Guided Demonstration:
Navigation Guide
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INTRODUCTION
In preparation for Training, this guide will provide you with prescribed activities to
walkthrough on your own and at your own pace prior to participating in Training. This guide
provides you with activities to complete in the Workday AMU tenant (a false university with
fake characters).
Thank you and have fun exploring and learning!
Access the Workday AMU tenant by clicking on the link below. Enter your User ID and
Password to log in as Erin Rudesill, a fake employee.
URL: https://impl.workday.com/wday/authgwy/mc_amu1/login.htmld
User ID: esrudesill
Password: WD2017!
The Workday Practice section provides you with basic navigation activities as well as specific
activities that will help you understand what an employee’s role and tasks may be for an
initial orientation to the Workday Project. The goal of this section is to have you become
familiar with both the navigation in Workday as well as with specific tasks you will be
responsible for navigating. This is NOT formal training. That will be coming in June 2017,
stay tuned!
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Navigate the Home Page
The Workday Home page displays worklets that provide
access to tasks and reports. Because the Home page is
highly configurable, your organization may display different
worklets.
Configure Worklets
Additional worklets can be added to your Home page, if allowed by your organization.
From your Home page:
1. Click the Settings icon
Worklets page displays.
2. Click the Plus icon
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in the upper right hand corner of the Home page. The Configure
to add a new worklet.
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3. Click the Prompt icon
4. Click the Minus icon
5. Click the Up Arrow
and select from the list of existing worklets.
to remove a worklet from the dashboard.
or Down Arrow
to reorder the worklets on the page.
6. Click OK > Done. (You will receive an error, keep going).
Error and Alert Messages
Error and alert messages display in the upper right-hand section of the page. They typically
identify the specific field or fields where information is missing, entered incorrectly, or in conflict
with a rule established by your organization.
Errors prevent you from completing a task until the error is fixed.
Alerts notify you of potential problems on a page, but do not prevent the task from being
completed.
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Access Your Worker Profile Page
1. Log in to Workday.
2. Click your name on the top-right of the page.
3. Click View Profile. Your Worker Profile page displays.
NOTE: All other instructions on this Quick Reference Card start from the Worker Profile page.
Use Actions, Related Actions, and the Menu Icon
The Actions icon
displays next to an object when there are actions relevant to the
object. For example, the Actions icon next to your name accesses tasks and data pertaining to
your worker record.
Options beginning with the word “View” are view-only actions. To select an action, hover over
the main selection on the left and Click on the Right.
Hover
Click
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Add or Change Your Contact Information
1. Click the Contact tab.
2. Click Edit.
3. Enter or modify any information.
4. Click Submit.
Add or Change Emergency Contacts
1. Click the Contact tab or Actions.
2. Click the Emergency Contacts tab.
3. Click the Edit button.
4. Enter or modify your emergency contacts,
5. Click Submit.
Modify Your Personal Information
1. Click the Personal tab. Workday displays the Personal Information link.
2. Click Edit.
3. Click the Edit icon
to edit existing information.
4. Click Submit.
Change Your Legal or Preferred Name
1. Click the Actions icon
below Erin Rudesill’s name.
2. Select Personal Data > Change My Legal Name.
3. Enter your new information, including any required information.
4. Click Submit.
5. Click To Do to submit proof of name change or Done to submit later.
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View Transaction History
View your transaction history to see when you enrolled in benefits, changed personal data, and
more. Please note that in the AMU tenant, this may change from day to day as people orient
themselves with Workday and that there may not be history loaded.
1. Click the Overview tab.
2. Click the Worker History link in the navigation ribbon, you may have click on the More tab
to view Worker History. Erin’s business process history displays. This information may be
minimal during training.
3. Click View Worker History by Category. The data is segmented into different tabs to
make it easier for you to review your history.
Purpose of the Inbox
Your Inbox includes notifications of tasks, approvals, due dates, etc., that are sent to you by
your organization’s business processes.
View Your Inbox and Notifications
1. Click on My Account by clicking on your picture circle next to your name, in the upper right
hand corner and pick the Inbox.
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Note: The Archive tab
displays in full screen mode.
2. Click the Actions tab to view your business process tasks, approvals, and to dos.
3. Click the Archive tab to access the process status of any business process you have been
involved in. You will see something that looks similar but not exactly as shown below:
You may not see anything in Archive or Actions for Erin, this is an example.
4. Click the Notifications tab under My Account to view configurable alerts (birthdays,
anniversaries, time off, etc.) and reporting notifications.
Locate Your Place in the Organization
Workday displays the reporting structure of your department. This can help you understand
your place within the organization.
From the Home page:
1. Click your Erin’s name at the top of the page.
2. Click View Profile.
3. Click Overview tab.
4. Select the Manager History tab.
Manager history includes information about your prior job titles, managers, start dates, and
end dates.
5. Click on any of the tabs to become familiar with Overview.
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Using Search
To find various activities and information in Workday, in this case, Create Position:
Type what you are interested in the Search.
1. Click on the magnifying glass or hit Enter.
2. Click on the Link.
Search Using Prefixes
To assist in finding item faster, you prefixes.
1. In Search, type in: ?
2. Click Enter.
Note the prefixes that you can use for your search, you can export this list by clicking on the
Excel-like icon or the printer icon.
It will download to your browser to print or view.
View Your Information in your Organization
View your information within the organization.
1. Click your name at the top of the page.
2. Click View Profile.
3. Click on the Overview tab.
4. Explore the various tabs, note the More tab.
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View Roles in an Organization
The Roles on any organization are the supporting Roles (personnel) that will carry out business
process steps.
1. Click the Job Details tab.
2.
Click on the hyperlink of your Organization.
3. Click on the Roles tab.
4. Scroll down the list and review individuals occupying each supporting role.
Using Related Actions Button
The Related Action button
will allow you to perform actions, if you have the security
settings to do so, on other fields or attributes of the Workday application.
1. Hover next to Erin’s manager, Grace Anderson, the Related Actions button will appear
2. Click the Related Actions button
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3. From here, you can view information or take an action, based on your security.
4. To close an expanded box click
Then click the “X”.
button to make the “X” in the right corner appear.
l
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