Top Tips for Effective Proxy Use.
Proxy access is a powerful feature that allows designated users to act on behalf of another employee in Workday® – Whether it’s approving requests, managing time-off, or updating certain records, proxy access ensures continuity and efficiency across your organisation.
What is Proxy Access?
At its core, proxy access in Workday® lets an authorised user perform specific actions on someone else’s behalf. This is especially useful when a manager or employee is unavailable, or when administrative support is needed.
Why Use Proxy Access?
The main objectives of proxy access include:
- Continuity of Work: Keep approvals, requests, and updates flowing smoothly even when the primary user is away.
- Efficiency: Reduce bottlenecks by allowing designated proxies to perform tasks without waiting for the original employee.
- Delegation: Empower team members or assistants to handle specific responsibilities while maintaining oversight.
- Accountability: Actions taken via proxy are tracked, ensuring transparency and compliance.
How to Navigate Proxy Access in Workday®
While the exact steps are covered in detail in our PDF and available to download at the end of this article , here’s an overview of how users typically interact with proxy access:
- Switching to Proxy: Users can switch into proxy mode via their Workday® profile and select the employee they are acting for.
- Available Actions: Depending on permissions, proxies may be able to approve requests, update personal data, or manage other workflows.
- Returning to Your Account: Exiting proxy mode returns the user to their own profile, ensuring separation of actions and accountability.
Key Benefits of Workday® Proxy Access
- Time Savings: No delays in approvals or administrative tasks, keeping the workflow efficient.
- Flexibility: Enables managers and employees to take time off without halting key processes.
- Collaboration: Supports teamwork by allowing trusted team members to step in as needed.
- Transparency: Every action taken in proxy mode is logged, maintaining a clear audit trail.
Important Take Away
- Understand your permissions—know what tasks you are authorised to perform.
- Communicate clearly with the person you are proxying for to avoid mistakes.
- Regularly review who has proxy access to maintain security and accuracy.
- Keep an eye on workflow notifications to ensure no actions are missed.
Next Steps
For a detailed, step-by-step guide on navigating and using proxy access effectively in Workday® —including screenshots, examples, and insider tips—download our free PDF guide:.
Click download for practical tips and guidance.