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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
LOGIN | Log into Workday. View login instructions. |
TOOLS AND NAVIGATION FOR MANAGERS | Job Aid: Additional Navigation for Managers, Delegations REVIEW: - Compare your team information: Search Compare Team Report
- Check 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
- 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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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”
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DIRECTORY
| REVIEW: - Organizational Chart: Click the “Directory” worklet; click “More” and “My Org Chart” under “View.”
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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"
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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"
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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.”
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CAREER
| Job Aid: Manage Career Information ADD: - Education (needed for IPEDS for faculty)
- Other Desired Information: Certifications, Languages, Training etc.
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INBOX
| Job Aid: Use your Inbox and Delegations ADD: - Delegation: Open your inbox; click ; click “My Delegations”; click “Manage Delegations.”
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SEARCH
| 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).
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EXPENSE REPORTS
| Job Aid: Create Expense Reports and Spend Authorizations ADD: - Create a expense report: Click "Expenses", "Create Expense Report"
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