Learn all the basic functions within Workday. (How to change your preferred name, how to delegate tasks, how to reassign tasks, configuring your worklets, etc.)
Attachments: How to attach a document in Workday
The Workday Home page displays worklets that provide access to tasks and reports. Due to the fact that the Home page is highly configurable, your Workday home page may display different worklets then your colleagues.
If you will be out of the office and have a few tasks in your inbox that must be approved as soon as possible, you can delegate them to someone else.
This job aid will walk you step-by-step on how to delegate various tasks in your inbox. If you want to assign someone access to work specific tasks in your inbox, please review the job aid My Delegations.
The purpose of this job aid is to assist staff with delegating the initiation of all or specific business processes. Example: A manager can give an administrative assistant the ability to initiate a hire on their behalf, or a staff member or manager can delegate all business processes to someone in their Workday supervisory organization, when they know they will be out of the office for an extended period of time.
Reassigning a task permanently removes responsibility for a task from one user and assigns it to another user who belongs to a security group that can perform the reassigned action for that business process.
Getting started in Workday
Learn how to navigate using search, use related action & profile icon, errors & alerts, and how to change account settings.
An Inbox filter enables you to create a personal Inbox filter that is available only to you in your Inbox. You can set an Inbox filter for specific processes that require your approval to display under action tab. Ex: Create a filter for time entries and filter your inbox to display just time entries that need to be approved by you.
The purpose of this job aid is to assist managers in accessing and completing all pertinent information about their direct reports in Workday.
Learn how to: Access your profile, change your contact information, add/change emergency contacts, modify personal information, view identity paperwork, change legal name, change preferred name, add/change your photo, and view transaction history.
Did you know you can change your preferred name in Workday and your name will then be displayed in all other systems at the College?
The purpose of this job aid is to assist Employees and Managers on Entering and Submitting Request for Authority to Operate College Vehicles in accordance with College Policy 6Hx2-7.07