EMPLOYEE REFERENCE WORKDAY EMPLOYEE QUICK GUIDE

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1 This guide provides navigation help and basic steps for the following Workday topics: Basic Navigation Getting Started Inbox Personal Information Talent Management Time Off Benefits Payroll Medtronic is committed to providing reasonable accommodations so that individuals with disabilities may participate fully in their employment. If you have a disability that requires an accommodation to utilize Workday or complete Workday training, please contact either your manager or HR representative to discuss possible accommodations. BASIC NAVIGATION Accessing Workday From Medtronic Network: Click the Workday link on mymedtronic home page. Workday Log In 1. Enter your Medtronic network username. 2. Enter your Medtronic network password. 3. Click Log In button. From Any Computer with Internet Connection: Go to Workday Banner Home Click to return to your Workday Home page. Search Search for people, tasks, reports and more. Home Click logo to return to your Workday Home page. Profile Click to access your Profile, Home, Inbox, Notifications, Favorites, W:Drive, My Account page, Sign Out button and other menu items. GETTING STARTED Change Preferences Change Preferred Locale, Display Language and Preferred Currency Navigation: Click Profile icon (name or photo) > My Account link > Change Preferences You may need to sign out of Workday and log back in before your changes will take effect. 1. In Global Preferences section, click Preferred Locale drop-down arrow and select appropriate location. This adjusts date and numeric formats for your location. 2. Click Preferred Display Language drop-down arrow and select appropriate language. 3. Select Enable Preferred Currency Reference View checkbox. 4. In Preferred Currency field, click prompt icon and select USD (for all global locations). 5. Click OK to save your changes. Add Photo Navigation: Home > Personal Information worklet > Change: Photo 1. Follow instructions on Change My Photo page. Sign Out (Log Off) Navigation: Click Profile icon (name or photo) > Sign Out 1. Click the Sign Out button to exit Workday. 1 of 11

2 View Profile Navigation: Click Profile icon > View Profile Overview Job Details, Compensation, Management Chain, Organizations, etc. Personal Names, Personal Information, Contact, Emergency Contacts, Documents Performance Performance Reviews, Development Plans, Goal Details andarchived Goals Career Professional Profile (Experience, Education, Skills), Relocation, Travel, Languages, Training, Awards, Certifications, Accomplishments, etc. Benefits Benefits, My Dependents, My Beneficiaries, Additional Data Pay Payslips, Payment Elections, Tax Elections Time Off Time Off Balance, Time Off and Leave Requests Home Page Navigation: Home button (or click Workday logo at top of all pages) Your Home page displays when you open Workday. The default worklets for your role, country and/or location display. Worklets may include Personal Information, Performance, Medtronic Help and Links, Time, Benefits, Pay and Time Off. Optional worklets can be added or removed from your Home page by clicking the Configure this page icon. Related Actions and Preview The Related Actions and Preview icon displays next to your name on many Workday pages. Use the icon to access Workday tasks. Hover over an item under Actions (e.g. Benefits, Payroll, Talent, etc.) to display the action menu. Submitting Changes and Completing Tasks 1. To save changes and complete tasks, you must click Submit. 2. To save changes and complete tasks at a later date/time, click Save for Later. 3. To cancel any changes you have made and return to your previous page, click Cancel. 4. Expand the Details and Process section to view additional information, such as the status of a process. If a process requires approval or review, the person responsible for this task will be identified. 5. After successfully completing a task, click Done to close the page. 2 of 11

3 Search In Search field, enter the first three letters of a word or the complete word. Workday supports type-ahead, predictive search behavior based on first three letters and a brief pause. Results that are most directly related to you will be returned. For example, typing leg returns Change My Legal Name in Search Results. Workday provides a list of your most recent actions, improving efficiency if you perform certain tasks and actions repeatedly. Spelling must match. Categories Categories enable you to target your search, producing more accurate results. Use Common to search for people, organizations, reports and tasks. Employees can be searched by legal or preferred name. Use All of Workday to broaden search scope. Access Inbox and Notifications INBOX AND NOTIFICATIONS 1. To view your Inbox actions or notifications, click your name or photo. 2. From the menu, click Inbox or Notifications. The total number of Inbox actions and notifications displays next to the link. Manage Inbox Actions and Archive 1. Under Actions tab, click an Inbox action to display details and/or instructions for completing tasks. 2. To mark an action as a Favorite, click the Toggle Star / icon to select it. 3. To change viewing options from All to Favorites or Overdue, click the Viewing drop-drop arrow. Click Edit Filters to set up Inbox filters. 4. To change how items are sorted, click the Sort By drop-down arrow and select Newest on Top, Oldest on Top or Due Soonest on Top. 5. Click the More drop-down arrow and select Refresh or My Delegations. 6. If Actions (gear) icon displays on right side of selected action, click to perform tasks such as View Details, Skip This Task, Delegate Task or Reassign task. 7. To view archived items, click the Archive tab. Manage Notifications 1. Click a notification to display details. Click any buttons or links (if available) to view additional information. 2. Select the Mark Read icon if you want Workday to remove the item from the notifications list. A checkmark displays when marked as read. 3 of 11

4 This section includes navigation paths and basic instructions for Workday tasks commonly used by employees: Personal Information, Talent Management, Time Off, Payroll and Benefits. View/Change My Personal Information PERSONAL INFORMATION Important: All employees should review their personal information in Workday to ensure it is accurate and complete. Navigation: Personal Information worklet > Personal Information 1. Review your information on the Change Personal Information page. 2. To change information, click anywhere in the box or click the Edit icon. 3. Click Submit to save and submit your changes. Note: For specific documentation requirements for your country, see myworkday Support website at View/Change Contact Information Navigation: Personal Information worklet > Contact Information 1. On My Contact Information page, click Edit. Change Contact Information page includes Home and Work Contact Information. 2. To change information, click anywhere in the row or click the Edit icon. 3. To add new information, click Add. 4. To share a personal phone number broadly across the organization, add it as an Additional Phone in Work Contact Information and change visibility to Public. 5. To change visibility to Private or Public, click Details and make your selection. Home Contact Information is set as Private. Only your manager and HR can view it. 6. Click Save to close an address or phone entry window. 7. Click Submit. Documentation and approval are required by some countries before a primary address change can be finalized. For documentation requirements for your country, see the Personal Information section of the myworkday Support website at Address fields are specific to country. Fields are limited to 30 characters. Use abbreviations if needed. Limit use of special characters such as ^, *, ", etc. Only managers have access to make updates on behalf of their Contingent Workers. 4 of 11

5 Add/Change Emergency Contacts Navigation: Personal Information worklet > More > Emergency Contacts Important: Your emergency contacts must have at least one primary phone number or address. Setting Up Your Emergency Contacts for the First Time 1. To create an emergency contact when none is already entered, click Add. 2. Click Legal Name row, enter data in required fields, and click Save. Note: Country will determine required fields and field names. 3. Click Relationship row, click prompt icon, select a value, and click Save. 4. To enter Primary Phone, click Add and complete required fields. In Type field, click prompt icon and select Home (default) or Work, and click Save. 5. To enter Primary , click Add and enter Address. In Type field, click prompt icon and select Home (default) or Work, and click Save. 6. Enter other information if desired. 7. Click Submit. Adding Additional Emergency Contacts (optional) 1. To add an additional emergency contact, click Edit. 2. In the Alternate Emergency Contacts section, click Add. 3. Enter required fields for Legal Name, and click Done. 4. If entering multiple emergency contacts, use the Priority field to define the priority of all contacts. 5. Check the Mark As Primary checkbox if you want the alternate contact to be the primary contact when you save your changes. 6. Click Relationship prompt and select appropriate option from the list. 7. To enter Phone Number, click field, enter required fields, and click Done. 8. To enter Primary , click field, enter required fields. 9. Enter other information if desired. 10. Click Submit. Edit/Delete Emergency Contact Information Important: You cannot delete your primary emergency contact. 1. On the My Emergency Contacts page, click Edit. 2. To edit Emergency Contact information, click the Edit icon next to the field you want to edit. 3. To delete an Emergency contact, in the Alternate Emergency Contacts section, click Remove icon. Remove icon changes to Restore 4. Click Submit. icon. 5 of 11

6 Change Legal Name Navigation: Personal Information worklet > Legal Name 1. Enter the effective date which your name change is taking place. In most cases you will want to use today s date as the effective date. 2. In Country field, click prompt icon and select appropriate country. Fields may change when you change the Country because name format is determined by Country. Important: Puerto Rico employees should NOT change the default Country (United States of America). 3. Update your name in required fields. 4. Click Submit. Additional processing or approvals may be necessary if you change your legal name. For specific documentation requirements for your country, refer to Employee Reference - Change Legal Name. 5. If documentation is required to approve the name change, a To Do task will display. Click To Do button to view details of the task. 6. To close the page, click Done. You must sign out of Workday and log back in before your changes will take effect. Change Preferred Name Navigation: Personal Information worklet > Preferred Name Preferred Name is the name that appears in Workday. Legal Name is used as your Preferred Name unless you change it in Workday. Legal Name is the primary name record Medtronic uses for most business purposes. Name fields are limited to 30 characters. Use abbreviations if needed. Limit use of special characters such as ^, *, ", etc. 1. To enter a Preferred Name, uncheck Use Legal Name as Preferred Name box. The page refreshes and the fields become editable. 2. In Country field, click prompt icon and select the appropriate country. Fields may vary when you change the Country because name format is determined by Country. Important: Puerto Rico employees should NOT change the default Country (United States of America). 3. Update your name in required fields. You must sign out of Workday and log back in before your changes will take effect. 4. Click Submit. 6 of 11

7 View/Update Profile Navigation: Click Profile icon > View Profile > Career TALENT MANAGEMENT 1. To view or make changes to your Career information, click a link (e.g. Professional Profile (Experience, Education, Skills, Languages, etc.). Training cannot be updated by the employee. Click the prompt to select from the available skills. Do not create new skills. 2. Use the Add, Edit and Remove buttons as needed to make changes. 3. If you make changes to your education, your manager is notified of the change. If your school is not listed, contact your HR Representative or HROC and ask to have it added. 4. If adding education, you will automatically see a For your information message when you select Yes for Degree Received. Entering the year the degree was received is NOT required. Manage Goals Navigation: Performance worklet > Goals 1. On Personal Goals page, to add or edit goals, click Edit. 2. You can select any Edit button and update the status (e.g. In Progress, Not Started, Completed, and On Hold or Cancelled) when you create the goal. 3. To add a new goal, click Add, complete fields, and click Save. 4. To edit a goal, click anywhere in the row or click the Edit icon. 5. To view and add Comments to a goal, click the Show/Hide Comments icon. 6. To indicate that your Personal Goal supports an Organization Goal, click the Supports prompt, search using the organization goal name and then choose the appropriate goal (if applicable). 7. When finished, click Submit. 8. If Save for Later is used, the goal will not be added to your Personal Goals list and will not be visible to your Manager. 9. Click Goal Details tab for a more consolidated list of your goals. 10. Click Organization Goals tab to display goals that have been created by your manager for your organization. Talent Management Resources Additional documentation is available from the Performance link on the myworkday Support site. 7 of 11

8 Request/Enter Time Off TIME OFF Procedures vary by country. Refer to your local procedures for specific information. Navigation: Time Off worklet > Request: Time Off 1. Select the day(s) on the calendar you wish to take time off. Refer to work and holiday schedules for your location. 2. Click Request Time Off button. 3. In Type field, click prompt icon and select a value from the menu. Time off types for which you are eligible appear in the list. 4. In the Daily Quantity field, enter number of time off units (hours or days). Units can be hours or 1 day, 0.5 (half day) depending on absence type and country requirement. 5. If appropriate, enter Comments that your manager can view. 6. To add additional time off, click Plus sign to create a new row. Workday will copy data in first row to the new row. 7. Click Submit. Correct Time Off Navigation: Time Off worklet > Request: Time Off Correction 1. Click the approved time off request on the calendar. Select the day(s) you want to correct. Enter an adjustment to requested hours. Remove hours by entering 0 (zero). The projected balance at the top automatically updates once you leave the field. 2. Enter comments, if necessary. 3. Click Continue. Click Submit.The correction will be routed to your manager for approval if required in your location. TIME TRACKING This feature is used by some hourly employees in the U.S. for entering and correcting time worked. Go to the myworkday Support website for resources, including the Workday Time Tracking Reference for Employees. 8 of 11

9 View or Print Payslip (U.S. only) Navigation: Pay Worklet > View: Payslips 1. To view payslip in list, click View. 2. To print a payslip, locate it in the list and click Print. A PDF button PAYROLL displays at bottom of page. 3. To open the file, click the PDF button or click the drop-down arrow and select Open from the menu. 4. If you open the file, use the Save or Print features as desired. 5. If you save the file to your computer, print the PDF from that location. FUTURE: You can also view your Workday payslip on an ipad or iphone. Refer to the Getting Started with Workday for iphone for more information on mobile access. 6. To close the PDF window, click the Close button for the Playslip tab at the top of the page. Add or Change Bank Accounts Navigation: Pay worklet > Actions: Payment Elections For Direct Deposit payment elections, you must first set up an account on the Payment Elections page. 1. To add a new account, click Add Account. 2. Enter required Account Information and click OK when finished. When electing direct deposit for payments, assign the account a nickname for easy identification later. The bank name is informational only. The numbers drive the direct deposit transaction and may be found on checks. Please contact your bank for further information on direct deposit. Depending on your location, a second account may be added. Accounts must be listed in order of priority. 3. To delete an account, click Delete Account and then click OK to confirm the deletion. You must remove the account from any elections before deleting. 4. To edit account information, click Change Account and click OK when finished. 9 of 11

10 Change Payment Elections Navigation: Pay worklet > Actions: Payment Elections Use this process to designate how to receive payments using account(s) set up in Account section of Payment Election page. If multiple elections are allowed, designate the order and distribution of payments. To submit a valid payment election, the last election specified must have a distribution type of Balance to capture the remaining amount, or the percentages must add up to 100 percent. 1. To set up or update direct deposit or bank information, click Change Election. 2. Select prompt icons and select Country, Currency, Payment Type and Account. Fields vary by country. For more information, refer to the Employee Reference: Payment Elections (Direct Deposit/Bank Account). 3. To delete a payment election, click Remove Row icon. 4. When finished, click OK. Withholding Elections (U.S. only) Navigation: Pay Worklet > Actions: Withholding Elections 1. Click Update to change your allowances and other information. 2. Enter an Effective Date for the change. Date must be present or future. Past dates are not accepted. 3. Click OK. W-4 Employee s Withholding Allowance Certificate 4. Complete required fields. 5. Provide an electronic signature for this form by checking I Agree. 6. When finished, click OK. 10 of 11

11 Add/Update Dependents Navigation: Benefits Worklet > Change: Dependents Benefits vary by country. Refer to your local procedures for specific BENEFITS information. You must create a dependent record in Workday before that dependent can be enrolled in a benefit plan. 1. To add a new dependent, click Add. 2. To make changes to current dependents, click Edit. Add/Update Beneficiaries Navigation: Benefits Worklet > Change: Beneficiaries Beneficiaries can also be added during the benefit enrollment process. 1. To add a new beneficiary, click Add. 2. To make changes to current beneficiaries, click Edit. Benefit Resources Benefits Enrollment: See Benefits Enrollment Guide. Reference guides are located at > Employee > Benefits. For additional information in the U.S., visit benefits.medtronic.com. Need Additional Help Using Workday? For issues with accessing Workday, please contact Medtronic Global IT Support. For reference documents, quick guides, video demos and other helpful resources, visit the myworkday Support website at For additional assistance, contact AskHR@medtronic.com or your local HR contact. Global phone numbers for AskHR are available on TogetherWeCan. 11 of 11