Workday - Getting started

Overview:

This document explains how employees can navigate frequently used features in Workday. Here are the topics covered to get started in Workday:

• Navigating Workday Homepage

• Menu

• View your Worker Profile

• Related Actions

• Related Actions from your Workday Profile

• Workday Notifications and My Tasks

• Error and Alert Messages

• Workday Search and Advance Search

Recommendations:

• The recommended browser for accessing Workday is Google Chrome. However, Mozilla Firefox and Apple Safari may also be used.

Icons referred to in This Document

Workday Home Landing Page

Note: The Workday Home Landing Page provides access to the search bar, menu, notifications, My Tasks, profile, applications, timely suggestions, recommended for you, announcements, and more.
Workday Home Landing Page – Non- Managers

Workday Home Page – Managers

Menu

Note: The Menu allows access to your applications and shortcuts from anywhere in Workday, not just your Workday home page. Applications (also referred to as apps, dashboards, and worklets) allow you to view information and reports, conduct interactive analysis with charts, and run tasks.

Select Menu, located on the upper left corner of Workday, to view apps and personalize your app list and shortcuts.

The Menu displays on the left side of the screen.

Select an Application to view the information, tasks, and reports it contains.

Select Add Apps to add applications to your Menu Panel.

Enter the desired app name in the Search bar.

Select an application using Add to add it to your Menu Apps tab.

Select Edit to organize or remove applications.

Select and drag the application to change the desired apps order using the six dots located to the left of the application name.

Select Remove to delete an application from your Menu panel.

 

• A max of 20 Apps can display in your menu at once.

• The number of Apps on your panel can be seen in the parenthesis by Edit Apps.

The Shortcuts tab in the Menu allows you to create up to 10 shortcuts for tasks and reports.

• Shortcuts allow you to access frequently used tasks and reports quickly.

• Open an App or a Shortcut in a new tab by right-clicking the app or shortcut on the menu.

Workday Search

• Workday makes it easy to quickly search for people, tasks, reports, and business data using the Search bar.

• The Search bar is one of the main methods for finding people, tasks, reports, and business data in Workday.

• Employees can narrow the search results by selecting people or tasks and reports on the left. They can also select more categories to help narrow the search results.

• Common Searches include: Create an Expense Report; Endorse a Candidate or Refer a Candidate; Find Workers.

Enter the Task Name, Report, or Worker's Name in the Search bar.

Select the Task, Report or Worker from the search results list or select View All to review all results.

 

• Search results include exact matches only. If you misspell a search term, Workday will not return search results.

• Search results are dependent on your assigned security roles and permissions in Workday. Your search results may differ from a colleague's if your colleague has different security roles and permissions.

• To narrow your Search results, use prefixes to filter a specific type of Workday object. For example, using the Sup Org prefix searches all Supervisory Organization definitions available to you.

 

Advance Workday Search

Advance Search allows you to narrow search results via search modifiers.

Enter the Task Name, Report, or Worker's Name in the Search bar on the Workday Home Page.

(Some records can be searched using their prefixes for different types of records to simplify the
categorization of data (e.g., entering "PO:12345" instead of Purchase Order))