WD
Navigation
Transactions & HR Actions
Reporting &
Analytics
Workday Inbox & Approvals
Pro Tips & Hidden Features
100

This feature allows you to save frequently used pages so you can return to them in one click.

What are "Favorites"?

100

This action changes an employee’s job, compensation, location, or manager.

What is a Job Change?

100

This is where you go to get Reports that are sent or scheduled to you.

What is "My Reports"?

100

Pop Test Jorge! 

Ask Jorge *anything* you want to know about Workday! 

100
Right-click on a blue link

What is "how to display in new tab or copy text"?

200

JR: 1234...or...Sup: Kristen

What are shortcuts to go directly to what you're looking for....job req: 1234 or Kristen's supervisory orgs

200

YELLOW notification that something might be wrong, but you can still move forward with possible unintended results.

What is a Warning message?

200

You can narrow down report results using fields like date range, organizations, or managers.

What are Prompts or Filters?

200

A task was in my Inbox an hour ago, but it disappeared. What happened to it?

What is "Someone else actioned it (approved, etc)"?

200

I need help with a specific "How do I..." HR problem or issue.

What is "contact the HRSC"?

300

This Workday tool allows you to quickly find people, tasks, and reports using keywords.

What is the Search Bar?

300

When you are going to be away, use this feature to assign your tasks/actions to another person.

What is Delegation?

300

This feature allows you to schedule reports to automatically run based on your configuration.

What is "Schedule a Report"?

300

Additional Workday access needed

What is the Workday Access Request Form in Service Garage (Service Now) used for?

300

Click the box to select the first option in a multi-select dropdown list, scroll to the bottom of the list, hold down "Shift", click the box to select the last option.

What is the keyboard shortcut to quickly select ALL options in a multi-select dropdown list?

400

This Workday tool is where HR finds tasks waiting for their approval, review, or completion.

What is the Workday Inbox?

400

This feature allows a Reviewer to return an in-flight transaction to the initiator for correction without cancelling the whole event. (Ex: Effective date correction)

What is "Send Back"?

400

Clicking this icon from a report screen allows you to download it into Excel.

What is the Export to Excel icon?

400

This feature shows you each step of a business process and who completed each step.

What is Business Process from "View Worker History"?

400

When Managers and Supervisory Orgs get separated in the organization hierarchy.

What are misaligned managers and sup orgs?

500

Where you can set your left nav bar preferences: Re-order, Add, Remove

What is Customize?

500

Used to see TM's worker history and business process status(es).

What is "View Worker History"?

500

A customizable visual tool that shows multiple metrics for quick review.

What is a Dashboard?

500

Approvers can leave these notes to provide detail or instruction during the business process.

What are Comments?

500

I need non-transactional Workday support that's beyond the scope of the HRSC Team. (Ex: Announcements, Business Process Configuration Changes, Policy Acknowledgements, etc) 

What is the new "HR Ops Intake Form"? 

Stay tuned for more information coming soon!

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