Getting Started in Workday
Workday Menu - Apps and Shortcuts
Kronos Timekeepers - Historical Edits
WDES-102-Q1 Role-Based Security - all users
WDES-102-Q2 Delegation - all users
WDES-102-Q3 Completing Business Processes as Delegates - all users
WDES-102-Q4 Editing or Stopping Existing Delegations - all users
WDES-103-Q1 Workday Mobile - all users
WDES-104-Q1 Creating a Workday Help Case - all users
Workday Help Case - Annual Increases
Capital Planning
Finance
Department Finance Reports Dashboard QRG
WDFI-102b Labor Reports in Workday
Salary Effort Trend Report QRG - new 10/5/2023
Workflow Aging Report - new 11/15/2023
WDFI-203-Q1 Gift Accounting for Departments
WDFI-205-Q1 Manual Accounting Journals
WDFI-205-Q2 Accounting Adjustments
WDFI-207-Q1 Non-Research Payroll Costing Allocation (PCA) - for research PCA's see Research section below
WDFI-207-Q2 Payroll Accounting Adjustment (PAA) - updated 11/9/2023
WDFI-207-Q3 Worker Costing Allocation (WCA) for specific Allowance Plans only
Legacy 81010 Transfers - Medical Center Expense Credit New Spend Categories
Mapping and Allocation Changes (MAC) Guide
Human Resources
WDHR-102 HR Reports in Workday (Managers)
Time Off and Leave
- WDHR-201-Q1 Time Off for Individual Contributors
- WDHR-201-Q2 Time Off for Managers
- Team Absence Calendar—Multiple Supervisory Organizations - Managers
- WDHR-204-Q1 Place Employees on Leave - Managers
- WDHR-204-Q2 Correct Leave of Absence - Managers
- WDHR-204-Q3 Return Employee from Leave - Managers
Benefits
- WDHR-301-Q1 Open Enrollment - for all employees
- WDHR-301-Q2 New Hire Benefits Enrollment
- WDHR-301-Q3 Life Event Benefits Event - Enrollment - for all employees
- WDHR-301-Q5 Change Benefit Elections - for all employees
- WDHR-301-Q6 Processing a Life Event
- WDHR-301-Q8 Updating Benefit Elections due to Divorce - for all employees
- Assign a Beneficiary to an Employee Insurance Policy
- Benefit Enrollment Statement - new 11/15/2023
Update Personal Information
- WDHR-301-Q7 Updating Emergency Contacts (All Employees)
- WDHR-307-Q8 Updating Everbridge/AlertVU Emergency Contact (All Employees)
- WDHR-501-Q1 Maintaining Personal Information - for all employees
Compensation & Job Changes
- WDHR-401-Q1 Request One-Time Payment for Direct Reports - managers
- WDHR-401-Q2 Create an Allowance Plan - managers
- WDHR-401-Q3 View Compensation History - managers
- WDHR-401-Q4 Request Compensation Change - managers
- WDHR-504-Q1 Job Changes for managers
- Annual Increases - managers
- View Annual Increase Statements - managers
Hiring/Recruiting
- WDHR-502-Q1 Create New Position for managers
- WDHR-701-Q1 Create a Job Requisition - managers
- WDHR-701-Q2 Screen Candidates - managers
- WDHR-701-Q3 Locate Scheduled Interviews - managers
- WDHR-707 Find and Apply to Internal Jobs
- Pre-hire Status - managers
- Manager Change - Post Position - managers
Contingent Workers
- WDHR-506-Q1 Manage Contingent Worker Contracts
- WDHR-506-Q2 End Contingent Worker Contracts - managers
- WDHR-506-Q3 Contingent Worker Onboarding
- Extending Contingent Worker
Payroll Documents
- WDHR-601-Q1 View Payroll Documents - all employees
- WDHR-601-Q2 Update Employee Tax Elections - all employees
- WDHR-601-Q3 Worker Payment Elections - all employees
- WDHR-601-Q4 View Your Payslip - all employees
- WDHR-601-Q5 Update Direct Deposit Information - all employees
Performance Management
- WDHR-801-Q1 Manage Assigned Goals and Add New Goals - all
- WDHR-802-Q1 Setting Goals on behalf of Employees (Managers)
- Mid-Year Conversations - Employees
- Mid-Year Conversations - Managers
- Annual Performance Evaluations - all employees
- Annual Performance Evaluations (Managers)
- WDHR-802-Q5 End of Orientation
- WDHR-804-Q1 Start Disciplinary Action for Employee (Managers)
- WDHR-804-Q2 View Disciplinary Action (Managers)
- WDHR-808-Q1 Performance Improvement (Managers)
Talent
- WDHR-810-Q1 Update Talent Profile
- Add a License or Certification (CATS) in Workday
- Renew a Certification or License (All Employees)
- Renew a Certification or License (Managers)
- Add/Edit Worker Additional Data (Job History)
End of Employment
Research & Grants
Ad-Hoc Approvers for PCAs - New 11/1/2023
Cost Share FAQs- Updated 10/31/2023
Creating and Amending Research Award Budgets in Workday
Effort Certification for Certifiers Detailed Guide
Effort Certification for Certifiers Quick Guide - new 11/14/2023
Effort Certification Reviewer: Effort Administrative Review in Workday - new 10/19/2023
Grant Notifications in Workday
Grant and Award Roles in Workday
Managing Award Tasks in Workday
Outgoing Subs Process Overview
Pro Forma Effort Certification Report
Research PCA - for non-research PCAs, please see the Finance section above
Salary Effort Trend Report QRG
Types of Cost Share for Sponsored Programs in Workday (all employees)
Supply Chain
Supply Chain: Purchasing & Inventory
Report Guide: VUMC SCM Extract Locations
Supplier Contracts
- WDSC-201-Q1 Create/Change/Amend Supplier Contracts
- WDSC-202-Q1 Request a new Supplier
- Find Active Suppliers
Workday Inventory
- WDSC-301-Q2 Create Inventory Stock Request / Create Inventory Quick Issue
- WDSC-301-Q3 Find and Adjust Inventory
- WDSC-302-Q1 Cycle Count
- WDSC-302-Q2 Physical Count
- WDSC-302-Q3 Measure Inventory Accuracy
- Tecsys POU Resources
Procurement
- WDSC-501-Q1 How to Purchase - Requisition for Materials & Services (non-clinics)
- WDSC-501-Q2 How to Purchase - Requisition for Materials & Services (clinics)
- Requisition Template List as of 8.29.23
- Create a Supplier Invoice Request
- Approve Supplier Invoice Request (Cost Center Manager)
- Find Supplier Invoice Request
- Create and Find Miscellaneous Payment Requests
- WDSC-503 Q1 Receiving in Workday
- WDSC-503 Q2 Create a Return
- WDSC-503 Q3 Supply Recall
- WDSC-503 Q4 Goods Delivery Tickets
- Match Exceptions: Reasons & Solutions
WDSC-601-Q2 Accounts Payable Aging
Expense Reports
- WDSC-606-Q1 Create Expense Report - all employees
- WDSC-606-Q3 Expense Reports: PCard and T&E Card Expenses - all employees
- WDSC-606-Q4 Expense Reports: Hotel Information - all employees
- WDSC-606 Expense Report Initiator (new role)
- WDSC-606 Find Expense Reports (Expense Report Initiator)
- WDSC-606-Q2 Approve Expense Report - Managers and Cost Center Managers
Post-Go Live Support
Submit a Pegasus Ticket: Workday Issue
Submit a Pegasus Ticket: Tecsys Issue