All employees will need to login to Workday to complete onboarding tasks, manage their benefits, view pay stubs, and request or approve time off. These job aids also offer various tips and tricks to personalize notifications, search preferences, and other ways to simplify the Workday experience.
This training workflow is designed to help new employees adjust to basic Workday functionality. If you are looking for specific training, please navigate to the financials or HCM portals.
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Basics
| Business Process | Description |
|---|---|
| Apply for Jobs Through Workday | How to apply for jobs through Workday |
| Dates Matrix | Definition of date fields for HCM and financials business processes |
| Delegation | How to temporarily assign tasks to another user |
| Find Your NSHE ID | How to locate your NSHE ID in Workday |
| Getting Started with Workday | How to get started in Workday |
| Getting Started with Workday for iPhone & Android | How to use the Workday mobile app |
| Manage Email Notifications | How to set up email notifications for business processes |
| My Tasks, Archive and Filters |
How to navigate the My Tasks and Archive features and set up Inbox Filters |
| Payment Elections (Direct Deposit) | How to add or update your banking institution information |
| Report Navigation | How to drill down through high-level summaries and view line-item details, resort your views, export your spreadsheets to Excel, and create filters based on chosen parameters |
| Updating Contact Information in Workday | How to update your contact information (home address, personal email, home phone number, etc.) in Workday |
| Video - Basic Navigation Webinar | How to navigate basic Workday functions |
| View and Print Payslips | How to view and print your payslips |
| Workday Applications Guide |
Definitions of frequency used Workday applications |
| Year End Tax Documents | How to view year end tax documents (W-2) for 2018 and beyond |
Benefits
| Business Process | Description |
|---|---|
| Grants-in-Aid | How to initiate a Grants-In-Aid request within Workday |
| Video - Voluntary Benefits Enrollment | How to elect voluntary benefits offered in Workday |
| Voluntary Benefits | How to elect voluntary benefits |
| Workday Open Enrollment Process Guide for Employees | How to elect voluntary benefits during Open Enrollment period |
| Workday Open Enrollment Process Guide For Medical Residents | How to elect benefits during Open Enrollment period for medical residents only |
| Change Beneficiary | How to add, delete, or edit a beneficiary for benefits elected in Workday. For benefits outside of Workday, contact the vendor directly (e.g., PEBP, Standard, UNUM). |
| Change Benefits – Life Event | How to change or update Workday voluntary benefits when a Life Event takes place. Contact the benefits offices for all other plans |
| Change Retirement Savings |
How to elect or update contributions to the voluntary retirement plans (e.g., 457 Deferred Compensation, 403(b) Tax Sheltered Annuity). Contribution elections can be made pre or post income taxes as a set amount or percentage. |
| Edit Dependent | How to edit personal information about a dependent |
Time
| Business Process | Description |
|---|---|
| Approving Time | How to approve time or adjust a time entry for a worker |
| Correct My Time Off | How to adjust or cancel a time off request that has not been approved |
| Entering Time (Hourly) | How to enter and submit hourly time |
| Entering Time (Salaried) |
How to enter and submit time for salaried employees |
| Entering Time for Worker | How to edit and correct time on behalf of a worker |
| Ingresar Su Tiempo (Por Hora) (Entering Time) | How to track time (en Español) |
| Manage Your Time Off | How to manage your time off |