Workday Training

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Video Overview

This video is designed for everyone as a first look and orientation to the Workday experience.

Workday Basics: Getting Started (5 minutes)

Job Aids

• Basic Workday Navigation - overview of Workday homepage and basic features
• Navigation, Account Preferences, Apps and Search Tools / Navegación global, preferencias de cuentas, y búsqueda - customize my Workday experience including notifications
• View Your Inbox and Notifications - view items that require my attention and take action
• Manage My Business Processes - check the status of my request or cancel an action
• Set up Workday Mobile / Configuar la app móvil de Workday - add the Workday app to my phone or tablet

Video Overview

Employee self-service in Workday starts with your profile. This video introduces all employees to the personal information they can view and manage in Workday.

View and Manage Your Profile

Job Aids

• View Your Employee Profile / Ver mil perfil
• Add/Change Photo / Añada o Cambie su Foto
• Add/Change Home Contact Information / Añada o Cambie su Dirección
• Add/Change Emergency Contacts / Añadir o Cambiar Contacto de Emergencia
• Modify Your Personal Information / Modifique su Información Personal
• Change Your Legal Name / Cambie su Nombre Legal
• Change Your Preferred Name / Cambie su Nombre Preferido
• View Organizational Chart

Payroll Self-Service

Job Aids

• View or Change Tax Elections / Ver o cambiar opciones de impuestos
• View W-2  / Ver W-2
• View Payslips / Ver la nomina
• Manage Payment Elections / Opciones de Pago

Benefits Self-Service

Job Aids

• New Hire Benefits Enrollment
• Change Benefits for Life Event
• Edit Dependents
• Retirement Plan Enrollment/Change/Termination
• Manage Beneficiaries

Union Staff: Clocking In/Out  & Requesting Leave On A Timeclock

Job Aids

• Job Aid: Clock In/Out / Funcionalidad del reloj de fichar papa empleados
• Clocking In/Out on a Mobile Device

Non-Union Non-Exempt Staff & Student Workers: Entering Hourly Time Worked

Job Aids

• Time Entry for Hourly Employees (non-Exempt)
• Time Entry via Mobile App

Job Aids

• Request/Cancel/Correct an Absence - request time off for myself (vacation, sick, jury duty, bereavement, etc.)
• View Absence Balance - view my available vacation, sick and community service leave hours
• Enter/Request Intermittent Leave/FMLA - request FMLA leave and paid time off for qualifying circumstances

Video Snippets

• Create Requisition - Amazon Punchout demo
• Create Requisition - Supplier Quote demo
• Create Receipt demo
• Create Expense Report - Credit Card Reconciliation demo
• Create Supplier Request demo
• Create Supplier Invoice Request demo

Job Aids

• Create Requisition - Amazon Punchout
• Create Requisition - Supplier Quote  - create a Purchase Order from a supplier/vendor quote
• Create Receipt - request a Purchase Order payment when goods/services are received
• Create Expense Report - Credit Card Reconciliation - reconcile/code purchase card transactions
• Create Supplier Request - add a new supplier/vendor to Workday, including contractors under PSA agreements
• Create Supplier Invoice Request - submit an invoice for payment without a Purchase Order, or request payment for any non-employee, including student awards/reimbursements and contractors under PSA agreements

Job Aids

• Create Spend Authorization - get advanced approval for travel related expenses and cash advance requests
• Create Non P-Card Expense Report - get reimbursed for non-purchase card, out-of-pocket business expenses, such as mileage
• Create Expense Report (Workday Mobile)

Job Aids

• Conversion sheet: Legacy Operating Unit to Workday Cost Center
• Conversion sheet: Legacy Non-Operating Unit to Workday Cost Center

 Job Aids

• Understanding the Cost Center Manager Role - view summary of Cost Center Manager tasks and responsibilities
• Reviewing Budget Report - view budget vs actual reporting by cost center
• Create Budget Amendment (For Division Budget Specialists Only) - transfer budgeted funds or change existing budget

Video Snippets

• Approve Purchase Requisitions demo
• Approve Purchase Invoices demo 

Job Aids

• Approve Purchase Requisitions - give approval to create Purchase order 
• Review and Approve Expenses and Spend Authorization - give approval to pay expenses not on a Purchase Order
• Approve Supplier Invoice - give approval to pay an invoice

Job Aids

• Approve and Manage Hourly Team Time - review and approve/reject timesheets for direct reports
• Manage Team Absence - approve, deny, and manage time off requests submitted by your direct reports; submit time off requests on behalf of a direct report
• Manage FMLA Leave/Intermittent FMLA Leave for Direct Reports - request FMLA leave and paid time off on behalf of a direct report; temporarily reassign business processes for direct reports on continuous leave
• Manage Employee Job Changes - initiate a transfer, promotion, or job change for a direct report
• End Job for an Employee - end one job for a direct report who has multiple jobs on campus
• Terminate an Employee - initiate a termination of employment for a direct report

Job Aids

• Hiring Student Workers
• Create Job Requisition - leads to a job posting to hire a full or part-time regular or temporary staff employee
• Manage Job Requisitions for Staff Positions - manage job requisitions and hire staff
• Goucher College Compensation Grades - view list of compensation grades to select during the hiring process