Business Processes: How can I Reassign a Task in Workday?

Reassign Task

What if all of a sudden a manager went on a leave where he did not had a chance to set Delegations to his/ her peers or managers. Those tasks might be pretty important that needs to be completed or acted up on.

If you are a HR Administrator or a HR Partner or an administrator who have access to the task - Reassign Task will come to the rescue.

Reassign Task allows you to reassign all the tasks that are unassigned to anyone, for a Particular Worker or for a specific system user and few others as shown above.

Once you set the criteria then, click on OK to see the tasks that are present per selection. and then it will present you the list of tasks that can be reassigned to other workers. Remember to put the comment on the right, in this screen.

Additional Reads:

Proxy Access
Delegation

Delegation in Workday

Delegation is the assignment of any responsibility or authority to another person (normally from a manager to a subordinate) to carry out specific activities. Here in Workday, we can say that Tasks and Reports and inbox items can be delegated to other peers or managers to be completed on their behalf.

This Delegation is majorly used when a manager is on Leave and certain task needs to be completed, the Manager can delegate his tasks to someone else who can complete in his absence. And this is used in Production Tenants. For Non-production Tenants also you may use, but you have a better way doing this in the form of  Start Proxy - Stop Proxy

How to setup Delegations in Workday?
Go to the task Manage Delegation Settings to setup. Here you can create or stop delegations.

This helps in viewing and managing worker's delegation settings. This Enables you to see what delegations a worker currently has active, what delegations a worker has had in the past (History) and which business processes are allowed for delegation.

Do Remember the Begin Date should NOT be a past date. It can be current or future date.

Once you click on Request Delegation Change, it will allow you to set up the delegation with the allowed Business processes.

Additionally, you can see the report My Delegations. This helps to View Current Delegations with a button to request delegation changes, Current Task Delegations, Delegation History, Delegated Tasks, and Business Processes allowed for Delegation.









From Inbox, you can view your delegations.

Below are the list of tasks and reports that can be used for Delegation.

Delegate Task - Individual Worker and Business Process Level.

View All Delegated Tasks - All delegated tasks BP's for you.

Business Process Tasks not Delegated - This report returns the list of business process steps that were not able to delegated for the Business Process Step Initiated in Date Range. Items are not Delegated because either both the Delegate and Alternate Delegate were excluded by Routing Restrictions or because the step was configured for an eSignature Integration Type.

Delegation History - View business process transactions delegated by a specified worker, with dates, status, and delegate. Enables you to see what the specified worker has delegated to whom. Required prompt: Worker Optional prompt: none

Business Processes for Delegation - View which business processes you can delegate. Enables you to view which business processes have been enabled or disabled via security for delegation. Required prompt: none Optional Prompts: Show Business Processes

Current Delegations -View all delegations for the specified organizations. Details include the delegating worker, delegation duration, delegate, affected business processes, and delegation configuration.

View My Delegation Assignments -View all your delegation assignments, the delegating worker, dates, business processes, and delegation rules. Enables you to keep track of your delegation assignments. Required prompt: none Optional prompt: none

Additional Reads:
Proxy Access
Reassign Task