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 |
|---|---|
| How to apply for jobs through Workday | |
| Dates Matrix | Definition of date fields for HCM and financials business processes |
| How to temporarily assign tasks to another user | |
| How to locate your NSHE ID in Workday | |
| How to get started in Workday | |
| How to use the Workday mobile app | |
| How to set up email notifications for business processes | |
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How to navigate the My Tasks and Archive features and set up Inbox Filters |
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| How to add or update your banking institution information | |
| 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 |
| How to navigate basic Workday functions | |
| How to find and read your pay slip | |
| How to view and print your payslips | |
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Definitions of frequency used Workday applications |
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| How to view year end tax documents (W-2) for 2018 and beyond |
Benefits
| Business Process | Description |
|---|---|
| How to use the Hub to locate your benefits, payment elections, dependents, beneficiaries, and tax information | |
| 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). | |
| How to change or update Workday voluntary benefits when a Life Event takes place. Contact the benefits offices for all other plans | |
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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. |
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| How to edit personal information about a dependent | |
| How to initiate a Grants-In-Aid request within Workday | |
| How to elect voluntary benefits offered in Workday | |
| How to elect voluntary benefits | |
| How to elect voluntary benefits during Open Enrollment period | |
| How to elect benefits during Open Enrollment period for medical residents only |
Time
| Business Process | Description |
|---|---|
| How to approve time or adjust a time entry for a worker | |
| How to adjust or cancel a time off request that has not been approved | |
| How to enter and submit hourly time | |
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How to enter and submit time for salaried employees |
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| How to edit and correct time on behalf of a worker | |
| How to track time (en Español) | |
| How to manage your time off |