Delegations in Workday

Policy Number: WD-101
Effective Date: 3/22/2022
Last Reviewed: 3/1/2022

Workday allows users to delegate tasks and approvals to others.  Tasks and other inbox items may only be delegated in accordance with this policy.

  1. A user (worker) may delegate certain Workday business process items to another user as permitted in this policy.
  2. All delegations must be approved by the Security Partner.  If the delegation is being requested for more than one year, the Security Partner must also approve it.
  3. The Workday Operations team and/or Solution Center may create, review, cancel or modify a delegation as necessary to comply with policy and to address delegation requests from the authorized person(s) in the School/Center for unplanned departures, leaves of absences, etc.
  4. An employee may delegate to any worker in Workday and the Security Partner is responsible for determining if that delegation is appropriate.  The following standards should be applied when considering if a delegation should be approved:

    a. The delegation should be made on a temporary basis and have an end date of no longer than one year.

    b. The delegate and any alternate delegates should be in a position of equal or higher authority than the person delegating.  

    c. University senior leadership may delegate to individuals reporting directly to them and for periods of longer than one year.
  5. The Workday Operations team will be responsible for auditing delegations.

Contact Us

Penn Employee Solution Center
solutioncenter@upenn.edu or (215) 898-7372