View Benefits is used for an employee to see their current benefit plan, the coverage level, and the associated cost for each plan.

The Change Benefit Elections task is used to modify current benefit elections. It is also used if you currently do not have benefits and you have a qualifying life event. During the process in Workday, you will be asked to include relevant documentation to the Change Reason you select. ​

The Assign Custom Work Schedule task allows Managers to assign work schedules to individual employees. It is important to maintain accurate work schedules as these are important for payroll processing and calculations for time off.​

Managers can assign a standard work schedule for an employee or update a standard schedule to create a custom schedule for the employee.​

The Change Job process allows is used to accomplish many different staffing related actions within the system. 

This job aid outlines the process of hiring a new or re-hired employee for an open position. Once submitted the information will be sent to the HR partner for additional approvals. To add or change job for a current employee use the Add Additional Employee task.

The Correct Time Off process is used by an employee to adjust time off they had previously submitted. This allows you to make a change within Workday to align with your changed plans. As a reminder, Time off refers to personal time off such as a personal day or vacation. A leave of absence (which requires an end date) is time off for events such as parental leave or sabbatical.

The Request Absence process is the process used to request time off or a leave of absence.​

Time off refers to personal time off such as a personal day or vacation. A leave of absence (which requires an end date) is time off for events such as parental leave or sabbatical.​

The Approve Time process is used by Managers to approve time worked after time has been submitted by an employee. Managers can also correct an employee’s time before approval. Managers should not use the “Send Back” option.​

The Add Job process is used to assign an additional set of responsibilities or duties to a worker. The additional job can have a different supervisory organization, compensation rate, pay rate, scheduled hours, location, or job profile. Certain eligibility rules apply depending on the type of worker and job. ​

The Onboarding dashboard allows managers to provide key information to new hires such as a welcome message, people to meet, and key contacts. This information is available to new hires in the form of tasks arriving in their inbox as well as a dedicated Onboarding section of the landing page. The Onboarding Setup process details how managers can select the information and tasks they would like to include in the onboarding dashboard for their new hire. ​

A job requisition is a formal request to fill a job or permission to begin the recruiting process. Once approved, a job requisition is then used to create a job posting to which candidates can apply, be interviewed, selected, and eventually hired. Job requisitions should be used to fill new positions, vacant positions, or positions where the current employee has expressed their intent to leave the position.

The Terminate Employee process is used to initiate all separations, including voluntary and involuntary separations. If the worker has an additional job, the additional job must be ended first before initiating the termination. The Termination process is the process also to establishes the final pay period for the employee. ​

Generating a Job Offer is the process of extending an invitation to a candidate to accept the position. The Screen and Interview candidate job processes must be complete prior to extending a job offer.

The Inbox Archive allows you to view all of the business processes, tasks, and approvals in which you are involved. This includes business processes which have been completed in the last thirty days as well as processes with remaining steps for others to complete. For processes still in progress, the remaining steps, due dates, and assignees are viewable. Some processes can be initiated within the system but remain pending until the effective date is reached. These future dated processes are also available to view within the Archive. Remaining Steps are available to provide an audit trail of action for the particular business process.​

This job aid outlines the process of screening candidates as a part of the recruiting process. The screening steps ensures that the candidate meets the minimum qualifications for the position. This step will be completed by the search committee chair for the position or the primary recruiter. Successful completion of the step moves a candidate forward to an interview.​

This job aid outlines the process of interviewing candidates for an open position as part of the recruiting process. Successful completion of the screen process is required to begin the interview process. The interview step allows interviewers to schedule and manage an interview for a candidate and provide feedback..​

Period Activity Pay is a process that can be initiated Ad Hoc or as a sub process of a staffing event such as Hire . When initiating the process, you can search for the employee or use the task Manage Period Activity Pay.

The Mobile Application Setup is used by an employee to download and start the Workday Mobile App. 

The Delegate Tasks feature in Workday is designed to allow someone to approve actions on your behalf when you are out of work, such as on vacation or on leave..

The Assign Costing Allocation business process provides the ability to specify the financial worktags to allocate employee earnings and employer-paid expenses. ​

This business process may be initiated on its own, or it may be a sub process of another transaction such as Hire, Change Job, or Create Position. In cases where it is part of another process, this task will arrive in your inbox. This job aid will focus on the process being initiated on its own. ​

The Expense Report process allows users to submit a categorized or itemized list of expenses that were made on behalf of the university or project. The report helps determine that money was indeed spent, what was purchased, and how much of the expenditure will be approved for reimbursement or payment. Expense reports require approval prior to reimbursement or payment.​

The Create Spend Authorization task is used to grant permission for a future business expense. Previously known as travel authorizations, spend authorizations must be requested and approved in Workday prior to completing a purchase..​

The Create Spend Authorization for Worker task is used to grant permission for a future business expense on behalf of a worker. Previously known as travel authorizations, spend authorizations must be requested and approved in Workday prior to completing a purchase. Spend authorization requests must be approved prior to reconciling the spend authorization via the Create New Expense Report from Spend Authorization task.

Creating a requisition is the step you take within Workday to procure goods and services. There are times when an Invoice is significantly higher than the purchase order. In this situation, Workday will deliver a Create Change Order task to the individual who made the Requisition.  

Creating a requisition is the step you take within Workday to procure goods and services. This job aid will cover the scenario of requesting Goods from a Supplier Website. The sites available are Amazon and Staples. Please note that the recommended best practice is to limit the items requested to the same funding source. This will aid in a streamlined approval process associated with the funding.​

Creating a requisition is the step you take within Workday to procure goods and services. This job aid will cover the scenario of Requesting Services. Please note that the recommended best practice is to limit the items to the same funding source. This will aid in a streamlined approval process associated with the funding.​

Creating a supplier invoice request is the step you take within Workday to request a payment for services or goods to a supplier within the system. Please note that if the Create Requisition business process should have been used, your supplier invoice request will be denied, and you will be directed to initiate that process instead.​

Creating a requisition is the step you take within Workday to procure goods and services. This job aid will cover the scenario of requesting Goods from a Supplier Website. The sites available are Amazon and Staples. Please note that the recommended best practice is to limit the items requested to the same funding source. This will aid in a streamlined approval process associated with the funding.​

This job aid outlines the process of pulling the budget reports by the program they are aligned to. 

This job aid outlines the process of pulling the budget reports by the cost center they are aligned to. 

This job aid outlines the process of adjusting an approved expense report in order to correct mistakes or better align the expense report with financial statements. Accounting adjustments can only be completed on expense reports that are already approved and paid.​

Use this job aid for the step by step process to add the Requisitions app to your menu. After adding this app, you will be able to view the status of the Supplier Invoices Requests (SIR)

This job aid outlines the process on how to create a pre-hire for an individual who is new in Workday. 

Use this job aid for the step by step process to add the Requisitions app to your menu. After adding this app, you will be able to view the status of the Supplier Invoices Requests (SIR)