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Administrator Guide
Last Updated: 2023-06-23
Concept: Delegate Initiation of Business Processes

Concept: Delegate Initiation of Business Processes

Workday enables you to delegate the Initiating Action of certain business processes. Example: A manager can give an administrative assistant the ability to run the
Create Expense Report
 task on their behalf. Delegation of Business Process Initiation is configured in the
Request Delegation Change
 page. The page is displayed when you run the
My Delegations
 or
Manage Delegation Settings
 reports.
A delegate can’t cancel a business process they initiated, even when the Initiator security group has Cancel permissions on the business process security policy. Canceling a business process event after it has been processed falls outside the scope of what is delegated.

Initiating Actions You Can Delegate

You can delegate the Initiating Action of these business processes:
  • Absence Calendar
  • Background Check
  • Change Job
  • Change Organization Assignments for Workers by Organization
  • Close Job Requisition
  • Contract Contingent Worker
  • Correct Time Off
  • Create Idea
  • Create Position
  • Create Project Scenario
  • Edit Position
  • End Additional Job
  • End Contingent Worker Contract
  • Enter Time
  • Expense Report Event
  • Hire
  • Job Requisition
  • Job Requisition Change
  • Personal Information Change
  • Receipt
  • Request Compensation Change
  • Request One-Time Payment
  • Request Time Off
  • Requisition Event
  • Spend Authorization
  • Termination
  • Timesheet Event
  • Verify Capital Project Expense

Security Considerations

The ability to delegate the Initiating Action for the above business processes is controlled by the business process security policy. Before you select the business process in the
Start on My Behalf
 prompt on the
Request Delegation Change
 task, make sure you configure the business process security policy. In the:
  • Who Can Start the Business Process
     section, select the security groups in the
    Security Groups who can delegate this action to others
     prompt. This prompt is only available for business processes that allow the delegation of the initiating action.
  • Policy Restrictions
     section, select the
    Allow Business Process Delegation
     check box.
When you delegate the creation of an item, your delegate has access to all of your history for that item. Example: When you delegate the creation of expense reports, your delegate can copy all of your existing expense reports.