Add Another Employee as a Delegate

A Delegate within Workday is the equivalent to a Proxy within Banner.

For assistance with tasks, employees can delegate specific tasks to be started by another employee in
Workday.

  1. Search for "My Delegations" in the search bar and select the task.
  2. Select Manage Delegations
    Uploaded Image (Thumbnail)
    Uploaded Image (Thumbnail)
  3. Add the Begin Date and End Date for the delegation request.
    • Please note that all delegations must have a begin and end date added to submit the delegation request.
  4. In the Delegate field, type in the first or last name of the employee to grant delegation access and select the Enter key to select the employee’s names from the drop down options that populate.
  5. In the Start On My Behalf options select from the following Expense tasks that can be delegated if needed,
    1. Create Spend Authorization
    2. Create Expense Report
    3. Verify Procurement Card Transactions
      • These selections are for Finance specifically, you can choose any tasks you need delegated within the list.
  6. In the Do My Tasks on My Behalf, select None of the above option.
  7. Enter any comments to the Delegation request if needed in the enter your comment section.
  8. Select Submit to send the Delegation request for approval.

Do My Tasks On My Behalf can be used for the process of delegating approvals in Workday. This can be
used if an employee is on vacation or out of office as needed.

  1. In the search bar search for the My Delegations report.
  2. Select Manage Delegations
  3. Add the Begin Date and End Date for the delegation request. Please note that all delegations must have a begin and end date added to submit the delegation request.
    • If an employee plans to be out of office, the Workday user can temporarily assign Do My Tasks On My Behalf for another employee in their department such as an office administrator.
  4. In the Delegate field, type in the first or last name of the employee to grant delegation access and select the Enter key to select the employee’s names from the drop down options that populate.
  5. In the Do My Tasks on My Behalf, select the For Business Process option and select from the following tasks that can be delegated if needed,
    • Spend Authorization
    • Expense Report Event
    • Procurement Card Transaction Verification Event
    • Supplier Invoice Request Event
    • Requisition Event
  6. The Retain Access to Delegated Tasks within My Tasks checkbox should be selected.
  7. Submit the Delegation request for approval.
  8. Read through the warning error message that appears and select Submit again if you agree to the terms.


How to Switch Users

To start delegating as another user after access has been requested, follow the steps below:

  1. Select the user profile icon at the top right corner of the Workday window.
  2. Select Switch Account
  3. Choose which user account to delegate as in the user options that populate.
  4. From the Delegation Dashboard, select from the Reports & Tasks options to begin completing a task on behalf of another user in Workday.
  5. To stop delegation, select the user icon at the top right side of the page and Switch Account to navigate back to your user profile as Self.

Relevant Workday Reports: Search for My Delegations, View My Delegation
Assignments, or View All Delegated Tasks in the Workday search bar to view your
delegations.

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