These job aids support managers in navigating Workday and completing key responsibilities such as reviewing and approving tasks, managing delegations, accessing team information, responding to system alerts, and customizing navigation for efficiency. The resources are designed to help managers complete actions accurately, stay informed, and support their teams effectively.
This job aid explains how to create, manage, and end delegations in Workday. Delegations allow another worker to complete assigned tasks or specific business processes on your behalf during a defined period of time.
This job aid outlines the general approval process in Workday. It guides approvers through reviewing and acting on transactions to ensure accuracy, compliance, and timely processing. The process includes checking the Inbox for pending tasks, reviewing transaction details, and selecting Approve, Deny, or Send Back to complete the action.
This job aid explains how to create job requisitions in Workday, including replacement and backfill requisitions. It also provides guidance on how to post and unpost a job requisition after reviews and approvals have been completed. Use this job aid to initiate the posting process for approved job requisitions that have not yet been posted.
The purpose of this job aid is to guide users in accessing, navigating, customizing, and saving dashboards in Workday. Dashboards function as landing pages for related reports in the system. Dashboards consolidate key management information and actionable items in one location. These worklets may include reports, menus with related tasks, and announcements. Dashboards are based on functional areas, such as team performance, talent management, and financials.
This job aid will guide users through different functionalities of reporting within Workday. There are several types of reports that you can generate within Workday. Managers can access self-service reports, as well as reports about their team. You can access available reports via Search or from a Dashboard (Applications).