Workday for Human Resources
This page is for HCM security roles who initiate or approve Workday tasks and need to understand the following key Workday concepts:
- Recruiting
- Employee Lifecycle
- Compensation Changes
- Time & Absence
- Academic Appointments
- Delegation
Examples of HCM security roles include HR Partners, Timekeepers, Time Approvers, Compensation Partners, Recruiters, and Talent Partners.
As announced on March 26, 2025, the university will implement a variety of strategic pauses to hiring, travel, purchasing, and more as a measure to reduce spending. Below are Workday resources and additional helpful information related to these measures:
Workday reference guides:
- Request an Exemption from the Reclassification and Out-of-cycle Salary Increase Strategic Pause
- Request an Exemption from the Recruitment and Hiring Strategic Pause
- Request or Review an Exemption from the Procurement and Travel Strategic Reduction
To prepare for the questionnaire in Workday, it is recommended to download the strategic reduction/pause questions in a Word doc. These questions are available in the reference guides above.
Strategic Pause FAQs:
Additional resources:
Please use the following Workday Service Desk ticket types to submit questions or concerns:
Essentials for HR
The following resources provide guidance for important HCM concepts, such as…
The following resources help you understand foundational HCM concepts such as Person Types, Event Reasons, and get answers to common questions…
- Learn what HR Partners do in Workday, who they support, and review links to relevant reference guides and additional resources.
- Review the HCM Event Reasons used in Job Reqs, Hire, Change Job, Compensation, and Positions.
HCM FAQs
- Watch this HCM FAQs Elevating Cougs replay for answers to common HCM questions.
HCM FAQs Recording
Questions answered include:
- When an employee leaves, if there is no need to refill the position, should I leave it vacant or close it?
- Process History – Where is my action? Who’s next in the process?
- Can I start the hire process before the offer process is done?
- Why are effective dates important?
- What is the difference between the Time Entry Calendar and the Absence Calendar?
To learn how to navigate your My Tasks inbox and get Tips & Tricks to help you keep your My Tasks clean, visit the Workday Essentials page.
The following resource helps HR Partners, Comp Partners, and Appointing Authorities understand the hiring and recruiting process at WSU…
- Review the I want to hire someone, what do I need to know? guide for helpful information about initiating and routing hiring processes, roles involved, timelines, key considerations and information regarding the strategic pause, and more.
This overview guide gathers information currently available across a variety of Workday resources, making it accessible from a single place. Information in this consolidated resource includes helpful definitions, links to relevant resources, and flowcharts to visualize the recruiting and hire process.
For other overview type guides, review the sections on the left hand side of this page.
The following resources help HR Partners understand the different employee types at WSU…
- Learn about the different HR person types and the correct processes to use in Workday.
- Watch the Workday Person Types Elevating Cougs replay.
- Review when to use which employee type with examples and their configurations in Workday.
- Get a quick overview of the Nonpermanent employee type.
- Review frequently asked questions about the nonpermanent employee types including answers on Job Profiles, Recruiting, Compensation, and Time and Leave.
The following resources help you understand important, repeating HCM events and how and when to take action on them in Workday…
- Learn about Important HR Dates in Workday such as Availability Date, Progression Start Date, and Monitor Date. This guides also includes information associated with an employee’s end employment date and compensation end dates.
- Learn best practices and tips and tricks to make the HCM events that repeat every paylock, semester, or fiscal year efficient and accurate.
- Understand the actions needed and due dates around Staffing and Compensation Blackout dates that happen in January, July, and October
- Watch the Calendar Planning and Best Practices for Key Events in Workday Elevating Cougs session
The following resources help you view where a business process routes and who the next approver is of an in-progress event in Workday…
- Find the next steps in an in-progress business process transaction.
The following resources help you submit a Delegation request:
- Submit a ticket to request a delegation when the faculty or staff member is unable to do so themselves.
- Learn how delegations work in the Workday system.
For more about Delegations, visit Workday Essentials.
- Understand how HCM connects to Finance and Payroll in Workday with examples and easy to follow diagrams.
Visit the Workday Essentials page to learn more about essential concepts for all employees who initiate, review, or approve business processes, and to access relevant support and resources.
Key HR Processes & Tasks
The following resources help Recruiters, HR Partners, Compensation Partners, Timekeepers, and Time Approvers manage key business processes and events in Workday…
The following links help Recruiters, HR Partners, and Compensation Partners manage employee events such as recruiting, hiring, job changes, and separation.
How to create or close a position
- Learn how to create or close a position
- Review how to create a Student Hourly position
To identify unused, vacant positions that may need to be closed, run the the report CR HCM Positions. Visit the Workday TouchPoints post for more information on cleaning up empty and unused HCM or Finance data sets.
How to fill a position
Learn more about the Online Position Description & Recruitment System (OPDRS) at the Human Resource Services website.
Watch the Workday Recruiting Improvements Elevating Cougs session to learn more about the enhancements to the hiring process.
How to separate an employee
Manage an employee’s separation due to termination, resignation, or retirement
Job Reqs and Hiring
The Job Requisition is the vessel for recruitment processes. It connects the vacant position to the recruitment, posts the info for candidates to review and apply, then takes the candidates through the full process including interviews, background checks, offer, etc.
When hiring into a position, departments need to do the following:
- Create a new position if needed
- Create a Job Req to advertise and interview candidates
- Complete the Offer and Hire processes
- If the hire already has another position at WSU, use the Change Job or Add Job process
The following links help HR Partners, Compensation Partners, and Talent Partners manage employee events such as job changes, comp changes, and performance reviews…
- Learn how to perform a change job action for events such as appointment renewals, FTE changes, temporary upgrades, location only changes, sup org changes, or reclassifications.
- Watch the Understanding the Change Job Process Elevating Cougs session to learn more.
- Learn how to transfer an employee to a new supervisory organization
- Review how to assign a work location and alternate work address
- Learn the steps to request a compensation change
- Understand the employee performance review process in Workday
- Watch the Work-study Elevating Cougs session for more info on managing Work-study in Workday
The following links help HR Partners, Timekeepers, and Time Approvers to manage and approve time worked for their employees.
Reviewing employees’ time worked and schedules
- How to change an employee’s business title – The business title displays on the time entry screen and can make it easier to distinguish between positions with the same or similar titles.
- Learn how to enter time the week of hire, termination, or when there’s an FTE or overtime (OT) eligibility change
- For HR Partners or Timekeepers: Enter and Correct Time on Behalf of Employee as a Timekeeper or an HR Partner
- For Managers (Time Approvers): Approve, Enter, and Correct Time On Behalf of Employee – Manager
- Review the reports needed to manage missing, not submitted, or unapproved time and time off
- Work Schedules – Assign Edit and Correct
- Learn about the monthly Mass Time Submission process
Entering Time Types and Shift Differential
Learn about the different time types, when to use them, and how to enter them in Workday.
- Premium Pay and Straight Time
- Entering Standby
- Shift Differential
- Release Time and Training Release Time
For a comprehensive list of Time Entry Codes, review the Time Entry Codes and How to Use Them reference guide.
The following links help HR Partners, Timekeepers, and Time Approvers to manage and approve time off requests, Leave of Absence, and Leave Without Pay (LWOP) for their employees.
- For HR Partners and Timekeepers: Enter and Correct Time Off and Absence on Behalf of Employee – HR Partner and Timekeeper
- For Managers (Time Approvers): Approve Time Off and Leave of Absence
- Learn how HR Partners enter Professional Leave on behalf of an employee
- Review how HR Partners approve Comp Time, Holiday in Lieu, and Leave Without Pay
Watch these videos for more Time Off and Leave of Absence information:
- Leave of Absence Elevating Cougs session
- Absence Calendar Experience Walkthrough: Request and Manage on Behalf of an Employee
The following links help HR Partners, Timekeepers, and Time Approvers manage the work at payroll cutoff…
- Review the Paylock Checklist for Departments for important actions to take, and reports to run, in preparation for payroll processing.
- Watch the How to Make Payroll Cutoff Stress Free Elevating Cougs session for more information and demonstrations on payroll cutoff activities.
For more resources and information regarding payroll activities, visit the Workday for Payroll page.
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