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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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


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


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