This is a recommended list of tasks for managers to get familiar with Workday.
For approvals, you will need a direct report to submit a task.
ALL EMPLOYEES AND ACADEMIC MANAGERS |
LOGIN 
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TOOLS AND NAVIGATION FOR MANAGERS
 | Job Aid: Additional Navigation for Managers, Delegations, Approvals in Workday REVIEW: - Compare your team information: Search Compare Team Report
- Check the status of the latest approval in your archive inbox: Inbox, Archive, Process tab.
ADD: - Add Manager Optional applications (My Team Management, My Team Reports, Spend Management, and Compensation) Apps/Worklets to your home page. Click Configure applications icon, under Optional Worklets click + sign.
- Create a delegation. Under your inbox, arrow button, My Delegations.
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| Job Aid: Additional Navigation for Managers REVIEW: - Search for a direct report: Search bar, type employee's name.
- View staff emergency contacts: Profile, Actions, Personal Data, View Emergency Contacts
ADD: - Change direct report business title: Profile, Actions, Job Change, Change Business Title
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MANAGE TIME 
| Job Aid: Approving Timesheets REVIEW: - How to Review and Submit Time: Time and Absence Review Time, Submit time.
ADD: - Review and approve hours (hourly employees must submit hours first): Time and Absence application, Review Time
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MANAGE ABSENCES
| Job Aid: Manage Team Absences REVIEW: ADD: - Enter Absence for a Direct Report: Time and Absence application, Absence
- Correct Time Off for a Direct Report (employees must submit absence request first): Time and Absence, Correct Absence
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TEAM COMPENSATION
| Job Aid: Manage Team Compensation REVIEW: - View Team Compensation: Compensation, Direct Report Compensation report
- View Team Compensation Summary: Compensation, Compensation Summary report
ADD: - Request a One-Time Payment for a Direct Report: Compensation, Request, One-Time Payment.
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COST CENTER, GIFT, PROGRAM, PROJECT MANAGERS (BUDGET/ COST CENTER MANAGERS) |
MANAGE COST CENTERS
| Job Aid: Manage Cost Centers, Approvals in Workday REVIEW: - Business Process: Routing and Approvals
- Review Lynn's new approval amounts
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FOUNDATION DATA MODEL (FDM)
| Job Aid: Foundation Data Model (FDM) REVIEW: - Review Worktags: Cost Center, Gift, Project, Program, Spend Category, Revenue Category.
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SPEND MANAGEMENT
| Job Aid: Review and Approve Expenses (only Cost Center managers) REVIEW: - View Your Team's Expense Reports: Spend Management, My Team's Expense Reports
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APPROVE EXPENSES
| Job Aid: Review and Approve Expenses (only Cost Center managers) REVIEW: - Review and Approve an Expense Report: Inbox, Actions, Expense Report task
- Review and Manage Requisitions (Procurement Requests): Inbox, Actions, Requisition task
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