Workday Merit – Delegation and Complete on Behalf Of at Texas A&M University-Corpus Christi

Delegating the Merit Process Step 1. Go to your inbox and select “My Delegations” Step 2. Select “Manage Delegations” Step 3. Enter a Begin Date of Today and End Date of 08/31 Step 4. Enter a Delegate’s name Step 5. Under “Do Inbox Tasks On My Behalf” in the “For Business Process” enter “Initiate Merit Process”

Delegating the Merit Process, cont. Step 6. Place a check in the “Retain Access to Delegated Tasks in Inbox” so you have final approval of the process Step 7. Submit

Delegating the Merit Process, cont. **If you do not have a Default Alternate setup you will receive an error upon submission. Simply uncheck the “Use Default Alternate” and enter an Alternate Delegate.**

Complete On Behalf Of **If you have delegated the Initiate Merit Process (noted above) your delegate can do this step for you.** Step 1. From the inbox item select the Sub Org icon Step 2. Under the actions column to the far right choose “Complete on Behalf”. This will need to be done for each Organization you want this action completed on, however, it will pull all associated Sub Orgs below it. Step 3. Click the Confirm Box and Enter a Comment Step 4. Click Complete on Behalf of **Now the merits will be available to edit.