Workday Job Aids & Demo Videos - HR
Notice: Job Aids Moved to Workday Help
HR Job Aids have transitioned to Workday Help as Help Articles. The most updated and comprehensive collection of Help Articles can be found directly in Workday. This webpage will expire on October 31, 2024. To access Help Articles, navigate to your menu in Workday and click on the 'Help' app or search by topic directly in the Workday search bar.
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.
HR
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Enter Time
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Topic |
Resources |
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Enter Time: Check In |
Enter Time: Check In Job Aid |
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Enter Time: By Day |
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Enter Time: By Schedule |
Enter Time: By Schedule Job Aid |
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Enter Time: By Week |
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Enter Time: With Meal |
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Enter Time: Severe Weather (For campus closures) |
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Enter Time: Snow |
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Enter Holiday Time |
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Enter Exercise Release Time |
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View and Modify Submitted Time |
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Manager: Enter Time for Worker |
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Manager: Edit, Delete, and Add Time for Worker |
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Manager: Correct Employee Time Errors |
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Submit Hours to Supervisor for Approval |
Coming soon |
Approve Time
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Topic |
Resources |
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Approve Time |
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Approve Time for Multiple Workers |
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Bulk Approve Tasks in Inbox |
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Approve and Submit Time for Your Downline (Not Direct Reports) |
Approve and Submit Time for Your Downline (Not Direct Reports) Job Aid |
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How to Approve Unsubmitted Hours |
Work Schedule
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Topic |
Resources |
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Assign Work Schedule |
Assign Work Schedule Job Aid |
Time Off & Absence
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Topic |
Resources |
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Absence Balance |
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Requesting a Leave of Absence |
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Request Return from Leave of Absence |
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Correct Absence |
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Vacation Request |
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Benefits
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Topic |
Resources |
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Change Beneficiary |
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Change Benefits for Life Event |
Change Benefits for Life Event Job Aid |
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Update HSA Contribution |
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Change Benefits for Open Enrollment |
Coming soon |
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Enter Exercise Release Time |
Flexible Work Arrangements
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Topic |
Resources |
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Request Flexible Work Arrangement |
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End Flexible Work Arrangement |
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Topic |
Resources |
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One-Time Payments |
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Request Compensation Change |
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Period Activity Pay |
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Period Activity Pay with More than One Costing Allocation |
Period Activity Pay with More than One Costing Allocation Job Aid |
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Edit Period Activity Pay |
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Topic |
Resources |
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Manage Certifications |
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Manage Interests and Career Preferences |
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Manage Job History |
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Talent Review: Talent Profile |
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Topic |
Resources |
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Change Job |
Coming soon |
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Job Change - Request and Approve Employee Transfer |
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Termination |
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Add Academic Appointment |
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Topic |
Resources |
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How to View Your Paycheck |
How to View Your Paycheck Job Aid |
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Complete Tax Withholding Elections |
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Payment Election Enrollment Event |
Define the Position
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Topic |
Resources |
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Add Academic Appointment |
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Create Job Requisition (Position Management: Tenure Track Faculty, Affiliate Faculty, Administrative Professional (AP), Hourly Staff) |
Create a Job Requisition for Position Management Job Aid |
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Create Job Requisition (Job Management: Visiting Faculty, Adjunct Faculty, Adjunct AP, Temp Hourly) |
Create a Job Requisition for Job Management Job Aid |
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Job Requisition Change |
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Create Position |
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Edit Position Restrictions |
Evaluate the Candidates
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Topic |
Resources |
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Screen: Initial Review of Candidates |
Screen: Initial Review of Candidates Job Aid |
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Interview: Enter Dates and Feedback |
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Candidate Self-Schedule Event |
**Note: This job aid is being updated to allow departments to use this functionality** |
Hire the Candidate
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Topic |
Resources |
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Initiate and Submit Reference Checks |
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Generate/Prepare Appointment Letter or Employee Contract |
Generate/Prepare Appointment Letter or Employee Contract Job Aid |
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Offer Approval |
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Move Candidate to Offer |
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Onboarding for New Hires |
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Complete Form I-9: Employee |
Review job aids and demo videos related to Getting Started with Workday, Finance and Student Employment: