This is a recommended list of tasks for employees to get familiar with Workday.
| LOGIN | Log into Workday—view login instructions. |
TOOLS AND NAVIGATION 
| Job Aid: Tools and Navigation, Use Your Inbox and Delegations REVIEW: - Navigate the Home Page
- Become familiar with your Profile Menu and Related Actions
- Become familiar with your Inbox and Notifications
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| Job Aid: Access your Worker Profile Page REVIEW: - Personal Information (Gender, Race/Ethnicity, etc.): On Profile Menu --> Personal; --> Personal Information; --> Edit
- Home Address: On Profile Menu select Contact; Home Contact Information
- Job Title: On Profile Menu select Overview -->Job Details tab
- Salary (as of March 2020): On Profile Menu select Overview --> Compensation tab
- Supervisory Organization: On Profile Menu select Team
ADD: - Emergency Contacts: On Profile Menu select Contact", select Emergency Contacts tab.
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PAY
| Job Aid: Manage Your Pay Options REVIEW: - Banking Information: select the Pay app; --> Payment Elections under View/Update Elections, Accounts
ADD: - Expense Payments Payment Elections: select the Pay app; select Payment Elections under View/Update Elections
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DIRECTORY
| REVIEW: - Organizational Chart: select the Directory app; -->More and My Org Chart under View
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TIME 
| Job Aid: Enter Time Worked in Time Tracking (Hourly, non-exempt employees only) REVIEW: - View your schedule: select the Time app, view My Schedule (ONLY Hourly, non-exempt employees only)
ADD: - Check-In/Out time: select the Time app, under Time Clock (ONLY Hourly, non-exempt employees only)
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ABSENCE
| Job Aid: Manage Your Time Off and Leave of Absence REVIEW: - Paid Time Off (PTO) Balance: select the Absence app; accrued hours are listed under Available Balance as of Today
ADD: - Request Time off: select the Absence app; Request absence
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BENEFITS
| Job Aid: Manage your benefits. REVIEW: - Benefit Elections: select Benefit Elections under View. Verify your benefit elections listed.
ADD: - Beneficiaries* (if enrolled in life insurance; beneficiary elections may not have carried over from paper forms): select Beneficiaries under Change.
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CAREER
| Job Aid: Manage Career Information ADD: - Education (needed for IPEDS for faculty)
- Other Desired Information: Certifications, Languages, Training, etc.
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INBOX
| Job Aid: Use your Inbox and Delegations ADD: - Delegation: Open your inbox; select My Delegations; --> Manage Delegations
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SEARCH
| Job Aid: Tools and Navigation REVIEW: - Search your manager's name: Search bar, Manager's Name. --> Employee record. -->the email address. (No need to send email).
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EXPENSE REPORTS 
| Job Aid: Create Expense Reports and Spend Authorizations ADD: - Create an expense report: select Expenses -->Create Expense Report
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