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. The Global Navigation Sidebar is located on the left side of the Home page and remains pinned as you navigate through Workday. It features categorized navigation, allowing you to hover over each category to preview its items.  If your view looks different, you may be using the alternative navigation setting. Both views contain the same menu options, but they may appear in slightly different layouts

 

3. The Search Box, located in the center of the Home page, allows you to quickly find people, tasks, reports, and business data you need to access.

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.