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

  • 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 […]
  • Tips & Tricks: Ensure your primary address is correct in Workday Employees are encouraged to ensure their primary address in Workday is listed as the local or residential address they have while Working at WSU. Having a correct primary address in Workday is critical to: Proper collection of State income tax each payday Correct mailing of payroll checks and checks for travel reimbursements Correct mailing address for […]

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

  • 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 […]
  • Tips & Tricks: Cancelling in-progress staffing and compensation events Did you know initiators of staffing and compensation processes have the ability to cancel in-progress events in Workday? Learn how by reviewing the reference guide here. Questions about cancelling in-progress events? Submit a ticket at the Workday Service Desk. Visit the Tips & Tricks page to view more helpful ideas. Have an idea for a Tips & Tricks […]

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