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Workday Help

Workday lets you record your time, edit your personal information, view your pay stubs, and more in a user-friendly interface that works on any computer or mobile device. Here, you'll find resources to help you become familiar with Workday and learn to perform common tasks.

 

Training Materials for Managers

Training materials

Topics covered

Getting Started for Managers - Manager worklets/dashboards
- Employee data
- Inbox and Notifications
Set Up Delegation - Allow another Broadie to assist you with inbox items
- Allow another Broadie to initiate processes on your behalf
Terminate an Employee - Terminate an Employee
Transfer (Manager Change), Promote, Change Job of an Employee - Manage Employee Changes
- Transfer, Promote, and Change Jobs
End/Extend Paid Affiliates - Manage Paid Affiliate Changes
End/Extend Temps - Manage Temp Changes
End/Extend Unpaid Affiliate, Independent Contractor, Tenant, or Consultant - Manage Unpaid Affiliate, Temp, Independent Contractor, Tenant and Consultant Changes
Change Business Title - Change a business title of your direct report
Manage Team Compensation - About the Compensation Worklet
- View Compensation via the Compensation Worklet
- View Compensation via Related Actions
- Request a One-Time Bonus for a Direct Report
- Request a Base Salary Change for a Direct Report
Print Merit Statements for your Team - Print Merit Statements for multiple employees
Print a Merit Statement for an Employee - Print a Merit Statement for an individual employee
Manage Your Team's Time Off - View your Employee's Time Off
- Enter your Employee's Time Off
- Correct/Cancel your Employee's Time Off
Manage Your Team's Timesheets - View a Worker's Time Details
- Approve, Send Back, or Deny Submitted Time
- Modify or Delete a Worker's Time
Hire an Employee or Temp - View and Create a Job Requisition
- Create a Position
- Manage and Edit Job Requisitions
- Move Forward/Decline a Candidate
Hire/Appoint Paid Affiliates - Appoint a Paid Affiliate
Hire/Appointing Unpaid Affiliates, Independent Contractors, Tenants, and Consultants - Appoint an Unpaid Affiliate, Independent Contractor, Tenant or Consultant



Training Materials for Employees

Training materials

Topics covered

Use Tools and Navigation - Navigate the Home Page
- Configure Worklets
- Error and Alert Messages
- Use Related Actions and the Menu Icon
- Navigate Using Search
- Change Your Account Settings.
- Product tours and error widget features
Use Your Inbox - Purpose of the Inbox
- View Your Inbox
Set Up Delegation - Allow another Broadie to assist you with inbox items
- Allow another Broadie to initiate processes on your behalf
Identify Your Place in the Organization - Locate Your Place in the Organization
- Locate the Organization to Which You Belong
- View/Export Your Org Chart
Modify Personal Information - Access Your Worker Profile Page
- Add or Change Your Contact Information
- Add or Change Emergency Contacts
- Modify Your Personal Information
- View Your Identity Paperwork
- Change Your Legal or Preferred Name
- View Transaction History
- Change a Business Title
- Manage Professional Profile Information
- Legal Name Effective Dating
Manage Your Benefits - Report a Coverage Change Event
- View and Print Benefit Elections
- View Dependent's Benefit Elections
- Manage Dependents
- Manage Beneficiaries
- How to Enroll in Dependent Care FSA
Print Your Merit Statement - Print your Merit Statement
Manage Your Time Off and Leave of Absence - View Time Off and Leave of Absence
- View Time Off and Leave of Absence Balances As Of a Certain Date
- Submit Time Off and Leave of Absence Requests
- Cancel a Submitted Time Off Request
- Cancel a Submitted Leave of Absence Request
- Modify Previously Submitted and Approved Time Off Requests
Request a Leave of Absence - Request a Leave of Absence
Change W-4 Withholding Elections - View and Update Withholding Elections (U.S. Employees Only)
Manage Payroll Options - About the Pay Worklet
- View Bonus and One-Time Payment History
- View Your Total Rewards
- View Your Tax Documents
- View Your Withholding Elections
- View/Print Payslips
- View Your Direct Deposit
View and Print Payslips - View Your Payslip
- Print Your Payslip
- Print Multiple Payslips
- Change Your Payslip Printing Election
Enter Time Worked in Time Tracking (for Hourly Employees) - Enter Time for Today
- Enter Time by Week
- Enter Time Worked against a Project
- View Details of Submitted Time
- Modify Previously Reported Time
- Request Time Off in Time Tracking
- High Volume Time Entry User functionality
Manage Direct Deposit (Payment Elections) - View and Update your Direct Deposit information
Employee Referrals and Job Search - Refer a Candidate
- View My Referrals
- Find Jobs
- Apply for a Job
- View My Applications



Training Materials for Mobile

Training materials

Topics covered

Getting Started with Workday for iPhone & Android

- Navigate Workday for iPhone/Android
- Rearrange the Order of Worklets
- Sign Out
- Your Inbox
- Search for Employees by Name in Workday
- Navigate the Org Chart
- Add Personal Notes
- Update Your Profile Photo
- Change Your Contact Info
- Request Time Off (including projects details)
- Enter Time Worked
- Use the Check In/Out from the Time Tracking Worklet (including projects details)
- Workday Drive (W: Drive)
- Change Your Password
- Edit and View Your Personal Goals
- Add a government ID
- iCloud storage

Install, Log In and Quick Actions for Android, iPhone & iPad - Install and log into Workday on Android, iPhone and iPad.
- Mobile authentication and Touch ID functionality (certain iOS devices ONLY)
- Spotlight search
- 3D Touch
- My Team Hotlink
- Today View