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The following topics outline various processes, reports, and tasks within Workday that are available to managers.

On this job aid:

Check the Status of My Processes

Compare My Team

Access your Staff Profile Page

Initiate Employee Changes

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Add Manager Optional Apps/Worklets to Your Home Page




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To review or check the status of a process:

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compare
compare
Compare My Team

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  1. On the search box, type "Compare Team" and select the report.
    Compare team

  2. Select your organization to analyze. By default your own department will be selected.  Your security settings determine which organizations and worker information you can access.

  3. Click OK to compare the employees' job, base pay, bonus, stock, and performance information.



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profile
profile
Access your Staff Profile Page

You can initiate most business process for staff changes on their profile page.  Due to security settings, you can only initiate processes for your direct reports. 

  1. On the search page, type employee's name.  Select the Employee record. 
    search nameImage Added

  2. Select items on the profile menu or click "Actions" below the employee's title name.
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changes
Initiate Employee Changes

Managers can initiate changes to their staff by selecting actions under their staff profile

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apps
apps
Add Manager Optional Apps/Worklets to Your Home Page

You can add, remove, and rearrange manager applications on your Home page.
From your Home page:

  1. Click the Configure Applications gear iconImage Modified gear icon in the upper-right corner next to Welcome banner. The Configure Worklets page displays.
  2. Click the Add Row plus iconImage Modified icon to add a new worklet under Optional Worklets.
    Add workletImage Modified
  3. Click the prompt prompt iconImage Modified icon to select from the list of existing worklets. Some manager applications to consider are: My Team Management, My Team Reports,  Compensation, Cost Centers, Spend Management, Time and Absence.
  4. Click the Remove Row remove iconImage Modified icon to remove a worklet from the Home page.
  5. Click the Move Row Up arrow arrow up iconImage Modified or Move Row Down arrow arrow down iconImage Modified to reorder the worklets in your Home page. To move a worklet to the first or last position, use the Move Row to Top Image Modified or Move Row to Bottom arrows Image Modified .
  6. Click OK and Done.