Workday How-to Guides and Videos
Use these resources to learn how to complete tasks in Workday.
Workday Essentials
- Account Preferences
- Add/Change Photo
- Add/Update Dependents
- Applications and Shortcuts
- Change Benefits for a Life Event
- Change W4 Elections
- Change Your Legal Name
- Change Your Preferred Name
- Customized Cards (Workday homepage)
- Emergency Contact Information
- Home Contact Information
- Manage Beneficiaries
- Manage Delegation
- Manage Payment Elections (Direct Deposit)
- Modify Your Personal Information
- My Tasks and Notifications
- Navigating the Workday Homepage
- New Hire Benefits Enrollment
- Search in Workday
- Set up Account Preferences
- Set up Workday Mobile
- View and Print Payslips
- View Organization Chart
- View W2
- Workday Menu
- Workday Profile Page
Financial System
- Approve Expense Report
- Approve Purchase Requisitions
- Approve Spend Authorization
- Approve Supplier Invoice
- Create Expense Report - Credit Card
- Create Expense Report - Reimbursement
- Create Receipt
- Create Requisition
- Create Spend Authorization
- Create Supplier Invoice Request
- Create Supplier Request
- Extract Grant
- Gift Event
- View a Budget Report
Managerial Resources
- Approve Time for Direct Reports
- Create Job Requisition
- Create Position
- Interview Candidate
- Job Application
- Manage Team Absences
- Offer (Hiring)
- Onboarding - Staff
- Ready for Hire
- Request a Compensation Change for a Direct Report
- Request One-Time Payment
- Review Candidate
- Screen Candidate