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On this Job Aid:



Note:

Worklets on the Home page are referred to as applications.


Navigate the Home Page


The Workday Home page displays applications that provide access to tasks and reports. The Home page is highly configurable depending on your role.

 

Homepage

Workday presents information in several cards on the landing page:

  • Awaiting your action,  It displays the top three items on your inbox.  To access your inbox, you can click on the link "Go to all Inbox Items" beneath the list or the inbox icon on the top right of your screen.



Timely suggestions 

Employee-specific suggested action items.



Quick tasks

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.


Your Top Apps

Your top 4 apps to display on your home page. 



You can quickly find all your Workday Apps by clicking the View All Apps link as shown below.

Announcements

The Lynn announcements moves lower on the page. 



Global navigation panel

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

My apps

Add Apps


Click the Add apps button



Search an app or select the plus sign next to the recommended apps





Edit order of your Top Apps


Select Edit

Click + sign to add apps.

Click and drag apps to rearranged them. 


Applications Layout

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 (special access required).

Click the cloud icon/your picture to access your profile.
 

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 screen


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


 

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


Note

You can detach the Related Actions menu from the icon by clicking and dragging the Drag drag icon icon at the top of the menu.
 worker screen 

Enhanced Search 

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

image2022-9-10_9-27-53.png


Keep in mind that searches find exact matches. If you misspell the search text, you will likely see no results. Workday Search also favors complete word matches over partial word matches, so that search results match the term you enter more closely. If you search using partial names or terms, the results may not display partial matches, depending on data volume. For example, if you search for “Alex,” the results may not display the name “Alexander.”

Though complete word matches are favorable, you can also use a partial search to find what you are looking for. For example, if you are searching for the Maintain Candidate List Assignment task, you can use the search string “main can lis.” This method is still effective, but may not be a best practice for all types of search where there may be multiple results returned.

Search prefixes restrict the search results to a particular type of Workday object. Search prefixes are lowercase letters, followed by a colon (:). For example, “bp:” returns all business process definitions. To see a list of all search prefixes available to you, enter a question mark (?) in the Search field.

Search

People Search

You can quickly lookup staff/faculty/students in global search. The employee directory is available to all Workday users.  Only students that elected to make their information available in the directory in their student privacy settings or employee access in Workday.

From the Search field, you can find people using a couple of different methods:

  • Search by first name only. Workday will sort these results by relevance, showing all employees with a matching first name first.
  • Include additional criteria, such as location, along with a first name to narrow down search results.

After searching for , their photo, business title, and supervisory organization display. This identifying information makes it easy to confirm you have found the correct person.

Keep in mind that you can only search for people using their current criteria. 

Click More Categories to find items in other categories different than people, reports or tasks.


Click Configure search to add "Saved" categories 

 


Click View Search Tips for better ways to search

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, click Switch Account to switch between accounts.


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 message

 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 message

 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.










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