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Managers and Workday

Below are a variety of resources for managers (supervisors) who are new to the Workday application. Workday combines human resources, benefits and payroll applications for Texas A&M University System employees and retirees into one secure cloud-based portal available through the Single Sign On (SSO) menu. Click on the section below to learn more (or click expand all to view them all at once).

Employees can designate a Delegate(s) who can complete certain business processes on their behalf using Workday delegations. Key points to keep in mind:

  • Delegations can be set up for a maximum of twelve months at a time.
  • Employees may delegate specific business processes or all business processes (their entire Inbox).
    • For Business Process. Only steps in the specific business process you select will route to your Delegate.
    • For all Business Processes. All business processes with steps that would route to you will route to your Delegate. It is not recommended to use this type of delegation as it allows Delegates to view ALL of your personal information including your benefits, job applications, leave, etc.
  • Only Inbox items can be delegated (initiation of processes cannot be delegated).
    • Remember, inboxes contain HR-related tasks that may contain sensitive personnel information.
  • Employees can “Retain Access to Delegated Task within My Tasks” to allow themselves or their Delegate to complete each task.
  • The delegation of an approval task does not absolve the Delegator of their responsibilities associated with the action/task.
  • Any delegated tasks will be recorded in the Process History with the words “On Behalf of”, followed by the name of the delegator.
  • When a Delegate terminates, the Delegator will receive a notification in Workday indicating the delegation is no longer valid and needs to be updated.

Questions? Contact hrnetwork@tamu.edu.

2114108: Working in Workday for Managers: TrainTraq course designed to introduce the Workday application to Managers within the Texas A&M University System. This is not a required course, but is highly recommended for new Managers who will use Workday to manage their human resources, payroll and benefits needs. This course is developed by Workday Services, a department within the A&M System Office of Information Technology.

Topics include:

  • Describe the relationship between Managers and Supervisory Organizations
  • Recall additional features available to Managers in Workday
  • Differentiate when to Approve, Send Back, or Deny an Inbox request
  • Manage Delegations for business processes
  • Recognize tasks Managers complete related to Positions, Goals, and Performance
  • Use Workday Apps to manage team functions and run reports
  • Locate helpful resources like support roles and job aids
  • Workday Help