Workday Basics for Everyone January 2017 - Bentley University Basics for... · Overview Workday is...
Transcript of Workday Basics for Everyone January 2017 - Bentley University Basics for... · Overview Workday is...
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Workday Basics for EveryoneJanuary 2017
Contents
Workday Overview
Getting Started in Workday
Employee Self-Service Processes
Summary & Helpful hints
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Overview
Workday is a modern, mobile, user-friendly platform that will
eventually replace Banner
It is a web-based design that’s easy-to-use, much like your favorite
web site
Navigation is simple so you can quickly manage your personal
information
Starting December 19 you will enter Time and Time-Off Requests in
Workday only
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Starting January 3 you will access all of Workday
anywhere, anytime – 24/7.
From a laptop, smartphone or a tablet. Just download the
Workday app to your mobile device
Workday Project Timeline
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Workday Human Capital Management (HCM) and Payroll are the first two Workday systems we will introduce. HCM is the human resources part of the Workday system and will transform how we work in areas like payroll, benefits, reporting time, and requesting time-off.
What systems are affected at Go-Live
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Activity System Used Today System Used After January Go-Live
Benefit Information (Medical, Dental, Vision, Insurance)
MyBentley (Banner) View only
Workday View & maintain
Direct Deposit InformationMyBentleyView only
WorkdayView & maintain
Payroll / View Pay slip* MyBentley Workday
Personal Information (Preferred name, home phone, emergency
contacts)
Paper / MyBentley / BannerView only
WorkdayView & maintain
W-2 (Federal/State)Paper / MyBentley / Banner
View only Workday
View
Manage time sheets Paper / Banner Workday
*2016 information will continue to be accessed through MyBentley. The 2017 pay and taxes will be found in WorkdayThere will be certain actions you will continue using MyBentley
Getting Started in Workday
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How do I access Workday
Your Workday home page & setting preferences
Self-Service Worklets
Time & time-off
Benefit Elections
Pay Elections
Today we will introduce you to basic Workday navigation, the
Workday Worklet, how to set your favorites and just how easy it is
to view and update information!
How do I access Workday?
You will need:
Access to a computer or device with internet connection
The Workday URL
Workday does not have a preferred browser*. Any browser will work to access Workday (Internet Explorer (IE), Safari, Firefox, Google Chrome, etc.)
You can access Workday from MyBentley. Follow this link for step-by-step instructions
You will be prompted to enter your Bentley credentials/email: i.e. [email protected] and password
You can also download the app on your tablet or smartphone and access Workday there!
*If you use a specific configuration for IE, which is a necessary part of your job, you should try using another browser running a more up-to-date version (Safari, Google Chrome, Firefox, etc.) for Workday access.
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Your Workday Home Page
The first time you log in, this is what you will see – Click Let’s get started!
Your Workday Home page is configurable and houses all of your important information.
The header (home, search bar, Workday logo, your name) stays constant in Workday on any
page.
To return to your home page at any time, just click the Workday logo in the middle of the header.
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Self-service Worklets
When you first log in, Workday will display a set of Worklets or icons.
When you select a Workday Worklet you can see the available action for
that worklet.
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WorkdayWorklet oricons
View/update personal info
In Workday, you can update your personal information including preferred
name, contact information and emergency contacts.
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In order to change any of your
information, start by typing “change
my” in the search bar on the
Workday homepage.
This will display an action list of the
different tasks you can use to
update your personal information
Personal Information Worklet
Enter Time and Requesting Time Off
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One of the biggest changes for most will be where to go to
enter time and request time-off.
Time Worklet
Time off Worklet
You will find both of these Workday
Worklets on your Workday home page.
Enter Time in Workday
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When you select the Time Worklet the following menu opens where you can choose from column:
Enter Time: This Week, Last Week, Select Week, Request Time Off or Correct Time
OR
View: My Schedule, Time Off, Time Off Balance or History.
Select This Week and an interactive calendar launches
Enter Time in Workday
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Select a day in the calendar to launch time block window
When time is entered for the pay period, hit submit and the notification gets sent to your manager to approve
You can also choose Auto-fill and Quick Add to enter time.
Request Time-off in Workday
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When you select the Time-off Worklet the following menu
opens where you can choose to Request or View the
following:
You can also see what your available balance is for PersonalSick &Vacation
Request Time-off in Workday
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Select the day(s) you would like to request in the calendar, they’re highlighted & number of days requested appear ready to submit.
Request Time-off
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The time-off type must be selected before submitting to your manager
Employees requested time-off goes immediately to their manager, who receives a notification they have an action to complete in Workday.
View Benefit Elections
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In Workday you will be able to view your benefit elections.
And clearly see what you can change and view.
Benefits Worklet
Pay Election, Tax Withholdings & pay slips
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In order to update your current federal withholdings, you will
log into Workday and locate the Withholding Elections link
from your Pay Worklet.
To view or update your current payment elections, like direct
deposit, click the Payment Elections shortcut
Pay Worklet
Summary
Accessing Workday to take control of managing your personal
information:
Beginning December 19 Time & Time-Off requests will only be entered
in Workday
January 3 you will access Workday for managing personal information,
benefits, payroll and entering time and requesting time off
Navigate through Workday to access personal information
Maintain your preferences, favorites, and notification preferences
Workday allows for employee self-service – you can view and update
personal information
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Helpful Hints
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Related Actions You’ll find them throughout Workday. Click the Related Actions button to access more actions/options
On any screen, when
a pop-up dialogue box
is on screen. Click
anywhere else on the
screen to get the pop-
up dialogue box to
close
Inbox: you’ll be notified
when you have an
action in your inbox that
requires your attention.
Notifications: are sent to
you just as an FYI
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Resources
Workday Program Web site – www.Bentley.edu/workday
Workday Program email – [email protected]
Getting Started on Workday – accessing your personal profile
https://www.brainshark.com/bentley/personalprofile
Getting Started on Workday
https://www.brainshark.com/bentley/GS-worklets
https://www.brainshark.com/bentley/GS-Search
https://www.brainshark.com/bentley/GS-Org-chart
Employee actions on Workday
https://www.brainshark.com/bentley/enter-time
https://www.brainshark.com/bentley/Rpt-bene-event
https://www.brainshark.com/bentley/Request-TO (time-off)
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Appendix
Additional ways to make Workday work for you!
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Your inbox
Your inbox displays the action items that require your attention to complete and the notifications you have received. You can also view the processes you have previously completed in archives.
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Your worker profile
You can view Worker Profile by clicking your picture/name in the upper
right corner and then select View Profile.
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Your profile displays your personal
information including job details,
compensation, benefits and pay. You can
also view your job history, support roles,
worker history, etc.
Your Worker profile
Your Worker Profile displays information about you and your job across
multiple tabs.
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The Search bar
You can use the Workday search bar to navigate many different
functions.
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You can search for people,
organizations, initiate tasks, run
reports and much more. You can
also locate any information to
which you have access.
For example: you can type
“address” in the search field to
bring up multiple tasks
pertaining to addresses – home,
work and email addresses.
Configure Workday
Workday gives you the ability to configure your own favorites, preferences,
and inbox filters, allowing you to organize and prioritize notifications and
actions to fit your individual needs.
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Click Favorites Worklet
Configure Workday
Build preferences into your Workday Home page
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Click the gear icon to configure the Worklets that appear on your home page