Workday for Managers
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Contents
Workday
Overview
Manager’s
Inbox &
Notifications
Approve Time
& Time off
Business
Process
Job Change
Termination
Summary
Resources
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Workday Project Timeline
Workday Human Capital Management (HCM) and Payroll are the first
two Workday systems we will introduce. HCM is the human resources
part of the Workday system and will transform how we work in areas
like payroll, benefits, reporting time, and requesting time-off.
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Overview
 Workday is a modern, mobile, user-friendly platform that will
eventually replace Banner
 It is a web-based design that’s easy-to-use, much like your
favorite web site
 Navigation is simple so you can quickly manage your personal
information
 Starting December 19 (for the first pay period of 2017 (enter time,
direct deposit elections, tax elections) you will access Workday to
enter time.
 Starting January 3 you will access all of Workday anywhere,
anytime – 24/7.
 From a laptop, smartphone or a tablet. Just download the
Workday app to your mobile device
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Let’s get started - Manager
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Workday Self-service Worklets
When you first log in, Workday will display a set of Worklets or icons.
When you select a Workday Worklet you can see each available action,
as well as information you can view.
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Manager’s Inbox
 You can use your inbox to take action on any outstanding processes and to
view any notifications for any processes that you maybe be part of.
 Notifications are just FYIs
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Manager’s inbox
The visibility of business process steps and progress is one of the most powerful features
of Workday system. For each task you perform in Workday, there is a business process,
which defines required steps.
At any time, you can identify the status of a process under the Archive tab of your inbox by
finding the task and clicking on the Process tab.
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Approve Time
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Approve Time-off
As employees request time-off, it goes immediately to their manager,
who receives a notice in their in box they have an Action to complete.
Approve, Deny, and Send Time Off
Requests Back
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•
Click the Time Off Request.
•
Click Approve, Send Back, Add
Approvers or More. From the More
menu you can select Deny, or Cancel.
Enter Time and Time-off for team
Enter Time or Time Off for a Direct Report
From the My Team worklet:
•
Hover over the employee for whom you want to
enter time off.
•
Click the Related Actions icon next to the
employee.
•
Select Time and Leave > enter Time or Time Off
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Approve time
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Team Calendar
Managers have
a view of their
entire team’s
time-off
schedule.
Easily
identifying
potential gaps
in coverage
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Business Processes: Job Change
From the My team Worklet open the dialogue box below
As a manager,
the list of actions
you are able to
complete are
listed under
Actions here.
You can view
information from
the right hand
column.
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Business Process: Termination
From My Team Worklet select Terminate, select
from the following the employee to terminate and
click OK.
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Business Process: Termination
Complete the
required
termination
information
and submit.
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Summary
Accessing Workday enables you to:
 Beginning December 19 you will enter time & time-off requests in
Workday
 January 3 you will access Workday for managing personal information,
benefits, payroll, entering time and requesting time off
 Navigate through Workday to access personal information
 Maintain your preferences, favorites, and notification preferences
 Workday allows for employee self-service you can view and update
personal information
 REMEMBER: We are not training on live data so your information will
not be 100% accurate across the Workday environment
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Resources
Workday Program Web site – www.Bentley.edu/workday
Workday Program email – [email protected]
Countdown to Workday Go-Live!
Getting Started on Workday – accessing your personal profile
https://www.brainshark.com/bentley/personalprofile
Getting Started on Workday
https://www.brainshark.com/bentley/GS-worklets
https://www.brainshark.com/bentley/GS-Search
https://www.brainshark.com/bentley/GS-Org-chart
https://www.brainshark.com/bentley/GS-managers
Manager actions on Workday
https://www.brainshark.com/bentley/gettingstartedmanagers
https://www.brainshark.com/bentley/myteam
https://www.brainshark.com/bentley/employeehire
https://www.brainshark.com/bentley/Mgr-comp-change
https://www.brainshark.com/bentley/Mgrapprove-time
https://www.brainshark.com/bentley/MgrenterTOfordrctrpt
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