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 reports. Rather than using the Search field to locate tasks or reports, Shortcuts allow you to access up to 10 reports, tasks, or external links […]
  • 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Tasks inbox, employees may encounter unwanted or unneeded items, such as old items that are incomplete that have been superseded by a new task. This Tips & Tricks post shares […]
  • 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 events in error, you may be left with unwanted items in your Workday My Tasks list that can impact desired events in the future. There […]

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 define the fiscal years and periods of a given report.
  • 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 initiate by searching for the specific transaction in Workday.

Grants Tips & Tricks

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 events in error, you may be left with unwanted items in your Workday My Tasks list that can impact desired events in the future. There […]
  • 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 allows employees to view the following: The compensation history for each position they’re paid for at WSU, including step increases (for Civil Service), salary increases […]
  • 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 variety of delegation options to ensure their tasks are completed while they’re out of office. Employees on a LOA may delegate access to their entire […]

Additional Training & Resources