Workday - Human Resources and Financials

Created by Maria Piret, last modified on Jan 10, 2024

On this section you will find all documentation and how to's related to Workday Human Capital Management (HCM) and Finance that apply to Lynn staff and faculty.

Onboarding (pre-hire)
How to complete Section 1 of your Form I-9
Employee Job Aids and Training Materials
Available Functionality to Employees and Managers
Checklist - Employees
How to Access Merit Statments - Employee Guide
How to change legal/preferred name
How to change employee's emergency contacts
How to change your contact information
Benefits
Making 403b Changes in Workday
Making Beneficiary Changes in Workday
Manage Your Benefits
Open Enrollment Benefit Elections/Changes
How to Make Changes to Your Health Savings Account (HSA)
How to Add a Dependent to Your Benefits - Birth & Adoption
How to remove a dependent from your benefits
How to Complete New Hire Benefit Event in Workday
Employee Scholarship Benefit
Annual Staff Reviews for Employees and Faculty
Employee Performance Review
Faculty Performance Review
How to Add/Edit Your Career Information
Reimbursements, Cash Advances and Lynn JPM Travel Card
Create Expense Reports
Payroll
Manage Your Pay Options
View Activity Pay Schedule
Requesting Electronic Delivery for Tax Forms
How to print your W-2
Time Tracking and Time Off
Manage Your Time Off and Leave of Absence
Time Entry for Nonexempt and Hourly Employees
Time Blocks
How to View Time off Balances
Manager/Supervisor Job Aids and Training Materials
Checklist - Managers
Additional Navigation for Managers
Manager Experience on Workday Home
Approvals in Workday
Delegations for Managers
Manager guide to hiring
Step One: Identify need
Step Two: Request to post position
Step Three: Screen and interview
Step Four: Check references
Step Five: Offer position
Step Six: Background check
Step Seven: Onboard
Step Eight: Close posting
Helpful resources
Creating a job description
Start Job Requisition
Sample interview questions
Candidate management guide
Sample reference questions
Initiate offer
Job Opportunities at Lynn for current employees
Student Jobs at Lynn
Candidate disposition guide
Hiring Employees
How to create an adjunct position
How to hire an adjunct
Terminating employment
Manage Compensation and Job Changes
Manage Employee and Contingent Worker Job Changes
Manage Team Compensation
Manage timekeeping delegations
Manage Time and Attendance
Manage Team Absences
Create Work Schedule Assignments
How to Review/Submit Time for a Worker
How to Correct Time Entry
How to Correct Unmatched Time
Team Absence Calendar
Annual Staff Reviews
Completing Self Evaluation
Completing Manager Evaluation
Completing Next-level Manager Evaluation
Completing Employee Acknowledgement
View Staff Reviews
Merit Increases
How to Enter Merit Increases - A Manager's Guide
Student Employment
Hiring Students
Create Positions for Students
New Hire - Student
How to terminate Student Employment
How to job change (FWS to non-FWS)
How to job changes (non-FWS to FWS)
How to edit position
Role Specific Job Aids and Training Materials
Academics - Deans & Assistants
Academic Appointments
Activity Pay (Overload/Adjunct Pay ) Instructions
First Responders
How to update your temporary housing designation
Print Organizational Charts
Procurement and Finance
Search Suppliers and Create Supplier Requests
Create Requisitions
Create Requisition for NEW FY in Current FY
Create Supplier Invoice Request
Closing of the fiscal year - Important Information
Verify Procurement Card Transactions
LU Variance Report
Manage Cost Centers
Cost Center Dashboard
Lynn Variance Report
Review and Approve Expenses
Spend Categories
Print Purchase Orders
Training Power Points
Workday Lynn Training Videos

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