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Workday Basics PDF
Workday Basics PDF
TABLE OF CONTENTS
Term Definition
An event that gives you the opportunity to change your benefit elections. These include staffing changes (such as getting
Benefit Event
hired or promoted) and life events (such as getting married or having a child.)
A business process in Workday includes tasks that you can initiate, act upon, and complete in order to accomplish a
desired business objective. Business processes are created using a combination of Actions, Approvals, Approval Chains,
To Dos, and/or Checklists. An Action can be a single task or sub process, which is also a combination of Actions, To Dos,
Business Process and/or Checklists. Within the process, conditions can be defined which will identify whether a step will be initiated.
Notifications can also be created to let a Workday user know that a step has begun, completed, or that a particular
review response was selected.
Examples of business processes include Hire, Change Job, Request Compensation Change, Terminate Employee etc.
Headcount The number of workers in an organization.
Life Event A benefit event that occurs in your personal life, such as getting married or having a child.
A visual depiction of the structure of an organization. It outlines the roles, responsibilities, and relationships between
Org Chart
individuals within an organization.
Any event that changes your position or job, such as a hire, transfer, or promotion. Staffing events usually trigger an
Staffing Event
opportunity to edit/modify benefit elections.
Supervisory organizations group workers into a management hierarchy and are the primary organization type in
Supervisory Workday's HCM. All workers are hired into supervisory organizations. Organization assignments such as company, cost
Organization center, and region can be configured for supervisory organizations, and unique business processes can be configured for
them as well.
Worker Profile Your continuously updated page which provides a quick view of your position and contact information.
A compact report displayed as an icon (a tile or a bubble) on any landing page, providing easy access to tasks and
Worklets
information that are used regularly. Examples: My Leadership Roles, Open Positions, and Anniversaries.
Getting Started: Workday Basics Page 4 of 16
ICON GLOSSARY
Workday Displays your home page. This icon can also be used to navigate
Logo back to your home page.
Actions and Buttons for commonly grouped tasks and reports. Accessed
View through worklets.
Comments A clickable icon used for you to leave comments for yourself
Icon and/or other users for a particular page or task.
A clickable icon on the home page where you can configure the
worklets that appear on your home page. Depending on your
Configure
organization's configuration, some worklets may be required,
Worklets
while others are optional. This icon can also be used as a Settings
icon.
Continue A clickable button that advances you to the next page or the next
Button step in your tasks process.
Delete Row A clickable icon that removes the current row from a grid.
A clickable icon used to narrow down data. Clicking this icon will
Filter create a row on your report where you filter data to display from
one or more columns.
Guide Me Guides you through the fields and sections of a task toward
Button completion.
Location, Located in the Worker Profiles. Location is location of the worker,
Phone, Email email is email address of the worker, and phone is the phone
Icons number the worker has on file.
A button that displays several additional choices based on the
More Button
business process.
A clickable button that advances you to the next page or the next
Next Button
step in your tasks process.
View
A clickable icon used to view a page as a printable PDF file. This
Printable
can be restricted using the domain, Export to PDF and Excel.
Version PDF
Save Button A clickable button to save the item you may be working on.
NAVIGATE THE HOME PAGE Click the Remove Row icon to remove a worklet from the
dashboard.
In Workday, data can be entered using “tasks” and viewed using
“reports.” The Workday Home page displays worklets that provide Click the Move Row Up arrow or Move Row Down arrow to
access to tasks and reports. Because the Home page is highly reorder the worklets on the page. To move a worklet to the first or last
configurable, your organization may display different worklets. position, use the Move Row to Top or Move Row to Bottom
arrows .
CONFIGURE WORKLETS
Additional worklets can be added to your Home page.
Errors prevent you from completing a task until the error is fixed.
Similarly, you can find Related Actions while viewing tasks and
reports in the header.
You can also use this to switch accounts if you are a delegate.
For example, to find a worker, type their name into the Search field
and press Enter. From the search results, click People to filter the
results to only display workers in your organization. Search categories
are used to filter your search for faster, more accurate results.
Keep in mind that searches find exact matches. If you misspell the
search text, you will likely not see any results. You can shorten words
to find more matches. Use longer search terms to improve the
accuracy and reduce the time to return results. For example, if you
are searching for the Maintain Project Worker Roles task, the search
string “main pro work” returns more relevant results than the search
string “Maintain Project”.
To activate a product tour, click the question mark in the top-right 1. Click your Profile icon in the upper-right corner.
corner.
2. Click Inbox.
DELEGATE YOUR INBOX 7. Select a Delegation Rule if you are delegating a business process.
Workday allows you to delegate your Inbox items to a colleague if 8. Click Submit. A confirmation displays. The delegation will go to
you’re unable to perform the actions yourself due to time off or a leave your manager to approve.
of absence. 9. Click Done.
From your Inbox:
Note: Select the Business Processes Allowed for
1. Click the More arrow and select My Delegations. Delegation tab from your My Delegations page to view
which business processes you can delegate.
WORKDAY MOBILE
MSU WORKDAY ACCOUNT INFORMATION
You will need the following information while setting up your Workday
mobile application.
Note: If you are only delegating Inbox tasks, leave the ANDROID
Start On My Behalf field blank. This option is for To install Workday on your Android device:
delegating the initiation of business processes.
1. From your device, navigate to the Google Play Store.
5. In the Do Inbox Tasks On My Behalf field, select whether to 2. Tap Search and enter Workday.
delegate all business processes, specific business processes, or
none of the above. 3. Tap Install.
6. Select the Retain Access to Delegated Tasks in Inbox 4. Tap Open to launch the Workday app.
checkbox to view and modify your Inbox while delegated. 5. Tap the Let’s get started button
Getting Started: Workday Basics Page 15 of 16
6. Complete initial setup steps, including agreeing to license 2. Search a keyword like Time. Suggested Workday tasks will
agreements and entering company settings. display.
IPAD AND IPHONE 3. Select a task and you are taken to the action in Workday.
To install Workday on your iPad or iPhone:
10. From your device, navigate to the App Store.
11. Enter Workday in the search field and select Workday from the
search results.
12. Tap Get and Install.
13. Tap Open, once the app has downloaded.
17. Tap OK to enable push notifications. For users with iPhone 6s and 6s Plus devices, Workday displays
Quick Actions from the Home screen that can be accessed with a
SPOTLIGHT SEARCH (IOS ONLY) single press.
Search for commonly used tasks in the Workday app, and they will 1. Press the Workday app icon from the home page firmly to quickly
display in the Top Hits. You must be logged in to Workday for the access the first four icons.
feature to work.
2. Select the app you’d like to use.
1. Tap your home screen in your iOS device and swipe right to open
Spotlight Search (depending on your iOS version you may need to If you reorder the icons on the home page, Quick Actions are updated
swipe down). to reflect the new top four.
Getting Started: Workday Basics Page 16 of 16
3D Touch learns your preferences over time, based on usage, and will 2. Scroll down and click Edit.
display the top four most commonly used tasks.
3. Tap the plus icon next to the Workday app icon to add it to the
Today View.
4. Tap Done.
If you reorder the icons on the Home page within the Workday app,
the Today view is updated to reflect the new top four icons.
The Today View learns your preferences over time, based on usage,
and will display the top four most commonly used tasks.