Today, employees across the Universities of Wisconsin rely heavily on manual processes, to-do lists, and reminders to complete their work. You may bounce between different files, spreadsheets, and systems like Human Resource System (HRS) or Shared Financial System (SFS) to find and complete tasks.
Beginning in July 2025, Workday will automate hundreds of finance, HR, and research administration workflows to route the right information to the right person at the right time.
Approvals
With Workday, your tasks will be assigned and routed to you based on your organization and security role. Your security role defines what you can see and do in Workday. Your most recently assigned tasks will appear on your Workday home page, and you will see your full list of assigned Workday items in My Tasks, which functions like an inbox.
When you’ve completed your work, Workday will route it to the next person in the approval process. After you take action, the items will move from My Tasks to the Archive, where you can view them for up to 90 days.
Delegation
If you’re out of the office, you or your manager can delegate your Workday tasks to others. You can delegate an individual task to one person, or you can delegate one or more specific business processes to up to five people.
Reassignment
In some situations, a task may need to be permanently assigned to someone else. Workday lets you or an administrator reassign the task to another team member, and you can no longer act on it.
Benefits to the Universities of Wisconsin
Workday’s approval and delegation processes will provide many benefits to all employees and their managers:
- The approval process is straightforward about who needs to take action.
- Tasks you need to complete will appear in one place.
- Notifications will let you know when others have taken action.
- Approvals will be quicker, easier, and more transparent than our current workflows.
- Work can be completed in your absence with delegation.
Check Out Approvals, Delegation, and Reassignment Resources
- Watch the approvals in Workday video
- Read the approvals in Workday overview
- Watch the delegation and reassignment in Workday video
- Read the delegation and reassignment in Workday overview
The Administrative Transformation Program (ATP) What’s Changing series will help you understand what will change when Workday goes live in July 2025. The resources will highlight a variety of topics in the months leading up to end-user training in March 2025.