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: 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.
|
- Log in to your Workday account.
- 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
- 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.
Personalizing your sidebar lets you quickly access tasks and reports and hovering over categories previews items with a single click.
Customize Your Menu
-
To remove or pin an item: click the gear icon, select the item, click the three dots, choose the action, and Save Changes.
Add Saved Items (Flag Icon)
Add Favorites
Personalizing your sidebar lets you quickly access tasks and reports and hovering over categories previews items with a single click.
Customize Your Menu
-
To remove or pin an item: click the gear icon, select the item, click the three dots, choose the action, and Save Changes.
Add Saved Items (Flag Icon)
Add Favorites
Navigate the Home Page
The Workday Home page has a link labeled View All Apps that displays applications and shortcuts in the Global Navigation Menu, providing access to tasks and reports. The Home page is highly configurable, so your organization may display different applications.
|
Note: You can also access applications and shortcuts by selecting the Global Navigation Menu icon at the top left of the Home page.
|
Configure Applications
You can add, remove, and rearrange applications on your Home page, if your organization allows it.
From your Home page:
-
In the upper-left corner, select the Menu icon. The Global Navigation Menu displays.
-
Select the Add icon to search for and add an application.
-
Select the Edit icon to edit the list of existing applications.
-
In the Edit menu, select the Remove icon to remove an application.
-
Select the Move Buttons icon to reorder the applications.
-
Select Save Changes.
Quick Actions
At the top of your Home page you can find the Quick Actions buttons, which are direct links to tasks, reports, external links, or other applications that your organization has configured.
Application Layout
Generally, applications contain Actions and View sections. Buttons in the Actions section link to tasks you can perform. Buttons in the View section link to reports you can view as shown in the example image below.
Error and Alert Messages
Error and alert messages typically identify specific fields where information is missing, entered incorrectly, or in conflict with a rule that your organization established. Select the notification to view the error details.
Errors display in red and note the number of identified errors as shown in the example images below. You cannot complete a task until you correct all errors.
Alerts display in orange and note the number of alerts. Alerts notify you of potential problems on a page, but do not prevent you from completing the task. Select the alert notification to view the location of missing or problematic information within the task, report, or business process.
Related Actions and the Profile Menu
The Profile menu contains links to the Home page, My Account, and Favorites, among others. You can also access Workday documentation by selecting the Documentation link. You can open the Profile menu by selecting your Profile photo as shown in the example below.
Related Actions display next to an object. You can use them to access relevant actions. For example, the Related Actions icon next to your name allows you to access 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 box.
The following are three common types of Related Actions:
|
Note: You can detach the Related Actions menu from the icon by selecting and dragging the Drag icon at the top of the menu.
|
Navigate Using Search
Workday makes it easy to search for people, tasks, reports, and business data using the Search box.
For example, to find a worker, select the Search box. From the Search box:
-
Select People to filter the results to only display workers in your organization.
-
Enter their name into the Search box.
-
Select the Search icon or press the Enter key.
-
You can also use search categories to further filter your search results.
Recent searches display below the Search box. This display makes it easy to navigate to recently used tasks, reports, or business data.
Exact Match
It is important to keep in mind that searches find exact matches. If you misspell the search text, it is likely that Workday will display no results. Workday search also favors complete word matches over partial word matches. This search method ensures search results match the term you enter more closely. If you search using partial names or terms, the results may not display partial matches, depending on data volume. For example, if you search for “Alex,” the results may not display the name “Alexander.”
Partial Search
Though complete word matches are favorable, you can also use partial search to find what you are searching for. For example, if you are searching for the Maintain Candidate List Assignment task, you can use the search string “main can lis.” While this method is still effective, it may not be a best practice for all searches that return multiple results.
Prefixes
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 find a list of all search prefixes available to you, enter a question mark (?) in the Search box and select the Search icon or press the Enter key.
Find Pages
In addition to the global Search box, you can use Find pages to filter your results in more detail. For example, use the Find Workers report to search for employees by location, skill set, cost center, and other categories. You can also use the faceted search field to tailor your search results using different types of search methods like:
You can save faceted searches for later use.
From the search results, select 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. From the Home page:
-
Select your Profile photo.
-
Select My Account.
-
From here, you can access your organization ID, change your password, change your preferences, change your public profile preferences, and view your sign-in history.
If you are a delegate, select Switch Account to switch between accounts.
QuickTips
QuickTips provide specific field or task-related guidance within certain tasks. Your organization configures this guidance, which may include text, links, documents, or other media.
Question Mark icons appear next to fields configured with QuickTips as shown in the image below.
Mobile
Navigate Workday
The Workday mobile user experience uses the same link as the desktop and closely mirrors the desktop user experience. However, the design of the mobile experience will differ due to responsive design. These changes do not impact the mobile application experience.
Home Page and Settings
From the Workday Home page, you can view announcements and navigate to important tasks. Your frequently used applications update automatically based on use.
Select the View All link to display the entire list of applications as shown in the following examples.
In the top-left corner of the Home page, select the Workday icon to access the Settings menu.
From here, you can: