OVERVIEW:
From a Mobile,
From any computer with a secure Internet connection,
Click the Workday link: My Workday or login to Workday from the City website
You will be directed to the login screen as shown below.
NAVIGATE THE HOME PAGE:
NOTE: Worklets on the Home page are now referred to as menus. The two terms may be used interchangeably.
In Workday, you can use tasks to enter data and reports to view data. The Workday Home page displays applications that provide access to tasks and reports. Because the Home page is highly configurable and security may vary, your home page may display different applications.
CONFIGURE APPLICATIONS (APP) STEPS:
You can add, remove, and arrange applications on your Menu page.
From your Home page:
1. Click the Menu icon in the upper-left corner. The Configure Worklets options display.
2. Click the Add Apps icon to add a new Worklet.
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Enter a keyword to search “Time”.
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Click the Prompt icon to select from the list of existing Worklets.
- Click the Edit icon to remove an application from the Home page.
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Click the Prompt icon to select from the list of existing Worklets. Only the Worklets with Prompt icon can be removed. All others are static. They can be re-arranged but not removed.
- Click the Worklet to move an application to the first, last, or in-between position, use the to Move Up and Move Down by holding the mouse and holding right click on the mouse to reorder the applications on the page.
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Click Save Changes and Discard to cancel the request.
COMMON WORKLET MENU
After selecting an application, you may see a page layout similar to the image below:
This is a common layout for Worklets. There are Actions and View sections. Buttons under the Actions section link to tasks you can perform. Buttons under the View section link to reports you can view. Click More to see additional options.
ERROR AND ALERT MESSAGES:
Error and alert messages are displayed in red and can be clicked on to view error explanations. They typically identify a specific field or fields where information is missing, entered incorrectly, or is 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 you from completing the task. Alerts also display the location of missing or problematic information within the task, report, or business process.
RELATED ACTIONS AND THE PROFILE MENU
The Profile icon contains links to the Home page, My Account, and Favorites, to name a few. You can also access Workday Documentation by clicking the Documentation link.
Related Actions display next to an object and can be used to access relevant actions. For example, the Related Actions next to your name accesses tasks, reports, and data related to your worker record (e.g., viewing or changing your benefits). In Workday, there are multiple ways to navigate to the same task, report, or data. For example, most actions available through Related Actions are also available through applications or the search bar. The following images show three common types of Related Actions:
Related Actions may appear when hovering your cursor next to a business object or link.
Related Actions in the header of your worker profile is an Actions button that serves the same function.
Similarly, you can find Related Actions while viewing tasks and reports in the header.
NOTE: As an option, you can detach the menu from the Related Actions icon by clicking and dragging the icon at the top of the Available Actions menu.
NAVIGATE USING SEARCH:
Workday makes it easy to search for people, tasks, reports, and business data using the Search field.
For example, to find a worker, type their name into the Search field and press Enter. From the search results, click People to filter the results to only display workers in your organization. Search categories are used to filter your search for faster, more accurate results.
Keep in Mind: Searches find exact matches. If you misspell the search text, you will likely not see any results.
As you become more familiar with certain tasks and reports in the Workday system, you can use partial search to quickly find what you are looking for. For example, if you are searching for the Create Requisition task, you can use the search string “cre req”. On the left click on more categories and scroll down to see additional options.
Search prefixes restrict the search results to a particular type of Workday object. Search prefixes are lowercase letters, followed by a colon (:). For example, “bp:” returns all business process definitions. To see a list of all search prefixes available to you, enter a question mark (?) in the search field.
In addition to the global search field, you can use Find pages to filter your results in more detail. For example, use Find Workers to search for employees by city, skillset, cost center, and so on. You can also use the faceted search box to tailor your search results using different types of search methods like:
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Boolean search – (sales || marketing) && manager
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Phrase search – “marketing manager”
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Exact Match – specificmail@workday.com You can then save faceted searches for later use.
From the search results, click a link for more information or initiate an action from the object’s Related Actions.
CHANGE YOUR ACCOUNT SETTINGS:
You can easily change your account settings in Workday. Click the Profile icon in the top-right corner and then select My Account. From here, you can change your password and account preferences, and manage your account’s challenge questions. You can also use this to switch accounts if you are a delegate.
GUIDED TOURS:
To view a product tour, click the question mark in the bottom-left.
Access to Workday Community provides contextual and informative text to guide you through a task with field-level tool tips. If you do not have an account. Click on Request a Community Account to request an account.
In Workday Community you can type Workday product tour in the search box. This will list all book titles that you can access to learn more about Workday features.