Workday Help
Access Workday job aids and other helpful tools below. If a link below is inactive, the resource is coming soon.
Quick links:
Getting Started
Additional Resources — For Employees
Additional Resources — For Managers
Learning Partners & Instructors
Human Resources
GETTING STARTED
For Employees
- Workday Navigation for Employees
- Workday Mobile
For instructions for adding a photo and editing your personal
information see Personal Information & Profile under
Additional Resources for Employees below.
ADDITIONAL RESOURCES
FOR EMPLOYEES
Absence
Benefits
- Benefits Enrollment: New Hire
- Benefits Enrollment: Open Enrollment
- Change Beneficiaries
- Change Benefits: Qualifying Event/Change in Family Status
- HSA Contribution Change
- Update Dependent SSN
- View Benefit Elections
Career
Learning
- Learning Navigation: Video (YouTube)
- Completing Training
Mentorship
Onboarding
- Onboarding Ambassador - Accept Assignment
- Onboarding Ambassador - Close Relationship
- Docusign New Hire Documents
Pay
- Change Payment Elections (includes Direct Deposit)
- PTO Cash Out Request (Hourly Employees)
- View Payslips
- Withholding Elections
Performance
- Annual Review
- Follow-up Review
- Get Feedback
- Give Anytime Feedback
- Goal Setting — Add or Edit Goals
- Goal Setting — Inbox Task
- Mid-Year Review
Personal Information and Profile
- Change Photo
- Disability Status Job Aid
- How to Change Your Language Preference
- How to Login to Workday Mobile
- Maintain Contact Information
- Maintain Emergency Contacts
- Maintain Name (Legal and Preferred)
Talent and Development
FOR MANAGERS
Compensation
- Annual Merit - Managers of Individual Contributors
- Annual Merit - Managers of Managers
- Request Compensation Change
- Request One-Time Payment
Hiring
Learning
My Team
Talent
- Assess Potential from:
- Print My Team's Talent Card
- Manage Succession Plan
- Start Development Plan
Team Performance Job Aids
- Annual Review:
- Request Feedback for Review (Feedback Provider)
- Request Feedback for Review (Manager)
- Mid-Year Review
- Follow-up Review
- Get Feedback on Worker
- Goal Setting — Create New Goal for Employees
- Goal Setting — Edit My Employees' Goals
- Goal Setting — Manage Inbox Task
- Performance Improvement Plans — Manager
- Complete Disciplinary Actions
- Team Performance Dashboard Reports
Other
FOR HUMAN RESOURCES
Workday links for Human Resources:
- Amend I-9 (U.S. Locations Only)
- Change Job
- Change Organization Assignments
- Changing an Employee to a Contingent Worker
- Converting a Contingent Worker in Workday
- Create a Prospect and Invite to Apply
- Create Job Requisition
- Create Position
- Docusign New Hire Documents
- Edit Position Restrictions
- Editing Time Approver for Current Workers
- Helpful Talent Management Reports - HRBP
- Hire Employee — With Workday Recruiting
- Hire Employee — Without Workday Recruiting
- Hiring Contract Workers with or without Workday Recruiting - HRBP
- How to Set a Nickname (Preferred Name) - HRBP Perspective
- Manage Succession Plan
- Onboarding
- Performance Improvement Plans — HRBP
- Prior Workers Returning (TA Tips)
- Proxy in the Workday Preview Tenant
- Request Compensation Changes
- Reset Employee Passwords and Challenge Questions
- Set up Onboarding Ambassador for Contingent Worker
- Start Disciplinary Actions — HRBP
- Start Job Change Template — Shift, Leave, and Holiday Plans
- Terminate Employee - HRBP
- Workday Recruiting Process
FOR LEARNING COORDINATORS, PARTNERS, INSTRUCTORS, & ASSESSORS
For Learning Coordinators
For Learning Instructors
- TBD
For Learning Assessors
- Assessor Training Activity Video (YouTube)