Tips and Tricks Hub
Tips and Tricks are quick snippets to help you do things faster and easier in Workday
Check out the list below for the latest Finance, Grants, and Human Resources related Tips & Tricks, or view all the Tips & Tricks posts here.
General Tips & Tricks
- Workday Tips & Tricks: Save time with shortcuts in the Workday Menu Located under the Menu on the Workday home page, Shortcuts are an easy, customizable way for Workday users to save time when navigating to their most frequently used tasks and […]
- Workday Tips & Tricks: Keeping your My Tasks (Inbox) clean The Workday inbox, called My Tasks, includes tasks, approvals, due dates, and other items requiring action. With all the items that come through the My Tasks inbox, employees may encounter […]
- Clearing your Workday Tasks of incomplete Change Benefits events Have you accidently launched a Change Benefits event in Workday that you did not intend to, are ineligible for, or no longer need? As a result of initiating Change Benefits […]
Finance Tips & Tricks
- Using the Period and Time Period prompts in financial reporting When running select financial reports in Workday, one way to determine how much data you see is though the Period and Time Period prompts. These two fields work together to […]
- Workday tips and tricks: Dashboard for Principal Investigators Welcome to this week’s tips and tricks about Workday for WSU. A new dashboard for Principal Investigators (PIs) will display financial details, effort reporting activity, and other important information for grants and awards.
- Workday Tips and Tricks: Business processes Business processes in Workday Business processes are in place to make sure operations at WSU run smoothly and effectively. Anyone can view next steps and routing for a transaction they […]
Grants Tips & Tricks
- Workday tips and tricks: Dashboard for Principal Investigators Welcome to this week’s tips and tricks about Workday for WSU. A new dashboard for Principal Investigators (PIs) will display financial details, effort reporting activity, and other important information for grants and awards.
Human Resources Tips & Tricks
- Clearing your Workday Tasks of incomplete Change Benefits events Have you accidently launched a Change Benefits event in Workday that you did not intend to, are ineligible for, or no longer need? As a result of initiating Change Benefits […]
- Tips & Tricks: View your Compensation Summary and History Employees can now access their compensation information quickly and easily using the new Benefits & Pay Hub in Workday. The Compensation History and Compensation Summary apps inside Benefits & Pay […]
- Tips & Tricks: Delegations and Leave of Absence Going on a Leave of Absence (LOA)? Will you need someone to perform tasks and approve actions on your behalf while you’re away? Employees going on a LOA have a […]