Workday Job Aids & Demo Videos - HR

This page includes job aids and demo videos related to Human Resources (HR). Review job aids and demo videos related to Getting Started with Workday, Finance, and Student Employment through the links below.

Job aids provide step-by-step instructions with screenshots of particular tasks in Workday. Once opened in the web browser, please open in the desktop app to optimize viewing. Demo videos are a video version of a job aid.

Getting Started

Finance

Student Employment

HR

Enter Time

Topic	Resources
Enter Time: Check In	Enter Time: Check In Job Aid Enter Time: Check In Demo Video
Enter Time: By Day	Enter Time: By Day Job Aid Enter Time: By Day Demo Video
Enter Time: By Schedule	Enter Time: By Schedule Job Aid Enter Time: By Schedule Demo Video
Enter Time: By Week	Enter Time: By Week Job Aid Enter Time: By Week Demo Video
Enter Time: With Meal	Enter Time: With Meal Job Aid
Enter Time: Severe Weather (For campus closures)	Enter Time: Severe Weather Job Aid
Enter Time: Snow	Enter Time: Snow Job Aid
Enter Holiday Time	Enter Holiday Time Job Aid
Enter Exercise Release Time	Enter Exercise Release Time Job Aid
View and Modify Submitted Time	View and Modify Submitted Time Job Aid
Manager: Enter Time for Worker	Manager: Enter Time for Worker Job Aid
Manager: Edit, Delete, and Add Time for Worker	Manager: Edit, Delete, and Add Time for Worker Job Aid
Manager: Correct Employee Time Errors	Manager: Correct Employee Time Errors Job Aid
Submit Hours to Supervisor for Approval	Coming soon

Approve Time

Topic	Resources
Approve Time	Approve Time Job Aid; Approve Time Demo Video
Approve Time for Multiple Workers	Approve Time for Multiple Workers Job Aid
Bulk Approve Tasks in Inbox	Bulk Approve Tasks in Inbox Job Aid
Approve and Submit Time for Your Downline (Not Direct Reports)	Approve and Submit Time for Your Downline (Not Direct Reports) Job Aid
How to Approve Unsubmitted Hours	How to Approve Unsubmitted Hours Job Aid

Work Schedule

Topic	Resources
Assign Work Schedule	Assign Work Schedule Job Aid Assign Work Schedule Demo Video

Time Off & Absence

Topic	Resources
Absence Balance	Absence Balance Job Aid
Requesting a Leave of Absence	Requesting a Leave of Absence Job Aid
Request Return from Leave of Absence	Request Return from Leave of Absence Job Aid
Correct Absence	Correct Absence Job Aid
Vacation Request	Vacation Request Job Aid

Benefits

Topic	Resources
Change Beneficiary	Change Beneficiary Job Aid
Change Benefits for Life Event	Change Benefits for Life Event Job Aid Change Benefits for Life Event Demo Video
Update HSA Contribution	Update HSA Contribution Job Aid
Change Benefits for Open Enrollment	Coming soon
Enter Exercise Release Time	Enter Exercise Release Time Job Aid

Flexible Work Arrangements

Topic	Resources
Request Flexible Work Arrangement	Request Flexible Work Arrangement Job Aid
End Flexible Work Arrangement	End Flexible Work Arrangement Job Aid

Topic	Resources
One-Time Payments	One-Time Payments Job Aid
Request Compensation Change	Request Compensation Change Job Aid
Period Activity Pay	Period Activity Pay Job Aid; Period Activity Pay Demo Video
Period Activity Pay with More than One Costing Allocation	Period Activity Pay with More than One Costing Allocation Job Aid Period Activity Pay with More than One Costing Allocation Demo Video
Edit Period Activity Pay	Edit Period Activity Pay Job Aid

Topic	Resources
Manage Certifications	Manage Certifications Job Aid
Manage Interests and Career Preferences	Manage Interests and Career Preferences Job Aid
Manage Job History	Manage Job History Job Aid
Talent Review: Talent Profile	Talent Review: Talent Profile Job Aid

Topic	Resources
Change Job	Coming soon
Job Change - Request and Approve Employee Transfer	Job Change - Request and Approve Employee Transfer Job Aid
Termination	Termination Job Aid
Add Academic Appointment	Add Academic Appointment Job Aid

Topic	Resources
How to View Your Paycheck	How to View Your Paycheck Job Aid How to View Your Paycheck Demo Video
Complete Tax Withholding Elections	Complete Tax Withholding Elections Job Aid
Payment Election Enrollment Event	Payment Election Enrollment Event Job Aid

Define the Position

Topic	Resources
Add Academic Appointment	Add Academic Appointment Job Aid
Create Job Requisition (Position Management: Tenure Track Faculty, Affiliate Faculty, Administrative Professional (AP), Hourly Staff)	Create a Job Requisition for Position Management Job Aid Create a Job Requisition for Position Management Demo Video
Create Job Requisition (Job Management: Visiting Faculty, Adjunct Faculty, Adjunct AP, Temp Hourly)	Create a Job Requisition for Job Management Job Aid Create a Job Requisition for Job Management Demo Video
Job Requisition Change	Job Requisition Change Job Aid
Create Position	Create Position Job Aid Create Position Demo Video
Edit Position Restrictions	Edit Position Restrictions Job Aid

Evaluate the Candidates

Topic	Resources
Screen: Initial Review of Candidates	Screen: Initial Review of Candidates Job Aid Screen: Initial Review of Candidates Demo Video
Interview: Enter Dates and Feedback	Interview: Enter Dates and Feedback Job Aid
Candidate Self-Schedule Event	Note: This job aid is being updated to allow departments to use this functionality

Hire the Candidate

Topic	Resources
Initiate and Submit Reference Checks	Initiate and Submit Reference Checks Job Aid
Generate/Prepare Appointment Letter or Employee Contract	Generate/Prepare Appointment Letter or Employee Contract Job Aid
Offer Approval	Offer Approval Job Aid
Move Candidate to Offer	Move Candidate to Offer Job Aid
Onboarding for New Hires	Onboarding for New Hires Job Aid
Complete Form I-9: Employee	Complete Form I-9: Employee Job Aid
Onboarding Setup Template	Onboarding Setup Template Job Aid

Review job aids and demo videos related to Getting Started with Workday, Finance and Student Employment:

Getting Started

Finance

Student Employment

Page last modified April 3, 2024

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