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1- Workday Core Concepts and Navigation Basics

The document provides a guide for navigating Workday, including accessing the Worker Profile Menu, utilizing various features such as My Account, Workbench, and My Reports, and managing tasks through the mailbox and notifications. It also covers adding applications and shortcuts to the landing page for easier access and using the Find Workers report for specific queries. Overall, it serves as a foundational resource for users to effectively utilize Workday's functionalities.

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itsshyam94
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21 views

1- Workday Core Concepts and Navigation Basics

The document provides a guide for navigating Workday, including accessing the Worker Profile Menu, utilizing various features such as My Account, Workbench, and My Reports, and managing tasks through the mailbox and notifications. It also covers adding applications and shortcuts to the landing page for easier access and using the Find Workers report for specific queries. Overall, it serves as a foundational resource for users to effectively utilize Workday's functionalities.

Uploaded by

itsshyam94
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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WORKDAY CORE CONCEPTS &

NAVIGATION BASICS
Activity 1.1 - Navigating Workday Pages

1. Access Workday by navigating to the Workday URL provided.


2. Login using your <User Name> and <Password>.

Worker Profile Menu

1. Navigate to the Worker Profile Menu. Click on and explore each of the available options
following the directions below. Note: Your screens will look different from the screenshots in
the Concepts PowerPoint due to security access. Everything a worker sees in Workday is
controlled by the configurable security setup in the tenant.
 Home
o Try returning home using the home icon (accessed via the Worker Profile Menu)
or the Workday logo, too. This is the landing page for end-users, mangers, etc.
 My Account
o This is used to reset your password or any account related help.
 Workbench
o Click on the different available applications to view actions and reports. This is
the landing page for implementers.
 Sitemap
o All the available reports and Tasks that you have access to will be available here.
 Favorites
o Click on Manage Favorites and add the ‘Chicago (Location)' for Favorite Business
Objects.
 Audit
o Click on the different available categories to view tasks and reports.
 Drive
o This is Workday Drive and all the files or templates you have access to or you
have uploaded can be accessed here.
 My Reports
o All the reports that you have downloaded will appear here.
 Documentation
o Login to Workday Community using your login credentials. (This can be accessed
only by Workday Certified Consultants)

2. Click on the mailbox icon to navigate to the My Task.


 View available options under ‘All Items’, ‘Saved Searches’, ‘Filters’ and ‘Archives’ tab.
 View available options under ‘Bulk Approval’ and ‘Manage Delegations’ (if you are a
Manager).

3. Click on the bell icon to navigate to Notifications.


 View the available options under ‘Viewing’ and ‘Sort By’.

Related Actions and Hyperlinks

1. Enter Steve Morgan on the search box.


2. Hover to the right of Steve’s name to display the Related Actions and Preview icon. Click on
the Related Actions icon to display all available actions related to the business object.
Note: Available actions depend on the type of the business object and the security setup of the
business object. You are currently viewing an ‘Employee’ business object.

3. Click on Steve Morgan’s name to see his Worker Profile.


 All text in blue in Workday signifies a hyperlink that you can click on for more details.

Search

4. Enter org: executive mana into the search box.

5. Select the related action icon on Executive Management to view the Superior of the
supervisory organization.
Activity 1.2 – Adding Applications and Shortcuts

You can configure the Landing pages to display only applications providing you easy access to data
and tasks relevant to your day to day activities.

1. Navigate Home from the menu (click on the Workday icon or the home icon from your user
profile).

1. Click on the Menu icon


2. On the Apps tab click on Add Apps and add Payroll Dashboard.
3. Click on Back to the Menu.
4. On the Shortcuts tab click on Add Shortcuts and add Create Supervisory Organization.

Activity 1.3 - Faceted Search using Find Workers Report

Scenario: The Accounting department has requested you to know if there are contingent workers
working in San Francisco. Use the Find Workers report to help them with their request.

1. In the Search bar enter Find Worker and select the report Find Workers report from the
results.
2. On the left-hand side you will see the faceted search options. Use the faceted values on the
left of the screen and select different facet values to see how search results update
accordingly.
3. Select up to five workers and click Compare to compare workers.
4. To save your selected facet values for future use, click Save (located to the right of Current
Search) and enter a name.

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