Workday for Human Resources
Essentials for HR Professionals
The following links provide guidance for those performing human resource functions in Workday, such as how to run a report, view the next steps in a business process, and delegate tasks when you’re out of the office.
Business Process Information
- Find The Next Steps in a Business Process Transaction
- HCM FAQs Elevating Cougs replay
HR Dates
- Learn About Important HCM Dates in Workday
- Calendar Planning for Regular Finance and HCM Events Reference Guide and Elevating Cougs replay
- Download presentation materials
Delegations
- Delegate your Workday inbox or individual tasks
- Delegations in Workday Elevating Cougs conference replay
Security
- Make a Security Request
- Understanding Workday Security Elevating Cougs conference replay
- Find Who Holds Which Workday Support Roles for your Employee Record – for example, find who your HR Partner is
- What Does an HR Partner Do in Workday?
Important HR/Human Capital Management Concepts
- HR Person Types, Searching for People, and the Correct Processes to Use in Workday Reference Guide
- Workday Person Types Elevating Cougs replay
- Download presentation materials
- HCM Event Reasons Reference Guide
View replays of the Elevating Cougs conference sessions and download presentation materials.
For additional reference guides, video tutorials, and conference replays about navigation, security, and general Workday activities, visit the Workday for Employees page.
Workday Support
Learn which reports you need and how to find the information you are looking for at the resources below:
- How to Use the Workday Service Desk
- Learn about Reporting in Workday from running reports to favorites and scheduling
- Helpful Reports for Department Payroll Personnel
- Workday Glossary
- Understand Security Roles
- View previously recorded instructor led sessions
Learn More About…
Review these resources for more info about employee types, classifications, and important HR policies.
- The Workday Concepts guides provide detailed info about each function in Workday, including foundational terms, explanations for the security roles involved, and lists of reference guides organized by security role.
- Nonpermanent Positions and comparisons with Temporary Hourly positions
- Classification and Compensation information for Faculty, Staff, and Temporary Hourly employees
- Personnel policies, employee handbooks and HR letters
Managing Key Employee Events
The following links help Recruiters, HR Partners, and Compensation Partners manage employee events such as recruiting, hiring, job changes, and separation.
How to create and fill a position
- Create Job Requisition
- Hire
- Add an Academic Appointment
- Workday Recruiting Improvements Elevating Cougs replay
Learn more about the Online Position Description & Recruitment System (OPDRS) at the Human Resource Services website.
Taking actions on positions in your supervisory organizations
Elevating Cougs Replays
- Understanding the Change Job Process Elevating Cougs conference replay
- Work-study Elevating Cougs replay
- Download presentation materials
Reference Guides
- Add or End Additional Job
- Change Job (Employee or Contingent Worker)
- Transfer Position to New Supervisory Organization
- Assign Work Location and Assign Alternate Work Address
- Create or Close Position
- Request Compensation Change
- Manage Separation (Termination / Resignation / Retirement)
Managing Employees’ Time and Leave
The following links help HR Partners, Timekeepers and Time Approvers enter and approve time and leave for their employees.
For a comprehensive list of Time Entry Codes, review the Time Entry Codes and How to Use Them reference guide.
Payroll Cutoff Activities
- The Paylock Checklist for Departments guide shares helpful actions to take and reports to run in preparation and for post payroll processing.
- How to Make Payroll Cutoff Stress Free Elevating Cougs conference replay
Reviewing employees’ time worked and schedules
- Change Business Title
- Entering Time the Week of Hire, Termination, FTE or Overtime (OT) Eligibility Change
- Enter and Correct Time on Behalf of Employee as a Timekeeper or an HR Partner
- Reports for Managing Missing, Not Submitted, or Unapproved Time and Time Off
- Work Schedules – Assign Edit and Correct
- Monthly Mass Time Submission Process
Entering Time Types and Shift Differential
- Entering Straight Time
- Premium Pay and Straight Time
- Entering Standby
- Shift Differential
- Release Time and Training Release Time