Ensuring continuity of operations for separated employees

Did you know you can’t hold a delegation for a separated employee? Units with separating employees, including those partaking in voluntary early retirement incentives, are encouraged to review and implement the following guidance:

Managers should ensure all tasks in a separating employee’s Workday inbox have been completed or reassigned before the employee’s separation date. Once an employee has separated from WSU, their Workday inbox can no longer be accessed via delegation. If a security role will be empty after an employee leaves WSU, work with your Security Partner to request the roles needed before the employee’s separation date. This will ensure business continuity for your unit. It is recommended best practice to have a backup time approver for every supervisory organization.

If a position is assigned to the manager role of a supervisory org and that position becomes vacant, the supervisory org will inherit the manager from above. After the supervisor’s separation date (or the date their assigned position becomes vacant) any actions that would route to them in their manager role will route to the inheriting manager. This includes time worked submissions, leave requests, spend authorizations, and expense reports. Please note that the manager role will inherit, but the time approver role, if filled with another active person, will not.

See the resources below for additional information about delegation in Workday:

• Delegation reference guide
• Workday Service Desk ticket: Request a delegation when a faculty or staff member is unable to do so themselves
• For employees assigned as delegates, review the Find Inbox Items That Have Been Delegated to You section in the Tools and Navigation reference guide
• “Delegations in Workday” Elevating Cougs session replay

Questions about delegation? Submit a ticket at the Workday Service Desk.