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An Inbox filter enables you to create a personal Inbox filter that is available only to you in your Inbox. You can set an Inbox filter for specific processes that require your approval to display under action tab. Ex: Create a filter for time entries and filter your inbox to display just time entries that need to be approved by you.

The purpose of this job aid is to assist staff with delegating the initiation of all or specific business processes. Example: A manager can give an administrative assistant the ability to initiate a hire on their behalf, or a staff member or manager can delegate all business processes to someone in their Workday supervisory organization, when they know they will be out of the office for an extended period of time.

If you will be out of the office and have a few tasks in your inbox that must be approved as soon as possible, you can delegate them to someone else.

This job aid will walk you step-by-step on how to delegate various tasks in your inbox. If you want to assign someone access to work specific tasks in your inbox, please review the job aid My Delegations.