Delegate a Business Process Task
Enable delegations in your tenant.
- Access theDelegate Tasktask.This task is to delegate a single task to someone else.
- Select a worker from theDelegating Workerprompt.
- From theBusiness Processprompt, select the task assigned to this worker that you want to delegate to another worker.You can't delegate a task that has been reassigned until the reassignment request is complete.
- Select theProposed Delegatesto whom you want to delegate the specified task. Workday might restrict the available delegates, depending on theEdit Tenant Setup – Business Processes taskconfiguration, specifically theUsers Can Delegate Tasks Toprompt and security.Example: When you selectSubordinatesin theUsers Can Delegate Tasks Toprompt, we displaySubordinates by Supervisory Organizationprompt in theDelegatefield. You can drill down on the organization hierarchy when selecting a subordinate.
Your delegation might require reviews and approvals. This depends on how Workday is configured and the task you’re delegating. Both you and your delegate receive confirmation notifications when your delegation goes into effect.
For the duration of the delegation, your delegate receives any tasks that would have been directed to you for the specified process, as well as any related process notifications, including alerts. Delegates can also request reassignment for any delegated tasks, but they can't delegate any delegated tasks to another worker.
If you want to stop delegating a business process task, access the
Delegate Task
task, repeat steps 2 and 3 above, and then select Stop Current Delegations
.