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Administrator Guide
Last Updated: 2024-06-14
Set Up Delegations

Set Up Delegations

  • Configure the
    Request Delegation Change (Default Definition)
     business process and security policy in the System functional area.
  • Security:
    Business Process Delegation
     domain in the System functional area.
You can configure delegations in your tenant so that workers can select a delegate to complete My Tasks items and initiate business process actions.
  1. Access the
    Manage Delegation Settings
     report.
  2. Click
    Request Delegation Change
    .
  3. As you complete the task, consider:
    Option Description
    Begin Date
    End Date
    Delegation begins and ends based on the time zone of the delegator.
    Use Default Alternate
    Workday displays the check box when you select
    Apply Routing Restrictions During Delegation
     on the
    Edit Tenant Setup - Business Processes
     task. The default alternate is the primary manager delegate.
    Start On My Behalf
    Select the initiating actions the delegate can perform.
Run the
Business Process Tasks Not Delegated
 report to review tasks that Workday doesn't delegate due to routing restrictions.