A Quick Reminder: Set Up Delegation in Workday Before Extended Absences

Out of office?  Keep processes flowing!

If you’ll be away from the office for vacation, medical leave, parental leave, or any other extended absence, please remember to delegate your Workday purchasing and approval transactions before you leave.

When approvals aren’t delegated, tasks remain in your Workday Inbox and can delay requisitions, invoices, and sourcing requests (just to name a few).  In some cases, resolving these delays may require additional security role requests or manual intervention, which can take time and may not always be possible.

Just as important as setting up delegation is choosing the right delegate. Delegates should be:

• Familiar with the types of transactions they will be approving
• Appropriately positioned within your department to exercise approval authority

Taking a few minutes to set up intentional delegation helps keep work moving smoothly while you’re away!

Helpful Resources

📝 Delegate Workday Transactions QRG
This Quick Reference Guide walks you through the delegation process in Workday, answering many of the questions you may have along the way.

🔄 Cancel Delegation QRG
Returned from leave early? Has your delegate left the University? This guide walks you through how to cancel a delegation in Workday.