
Job Aid
Delegation temporarily reassigns your inbox tasks to another user. A typical example of a delegation scenario is an approver role before they leave for a vacation (such as approving timesheets).
Setting up a delegate enables that user to perform individual actions on your behalf. You can delegate to a superior, a peer, or a subordinate. Consider who has the knowledge to complete the Workday actions. When the delegation period ends, any incomplete delegated tasks revert to the original owner.
This job aid will first cover setting up a delegation. If you are assigned as a delegate and want to skip to the steps that cover how you access the worker’s tasks, skip to the Switch Accounts for Delegates section.
The article can be viewed here.