These job aids provide step-by-step guidance to help employees navigate Workday, complete everyday tasks, and understand system features, including logging in, using My Tasks, managing notifications, customizing the menu, and responding to system messages. They are designed to support everyday Workday activities and help users work more efficiently and confidently.
This job aid explains how to add, edit, or remove applications and shortcuts using the Workday Menu. Customizing shortcuts and menu items allows users to quickly access frequently used tools and improve navigation efficiency.
This job aid provides an overview of the Workday Home Page and highlights key features demonstrated in the accompanying video. Users will gain a clear understanding of how to navigate the layout, locate essential applications, and access core tools within Workday.
This job aid explains how to search in Workday and provides guidance on using search features effectively to find people, tasks, reports, and business data.
This job aid explains how to identify, interpret, and respond to errors, alerts, and system messages in Workday. Understanding these messages helps users complete tasks accurately, avoid delays, and resolve issues before submitting or approving business processes.
This article provides guidance on how to locate and view documents attached to records and business processes within Workday. It outlines the types of documents users may encounter, such as forms, approvals, supporting materials, and historical records linked to tasks or employee profiles. The summary emphasizes how accessing these documents supports better tracking, decision-making, and completion of Workday processes.
This job aid explains how to review and update your Notification Preferences in Workday. Notification Preferences determine how and when you receive alerts, reminders, and task updates either in your Workday Inbox, via email, or both.
This job aid explains how to use the My Tasks section in Workday to view, manage, sort, and complete tasks, approvals, and to-dos assigned to you as part of your organization’s business processes. It also details how to handle delegations when you need someone else to act on your behalf.
This job aid will help you navigate the My Tasks area in Workday to review items requiring action, sort or filter tasks to prioritize your workload, search for previous or archived workflow items, mark important tasks as favorites, and delegate tasks when you are unavailable.