Team | Functional Area | Job Aid | Business Process/Task |
FIN
|
Grants
|
Adding Sub awards
| Adding a Sub award |
FIN
|
Grants
|
Adding Sub awards
| Create Subrecipient |
HCM
|
Academic Staffing
|
Academic Appointment
| Add Academic Appointment |
HCM
|
Academic Staffing
|
Academic Appointment
| Update Academic Information |
HCM
|
Academic Staffing
|
Academic Appointment
| End Academic Appointment |
HCM
|
Academic Staffing
| Academic Staffing Touchpoints Faculty
Staffing |
Academic Staffing Touchpoints Faculty Staffing
|
FIN
|
Financial Accounting
|
Accounting Adjustment
| Accounting Adjustment on a Supplier Invoice |
FIN
|
Banking & Settlement
|
Ad Hoc Events
| Create Ad Hoc Payment |
FIN
|
Banking & Settlement
|
Ad Hoc Events
| Create Ad Hoc Bank Transaction |
FIN
|
Banking & Settlement
|
Ad Hoc Events
| Create Ad Hoc Bank Transaction Template |
FIN
|
Financial Accounting
|
Allocation Run Finalize Event
| Schedule Allocation Run |
FIN
|
Financial Accounting
|
Allocation Run Finalize Event
| Finalize Allocations |
HCM
|
Recruiting
|
Apply Internal Job
| Internal Apply |
FIN
|
Business Assets
|
Asset Registration
| Asset Registration |
FIN
|
Business Assets
|
Asset Registration
| Asset Assign Accounting Event |
FIN
|
Business Assets
|
Asset Transfer Disposal and Reinstatement
| Asset Transfer for a Single Asset |
FIN
|
Payroll Accounting
|
Assign Costing Allocation
| Ad Hoc Costing Allocation Change - Contractual Worker |
FIN
|
Payroll Accounting
|
Assign Costing Allocation
| Ad Hoc Costing Allocation Change - PIN Worker |
FIN
|
Grants
|
Award Budget Hub Event
| Create Award Budget |
FIN
|
Grants
|
Award Budget Hub Event
| Create Budget Amendment |
FIN
|
Grants
|
Award Corrections and Amendments
| Correct an Award |
FIN
|
Grants
|
Award Corrections and Amendments
| Create an Award Amendment |
FIN
|
Banking & Settlement
|
Bank Account Management
| Create Bank Account |
FIN
|
Banking & Settlement
|
Bank Account Management
| Edit Bank Account |
FIN
|
Banking & Settlement
|
Bank Account Management
| View Bank Statements |
FIN
|
Banking & Settlement
|
Bank Account Management
| View Bank Statement Line |
FIN
|
Budgets
|
Budget Amendment
| Create Budget Amendment |
FIN
|
Budgets
|
Budget Check
| Edit Budget Check Options |
FIN
|
Business Assets
|
Business Assets
| Asset Cost Adjustment Event |
FIN
|
Business Assets
|
Business Assets
| Asset Impairment Event |
FIN
|
Business Assets
|
Business Assets
| Asset Adjust in Service Day |
HCM
|
Recruiting
| Candidate Management Process for Search
Chair Committee Members | Review Candidate |
HCM
|
Recruiting
| Candidate Management Process for Search
Chair Committee Members | Screen Candidate |
HCM
|
Recruiting
| Candidate Management Process for Search
Chair Committee Members | Interview Candidate |
HCM
|
Recruiting
| Candidate Management Process for Search
Chair Committee Members | Reference Check |
HCM
|
Benefits
|
Change Benefits ORP Life Change
| Enrolling in ORP Benefits |
HCM
|
HCM Core
|
Change Emergency Contact
| Update Emergency Contacts |
HCM
|
HCM Core
|
Change Jobs
| Start Change Job |
HCM
|
HCM Core
|
Change Jobs
| Change Job |
HCM
|
HCM Core
|
Change Jobs
| Propose Compensation Change |
HCM
|
Benefits
|
Change ORP Benefits Administrator
| Processing ORP Benefit Changes |
HCM
|
Benefits
|
Change ORP Benefits Administrator
| Manual Override |
GEN
|
Workday Basics
|
Checking Open Task Status
| Accessing the View Details Page |
GEN
|
Workday Basics
|
Checking Open Task Status
| Accessing the My Tasks Archive |
FIN
|
Financial Accounting
|
Create Accounting Journal
| Create Journal |
FIN
|
Financial Accounting
|
Create Allocation and Statistic
| Create Allocation Definition |
FIN
|
Financial Accounting
|
Create Allocation and Statistic
| Create Statistic |
FIN
|
Expenses
|
Create Expense Report for Worker
| Create Expense Report for Worker |
FIN
|
Payroll Accounting
|
Create Initial Payroll Commitment
| Create Initial Payroll Commitment |
HCM
|
Recruiting
|
Create Job Application
| Create Job Application |
FIN
|
Expenses
|
Create Spend Authorization for Worker
| Create Spend Authorization for Worker |
FIN
|
Supplier Accounts
|
Creating and Updating Suppliers
| Creating Suppliers |
FIN
|
Supplier Accounts
|
Creating and Updating Suppliers
| Updating Supplier Records |
FIN
|
Grants
|
Creating Award Events and Schedules
| Create Award |
FIN
|
Grants
|
Creating Award Events and Schedules
| Create a Billing Schedule |
FIN
|
Grants
|
Creating Award Events and Schedules
| Create Award Schedule |
FIN
|
Customer Accounts
|
Customer Event
| Create a Customer |
FIN
|
Customer Accounts
|
Customer Change Events
| Customer Banking Change Event |
FIN
|
Customer Accounts
|
Customer Change Events
| Customer Payment Change Event |
FIN
|
Customer Accounts
|
Customer Change Events
| Customer Summary Change Event |
FIN
|
Customer Accounts
|
Customer Change Events
| Customer Credit Change Event |
FIN
|
Customer Accounts
|
Customer Change Events
| Customer Contract Amendment Change Event |
FIN
|
Customer Accounts
|
Customer Change Events
| Create Customer Contract Change |
FIN
|
Customer Accounts
|
Customer Contract Event
| Create Customer Contract |
FIN
|
Customer Accounts
|
Customer Contract Event
| Create Billing Schedule for Customer Contract |
FIN
|
Customer Accounts
|
Customer Contract Event
| Create Customer Contract by Copy Details from Existing
Customer Contract or Copy from Contract Template |
FIN
|
Customer Accounts
|
Customer Invoice Event Part 1
| Create Customer Invoice |
FIN
|
Customer Accounts
|
Customer Invoice Event Part 1
| Customer Invoice Adjustment |
FIN
|
Customer Accounts
|
Customer Invoice Event Part 1
| Create Credit and Rebill |
FIN
|
Customer Accounts
|
Customer Invoice Event Part 1
| Customer Invoice Maintenance |
FIN
|
Customer Accounts
|
Customer Invoice Event Part 1
| Customer Invoice Email |
FIN
|
Customer Accounts
|
Customer Invoice Event Part 2
| Create Customer Invoice from Billing Schedule |
FIN
|
Customer Accounts
|
Customer Invoice Event Part 2
| Schedule Create Customer Invoices for Billing Installments |
FIN
|
Customer Accounts
|
Customer Payments Part 1
| Record Customer Payment |
FIN
|
Customer Accounts
|
Customer Payments Part 1
| Apply Customer Payment |
FIN
|
Customer Accounts
|
Customer Payments Part 1
| Create Customer Deposit |
FIN
|
Customer Accounts
|
Customer Payments Part 1
| Record Customer Overpayment |
FIN
|
Customer Accounts
|
Customer Payments Part 2
| Interest and Late Fees |
FIN
|
Customer Accounts
|
Customer Payments Part 2
| Bad Debt Write-Off From the Task |
FIN
|
Customer Accounts
|
Customer Payments Part 2
| Bad Debt Write Off |
FIN
|
Customer Accounts
|
Customer Payments Part 2
| Customer Statement Event |
GEN
|
Workday Basics
|
Dashboards
| View Dashboards |
GEN
|
Workday Basics
|
Dashboards
| Configure Worklets on a Dashboard |
HCM
|
HCM Core
|
Delegations
| Adding a Delegate |
HCM
|
HCM Core
| Disability and Veteran Identification
(Employee as Self) | Disability Identification |
HCM
|
HCM Core
| Disability and Veteran Identification
(Employee as Self) | Veteran Identification |
FIN
|
Customer Accounts
|
Dunning Letter Event
| Print Dunning Letters |
FIN
|
Customer Accounts
|
Dunning Letter Event
| Email Dunning Letter |
FIN
|
Internal Services
|
Edit Internal Service Delivery
| Edit Internal Service Delivery |
HCM
|
Talent
|
Education Management Self Service
| Manage Education |
HCM
|
Talent
|
Education Management Self Service
| Edit Education |
GEN
|
Workday Basics
|
EIB Overview
| Launch/Schedule Integration |
GEN
|
Workday Basics
|
EIB Overview
| Check for Validation Errors |
GEN
|
Workday Basics
|
EIB Overview
| Generating EIB Template |
HCM
|
HCM Core
|
Employee Onboarding in Workday
| Onboarding Setup |
HCM
|
HCM Core
|
Employee Onboarding in Workday
| RPT077 HCM Onboarding Status Summary - By Worker and
Sup Org |
HCM
|
Learning
|
Enroll Drop Learning
| Enrolling in Learning Courses |
HCM
|
Learning
|
Enroll Drop Learning
| Starting and Continuing Bookmarked Courses |
HCM
|
Learning
|
Enroll Drop Learning
| Dropping a Course |
HCM
|
Learning
|
Enroll Drop Learning
| View My Learning History |
HCM
|
Recruiting
|
Evergreen Requisition
| Create Evergreen Requisition |
HCM
|
Recruiting
|
Evergreen Requisition
| Edit Evergreen Requisition |
HCM
|
Recruiting
|
Evergreen Requisition
| Close Evergreen Requisition |
FIN
|
Expenses
|
Expense Reports
| Create Expense Reports for Employees |
FIN
|
Expenses
|
Expense Reports
| View and Edit Expense Reports for Employees |
GEN
|
Workday Basics
|
Getting Started in Workday
| Workday Homepage |
GEN
|
Workday Basics
|
Getting Started in Workday
| Workday Search |
GEN
|
Workday Basics
|
Getting Started in Workday
| View All Apps |
GEN
|
Workday Basics
|
Getting Started in Workday
| Workday Notifications and My Tasks |
GEN
|
Workday Basics
|
Getting Started in Workday
| Error and Alert Messages |
GEN
|
Workday Basics
|
Getting Started in Workday
| Related Actions |
GEN
|
Workday Basics
|
Getting Started in Workday
| View Worker Profile |
GEN
|
Workday Basics
|
Getting Started in Workday
| Related Actions in Your Worker Profile |
GEN
|
Workday Basics
|
Getting Started in Workday
| Global Navigation |
FIN
|
Grants
|
Grant Costing Events
| Reprocess Award Costs |
FIN
|
Grants
|
Grant Costing Events
| Assign Costing Allocation |
FIN
|
Grants
|
Grants - Managing Grant Hierarchies
| Viewing Grant Hierarchies |
FIN
|
Grants
|
Grants - Managing Grant Hierarchies
| Creating Grant Hierarchies |
FIN
|
Grants
|
Grants - Managing Grant Hierarchies
| Editing Grant Hierarchies |
FIN
|
Grants
|
Grants - Managing Grant Hierarchies
| Navigating Grant Hierarchies |
FIN
|
Grants
|
Grants - Managing Grant Hierarchies
| Deactivating Grant Hierarchies |
FIN
|
Grants
|
Grants - Managing Grant Hierarchies
| Editing an Organization |
FIN
|
Grants
|
Grants - Managing Grant Hierarchies
| Deactivating Custom Organization |
HCM
|
HCM Core
|
Hiring for Managers
| Hire Employee - Direct Hire |
HCM
|
HCM Core
|
Hiring for Managers
| Hire Employee - Recruit to Hire |
HCM
|
HCM Core
|
Home Contact Change
| Change Home Contact Information |
HCM
|
HCM Core
|
I-9 Management
| Complete Form I-9 |
HCM
|
HCM Core
|
I-9 Management
| Complete Form I-9 Section 3 |
HCM
|
HCM Core
|
I-9 Management
| Amend I-9 |
HCM
|
HCM Core
|
I-9 Management
| Internal Audit Form I-9 |
HCM
|
HCM Core
|
I-9 Management
| RPT188 New Hires Missing an Electric Form I-9 |
FIN
|
Internal Services
|
Internal Service Delivery Event
| Create Internal Service Delivery |
FIN
|
Internal Services
|
Internal Service Delivery Event
| Create Internal Service Delivery w/EIB |
FIN
|
Internal Services
|
Internal Service Provider
| Create Internal Service Provider |
FIN
|
Internal Services
|
Internal Service Provider
| Find Internal Service Provider |
HCM
|
HCM Core
|
Job Analysis Request
| Job Analysis Request |
HCM
|
Recruiting
|
Job Application and Assessment
| View Candidate Job Application |
HCM
|
Recruiting
|
Job Application and Assessment
| Assess Candidate |
HCM
|
Recruiting
|
Job Processes for Non HR Employees
| Create Job Requisition |
HCM
|
Recruiting
|
Job Processes for Non HR Employees
| Edit Job Requisition |
HCM
|
Recruiting
| Job Requisition and Candidate Offer
Approval Process | Approve Job Requisition (Recruiters) |
HCM
|
Recruiting
| Job Requisition and Candidate Offer
Approval Process | Approve Job Requisition (Managers) |
HCM
|
Recruiting
| Job Requisition and Candidate Offer
Approval Process | Approve Job Requisition (Compensation Partner) |
HCM
|
Recruiting
| Job Requisition and Candidate Offer
Approval Process | Approve Job Requisition (HCM Division Executive) |
HCM
|
Recruiting
| Job Requisition and Candidate Offer
Approval Process | Approve Job Requisitions (Non-Academic Position) (Central
Budget Manager) |
HCM
|
Recruiting
| Job Requisition and Candidate Offer
Approval Process | Approve Job Requisition (Academic Position) |
HCM
|
Recruiting
| Job Requisition and Candidate Offer
Approval Process | Offer Letter Approval for Non-Academic Staff Positions |
HCM
|
Recruiting
| Job Requisition and Candidate Offer
Approval Process | Offer Approval for Academic Staff Positions |
HCM
|
Recruiting
|
Job Requisition Processes for HR
| Create Job Requisition |
HCM
|
Recruiting
|
Job Requisition Processes for HR
| Edit Job Requisition |
HCM
|
Recruiting
|
Job Requisition Processes for HR
| Create Supplementary Questionnaire for Job Requisition |
HCM
|
Recruiting
|
Job Requisition Processes for HR
| Close Job Requisition |
HCM
|
Recruiting
|
Job Requisition Processes for HR
| Freeze Job Requisition |
HCM
|
Recruiting
|
Job Requisition Processes for HR
| Move Job Requisition |
HCM
|
Learning
|
Learning Admin Dashboard
| Accessing the Learning Admin Dashboard |
HCM
|
Learning
|
Learning Admin Dashboard
| Management Menu |
HCM
|
Learning
|
Learning Admin Dashboard
| Campaigns Menu |
HCM
|
Learning
|
Learning Admin Dashboard
| Learning Admin Dashboard Worklets |
HCM
|
Learning
|
Learning Enrollments
| Mass Enroll by Role |
HCM
|
Learning
|
Learning Enrollments
| Enroll My Team |
HCM
|
Learning
|
Learning Enrollments
| Learning Admin Mass Enroll |
HCM
|
Learning
|
Learning Enrollments
| Mass Cancelling Learning Enrollments |
HCM
|
Learning
|
Learning Instructor Guide
| About the Workday Learning Trainer App |
HCM
|
Learning
|
Learning Instructor Guide
| Courses |
HCM
|
Learning
|
Learning Instructor Guide
| Manage My Training Activities |
HCM
|
Learning
|
Learning Instructor Guide
| Find Workers to Enroll |
HCM
|
Learning
|
Learning Instructor Guide
| Manage Waitlists |
HCM
|
Learning
|
Learning Instructor Guide
| My Schedule |
HCM
|
Learning
|
Learning Instructor Guide
| Manage Grading and Attendance |
HCM
|
Learning
|
Learning Managing Instructors
| Creating Internal Instructors |
HCM
|
Learning
|
Learning Managing Instructors
| Deactivating Internal Instructors |
HCM
|
Learning
|
Learning Managing Instructors
| Create External Learning Instructors |
HCM
|
Learning
|
Learning Managing Instructors
| Deactivating External Instructors |
HCM
|
Learning
|
Learning Surveys
| Survey Question Formats |
HCM
|
Learning
|
Learning Surveys
| Create Survey |
HCM
|
Learning
|
Learning Surveys
| Distributing Surveys |
HCM
|
Learning
|
Learning Surveys
| Distribution Frequency Options |
HCM
|
Learning
|
Learning Surveys
| Reviewing Responses and Gathering Metrics |
HCM
|
Learning
|
Learning Surveys
| Close Survey |
HCM
|
HCM Core
|
Legal Name and Preferred Name Change
| Update Legal Name |
HCM
|
HCM Core
|
Legal Name and Preferred Name Change
| Update Preferred Name |
HCM
|
HCM Core
|
Manage Jobs
| Add Additional Job |
HCM
|
HCM Core
|
Manage Jobs
| End Additional Job for an Employee |
HCM
|
HCM Core
|
Manage Jobs
| Switch Primary Job |
HCM
|
Learning
|
Manage Learning Equivalencies
| Creating a Singular Equivalency Rule |
HCM
|
Learning
|
Manage Learning Equivalencies
| Creating a Group Equivalency Rule |
HCM
|
Learning
|
Manage Learning Equivalencies
| Editing an Existing Equivalency |
HCM
|
Learning
|
Manage Learning Equivalencies
| Inactivating an Equivalency |
HCM
|
HCM Core
|
Manage Photo Change
| Change My Photo |
HCM
|
HCM Core
|
Manage Positions
| Create Position |
HCM
|
HCM Core
|
Manage Positions
| Edit Position |
HCM
|
HCM Core
|
Manage Positions
| Edit Position Restrictions |
HCM
|
HCM Core
|
Manage Positions
| Freeze Position |
HCM
|
HCM Core
|
Manage Positions
| Close Position |
HCM
|
HCM Core
|
Manage Workers
| Move a Worker to New Manager |
HCM
|
HCM Core
|
Manage Workers
| Move Workers (Supervisory) |
HCM
|
HCM Core
|
Manage Workers
| Add Retiree Status |
HCM
|
HCM Core
|
Manage Workers
| Remove Retiree Status |
HCM
|
HCM Core
|
Manage Workers
| Title Change |
HCM
|
HCM Core
|
Manage Workers
| Work Contact Change |
HCM
|
HCM Core
|
Manage Workers
| Edit Worker Additional Data |
HCM
|
Learning
|
Managing Workday Learning Classes
| Workday Learning Educational Materials |
HCM
|
Learning
|
Managing Workday Learning Classes
| Creating a Lesson |
HCM
|
Learning
|
Managing Workday Learning Classes
| Creating a Course |
HCM
|
Learning
|
Managing Workday Learning Classes
| Creating a Program |
HCM
|
Learning
|
Managing Workday Learning Classes
| Cancelling a Class |
HCM
|
Learning
|
Mark Learning Complete
| Marking Learning as Completed |
FIN
|
Supplier Accounts
|
Match Exceptions
| Supplier Accounts Match Exception Override |
HCM
|
HCM Core
|
New Position Description Request
| New Position Description Request |
HCM
|
HCM Core
|
Non Paid Worker Management
| Contract Contingent Worker |
HCM
|
HCM Core
|
Non Paid Worker Management
| Edit Contingent Worker Contract |
HCM
|
HCM Core
|
Non Paid Worker Management
| End Contingent Worker Contract |
FIN
|
Banking & Settlement
|
Payment Management and Settlement
| Releasing a Payment |
FIN
|
Banking & Settlement
|
Payment Management and Settlement
| Returning a Payment |
FIN
|
Banking & Settlement
|
Payment Management and Settlement
| Create a Payment Return Statement |
FIN
|
Banking & Settlement
|
Payment Management and Settlement
| Reviewing Payment Acknowledgements |
FIN
|
Payroll Accounting
|
Payroll Accounting Adjustment
| Create Payroll Accounting Adjustment - Percentages |
FIN
|
Payroll Accounting
|
Payroll Commitment Adjustment
| Create Payroll Commitment Adjustment |
HCM
|
Talent
|
Performance Review Employees
| Employee Self Evaluation for Performance Review |
HCM
|
Talent
|
Performance Review Employees
| Employee Acknowledgement of Performance Review |
HCM
|
Talent
|
Performance Review Employees
| View Performance Reviews |
HCM
|
Talent
|
Performance Review Manager
| Employee Performance Review |
HCM
|
HCM Core
|
Personal Information Change
| Change Personal Information |
FIN
|
Budgets
|
Plan Event
| Maintain Budget |
HCM
|
Recruiting
|
Post Job Update Job Posting
| Post Job |
HCM
|
Recruiting
|
Post Job Update Job Posting
| Update Job Posting |
FIN
|
Procurement
|
Procurement Events
| Mass Reopen Procurement Documents |
FIN
|
Procurement
|
Procurement Events
| Reopen Closed Purchase Orders |
FIN
|
Procurement
|
Procurement Events
| Reopen Requisitions |
FIN
|
Procurement
|
Procurement Events
| Procurement Mass Close |
FIN
|
Procurement
|
Procurement Events
| Procurement Roll Forward |
FIN
|
Procurement
|
Procurement Events
| Mass Change Requisition Requester |
FIN
|
Projects
|
Project Hierarchy
| Create Project Hierarchy |
FIN
|
Projects
|
Project Hierarchy
| View Project Hierarchy |
FIN
|
Projects
|
Project Management
| Verify Capital Project Expense |
FIN
|
Projects
|
Projects for Analysts
| Create Project for Analysts |
FIN
|
Projects
|
Projects for Analysts
| Edit a Project Using the Project Name |
FIN
|
Projects
|
Projects for Analysts
| Edit a Project if Project Name is Unknown |
FIN
|
Projects
|
Projects for Analysts
| View a Project |
FIN
|
Procurement
| Purchase Orders Requisitions Change
Orders | Requisition Sourcing Event |
FIN
|
Procurement
| Purchase Orders Requisitions Change
Orders | Find Purchase Orders |
FIN
|
Procurement
| Purchase Orders Requisitions Change
Orders | Edit Purchase Order |
FIN
|
Procurement
| Purchase Orders Requisitions Change
Orders | Cancel Purchase Order |
FIN
|
Procurement
| Purchase Orders Requisitions Change
Orders | Change Order |
FIN
|
Procurement
| Purchase Orders Requisitions Change
Orders | Create Purchase Order |
FIN
|
Procurement
| Purchase Orders Requisitions Change
Orders | Create Supplier Contract Amendment |
FIN
|
Procurement
|
Receipts
| Create Receipt |
FIN
|
Procurement
|
Receipts
| Create Receipt Adjustment |
FIN
|
Procurement
|
Receipts
| Cancel Receipt |
HCM
|
Recruiting
|
Recruiting Hub
| Recruiting Hub Access |
HCM
|
Recruiting
|
Recruiting Hub
| Add a Card |
HCM
|
Recruiting
|
Recruiting Hub
| Move or Remove Card |
FIN
|
Financial Accounting
|
Recurring Journal Generation
| Create Recurring Journal Template |
FIN
|
Financial Accounting
|
Recurring Journal Generation
| Recurring Journal Generation |
HCM
|
Recruiting
|
Referral
| Refer a Candidate |
HCM
|
Recruiting
|
Regenerating Offer Documents
| Regenerate Offer Documents |
GEN
|
Workday Basics
|
Reporting
| Accessing Reports from Search Bar |
GEN
|
Workday Basics
|
Reporting
| Accessing Reports from an Application |
GEN
|
Workday Basics
|
Reporting
| Saving and Using Report Prompt Filters |
GEN
|
Workday Basics
|
Reporting
| Viewing and Using Reports |
GEN
|
Workday Basics
|
Reporting
| Filtering and Sorting Reports Using Columns |
GEN
|
Workday Basics
|
Reporting
| Filtering Reports by Setting Up a Filter |
HCM
| Time and Absence Management |
Request and Manage Time Off Employee
| Request Time Off |
HCM
| Time and Absence Management |
Request and Manage Time Off Employee
| Request Leave of Absence |
HCM
| Time and Absence Management |
Request and Manage Time Off Employee
| Request Return from Leave of Absence |
HCM
| Time and Absence Management |
Request and Manage Time Off Employee
| View My Absence |
HCM
| Time and Absence Management |
Request and Manage Time Off Employee
|
View Absence Balance
|
FIN
|
Procurement
|
Requisition Event
| Create Requisition by Requesting Non-Catalog Items |
FIN
|
Procurement
|
Requisition Event
| Create Requisition by Connecting to Supplier Website |
HCM
|
HCM Core
|
Resign - Manager
| Resign an Employee |
HCM
|
HCM Core
|
Resignation - Employee
| Resigning through Workday |
FIN
|
Procurement
|
Return to Supplier Event
| Create Return from Purchase Order |
FIN
|
Procurement
|
Return to Supplier Event
| Create Return from Receipt |
FIN
|
Procurement
|
Return to Supplier Event
| Review Return to Supplier by a Purchase Order Buyer |
FIN
|
Financial Accounting
|
Reverse Accounting Journal
| Reverse Accounting Journal |
HCM
| Time and Absence Management |
Review, Edit, Correct, Approve Time
| Review Time |
HCM
| Time and Absence Management |
Review, Edit, Correct, Approve Time
| Editing/Correcting Elapsed Time |
HCM
| Time and Absence Management |
Review, Edit, Correct, Approve Time
| Approving Individual Time - Workday Inbox |
HCM
| Time and Absence Management |
Review, Edit, Correct, Approve Time
| Mass Approving Time-Review Time Task |
HCM
| Time and Absence Management |
Review, Edit, Correct, Approve Time
| Approving Overtime |
FIN
|
Customer Accounts
|
Sales Item
| Sales Item |
FIN
|
Customer Accounts
|
Sales Item
| Edit Sales Item |
FIN
|
Customer Accounts
|
Sales Item
| Inactivate Sales Item |
FIN
|
Customer Accounts
|
Sales Item
| Add Sales Item Group |
FIN
|
Customer Accounts
|
Sales Item
| Remove Sales Item Group |
FIN
|
Customer Accounts
|
Sales Item
| Add Sales Items to Sales Item Group |
HCM
|
HCM Core
|
Service Date Change
| Edit Service Dates |
FIN
|
Banking & Settlement
|
Settlement Events
| Print a Check |
FIN
|
Banking & Settlement
|
Settlement Events
| Create and Complete a Settlement Run |
FIN
|
Banking & Settlement
|
Settlement Events
| Perform a Stop Item Event |
FIN
|
Expenses
|
Spend Authorization Mass Close Event
| Mass Close Spend Authorization for Administrators. |
FIN
|
Expenses
|
Spend Authorizations
| Create Spend Authorization for Employees |
HCM
| Time and Absence Management |
Submit Time
| Enter Time: Non-Exempt Employee |
HCM
| Time and Absence Management |
Submit Time
| Quick Add for Enter Time: Non-Exempt Employee |
HCM
| Time and Absence Management |
Submit Time
| Enter Time: Exempt Employee |
HCM
| Time and Absence Management |
Submit Time
| Quick Add for Enter Time: Exempt Employee |
HCM
| Time and Absence Management |
Submit Time
| Submit Time |
HCM
| Time and Absence Management |
Submit Time
| View Time |
HCM
| Time and Absence Management |
Submit Time
| Request Overtime |
FIN
|
Supplier Accounts
|
Supplier Accounts
| Remit To Supplier Connection |
FIN
|
Supplier Accounts
|
Supplier Accounts
| Order From Supplier Connection |
FIN
|
Supplier Accounts
|
Supplier Contracts Amendments
| Creating Supplier Contracts |
FIN
|
Supplier Accounts
|
Supplier Contracts Amendments
| Amending Supplier Contracts |
FIN
|
Supplier Accounts
|
Supplier Invoice Request
| Create Supplier Invoice Request |
FIN
|
Supplier Accounts
|
Supplier Invoice Request
| View and Edit My Supplier Invoice Requests |
HCM
|
Talent
|
Talent and Performance Management
| Start Performance Review |
HCM
|
Talent
|
Talent and Performance Management
| Start Disciplinary Action |
HCM
|
Talent
|
Talent and Performance Management
| Start Performance Improvement Plan |
HCM
|
Talent
|
Talent and Performance Management
| View Previous Performance Reviews, Disciplinary Actions, or
Performance Improvement Plans |
HCM
|
HCM Core
|
Tenure Clock Extension Request
| Tenure Clock Extension Request |
HCM
|
HCM Core
|
Termination
| Terminate Employee - Manager |
HCM
|
HCM Core
|
Termination
| Terminate Employee - HR Partner |
HCM
|
Learning
|
Tracking Learning Enrollment
| Tracking Learning Enrollment |
HCM
|
Recruiting
|
View Job Application
| View Job Application |
GEN
|
Workday Basics
|
Workday Common Reports
| General, HCM, Learning, Financial |
GEN
|
Workday Basics
|
Workday Homepage
| Workday Homepage |
GEN
|
Workday Basics
|
Workday Icons Overview
| Workday Icons |
GEN
|
Workday Basics
|
Workday Mobile App
| Configuring and Accessing the Workday Mobile App |
GEN
|
Workday Basics
|
Workday Tips and Tricks
| Setup, Searches, General |
FIN
|
Core FDM
|
Worker Credit Card Purge
| Schedule Worker Credit Card Purge |
FIN
|
Core FDM
|
Worker Credit Card Purge
| Find Credit Card Purges |