Aptly and Workday: A Powerful Integration for Delegation of Authority Management

Aptly is a cloud-based software that helps companies manage their delegation of authority (DOA) more effectively and securely. DOA is the process of assigning and revoking authority to employees to perform certain actions, such as approving invoices, signing contracts, or accessing sensitive data. DOA is essential for ensuring compliance, accountability, and efficiency in any organization.

However, managing DOA can be challenging, especially when you have multiple systems, platforms, and applications that require different levels of authority. How do you keep track of who has what authority, and how do you update it when there are changes in the organization or the business environment? How do you ensure that your employees have the right authority to do their jobs, but not more than they need? How do you prevent unauthorized actions, fraud, or errors that can result in financial losses, legal risks, or reputational damage?

That's where Aptly comes in. Aptly is a DOA management software that allows you to define, assign, and monitor authority across your entire organization and across all your systems and platforms. With Aptly, you can:

Create and maintain a single source of truth for your organizational chart and employee reporting structure, and sync it with your HR system, such as Workday.

• Define and enforce rules and policies for delegating authority, such as who can delegate, to whom, for what, and for how long.
• Assign and revoke authority to employees based on their roles, responsibilities, and reporting relationships, and automate the process of updating authority when there are changes in the organization.
• Monitor and audit all the actions and approvals performed by your employees and generate reports and dashboards to track compliance and performance.
• Integrate with your other systems and platforms, such as Workday, to control what an employee can and cannot approve or do within those systems, and to view all the authority an employee has across the company and in other systems in one place.

What is Workday and how does it work with Aptly?

Workday is a leading cloud-based software that provides human capital management, financial management, and planning solutions for enterprises. Workday helps you manage your workforce, your finances, and your business operations in a unified and secure platform.

Workday also has a built-in approval workflow system that allows you to define and automate the approval process for various tasks, such as expense reports, purchase orders, time off requests, and more. Workday allows you to specify who can approve what, and how many approvals are required, based on criteria such as amount, type, or location.

However, Workday's approval workflow system is not designed to handle complex or dynamic DOA scenarios, such as when you need to delegate authority temporarily, or when you need to adjust authority based on changing business conditions or organizational structures. Workday also does not provide a comprehensive view of all the authority an employee has across the company and in other systems, which can lead to confusion, inconsistency, or duplication of authority.

That's why Aptly has developed a new integration with Workday that allows you to sync your organizational chart and employee reporting structure with Aptly, where you can manage your DOA more granularly and flexibly. The integration also allows you to sync your authority assignments and revocations with Workday, so that you can control what an employee can and cannot approve or do within Workday, based on the authority they have in Aptly. And, you can view all the approval rights an employee has within Workday, along with all the other authority they have across the company and in other systems, in the Aptly Authorities Hub.

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What are the benefits and features of the Aptly-Workday integration?

The Aptly-Workday integration offers many benefits and features for your organization, such as:

• Improved efficiency and productivity: You can streamline and automate your DOA management process, and reduce the time and effort required to assign and update authority. You can also eliminate manual errors, inconsistencies, or conflicts that can arise from managing authority in multiple systems.
• Enhanced compliance and security: You can ensure that your employees have the right authority to do their jobs, but not more than they need, and that your authority rules and policies are enforced consistently and securely across your organization and across all your systems. You can also monitor and audit all the actions and approvals performed by your employees, and generate reports and dashboards to track compliance and performance.
• Increased visibility and transparency: You can have a single source of truth for your organizational chart and employee reporting structure, and sync it with your HR system, such as Workday. You can also have a comprehensive view of all the authority an employee has across the company and in other systems, in the Aptly Authorities Hub, and access it anytime, anywhere, from any device.

The Aptly-Workday integration works out of the box with minimal configuration and support. It supports directory sync and single sign-on (SSO) for seamless user experience and data security. It also supports bi-directional data exchange, so that any changes made in either system are reflected in the other system in real time.

How can you get started with the Aptly-Workday integration?

If you are interested in learning more about the Aptly-Workday integration, or if you want to request a demo or a free trial, please visit our website at www.aptlydone.io or contact us at info@aptlydone.io. We would love to hear from you and show you how Aptly can help you manage your DOA more efficiently and securely.

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