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Getting Started: Use Your Inbox
Employee Job Aid
Purpose of the Inbox
Delegate Your Inbox
Your Inbox includes notifications of tasks, approvals, due dates,
etc., that are sent to you automatically as defined in the system
business processes.
From the Actions tab:
View Your Inbox
2. Click Manage Delegations. The Current Delegations tab of the
My Delegations worklet displays.
1. Click your Profile Icon in the upper right hand corner.
3. Enter the Begin Date and End Date for the delegation.
2. Click Inbox to expand your viewable options.
4. Delegate field: select a user to delegate your tasks to.
3. Click the Actions tab to view your business process tasks,
approvals, and to dos.
4. Click the Archive tab to access the process status of any business
process you have been involved in.
1. Click the More arrow
> My Delegations.
If you are only delegating Inbox tasks, leave the Start On My
Behalf field blank. This option is for delegating the initiation of
business processes.
5. Do Inbox Tasks on My Behalf column: select whether to
delegate all business processes, specific business processes, or
none of the above.
For Business Processes Enter Time, Request Time Off,
Correct Time Off: approvals must be delegated to a
manager and cannot be delegated to a Department Initiator.
6. Mark the Retain Access to Delegated Tasks in Inbox check
box to view and modify your Inbox while delegated.
7. (optional) Click the + to add another delegate.
8. Click Submit.
nd
2 level manager approval is required to complete the
process.
9. Click Done.
5/14/2015
Questions? x6666
Learn more: http://madisoncollege.edu/in/get-started-workday | 1
Getting Started: Use Your Inbox
Click the Business Processes allowed for Delegation tab to
view which business processes you can delegate.
Employee Job Aid
Act as Delegate – Switch Accounts from Inbox
From your Inbox:
1. Click the task assigned to the employee you will act on behalf of.
Act as Delegate – Switch Accounts from Profile
2. Click Switch Account.
From the Workday banner:
1. Click Name/Account.
2. Click Switch Account.
3. Click the name of the employee you will act on behalf of.
3. Click OK.
4. Inbox functionality performs the same as when accessing your
own Inbox.
5. Repeat steps 1-3 above to switch back to Self.
5/14/2015
4. Inbox functionality performs the same as when accessing your
own Inbox.
5. Repeat steps 1-3 above to switch back to Self.
Questions? x6666
Learn more: http://madisoncollege.edu/in/get-started-workday | 2
Getting Started: Use Your Inbox
Bulk Approve
Find Details about the Action
From the Actions tab on the Inbox:
1. Click the More arrow
Employee Job Aid
From the Actions tab on the Inbox:
1. Click the actions icon
Inbox action
.
2. Click Bulk Approve.
3. Click to select the items you would like to approve. Click Select
All to auto-check the full list. Note: you can use Select All to
check all, and then deselect individual items to exclude from bulk
approval.
in the top right side of the selected
2. Click View Details.
3. On the View Event page that appears, click Process tab.
4. The Approval step may include one or more managers for this
event.
Starred or Favorite Actions
The Star icon is available on action items only.
The Inbox displays starred items on the Actions tab based on your
selected filter and sort order. When you select the Favorites filter, the
Inbox displays only the action items that you have starred.
4. Click OK.
5/14/2015
Questions? x6666
Learn more: http://madisoncollege.edu/in/get-started-workday | 3