Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

Employee-specific suggested action items.



Quick tasks

provides Provides links to the three tasks a user accesses regularly. Click on the "View all apps" option beneath the three opens to the entire list of apps. See also global navigation panel.

...

The Lynn announcements moves lower on the page. 



Using duplicate browser tabs 

At times, users might look up something in workday without losing the current position in the Workday system (e.g. students or advisors searching for courses while registering). Users can do this by creating a duplicate tab on the browser that will allows two copies of Workday real-time open for students to flip back and forth two pages if needed. When done, simply close the duplicate tab on the browser. 

Right click the Workday tab on your browser and select Duplicate from the shortcut menu.

Duplicate iconImage Added








To close the duplicate Workday Tab, click the "x" on the browser tab. 

Home Button

Click the Lynn logo to go back to the main page for users, regardless of where they are in the Workday system. You may use your browser back arrow to go back to the previous screen. 

Global navigation panel (Menu)

Access the new global navigation panel by selecting the 3 lines to the left of the Lynn logo. The panel will lists all Workday's applications and shortcuts  formerly displayed as icons on the landing page. The global navigation panel is on every Workday page, not just the landing page. Employees who use Workday's shortcuts option (the foursquare icon) or configure applications option (cog icon) will find those options in the global navigation panel. Shortcuts set previously in Workday will show up in this panel after Sep. 11.

My Applications (Apps)

Applications Worklets are icon made to quickly open / view shortcuts for tasks and reports. Depending on the emplyee or employee or student role, the list of applications will vary. However, there is a 20-application limit that can be in display. 

My apps

Managing Applications 

Image Added

To Add, Rearrange and Delete your Apps: 

To Add press Add AppsImage Removed "Add Apps" and type the name of the App or keyboard on the search bar. To save changes and results, click the plus sigh to add and then click save changes. 

To Rearrange press Edit ButtonImage Removed "Edit" then drag the app to the new location. Press Save Changes to save the new order of the Apps. 

To Delete press Edit buttonImage Removed "Edit" then the Minus ButtonImage Removed minus icon besides the app. Click Save Changes when finished. Search an app or select the plus sign next to the recommended apps
Image Removed


Edit order of your Top Apps

...

Applications are most commonly organized into Actions and View sections. Buttons in the Actions section link to tasks you can perform. Buttons in the View section link to reports you can view.


 

Related Actions and the Profile menu

The Profile menu contains links to the Home page, My Account, and Favorites, to name a few. You can also access Workday Documentation by clicking the Documentation link (Lynn employees only, special access required).


Shortcuts

Shortcuts are a quicker way to find tasks and reports. There is a 10 shortcuts limit on display. (Suggested shortcuts students may be interested in creating: View my Enrolled course, View my Academic Progress, View My Academic Report, View my Action Items, View my Grades and View Statement.)

Under Workday Global Navigation Menu press the Shortcuts tab
Shortcuts tab Image Added

Press button to add specifics shortcuts on the Shortcuts tab. 

Add shortcuts buttonImage Added

From Find Shortcuts search, type as an example - View My Courses

View my courses Image Added

Press the + button to add the shortcut to the Menu. 

Press Back to Menu buttonImage Added to return to the shortcut list (to run to the shortcut simply click the link. 

Manage Shortcuts 

To Rearrange, press Edit button Image Added then drag the shortcuts to the new location wanted. Press Save changes to save the new order. 

To Delete, press Edit button Image Added and then the Minus sign button Image Added besides the shortcut. Press Save changes when finished. Click the cloud icon/ or your picture to access your profile.
 Image Removed
Related Actions display next to an object and can be used to access relevant actions. For example, the Related Actions next to your name accesses tasks, reports, and data related to your worker record (e.g., viewing or changing your benefits). In Workday, there are multiple ways to navigate to the same task, report, or data. For example, most actions available through Related Actions are also available through applications or the search bar. The following images show three common types of Related Actions:
 Name screenImage Removed
In your profile header, you can access your Related Actions from the Actions button under your name.Image Removed
 
Similarly, you can find Related Actions in the task and report headers.

Enhanced Search 

Workday makes it easy to search for people, tasks, reports, and business data using the Search field.

...

You can quickly lookup staff/faculty/students in global search. The employee directory is available to all Lynn Workday users.  Only students that elected to make their information available ("public) " in their student privacy settings will be available to other Lynn users in Workday's public directory. 

...


Click View Search Tips for better ways to search

Profile menu 

The Profile menu contains links to the Home, My Account, and Favorites, to name a few.

You can also access Workday Community Documentation by clicking the Documentation link (Lynn employees only, special access required).

Users can view their profile by pressing their picture /cloud icon (top right corner) and press View Profile optionImage Added to have a full access. 


 Image Added
 

Change Your Account Settings

You can easily change your account settings in Workday. Click your Profile icon in the top-right corner of your Home page, then select My Account. 
 


From here, you can access your organization ID, change your password (only if you are a pre-hire or non active employee), and manage your account preferences. You can also edit your password challenge questions (for non myLynn accounts), survey your trusted devices, and view sign-in history.

If you are a delegate (employees only), click Switch Account to switch between accounts.

Related Actions

Related Actions display next to an object and can be used to access relevant actions. For example, the Related Actions next to your name accesses tasks, reports, and data related to your worker record (e.g., viewing or changing your benefits). In Workday, there are multiple ways to navigate to the same task, report, or data. For example, most actions available through Related Actions are also available through applications or the search bar. The following images show three common types of Related Actions:

 Name screenImage Added


In your profile header, you can access your Related Actions from the Actions button under your name.

Image Added
 

Similarly, you can find Related Actions in the task and report headers.


Error and Alert Messages

Error and alert messages display in red and orange. They typically identify specific fields where information is missing, entered incorrectly, or in conflict with a rule established by your organization. Click the message to view the error details.
Errors display in red. You cannot complete a task until you correct all errors.

 Error messageImage Modified

 error message detail

Alerts display in orange. They notify you of potential problems on a page but do not prevent you from completing the task. Click on the alert message to view the location of missing or problematic information within the task, report, or business process.

 alert messageImage Modified

 alert message detail

 Workday Assistant

The Workday Assistant is designed to help you execute tasks, get help and discover information. Open the Workday Assistant by clicking one of the speech bubble icons on your home screen. The Workday Assistant is built to be intuitive while delivering self-service experiences and relevant information to you efficiently. Users can find a detailed list of its capabilities in the document located here. Currently Workday Assistant has limited student capabilities. 

Workday assistant