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Complete the items below, which are grouped by the worklets/icons you will click. Make note of any issues you encounter when completing the tasks and email MVyazmensky@Lynn.edu


LOGINLog into Workday. View login instructions.
TOOLS AND NAVIGATION

Job Aid: Tools and NavigationUse 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

PERSONAL INFORMATION

Job Aid: Access your Worker Profile Page

REVIEW:

  • Personal Information (Gender,  Race/Ethnicity, etc.): On Profile Menu click “Personal”; click “Personal Information”; click “Edit” 
  • Home Address: On Profile Menu click “Contact”; "Home Contact Information" 
  • Job Title: On Profile Menu click "Overview" select "Job Details" tab
  • Salary (as of March, 2020): On Profile Menu click "Overview" select "Compensation" tab
  • Supervisory Organization: On Profile Menu click "Team" 

ADD:

  • Emergency Contacts: On Profile Menu click "Contact", click  “Emergency Contacts” tab.

PAY

Job Aid: Manage You Pay Options

REVIEW:

  • Banking Information: Click the “Pay” worklet; click “Payment Elections” under “View/Update Elections”, Accounts.

ADD:

  • Expense Payments Payment Elections: Click the “Pay” worklet; click “Payment Elections” under “View/Update Elections”

DIRECTORY

REVIEW:

  • Organizational Chart: Click the “Directory” worklet; click “More” and “My Org Chart” under “View.” 

TIME 

Job Aid: Enter Time Worked in Time Tracking (Hourly, non exempt  employees only)

REVIEW: 

  • View your schedule:  Click the "Time" application,  view "My Schedule"

ADD:

  • Check In/Out time: Click the "Time" application, under "Time Clock" 

ABSENCE

Job Aid: Manage Your Time Off and Leave of Absence

REVIEW:

  • Paid Time Off (PTO) Balance: Click the “Absence” worklet; accrued hours are listed under “Available Balance as of Today.”

ADD:

  • Request Time off:  Click the “Absence” worklet; "Request absence"


BENEFITS

Job Aid: Manage your benefits.

REVIEW:

  • Benefit Elections: Click ‘Benefit Elections” under “View.” Verify your benefit elections listed.

ADD:

  • Beneficiaries* (if enrolled in life insurance; beneficiary elections may have not carried over from paper forms): Click “Beneficiaries” under “Change.”

CAREER

Job Aid: Manage Career Information

ADD:

  • Education (needed for IPEDS for faculty)
  • Other Desired Information: Certifications, Languages,  Training etc.

INBOX

Job Aid: Use your Inbox and Delegations

ADD:

  • Delegation: Open your inbox; click ; click “My Delegations”; click “Manage Delegations.” 

Job Aid: Tools and Navigation

REVIEW:

  • Search your manager's name: Search bar, "Manager's Name". Select Employee record. Click email address. (No need to send email).

EXPENSE REPORTS


Job Aid: Create Expense Reports and Spend Authorizations

ADD:

  • Create a expense report: Click "Expenses", "Create Expense Report"


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