Workday Employee Guide

Transcription

1 Workday Workday is the group-wide system for Human Resources (HR) processes and data Logging in Workday uses OKTA for Single Sign On (SSO) if you are asked for a username/password this is what you use for your PC/laptop : If you cannot access OKTA, use the following link: If you do not have a password, use the Forgot Password link and enter your address in both the User Name and boxes you will be ed login details. The Workday information site contains links, guides videos and other supporting materials: Home page Personal Information Time off Favourites Directory Check or amend any of your own details Book holidays or other types of time off and leave You can save commonly used tasks and reports here Access all locations globally and see employees and contact details How to Search You can use the search bar to search for a person, report or task. Tip: You need to type the words accurately; however you do not need to type the whole word. V1 1

2 Inbox and Notifications If there are items in your Workday Inbox you will see a number appear next to your photo at the top right of the screen. To access the Inbox, click your name or photo and select Inbox. For important items you will receive an reminder. You may also see Notifications which are designed to keep you aware of key events. Preferences Click your name or photo at the top right. Select My Account and Change Preferences Here you can amend settings such as: o Locale (for date and number formats) o Language o Currency Click OK to save any changes. Tip: Click the Workday icon at the top of the screen to get back to the Home page Personal Information You can Change or View your data Example: Change Contact Information Enter details and click Example: View Profile (About Me) V1 2

3 Change bank details Alternative route: Type Payment Elections into the search bar and select Add Payment Elections If you already have details set up you will see a message click OK. You will see a page where you can Add, Change or Delete your account: National/Government IDs You can view (and amend) your National / Government IDs from your profile page (under the Personal tab and IDs ) You will notice the ID is masked, however when you click Edit you will see the full ID. Time Off HR Hub/Snowdrop users in the UK - please continue with HR Hub/Snowdrop for Holiday Bookings until end of 2015 Select Request > Time Off Your balance may show on the left hand side. If it is zero you will need to ask your manager to enter the current balance for From the calendar select the days you wish to take by clicking/dragging. Select V1 3

4 Select the Type of Time Off For Holiday/Vacation, select Annual Leave Enter any comments or attachments if required Click The request will now route to your Manager s Inbox Favourites If you have a task or a report which you run regularly you can add it to Favourites. Click the icon Select the task or report Click and The item(s) will now appear in your Favourites Directory Directory allow you to view information from across the company Select My Org Chart View information about colleagues Navigate to any part of the organization chart V1 4

5 Location Directory allows you to search on any office worldwide and view the workers at that location Support Remember that contains videos and other resources to help you with Workday. If you have questions please contact your local HR contact or V1 5