- Minimum OS Requirement: To download the latest Workday Mobile App version, users must be on a mobile device running the current minimum supported OS version for iOS or Android.
Get Help with Workday
This Workday knowledge base consists of various resources to help equip our University community with the ability to learn and navigate Workday with confidence. Choose from the categories below to get started.
Can't find what you're looking for? Visit the Workday Support Center.
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Getting Started
Getting Started
Workday Overview
ONE PAGER: Key Benefits of Workday
ONE PAGER: Workday Tips and Tricks
Logging In and Navigation
VIDEO: Logging In and Navigation
JOB AID: Getting Started with Workday: Logging In and Navigation
Account Preferences
Updating your Personal Information
JOB AID: Update Personal Information
App Personalization
JOB AID: Adding Apps to Workday Menu
ONE PAGER: Manager Self-Service Apps
Notification Preferences
JOB AID: Workday Notifications Preferences
VIDEO: Manage Workday Notification Preferences
Delegating Tasks
Please review the University policy outlining the circumstances under which University employees may delegate their administrative approval authorities or processing responsibilities to other employees.
JOB AID: Manage Delegation
Workday Roles
ONE PAGER: Workday Roles (Finance & HR)
JOB AID: Finding Support Roles in Workday
Checking Status on a Submitted Process
VIDEO: View Process History
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Mobile
Workday Mobile
Mobile & Language Settings
JOB AID: Get Workday Mobile
JOB AID: Workday Mobile Language Selection Options
Mobile App Requirements:
Year Android iOS Target Effective Date 2025
Android 12-16
iOS 17-18
Complete
2026
Android 13-17
iOS 26-27
April 01,2026
2027
Android 14-18
iOS 27-28
April 01, 2027
Troubleshooting the Workday App:
- Be sure that your phone’s OS is up-to-date.
- Be sure to download the most updated version of the Workday mobile application.
- Clear the app cache by following the steps below:
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- Open the "settings" app on your device.
- Tap on "Apps".
- Find and tap on "Workday".
- Tap on "Storage".
- Select Clear cache ( or Clear Data to clear both data and cache, then tap "Ok").
- Relaunch the Workday mobile app and reattempt to login.
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Need help? Get in touch with support.
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Finance
Finance
General
ONE PAGER: Workday Finance Terminology
ONE PAGER: Workday Most Common Spend Categories
ONE PAGER: Finance and Budget Reports Overview
JOB AID: Finance Analyst - Viewing Cost Center Budget and Actuals
TRAINING: Finance Fundamentals Training Slides
TRAINING: Cost Center Manager Handbook
TRAINING: Cost Center Manager Training Slides (note: download the slides to view the videos)
Grants
JOB AID: Individual Grant Report
JOB AID: Create Expense Report for Pre-Hire
Spend Authorization
JOB AID: Create Spend Authorization - Cash Advance
JOB AID: Clear Spend Authorization - Expense Report
Stipends & Cash Payments
JOB AID: Create Request to Pay Student- Stipends Awards Prizes
JOB AID: Interdepartmental Charges, Dining Dollar Payments, Spider Card Payments
Need more help? Get in touch with support.
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HR
HR
Merit
JOB AID: Merit Recommendation Process
VIDEO: Merit Planner Training Recording
JOB AID: Merit Compensation Statements
Absence/Time-Off
View and Submit Time-Off
JOB AID: Request Absence/Time-Off (Staff)
VIDEO: View and Submit Absences and Time Off
Compensation
JOB AID: Request Interim Pay
JOB AID: Request One-Time Payment
JOB AID: Request Compensation Review
Benefit Enrollment & Changes
JOB AID: New Hire Benefits Enrollment
JOB AID: View Benefits Election History
JOB AID: Change Benefit - Retirement Contributions
JOB AID: Change Benefit Elections - Life Event
JOB AID: Adding a Dependent - Dependent Verification
VIDEO: Change Your Benefit Elections
Learning
JOB AID: Workday Learning Introduction
JOB AID: Enroll in/Drop a Course
JOB AID: Create and Add to a Learning Path
Performance Management
JOB AID: Completing Employee Mid-Year Review
JOB AID: Complete Goal Setting Review
JOB AID: Downloading Performance Reviews in UR TalentWeb
JOB AID: Completing Employee End-of-Year Review
Spider Management
JOB AID: Completing SMC Employee End-of-Year Review
JOB AID: Completing SMC Manager End-of-Year Review
Recruiting
JOB AID: Internal Job Search
Managers
General
JOB AID: Start Disciplinary Action
JOB AID: Performance Improvement Plan (PIP) for Employee
Absence/Time-Off
JOB AID: Review Absence/Time-Off Request (Manager)
VIDEO: Review Absence/Time Off As a Manager
Recruiting
TRAINING: Workday for Managers Training Slides (note: download the slides to view the videos)
JOB AID: Create Job Requisition - Manager
VIDEO: Create Job Requisition - Manager
VIDEO: Manage Candidate Through Recruitment Process
JOB AID: Manage Candidate Through Recruitment - Manager
JOB AID: Contract a Contingent Worker - Manager
Learning
JOB AID: Manage My Team’s Course Enrollment
Performance Management
JOB AID: Completing Manager Mid-Year Review
JOB AID: Cascading Goals
JOB AID: Reviewing and Approving Goals
JOB AID: Completing Manager End-of-Year Review
JOB AID: Employee Reviews Report
Termination
JOB AID: Terminating an Employee
Need more help? Get in touch with support.
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Time-Tracking
Time-Tracking
Clocking In/Out — Staff
JOB AID: Enter Time (Clock In/Out) on Desktop
VIDEO: Enter Time (Clock In/Out) on Desktop
JOB AID: Enter Time (Clock In/Out) on Mobile App
VIDEO: Enter Time (Clock In/Out) on Mobile App
Clocking In/Out — Student Employees
JOB AID: Enter/Edit Time (Clock In/Out) on a Desktop Computer
VIDEO: Enter/Edit Time (Clock In/Out) on Desktop
JOB AID: Enter/Edit Time (Clock In/Out) on Mobile App
VIDEO: Enter/Edit Time (Clock In/Out) on Mobile App
Staff Reporting Hours
JOB AID: Enter/Edit Time Hourly on Desktop - Hourly Employee
Review Time as a Manager
JOB AID: Review Time Entry - Manager
VIDEO: Review Time Entry - Manager
JOB AID: Edit Time Entry (Hourly) - Manager
VIDEO: Edit Timesheet - Manager
JOB AID: Mass Time Sheet Approval - Manager
Timekeeping Guides
JOB AID: Timekeeping Guide-Timekeeper and Manager General
JOB AID: Timekeeper Tips
JOB AID: Timekeeper Quick Start Guide
Need more help? Get in touch with support.
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Payroll
Payroll
JOB AID: Payment Elections Enrollment
JOB AID: Manage Payroll Options- Payslips
Need more help? Get in touch with support.
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Suppliers & Purchases
Suppliers & Purchases
Definitions
- REQUISITION: use this for most requests to purchase a good or service. This is also the way to use punch out catalogs like Amazon, Staples, and Grainger.
- EXPENSE REPORT: use this when you have purchased items on your personal debit/credit card and need to be reimbursed.
- TRAVEL CARD: use this if you frequently travel to cover your routine expenses while working off campus or out of town (meals, office supplies, gas, e.g.).
- CREDIT CARD: only procurement specialists have university credit cards. Refer to procurement specialist training materials for when the use of a credit card is appropriate.
Suppliers & Onboarding
- SUPPLIER JOB AID: Supplier Registration Guide
- JOB AID: Request a New Supplier in Workday Strategic Sourcing
- TRAINING: Strategic Sourcing Supplier Onboarding Training Session (slides)
- VIDEO: Stategic Sourcing Supplier Onboarding Training Session
- VIDEO: Request a New Supplier in Strategic Sourcing (Quick Video)
Invoices
JOB AID: Create Supplier Invoice Request
Procurement
- TRAINING: Procure to Pay Reboot (slides)
- VIDEO: Procure to Pay Reboot
- ONE PAGER: Procure to Pay
- ONE PAGER: Procure to Pay FAQs - August 2025
Requisitions
- JOB AID: Create Procurement Requisition - Catalog Orders
- VIDEO: Create Requisition Supplier Catalog
- JOB AID: Create Procurement Requisition - Non-Catalog Orders
- VIDEO: Create Procurement Requisition - Non-Catalog Orders
- JOB AID: Creating a Blanket Purchase Order
- JOB AID: Shipping to an Alternate Address - Requisition
Expense Reports
- JOB AID: Create Expense Report
- VIDEO: Create Expense Report
- JOB AID: Approve Expense Report - Manager
- JOB AID: Create Expense Report on behalf of Worker
- JOB AID: Create Expense Report for Pre-Hire
Credit Card Program
- JOB AID: Credit Card Program Overview
Travel Card
- JOB AID: Travel Card: Create Expense Report - Self
- JOB AID: Travel Card: Create Expense Report - For Employee
Procurement Card
- JOB AID: PCard: Processing Transactions - Self
- JOB AID: PCard: Processing Transactions - For Employee
- JOB AID: Accessing PCard Draft Report - Self
- JOB AID: Accessing PCard Draft Report - For Employee
- JOB AID: Add Employee Names to P-Card Transaction Verifications
Creating Purchase Receipts
- JOB AID: Create Purchase Receipt
Need more help? Get in touch with support.
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Student Employment
Student Employment
STUDENTS
JOB AID: Getting Started with Workday: Logging in & Navigation
JOB AID: Get Workday Mobile
JOB AID: Enter/Edit Time (Clock In/Out) on a Desktop Computer
VIDEO: Enter/Edit Time (Clock In/Out) on Desktop
JOB AID: Enter/Edit Time (Clock In/Out) on Mobile App
VIDEO: Enter/Edit Time (Clock In/Out) on Mobile App
JOB AID: New Student Employment Onboarding
VIDEO: Onboarding for Student Employees
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0:00 - 00:55 - I9 (only for new hires, not if you had open jobs moved from Banner to Workday)
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0:55 - 2:17 - W4/V4 Elections
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2:19 - 2:45 - Direct Deposit Elections
VIDEO: Jobs Hub (For students seeking employment)
MANAGERS
JOB AID: Direct Hire - SE
JOB AID: Create Job Requisitions - SE Managers
JOB AID: Change Job Details - SE
JOB AID: Manage Student Through Recruitment Process - SE Managers
ONE PAGER: Workday Job Profiles - Eligible for Work Study
ONE PAGER: Workday Job Profiles - Ineligible for Work Study
Need more help? Get in touch with support.
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Spanish/Espanol
Spanish/Espanol
JOB AID: Descargue Workday Mobile (ES)
JOB AID: Guía Inicial para Workday: Inicio de sesión y Navigegación (ES)
JOB AID: Preferencias de Idioma en Workday Mobile (ES)
JOB AID: Actualice Su Información Personal (ES)
JOB AID: Ingresar-Editar Tiempo (Entrada/Salima) en el Escritorio-Empleado no exento (ES)
JOB AID: Ingresar Tiempo en Mobile-Empleados No Exentos (ES)