Delegation Updates

We would like to share important updates, reminders, and resources regarding the delegation process in Workday. Please review the details outlined below and share them with colleagues

• Delegation Approval Routing Updates | When delegating finance tasks, this would initially route to your Manager for approval and then to the Senior Department Finance Approver if the delegation was over 21 days. Moving forward, all delegations with finance tasks will no longer route to the Manager for approval. Instead, it will always route to the Senior Department Finance Approver regardless of the delegation length.
• Start On My Behalf vs Do Inbox Tasks On My Behalf | As a reminder, it is important to differentiate when to fill out the Start On My Behalf field vs Do Inbox Tasks On My Behalf section. 
• If you are delegating the initiation of a task outside of your inbox such as Create Expense Report, select the task in the Start On My Behalf field. 
• If you are an approver and want to delegate approving tasks from your inbox, select the task in the For Business Process field under the Do Inbox Tasks On My Behalf section.
• Delegation Resources & Support | Office Hours for General FIN Workday are available throughout October that highlight delegation updates & reminders. The UVAFinance Training page offers step-by-step guides and best practices such as the Delegation Best Practices & Delegate Workday Transactions QRG.