Workday Job Aids, Demos, & Resources
Find job aids, demo videos, and other tools, like the Workday Crosswalk, to help you get the most out of Workday.
Overview of Available Resources
Below, you will find job aids and demo videos organized by role. These resources are designed for quick reference while using Workday.
Job aids and demos are updated regularly. If you print a job aid, be sure to check back periodically to ensure you’re using the latest version.
In addition to the job aids and demo videos, please explore these valuable resources:
- SAP to Workday Crosswalk: Side-by-side indexes of legacy SAP/connectU and Workday terms.
- Workday Glossary: A reference list of key terms, acronyms, and definitions related to Workday.
- FAQs: Commonly asked questions about the different functional areas of Workday HCM and Payroll. Functional areas include Absence and Leave, Recruiting and Hiring, Payroll, Time Tracking, and more.
Missed the Workday 101: Pre-Go-Live sessions? No problem. You can watch a recording anytime.
Job Aids & Demos
Job aids are step-by-step guides with screenshots to walk you through specific processes within Workday. Demos are short demonstrations and how-to videos of specific tasks or processes.
These materials are updated regularly. If you print a job aid, be sure to check back periodically to ensure you’re using the latest version.
Tip: Not sure where to look? Expand all categories by selecting the “+” button, then use your browser’s search function to locate specific terms. For example, searching for “Costing” will quickly direct you to the Assign Costing Allocation demos and job aids within the Unit Initiator section.
Demos
- Add or Change Benefits for Life Event
- Add and Update Dependent
- Change Benefits for Open Enrollment
- Create Individual Development Plan
- Enter Goals
- Enter Time - Full (for Hourly Employees and Student Workers)
- Provide Anytime Feedback
- Provide Requested Feedback
- Request Feedback
- Request Leave
- Request Return
- Request Time Off
- Submit Acknowledge Evaluations
- Talent Review
- New! Workers’ Compensation: Safety Incident Report
Job Aids
- Add or Change Benefits for Life Event
- Add and Update a Dependent
- Change Benefits for Open Enrollment
- Change Personal Information
- Correct Time Off-Employee
- Create Individual Development Plan
- New! Donated Leave Request
- Enter Time for Hourly Employees
- Flexible Work Arrangement
- Internal Apply
- Leave Requests
- Onboarding
- Payment Elections and Tax Withholding Elections
- Reports Navigation
- Request Framework
- Request Time Off
- Submit Evaluations Acknowledge Evaluations
- Submit Resignation - All Employees
- Talent Review and Feedback
- Talent - Self Service Careers Profiles
- Workday 101
- Workday Mobile
Demo
- Manage Period Activity Pay
For compensation tied to a defined time period (like teaching an online course or student stipends)
Job Aids
- Manage Period Activity Pay
For compensation tied to a defined time period (like teaching an online course or student stipends) - Request Compensation Change
- Request One-Time Payment
For single, lump-sum payments (for situations like speaking engagements or special assignments)
Demos
- Assign Costing Allocation
For current and future payrolls - Create Payroll Accounting Adjustments
For prior (retroactive) payroll periods
Job Aids
- Add Additional Job
- Add Additional Job - Students
- Assign Costing Allocation
For current and future payrolls - Change Job
- Contract Contingent Worker & End Contingent Worker Contract
- Create Payroll Accounting Adjustments
For prior (retroactive) payroll periods - Create Position
- End Additional Job
- NEW! Extract Time Blocks
- Manage Period Activity Pay
- NEW! Move Worker
- No Show
- Notify Worker Start Date Correction Event
- New! Payroll Details & Obligations Report
- Switch Primary Job
- Terminate an Employee
Workday Tips & Tricks
- Open the app and tap My Tasks at the bottom.
- At the top, next to My Tasks, tap the down arrow (∨).
- Select Completed Tasks to view your archive.
- To return, tap the down arrow again and re-select My Tasks.
From your Workday homepage menu, hover over Personal, and select Help to access the Help Center. Articles are organized by category, with the number of available articles listed beside each section.
To find your Unit Initiator:
- Select your Profile in the top-right corner and choose View Profile.
- Open the Job tab from the menu on the right.
- Select Support Roles at the top of the page (you may need to use the More dropdown to see this option).
- On the Support Roles tab, you can see the workers assigned to your area, including your Unit Initiator, HR Partner, Manager, and other support roles.
- You may click the column header to filter for Unit Initiator.
- Log in to Workday.
- In the search bar, type "My Tax Documents".
- Select Tax Form Printing Elections.
- Click Edit and choose: Receive electronic copy of my Year-End Tax Documents.
- Click OK to save.
If the student has multiple jobs and will continue to work elsewhere on campus, the department the student is no longer working for should submit an End Job business process. The end job business process will end the student’s job with the department they’re no longer working for, but will not terminate them in Workday.
Workday Absence Management enables employees to manage time away from work, including sick days and vacation (time off), as well as extended periods such as FMLA (leaves of absence). Review this comprehensive guide to understand the difference between Time Off and Leave, so you can confidently manage your time away.
As a Software-as-a-Service (SaaS) platform, Workday receives two system updates each year, introducing new tools and improvements. These updates typically happen in March and September.
That means the system is ever-evolving! We will communicate key changes out to campus.
Have Feedback on Training Materials?
Your input helps us improve. If you have a question, concern, or suggestion for new or expanded training materials, please share your feedback with us.
Need Additional Support?
Submit a case directly in Workday. Hover over Personal (in the left-side menu) > Select Help > Select Create Case.
You can also reach out to your Human Resources Business Partner (HRBP), who is here to support you across key areas, including Workday, Recruiting, and People Relations.