Important: While watching the 'Benefits and Pay' video, please be aware that our organization does not use all features. Only the features visible under the 'Benefits and Pay' section on your page are currently available for use by the organization.​​​​​

 

 

Note: The security profiles of individual users determine the visibility of sensitive information. Consequently, you may not have access to all the information in this Job Aid. Furthermore, some changes may require approval from an HR Partner or another department to complete the process.

 

1. Log in to your Workday account. 

 

2. Click the Global Navigation Menu icon at the top left of the home page to access shortcuts, saved content, and add/edit /view menu categories that automatically sort and categorize the navigation items into user-centric groups. 

 

 

 

3. The Search Box in the center of the home page lets you quickly search for people, tasks, reports, and business data you want to navigate. 

 

 

To Review and update withholding elections on the Federal, State, and Local Elections from the Desktop device. 

STEPS: 

1. From the Benefits and Pay application, select Tax. 

2. Scroll down the page to view your Tax Elections. 

3. On the bottom of the tab, select the Update button to make election changes. 

4. Select OK. 

5. After making election updates, select the I Agree checkbox and select OK. 

  

Mobile 

Note: You can only update elections on the mobile application. You cannot add a new election.

 

MANAGE YOUR WITHHOLDING ELECTIONS 

To modify your withholding elections from the Mobile device. 

1. Select the Apps icon. 

 

2. Select Benefits and Pay. 

 

3. Select The Hamburger at the top right of the screen 

 

4. A menu will open, Under Pay, click Tax 

 

5. A payroll hub with Worker Tax Information will appear 

6. Scroll to the bottom of the page to Tax Elections and under Federal 

7. Click Update, then Next, and follow the prompts. 

 

8. At the top right click on Next 

 

9. The W-4 employee’s withholding certificate will open, complete the form by scrolling to move the page to the bottom. 

10.  After making election updates, select the I Agree checkbox and select Done. 

  

View the Status of your submission 

1. To view the progress of your submission, click on My Task at the bottom of the screen. 

2. At the top right of the page click on Archive to view all task you have done in Workday, which includes any task that is awaiting approvals.  When you click on Actions on the top right of the page you can see task that require action.