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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.
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Log in to your Workday account.
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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
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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.
Workday has improved the Time Off and Leave of Absence experience, making it easier to manage time away. All the information you need to plan and request time off is available in a single user experience. From your Manage Absence application:
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Select Actions to access additional calendar options.
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Make a request from selected calendar days.
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View balances as of a specific date.
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View the status of requests in a single list.
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View Time off and Leave of Absence
From the Manage Absence application:
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Look to the right there you’ll see “View Your Requests and Balances per Plan as of [date],” as shown in the image below.
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Select the Absence Balances as of Current Date tab to review your absence balances as of today’s date. Workday tracks balances in either days or hours, depending on the type of absence plan.
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You can Type My Time Off in the search box to view Absence Balances as of Current Date
View Time off and Leave of Absence Balances
From the Manage Absence application:
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Select the Balances tab, as shown in the image below.
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In the Balances as of field, enter or select a date.
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The absence balances update, according to the date entered. Depending on the type of absence plan, Workday tracks the balances in either days or hours.
Submit Time off and Leave of Absence Requests
From Search, the Global Navigation menu, or the Home page:
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Select Request Absence. The unified absence calendar displays, as shown in the image below.
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Note: Depending on your Security Role, you may be able to view other coworkers’ approved absence requests by selecting View Teams. This gives insight into when coworkers will be absent and decreases the likelihood of too many workers being out at the same time.
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Select the day you wish to take off or select and drag to select multiple days. Reselect a selected day to clear it.
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(Optional) Select the Select Date Range button to enter an extended date range. This is useful when entering an absence request that might extend into a different month or over an extended period.
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Select Continue.
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In the Type of Absence field, select the type of absence. Your options will include both time off and other absence types.
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The Hours (Daily) field may default to a set amount or to your daily scheduled hours depending on whether balance tracking is in days or hours, as shown in the image above.
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(Optional) To change the Hours (Daily) amount, select Edit Individual Days. Enter the desired amount and any comments, as shown in the image below.
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Note: You can select each day, enter the number of hours you’d like to request, and choose the absence type. Don’t forget to add a comment for the approver to help avoid delays in processing.
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Select the Submit Request button.
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In the submission confirmation message, select the Go to Calendar button to jump to the Manage Absence application.
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In the Manage Absence application, you can review the absence requested, as shown in the image below.
Cancel a Submitted Time off Request
You can cancel submitted but not yet approved time off requests. Once approved, you must correct the request to cancel it.
From the Manage Absence application:
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On the calendar, select the time off entry.
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Select the Cancel Absence button.
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Enter a comment. Workday requires a comment for cancelations.
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Select OK. The process does not require further approval.
Cancel a Submitted Leave of Absence Request
You can cancel submitted but not yet approved leave of absence requests. Once approved, you must correct the request to cancel it.
From the Manage Absence application:
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On the absence calendar, select the leave of absence entry, as shown in the image below.
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Select the Cancel Absence button.
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Enter a comment. Workday requires a comment for cancelations.
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Select OK. The process does not require further approval.
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Note: It is possible to cancel both, time off and leave of absence requests at the same time. From your My Tasks Archive tab, access the time off or absence request and select Cancel to initiate the cancellation. The Archive tab only includes absence requests completed within the last 30 days.
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Modify Previously Submitted and Approved Time off Requests
From the Manage Absence application:
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On the absence calendar, select the time off entry.
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Select the Edit button, as shown in the image below.
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To edit or delete individual days, select Edit Individual Days.
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Select days to edit their hours and details.
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Select the Delete link to remove the day from the request.
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After completing your edit, select the Edit Absence return arrow, or the Submit Request button.
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Note: On the Edit Absence page, you can attach supporting documents if needed (see image below). Always include a comment for the approver explaining the reason for the cancellation—even if it’s simply that you changed your mind.
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Note: To correct an approved leave of absence request, you will need to notify an HR administrator.
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Manage Your Time off and Leave of Absence – Mobile
Request Time off – iPhone, iPad, and Android
The Absence application displays your time off balances and time off details. You can also use it to request time off.
From the Absence application:
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Select the days to highlight them and request time off. You can select a highlighted day to clear it.
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Select the Request [X] days button. The number of days you requested dynamically displays on the button to help confirm your request.
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In the Type of Absence field, select the type of absence. Your options will include both time off and other absence types.
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The duration may default to a set amount or to your daily scheduled hours, depending on whether the balance tracking is in days or hours.
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(Optional) Select Details Per Day to adjust the number of requested hours for each day and enter a comment.
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Select Submit (iOS) or Done (Android). A confirmation page displays. Your request routes to your manager for review and approval.
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Note: The Absence application allows you to review personal events when you request time off by syncing your personal calendars.
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Correct Time off – iPhone
From your mobile device, you can correct time off that your manager has approved.
From the Absence application:
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Select an existing, approved time off in the calendar.
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Select the pop-up approved time off, as highlighted in the image below.
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Select the Edit button to update the time off type and the duration, as desired.
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Select Submit.