Workday System User Guide : Workday Features


Logging into Workday as Logan McNeil

The text explains how to log into Workday using a user name and password, and then log in as Logan McNeil. To perform tasks as Logan, use a task called start proxy and press Logan McNeil. Ensure you are logged in as Logan and use a start proxy if necessary.

Throughout the training, perform tasks as Logan, as he has the most permissions to complete them.

The training will be conducted on Logan’s behalf, with a picture displayed on the screen.


Workday App Screen and Navigation: Home Button, Icons, and Search Bar.

The screen on a mobile phone is typically the home button or workday icon, which brings users back to the main page. However, when using a different app, such as inbox, the screen changes and users must return to their main page.

The search bar at the top of the screen allows users to search for objects and things in Workday using Google’s search engine.


Correct Spelling and Access in Workday Object Search

To search for an object, users must type the correct spelling and have access to the object. For example, typing “CRE and LOC” will give predictive analysis options. If the user doesn’t have access to the object, they may not be able to access it.

Additionally, the spelling must be correct, as incorrect spelling can result in the search bar not finding the object.

When searching for an object in Workday, users must ensure that the word is correct and has the necessary permissions. If the user doesn’t have access to the object, they may not be able to access it.

Additionally, the spelling must be correct, as incorrect spelling can lead to the search bar not finding the object.


Enhanced Search Functionality on Workday

Workday has recently enhanced its search functionality, allowing users to filter search results based on specific tags. The most common tags include people, tasks and reports, learning, and the drive. Users can also edit their shortcuts to add or remove tasks, such as creating a new job for a specific task.

Workday Task Management with Shortcut Limit

To add a new task, users can click on the edit button and remove an existing shortcut. However, there is a limit of 10 shortcuts that can be added.


Configuring External Links for Daily Tasks

Another enhancement is the ability to configure external links for daily tasks, such as checking payroll for employees. Users can configure these links by clicking on the external link and choosing from existing ones.


Workday System: Enhanced User Experience through Machine Learning and Recommendations

The article describes the features of a workday system, including the creation of links, machine learning, and notifications. The system starts learning about users’ most commonly used apps and provides recommendations based on their usage.

This is done by workday itself, allowing users to view the most used apps for better user experience.


Notifications and Predictive App Access in Workday System

The system also includes two important features: the bell icon and an inbox-like notification. The bell icon is used for notifications, such as a new video uploaded by a channel, which users can view later.

The notification is for information only, with no immediate action needed from the user.

The inbox-like notification is for users’ information only, such as a report completed or a leave application.

The system uses machine learning to predict when users are likely to use an app, allowing them to access it later.


Workday End- user Features: Notifications and Inbox-like Notification

The Manual emphasizes that these features are designed for end users, not for workday consultants, as they are not limited to a few tasks. The system also includes two important features: notifications and an inbox-like notification.

These notifications are designed for users’ information and can be accessed later.



Left Approval Notifications for Workers

A manager approves a leave application, and a worker, like Logan McNeil, is notified of the approval. Notifications show pending notifications for the worker, such as job requisitions, completed integrations, and closed positions.

Clicking on a notification directs the user to the video and a link to the object, providing more details about the task.


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Notifications and Inbox Configuration for Task Management

The notification is not for everyone, but only for those who have clicked on the bell icon for the channel. This ensures that only those who have configured tasks are notified. Configuring notifications is crucial for managing reports, integrations, and business processes.

The inbox is the next to notifications, and it is important to configure who should be notified once reports, integrations, and tasks are completed. This ensures that the worker is not lost and that their existing work is not lost.

Configuring notifications is essential for maintaining a productive work environment and ensuring that all employees are notified about their tasks and progress.


Action Required: Dealing with Emails in the Workday inbox

In the age of spam and phishing emails, it is essential to take action when receiving an email in your inbox. Emails can be asking for information or action on your behalf, and they typically require action.

In the case of an email, it is not the same as your corporate office email, but rather a task waiting for your action in workday.






Workday Business Process Error: Absence Request for Catherine Arnold

For example, an absence request for Catherine Arnold could be a clean example of a business process error. For example, Logan could approve a compensation change for a worker, which would result in a 20% increase in his salary.

The manager can review the request, review the comments, and attach attachments, and decide if the increase is acceptable. If not, they can either deny the increase or send it back for revision.


Customizing Workday Preferences and Settings

The Manual describes how to change the currency and preferences in Workday, a web-based platform. Users can change their account password, preferences, language, time zone, and email address.

They can also configure usage patterns, notifications, and preferences as part of the change preferences.


Currency and Time Zone Customization for User Inboxes.

When a user changes their preferred currency, the changes will reflect on the landing page. For example, if a user chooses to use the euro as their preferred currency, the landing page will show the corresponding value in euros instead of U.S. dollars. This change is for the user, not the company.

When a user logs back into their inbox, they can see the compensation change for their use, which will be displayed in their preferred currency. The data will also be displayed in their preferred time zone and format.


Adjusting Workday Account Settings

The document also explains that users can erase the time stamp and scroll down to see more details, such as the date and time.

By adjusting these settings, users can easily access more information about their workday account and preferences.


Workday and Mobile Phones: Functionality and Design

Workday and mobile phones share similarities in their functionality and design. Gmail users can change their preferences, such as changing the theme or font size, in their inbox. Workday also retains the old landing page, which was once the landing page.

The workbench is an expanded version of the inbox, showing the three most recent tasks waiting for action.


Facebook Access on Mobile App vs Browser: What’s the Difference?

Mobile phones, like those with Facebook apps, offer faster, convenient access to Facebook. Users prefer apps for their convenience, as they are faster, easier to access, and have their user ID stored.

The app also has a neat and clean interface, with all the necessary features in the right places.

Apps also bring related or similar tasks in one place for convenience. Users can access Facebook through Safari or other search engines, but they can still use a browser to access Facebook. Both workday and mobile phones offer similar features and benefits, making them essential tools for modern work environments.


View all Integration Management

The integration tab in View all offers a list of actions, such as creating an EIB, launching an integration, creating an integration system, or creating an integration system user. These tasks are organized within the app, making it convenient to navigate to them without using the search bar.

Navigating to tasks from within an app is more convenient and easier to access, as it eliminates the need to remember the task.

This makes it easier to navigate and access the integrations within the app, making it a more efficient and convenient way to manage and manage integrations.


Management of Applications on Mobile Workbench and Landing Page

The material explains how to add additional applications to your workbench or landing page on your phone. To do this, you can move the icons on your home screen, such as messaging, phone, WhatsApp, and Facebook.

You can also configure your applications by clicking on the gear icon, which allows you to configure them. Some applications can be marked as required by the system administrator or moved around.

The Manual also explains the use of up and down arrows to move the integrations grid.

The article also discusses the plus and minus buttons, which stand for add row at the top and remove row.

The plus button adds an empty row, while the minus button removes a row. The document emphasizes the importance of these buttons in managing your apps and workflow.


Configuring System Rows between Business Processes and All Domains

To add a row between business processes and all domains, click on the ad row icon and select the desired row level. The ad row icon will appear repeatedly as you configure your system.


Managing Favourites for Efficient Navigation

Favourites allow you to manage your favourites, including tasks, reports, and favourite objects. This allows you to quickly navigate to specific areas, similar to bookmarking in a browser.


Shared Drives for Collaborative Document Sharing

You can also store files on a shared drive, similar to Google Drive or One Drive, and share documents with other users within work day.


Access Workday Community and Recent Reports

My reports are the output of recent reports, which you can revisit if needed. Documentation will take you to the Workday Community page, which requires a separate login ID and password.

Workday Community is a closed group that requires you to be added before accessing it.



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Restricted Access to Workday Documentation and Help

The documentation is available only in the Workday Community, which is a closed group that requires you to be added first. The help section takes you to a company’s internal website, typically containing training videos, how-to videos, and internal help or manuals.

Implementation of Workday: Features, hierarchy, and management hierarchy.

The material discusses the implementation of Workday and its features, including the help button, recovery assistant, and navigation. It highlights the importance of maintaining a hierarchy within an organization, with employees reporting to each other and their respective managers.

Supervisory organizations are used to group employees into a management hierarchy, with each person reporting to a different person.


Staffing Models and Hiring Practices in workday Supervisory Organizations

The document also discusses the concept of staffing models, which define how jobs and positions are created and filled within supervisory organizations. For example, a director might be hired in a limited number, while a sales associate might be hired in a larger number, depending on the company’s volume.

The document also discusses the differences between hiring a director and a sales associate, highlighting the importance of understanding the different ways to hire different roles within an organization.

For example, a director might be hired in a limited number, while a sales associate might be hired in a larger number, depending on the company’s volume.


Workday Staffing Models and workday Job Profiles in XCM Software

The creation and filling of jobs and positions depend on the chosen staffing model. There are two main staffing models: position management and job management. Job profiles are essential for XCM software to create job opportunities, outlining the responsibilities, tasks, qualifications, and skills required for the job.


Understanding Compensation Packages and Contingency Workers.

Compensation is another core concept, encompassing packages, grades, grade profiles, and plans. It is given to employees only and contingent workers as well. Contingency workers are usually paid through their contractors, not directly by the company where they work.

They are treated as suppliers of services and are not paid directly by the company.


Employer-Engaged vs Contractor-Based Contingent Workers

There are two types of contingent workers: Directee’s on the company’s company and those hired from other companies. The company pays the person on the payroll of the company, not the contingent worker. Contracts are often used for freelancers, where they are directly hired by one company.

A freelancer may have a company registered with them, and they are the C-E O. The contract is signed with the company, and the worker is responsible for their own taxes.

Contractors are treated differently, as they are not salaried but are not entitled to benefits or retirement.


Types of Workers: Fixed-Term, Regular, and Continued

There are different types of workers, including fixed-term employees, regular employees, and continued workers. Fixed-term employees are hired for a specific period, while regular employees have fixed-term contracts.

Continued workers can work for a longer period, such as 10 years.


Girl Workers and Independent Contractor Compensation

Girl workers are individuals who come in, do their work, and leave.

They are typically associated with musicians, performing gigs and not being employees of the place, they are performing. Compensation is paid to employees only, such as salary or hourly.


Work SCM and Security: Managing Access through Security Groups

Security is another core concept of work SCM. Security groups need to have the same access, such as managers, HR administrators, benefits partners, and payroll administrators.

Workdays security system will work to group users into security groups and assign provisions.


Workday Business Process Analysis: Tasks and Workflow Configuration

Lastly, business processes are sequences of tasks that accomplish a desired business.

These tasks are performed by different groups of people, and configuration of business processes in work will be discussed in detail.


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