Employee Users Guide
July 8, 2022 | Author: Anonymous | Category: N/A
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Description
Employee
Getting Started: Home Page and Navigation Navigation
Navigate the Home Page The Workday Home page displays worklets that provide access to tasks and reports. Because the Home page is highly configurable, your organization may display different worklets.
Configure Worklets Additional worklets can be added to your Home page, if allowed by your organization. From your Home page: 1. Click the Settings the Settings icon in the upper right hand corner of the Home page. The Configure Worklets page displays. 2. Click the Plus icon 3. Click the Prompt icon worklets. 4. Click the Minus Minus icon 5. Click the Up Arrow Arrow on the page.
to add a new worklet. and select from the list of existing
to remove a worklet from the dashboard. or Down Arrow Arrow
to reorder the worklets
6. Click OK OK > > Done Done..
Your screens and processes may vary from those described here.
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Error and Alert Messages
Use Related Actions and the Profile Icon
Error and alert messages display in the upper right-hand section of the page. They typically identify a specific field or fields where information is missing, entered incorrectly, or in conflict with a rule established by your organization.
The Profile Profile icon icon contains links to the Home page, dashboards, and documentation (if configured). configured). The Related Actions Actions icon displays next to an object when there are actions relevant to the object. For example, the Related Actions Actions icon next to your name accesses tasks and data pertaining to your worker record. Many of these tasks are also available on your profile page, in the worklets on your Home page. There is often more than one way to
Errors prevent you from completing a task until the error is fixed.
Alerts notify you of potential problems on a page, but do not prevent the task from being completed.
access the same task within Workday. The Related Actions Actions icon displays next to an object when there are actions relevant to the object. For example, the Related Actions Actions icon next to your name accesses tasks and data pertaining to your worker record. Options beginning with the word “View” are view-only actions. Detach the menu from the Related Actions icon Actions icon by clicking and dragging the Ellipsis Ellipsis icon at the top of the Available Actions menu.
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Employee
Getting Started: Modify Your Personal Information Information Access Your Worker Profile Page 1. Click your Profile Icon > View Profile. Your Worker Profile page displays.
Change Your Legal or Preferred Name
Add or Change Your Contact Information
10. Select Select Personal Data > Data > Change My Legal Name. Name.
Click the Contact Contact tab. tab.
11. Enter Enter your new information, including any required information.
2. Click Edit Edit.. Enter or modify any information.
9. Click the Related Actions icon Actions icon
next to your name.
12. Click Click Submit Submit..
3. Click Submit Submit..
13. Click Click To Do to Do to submit proof of name change or Done Done to to submit later.
Add or Change Emergency Contacts 1. Click the Contact Contact tab. tab. 2. Click the Emergency Contacts link.
Add or Change Your Photo
3. Click Edit Edit.. Enter or modify your emergency contacts.
14. Click Click the Related Actions icon Actions icon
4. Click Click Submit Submit..
15. Select Personal Data > Data > Change Change My Photo. Photo.
Add or Change Your Personal Information
16. Click Click the Attachment Attachment button button to locate and upload your image.
5. Click the Personal Personal tab. tab. The Personal Information Information link is selected.
17. Click Click Submit Submit..
6. Click Edit Edit..
18. Photos Photos will be reviewed by HR before posting.
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7. Click the Edit icon
to change existing information, or the Plus
icon to add new information. You can also click a field to open it for editing. 8. Click Submit Submit..
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next to your name.
The supported file formats depend on your organization’s configuration. Typical formats include .png, .jpg, and .gif.
Getting Started: Identify Your Place in the Organization Organization Locate Your Place in the Organization
Locate Your Organization
Workday displays the reporting structure of your department. This can help you understand your place within the organization.
From the Home page:
From the Home page:
23. Click Click the Job Job tab. tab.
19.Click your Profile Icon > Icon > View Profile. Profile. 20. Click Click the Job Job tab. tab.
Employee
22. Click Click your Profile Icon > Icon > View Profile Profile
24. Click the Organizations Organizations link. link. Information about the organizations you belong to displays.
21. Click Click the Management Chain link. Chain link. Information about your management chain displays.
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Employee
Getting Started: Manage Your Benefits Benefits Attach required documents, if applicable.
Click Submit Submit.. A task appears in your Inbox. Click your Profile Icon > Icon > Inbox Inbox.. Click the Benefit Event task. The Revise Benefit Changes page displays. Complete any necessary changes and click Submit Submit.. Complete and continue through all required screens and check the I Agree box Agree box to provide an electronic signature confirming your changes. Click Submit Submit.. This job aid covers generic events. Your company will define the steps you take to accomplish some of these objectives. Contact your HR or Benefits Representative if you have any questions.
View Existing Benefit Elections Elections From the Benefits worklet: 1. Click Benefit Elections. Elections. 2. Review your benefit elections and costs.
Report a Coverage Change Event From the Benefits worklet:
3. Click the Related Actions Actions icon changes.
Click Benefits Benefits..
next to your name to make
Select the Benefit Event Type.
4. Select Benefits Benefits > > Change Benefits. Benefits.
Click the Calendar Calendar icon
5. Make any permitted changes and click Submit Submit..
to enter the date for the life event
change. Page | 5
View Dependents’ Benefit Elections
Manage Beneficiaries
From the Benefits worklet:
From the Benefits worklet:
1. Click Dependents Dependents..
1. Click Beneficiaries Beneficiaries..
Review your existing dependents and their benefit plan coverage.
2. View existing beneficiaries for enrollment benefit plans, or modify the existing information by clicking Edit Edit.. 3. Click Add Add to to add a new beneficiary. The Add Beneficiary page displays.
Manage Dependents From the Benefits worklet:
4. Click the button for Existing Dependent or Emergency Contact, New Person as Beneficiary, or New Trust as Beneficiary.
1. Click Dependents Dependents..
5. Click OK OK
Click Add Add..
6. Enter all required information denoted by an asterisk.
Click the Edit Edit icon
or click in the field to modify. Required fields
8. Click Done Done..
are denoted by red asterisks. Click the Plus Plus icon
7. Click OK OK..
to add new information.
Once you add an additional beneficiary, you may need to update your Benefit elections.
Click Submit Submit.. Once you add an additional dependent, you may need to update your Federal Tax elections, as well as your Benefit elections. Click the Skip Skip button button if you want to do this later.
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Getting Started: Using Your Inbox Inbox Purpose of the Inbox Your Inbox includes notifications of tasks, approvals, due dates, etc., that are sent to you as part of your organization’s business processes.
View Your Inbox 25. Click Click your Profile Icon in Icon in the upper right hand corner. 26. Click Inbox Click Inbox to to expand your viewable options. 27. Click Click the Actions Actions tab tab to view your business process tasks, approvals, and to dos. 28. Click Click the Archive Archive tab tab to access the process status of any business process you have been involved in.
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Employee
Create a Workday Shortcut on Your Desktop Step 1 Access the Workday Login from the Workday website.
Step 3 Paste URL copied in Step 1 and click Next
Copy the URL by
Paste URL that you copied in Step
highlighting the URL
1 then click the Next button.
then right click and click Copy Step 4 Type Workday in the Type a name for for this shortcut field then click the Finish button. Step 2 Go to your desktop Right click on your desktop screen, Click New then Click Shortcut
Enter Workday in the shortcut name field then Click the Finish button
You will now have a shortcut to Workday on your desktop.
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To Add or Update (Direct Deposit) Pay Elections From the Workday Home page click the Pay Worklet
Click the Payment Elections button
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Click the Add Elections button
Fill out the Payment Election Options form (all Items marked with * are required) then click OK
Enter Required Information
Click OK
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Review the Account Information then click Done
Click Done
Click the Workday Icon to return to Home page
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To Update Withholdings From the Workday Home page click the Pay Worklet
Click the Withholding Elections Button
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Choose the Tax type you wish to edit (Federal, State, etc.) Then click the Update button
Update Button
The Company will be Suffolk University and should prepopulate. Enter the Effective Date of this change then click OK.
Enter Effective Date
Click OK
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Fill out the W‐4 Data (all Items marked with * are required) then click OK
Click OK
The request has been submitted to HR for approval. Click the Workday Icon to return to your Home page.
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