Proxy in the context of Workday refers to the authority to act on behalf of another user. Imagine your manager is on leave for 10 days, and there are multiple approvals pending that require immediate attention. In such cases, the manager can delegate their tasks to a peer or another manager in production tenants to ensure continuity. This process is called delegation.
However, in non-production tenants—primarily used for development and testing—delegation isn’t usually necessary. Instead, Workday provides the functionality of working as a proxy, enabling users to perform tasks on behalf of others without the need for explicit delegation.
Proxy Access in Workday Non-Production Tenants
Proxy functionality is exclusively available in non-production tenants, offering a streamlined way to manage development and testing tasks efficiently. This capability is especially beneficial for testing workflows, approvals, and other configurations without impacting production environments.
How to Use Proxy
Start Proxy
This task allows you to begin acting as another user in the non-production tenant. By starting a proxy session, you can:
- Test workflows and approvals from another user’s perspective.
- Verify user roles and security configurations.
- Simulate actions and validate functionality.
Stop Proxy
When you’re done with the proxy session, you can stop proxy access to return to your original login credentials. This ensures the changes or validations made during the proxy session are seamlessly concluded.
Tracking Proxy Sessions
Workday provides detailed reporting capabilities to monitor proxy activities. The “Signors and Attempted Signors” report offers insights into users starting and stopping proxy sessions, enabling better oversight and audit capabilities.
Limitations of Proxy Access
It’s essential to note that proxy access in Workday non-production tenants has certain restrictions. These include:
- Access to documents on “My Reports.”
- Background conversions.
- Business form printing.
- Email functionalities.
- Integrations, such as Reports as a Service, REST API, and Workday Studio.
- Mobile push notifications.
- User interface notifications.
- Scheduled reports.
- Workday Drive and other solutions.
These limitations ensure the proxy functionality remains focused on its core purpose—testing and validating configurations—while minimizing unnecessary disruptions or risks.
Why is Proxy Access Important?
Proxy access is a vital tool for those involved in Workday implementation, development, or testing. It allows seamless testing of user roles, business processes, and security configurations. By simulating various scenarios, professionals can ensure a smooth user experience when the configurations are deployed to production.
Conclusion
Proxy access in Workday non-production tenants is a powerful feature designed for testing and validation. By understanding its capabilities and limitations, professionals can optimize development workflows and ensure error-free implementations.