s action. You can either reassign the steps to someone else or remove the person as an assignee if there are other assignees.