Absence/Time-Off

View and Submit Time-Off 

JOB AID: Request Absence/Time-Off (Staff)

Review and Approve Time Off as a Manager

JOB AID: Review Absence/Time-Off Request (Manager)

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Account Preferences & Personal Info

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 

Need more help? Get in touch with support.

Benefits

JOB AID: New Hire Benefits Enrollment

JOB AID: Change Benefit - Retirement Contributions

JOB AID: Change Benefit Elections - Life Event

Need more help? Get in touch with support.

Faculty

ONE PAGER: Faculty FAQs  

JOB AID: Manage Period Activity Pay Assignments

Need more help? Get in touch with support.

Finance

ONE PAGER: Workday Finance Terminology

JOB AID: Finance Analyst - Viewing Cost Center Budget and Actuals

Finance Fundamentals Training Slides (note: download the slides to view the videos)

Cost Center Manager Handbook

Cost Center Manager Training Slides (note: download the slides to view the videos)

Grants

JOB AID: Individual Grant Report

Spend Authorization 

JOB AID: Create Spend Authorization - Cash Advance

Stipends & Cash Payments

JOB AID: Create Request to Pay Student- Stipends Awards Prizes

JOB AID: Interdepartmental Charges, Dining Dollar Payments, Spider Card Payments

Suppliers, Invoices, & Creating Receipts

JOB AID: Create Supplier Invoice Request

JOB AID: Create Supplier Request

JOB AID: Create Purchase Receipt

Need more help? Get in touch with support.

HR

JOB AID: Direct Hire-Student Employment

JOB AID: Internal Job Search

Need more help? Get in touch with support.

Mobile & Language Settings

JOB AID: Get Workday Mobile

JOB AID: Workday Mobile Language Selection Options

Need more help? Get in touch with support.

Time-Tracking

Clocking In/Out

JOB AID: Enter/Edit Time (Clock In/Out) on Desktop

DEMO VIDEO: Enter/Edit Time (Clock In/Out) on Desktop 

JOB AID: Enter/Edit Time (Clock In/Out) on Mobile App

DEMO VIDEO: Enter/Edit Time (Clock In/Out) on Mobile App 

Bulk Enter/Edit Time  

JOB AID: Enter/Edit Time (Bulk Time Entry) on Desktop (Non-Exempt Hourly Employee)

Review Time as a Manager

JOB AID: Review Time Entry - Manager

DEMO VIDEO: Review Time Entry - Manager

Timekeeping Guides

JOB AID: Timekeeping Guide-Timekeeper and Manager General

Need more help? Get in touch with support.

Payroll

DEMO VIDEO: Manage Payroll Options - Withholding Elections

DEMO VIDEO: Manage Payroll Options - Payment Elections

JOB AID: Manage Payroll Options- Payslips

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Purchases

• 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.  

REQUISITIONS

JOB AID: Create Procurement Requisition - Catalog Orders

JOB AID: Create Procurement Requisition - Non-Catalog Orders

DEMO VIDEO: Create Procurement Requisition - Non-Catalog Orders

EXPENSE REPORTS

JOB AID: Create Expense Report

DEMO 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

TRAVEL CARD AND CREDIT CARD

JOB AID: Processing Travel Expense Card

JOB AID: Processing Credit Card Transactions

Need more help? Get in touch with support.

Recruiting

JOB AID: Create Job Requisition - Manager

DEMO VIDEO: Create Job Requisition - Manager

DEMO VIDEO: Manage Candidate Through Recruitment Process

JOB AID: Contract a Contingent Worker - Manager

Need more help? Get in touch with support.

Request One-Time & Interim Payment

JOB AID: Request Interim Pay

JOB AID: Request One-Time Payment

Need more help? Get in touch with support.

What Happens Next?

View Steps in a Business Process via Process History:

 Need more help? Get in touch with support.

Additional Help

GENERAL

Roles and Approvals

ONE PAGER: Workday Roles (Finance & HR)