getting started: manage your career interests employee · 2016-04-06 · getting started: manage...
TRANSCRIPT
Getting Started: Manage Your Career Interests Employee
1
Your screens and processes may vary from those described here
Manage Career Interests
1. Navigate to the Profile Icon > View Profile. Your Employee
Profile page displays.
2. Click your Related Actions icon .
3. Select Talent > Edit Career Interests.
4. Click the prompt icon to select a Career Preference.
5. Enter your career interests.
6. Click Submit.
7. Click Done to complete the Submission step.
Manage Travel Preferences
1. Click your Related Actions.
2. Select Talent > Edit Travel Preferences.
3. Select the appropriate response for the “Are you willing to travel?”
field.
4. Enter additional information, if needed.
5. Click Submit.
6. Click Done.
Manage Job Interests
1. Click your Related Actions.
2. Select Talent > Edit Job Interests.
3. Select one or more Job Profiles from the prompt.
4. Enter any comments.
5. Click Submit.
6. Click Done.
Manage Relocation Preferences
From your Related Actions:
1. Select Talent > Edit Relocation Preferences.
2. Select the appropriate response from each field.
3. Enter additional information if needed.
4. Click Submit.
5. Click Done.
Getting Started: Identify Your Place in the Organization Employee
1
Your screens and processes may vary from those described here.
Locate Your Place in the Organization
Workday displays the reporting structure of your department. This
can help you understand your place within the organization.
From the Home page:
1. Click your Profile Icon > View Profile.
2. Click the Job tab.
3. Click the Management Chain tab. Information about your
management chain displays.
Locate Your Organization
From the Home page:
1. Click your Profile Icon > View Profile
2. Click the Job tab.
3. Click the Organizations tab. Information about the organizations
you belong to displays.
Review Your Job History
From the Home page:
1. Click your Profile Icon > View Profile.
2. Click the Job tab.
3. Click the Manager History tab. Your job history displays.
Manager history includes information about your prior job titles,
managers, start dates, and end dates.
Locate Your Org Chart
From the Home page:
1. Click your Profile Icon > View Profile.
2. Click the View Team link.
Your Org Chart includes information about your team, HR support,
and your manager’s manager.
Getting Started: Use Your Inbox Employee
1
Your screens and processes may vary from those described here.
Purpose of the Inbox
Your Inbox includes notifications of tasks, approvals, due dates, etc.,
that are sent to you as part of your organization’s business processes.
View Your Inbox
1. Click your Profile Icon in the upper right hand corner.
2. Click Inbox to expand your viewable options.
3. Click the Actions tab to view your business process tasks,
approvals, and to dos.
4. Click the Archive tab to access the process status of any business
process you have been involved in.
Delegate Your Inbox
From the Actions tab:
1. Click More > My Delegations.
2. Click Manage Delegations.
3. Enter the Begin Date and End Date for the delegation.
4. Select a user to delegate your tasks to in the Delegate field.
If you are only delegating Inbox tasks, leave the
Start On My Behalf field blank. This option is for
delegating the initiation of business processes.
5. In the Do Inbox Tasks on My Behalf field, select whether to
delegate all business processes, specific business processes, or
none of the above.
6. Mark the Retain Access to Delegated Tasks in Inbox check
box to view and modify your Inbox while delegated.
7. Select a Delegation Rule if you are delegating a business
process.
8. Click Submit. A confirmation displays. Depending on your
organzation’s security settings, additional approvals may be
required.
9. Click Done.
Click the Business Processes Allowed for
Delegation tab to view which business processes
you can delegate.
Getting Started: Modify Your Personal Information Employee
1
Your screens and processes may vary from those described here.
Access Your Worker Profile Page
Click your Profile Icon > View Profile. Your Worker Profile page
displays.
All instructions in this job aid start from the
Worker Profile page.
Add or Change Your Contact Information
1. Click the Contact tab. The Contact link is selected.
2. Click Edit. Enter or modify any information.
3. Click Submit.
Add or Change Emergency Contacts
1. Click the Contact tab.
2. Click the Emergency Contacts link.
3. Click Edit. Enter or modify your emergency contacts.
4. Click Submit.
Modify Your Personal Information
1. Click the Personal tab. The Personal Information link is selected.
2. Click Edit.
3. Click the Edit icon to change existing information, or the
Add button to add new information. You can also click a field to
open it for editing.
4. Click Submit.
View Your Identity Paperwork
1. Click the Personal tab.
2. Click the IDs link. You cannot make changes to this information;
you can only view it.
Change Your Legal or Preferred Name
1. Click your Related Actions .
2. Select Personal Data > Change My Legal Name.
3. Enter your new information, including any required information.
4. Click Submit.
5. Click To Do to submit proof of name change or Done to submit
later.
6. Click Done.
Getting Started: Modify Your Personal Information Employee
2
Your screens and processes may vary from those described here.
Add or Change Your Photo
1. Click your Related Actions > Personal Data > Change My
Photo.
2. Click the Attachment button to locate and upload your image.
3. Click Submit.
The supported file formats depend on your
organization’s configuration. Typical formats
include .png, .jpg, and .gif.
Add and View Your Social Networks
1. Click your Related Actions > Personal Data > Maintain Social
Network.
2. Click Edit to edit an existing network, or Add Social Network
Account to add a new network. You can maintain up to four
networks.
3. Enter the social network and user name or web address you want
to add. You can only add one account for each social network.
4. Click OK > Done.
Delete a Social Network
1. Click your Related Actions > Personal Data > Maintain Social
Network.
2. Click Delete next to the appropriate network.
3. Click Submit > Done.
View Transaction History
View your transaction history to see when you enrolled in benefits,
changed personal data, etc.
1. Click the Job tab.
2. Click the Worker History link. Your business process history
displays.
3. Click View Worker History by Category. The data is
segmented into different tabs to make it easier for you to review
your history.
Import Your Profile from LinkedIn
1. Click the Job tab.
2. Click the Professional Profile link.
3. Click the Import from LinkedIn button. You will be prompted to
sign in to LinkedIn before your LinkedIn information can post to
your worker profile.
4. Review each page of information and click the Edit icon to
make any edits.
5. Click Next to progress through all of your LinkedIn information.
6. Click Submit > Done.
Getting Started: Modify Your Personal Information Employee
3
Your screens and processes may vary from those described here.
Change a Business Title
1. Click your Related Actions > Job Change > Change My
Business Title.
2. Enter the Effective Date.
3. Enter the proposed Business Title.
4. Click Submit > Done.
Depending on your organization’s security
protocols, this may be routed to another
department for approval.
Manage Professional Profile Information
1. Click the Professional Profile link.
2. Click the +Add link next to an area on the Professional Profile and
enter the appropriate information. From here, you can add your
own information and/or edit existing information imported from
LinkedIn including your experience, education, skills, and projects.
3. Click Submit > Done.
Getting Started: Use Tools and Navigation Employee
1
Your screens and processes may vary from those described here.
Navigate the Home Page
The Workday Home page displays worklets that provide access to tasks and reports. Because
the Home page is highly configurable, your organization may display different worklets.
Configure Worklets
Additional worklets can be added to your Home page, if allowed by your organization.
From your Home page:
1. Click the Settings icon in the upper right corner. The Configure Worklets page displays.
2. Click the Add icon to add a new worklet.
3. Click the Prompt icon to select from the list of existing worklets.
4. Click the Minus icon to remove a worklet from the dashboard.
5. Click the Up Arrow or Down Arrow to reorder the worklets on the page. To move a
worklet to the first or last position, use the Move Row to Top or Bottom arrows .
6. Click OK > Done.
Getting Started: Use Tools and Navigation Employee
2
Your screens and processes may vary from those described here.
Error and Alert Messages
Error and alert messages display in the upper right corner of the
page. They typically identify a specific field(s) where information is
missing, entered incorrectly, or in conflict with a rule established by
your organization.
Errors prevent you from completing a task until the error is fixed.
Alerts notify you of potential problems on a page, but do not prevent
the task from being completed.
Use Related Actions and the Profile Icon
The Profile icon contains links to the Home page, dashboards, and
documentation (if configured).
The Related Actions displays next to an object when there are
relevant actions. For example, the Related Actions next to your
name accesses tasks and data relating to your worker record.
Options beginning with “View” are view-only actions.
Getting Started: Use Tools and Navigation Employee
3
Your screens and processes may vary from those described here.
As an option, you can detach the menu from the
Related Actions icon by clicking and dragging the icon
at the top of the Available Actions menu.
Navigate Using Search
Workday makes it easy to search for people, tasks, reports, and
business data using the Search field.
For example, to find a worker, type the name into the Search field
and press Enter. If you click People, you can filter the results to only
display workers in your organization. Search categories are used to
filter your search for faster, more accurate results.
Keep in mind that searches only find exact matches. If you misspell
the search text, you will not see any results. You can use abbreviated
terms to find more matches. Use longer search terms to improve the
accuracy and reduce the time to return results. For example, if you
are searching for the Maintain Project Worker Roles task, the
search string “main pro work” returns more results than the search
string “Maintain Project.”
Search prefixes restrict the search results to a particular type of
Workday object. Search prefixes are lowercase letters, followed by a
colon (:). For example, “bp:” returns all business processes
definitions. To see a list of all search prefixes available to you, enter a
questions mark (?) in the search box.
In addition to the search box, there are Find pages where you can use
filters to narrow down the results. For example, use the Find Workers
report to search for employees and other workers by city, skillset,
cost center, etc.
You can use the faceted search boxes in Find pages to customize your
search by specifying any combination of the operators and, or, or not.
When you use not, you must enclose the term inside parentheses.
When the search results provide what you are looking for, you can
either initiate an action using the object’s Related Actions , or
click the link to see more information.
Getting Started: Use Tools and Navigation Employee
4
Your screens and processes may vary from those described here.
Change Your Account Settings
You can easily change your account settings in Workday from your
Workday Home page. Click the Profile icon in the top right corner
and then select My Account. From here, you can change your
password, account preferences, and manage your account’s challenge
questions. You can also use this to switch accounts if you are a
delegate.
Time Off: Manage Your Time Off Employee
1
Your screens and processes may vary from those described here. .
View Time Off Balances
From the Time Off worklet:
1. Click the Time Off Balance button under the View section. The Time Off Balance task displays with today’s date in the As Of field.
2. Click OK to view your balance as of today’s date.
To view past or future balances, change this date. Workday will re-calculate based on how you accrue time off.
3. Depending on the type of time off plan, balances are tracked either in days or hours. Select any of the Accrued Year To Date values to view
more details.
Time Off: Manage Your Time Off Employee
2
Your screens and processes may vary from those described here. .
Submit Time Off Requests
From the Time Off worklet:
1. Click Time Off under Request.
2. Select the day(s) you wish to take time off. Click on a selected day to deselect it.
3. Click Request Time Off. The number of days you requested dynamically displays on the button to help confirm your request.
4. Enter the Type of time off requested.
5. Enter the number of hours requested per day in the Daily Quantity field. Your status of salaried or waged and state and federal laws may limit
what you can add in this field.
6. Attach any appropriate supporting documents by dragging them to the Drop Files Here field or clicking the Attachments icon.
7. Click Submit.
Time Off: Manage Your Time Off Employee
3
Your screens and processes may vary from those described here. .
Check on the Status of Your Request
From the Time Off worklet, click Time Off under View. You can see the status of your requests on the table displayed.
Time Off: Manage Your Time Off Employee
4
Your screens and processes may vary from those described here. .
Cancel a Submitted Time Off Request
Submitted requests that have not been approved can be canceled. Once approved, you must correct the request before you change it.
From the Profile icon:
1. Click the Inbox link.
2. Click the Archive tab.
3. Click the Time Off Request task you want to cancel.
4. Click Cancel.
5. Enter a comment. This step is required for a cancelation.
6. Click Submit. No approval is required.
Time Off: Manage Your Time Off Employee
5
Your screens and processes may vary from those described here. .
The Archive tab only includes Time Off requests completed within the last 30 days.
Modify Previously Submitted and Approved Requests
From the Time Off worklet:
1. Click Time Off Correction under Request. If you have no approved requests, you will receive an error message.
2. 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.
3. Enter comments, if necessary.
4. Click Continue.
Time Off: Request a Leave of Absence Employee
1
Your screens and processes may vary from those described here
Request a Leave of Absence
The criteria for a leave of absence may vary depending on the reason
for the leave, and any state or federal laws that define a leave of
absence. These instructions are intended to show you Workday
functionality, not to replace or supersede the advice of your Human
Resources department, your doctor, or the law.
From the Time Off worklet:
1. Click Leave of Absence.
2. Enter the dates in the Date fields.
3. Select a Leave Type reason.
Workday allows your organization to link its Leave
Policies from this page. Consult your organization
policies and your Human Resources representative
if you have questions about your Leave of Absence
request.
4. Click the Attachments icon to upload any supporting documents
that your organization requires.
5. Click Submit.
Submitting the leave request initiates a business process that includes
approval steps. Subsequent required steps display automatically. Any
errors or warnings also display, and may require corrective action.
You can click the Details and Process Arrow to view more
information.
Getting Started: Use Dashboards Manager
1
Your screens and processes may vary from those described here.
Dashboards are pre-configured pages related to specific functional
areas within Workday. They are populated with worklets that target
areas of interest to managers. These worklets display topic-specific
calculations, and are customizable. Create custom worklets to add
to dashboards using the report writer.
Dashboards simplify managers’ access to information including
Compensation and Benefits, Talent Management, Workforce
Planning, and Financials. Reports display in a simplistic format.
Configure Your Dashboard
From any dashboard:
1. Click the Settings icon .
2. Click the plus icon to add a new worklet.
3. Click the prompt icon to select from the list of existing
worklets.
4. Click the minus icon to remove a worklet from the
dashboard.
5. Click the Up Arrow or Down Arrow to reorder the
worklets on the page.
Getting Started: Generate Reports Manager
1
Your screens and processes may vary from those described here
Generate Reports
There are a several types of reports you can generate within
Workday. These reports are listed under the View column for the
worklets that provide reporting functionality. Reports are labeled with
names that describe the information they display.
From your Home page:
1. Navigate to the worklet you want to view.
2. Click the buttons in the View column to access reports on various
topics.
Access Reports within Business Processes
Some business processes have embedded reports. This is
identified with a View Related Information icon on the
worklet. This icon is gray by default but turns blue when clicked.
To access an embedded report, click the View Related
Information icon. The worklet displays information specific to the
step in the business process. For example, in the case of
compensation, the worklet may display a base pay proposal
suggestion.
Getting Started: Generate Reports Manager
2
Your screens and processes may vary from those described here
Viewing Reports
Several icons display over the top right corner of a report. The Export
to Excel icon allows you to export the report into Excel. The Filter
icon allows you to filter the data from each column in the same way
as in Excel. You can also click on the Print icon to view the report
as a printable PDF. Note that the above options are contingent on
your organization’s Security Permissions configurations.
Getting Started: Additional Navigation for Managers Manager
1
Your screens and processes may vary from those described here.
Check the Status of My Processes
To review or check the status of a process:
1. Navigate to your inbox.
2. Click the Archive tab. Here you will see the last 30 days of your
business processes.
3. Click a task in the left-hand column to see the details, process
history and related links of the selected business process.
Compare My Team
Use the Compare Team task to analyze key worker attributes. From
the Compare Team task:
1. Click the Organization prompt icon to select the organization
to compare employees. Your security settings determine which
organizations you can access.
2. Click OK to compare the employees’ Job, Base Pay, Bonus, Stock,
and Performance information.
Access Analytics During a Process
Embedded analytics are available on select business processes. To
access analytics during a process:
Getting Started: Additional Navigation for Managers Manager
2
Your screens and processes may vary from those described here.
1. Initiate a business process for a worker, such as My Expense
Transactions or Request Compensation Change.
2. Click the View Related Information icon in the upper right
hand corner of the task or data.
Change Business Titles
From the My Team worklet:
1. Click Business Title Change.
2. Enter the employee’s name.
3. Click OK. Notice the employee’s current Job Title.
4. Enter the employee’s new title in the Business Title Field.
5. Click Submit.
6. Navigate to the employee’s profile to view the title change.
Compensation: Manage Team Compensation Manager
1
Your screens and processes may vary from those described here.
About the Compensation Worklet
There are many options for a manager within the Compensation
worklet. They can request Base Salary Changes, new Bonus Plan
Assignments, One-Time Bonuses/Payments, and Stock Grants.
There is also a wealth of compensation-related reports at the
manager’s disposal.
View Compensation via the Compensation Worklet
From the Compensation worklet, click the Details >> button. A
compensation report displays information for employees.
Compensation: Manage Team Compensation Manager
2
Your screens and processes may vary from those described here.
View Compensation
From the My Team worklet:
1. Select the employee.
2. Click the Compensation tab on the employee’s profile page.
Assign a New Allowance Plan to a Direct Report
From the My Team worklet:
1. Click the employee’s Related Actions .
2. Select Compensation > Request Compensation Change.
3. Enter an Effective Date.
4. Select a Reason for the adjustment.
5. Click OK.
6. Scroll down to Allowance and click the Add button.
7. Select the appropriate plan. Eligible allowance plans display,
allowing you to make changes if needed.
8. Click Save.
9. Add any supporting comments.
10. Click Submit.
Request a One-Time Bonus for a Direct Report
From the employee’s Related Actions:
1. Select Compensation > Request One-Time Payment.
2. Enter the Effective Date and One-Time Payment Plan reason.
3. Click OK. The Payment Details display, allowing you to make
changes and provide additional information if needed.
4. Click Submit.
The Amount field auto-populates with a default value,
based on the One-Time Payment Plan selected. You
can modify the default amount, but additional
approvals may be required.
Compensation: Manage Team Compensation Manager
3
Your screens and processes may vary from those described here.
Request a Stock Grant for a Direct Report
From the Compensation worklet:
1. Click Stock Grant.
2. Enter the Effective Date, Employee, and Stock Plan.
3. Click OK.
4. Select a Reason for the requested grant.
5. Enter the optional fields in the Stock Grant Details section in
Accordance with your organization. This includes items such as
Amount Granted, Vest From Date, and any Additional
Information.
6. Enter comments if needed.
7. Click Submit > Done. The request is now routed for approval.
Compensation: Manage Team Compensation Manager
4
Your screens and processes may vary from those described here.
Request a Base Salary Change for a Direct Report
From the My Team worklet:
1. Click the employee’s Related Actions.
2. Select Compensation > Request Compensation Change.
3. Enter the Effective Date.
4. Select a Reason for the adjustment.
5. Click OK.
The employee’s related information window displays.
Review Employment History or other relevant details.
To open a window manually, click the View Related
Information icon in the upper right corner of the
screen.
6. Click the Edit icon to open the Compensation Plan for
Salary.
7. Enter a new Amount, Amount Change, or Percent Change.
Updating one field will auto-populate the other fields.
8. Click Save.
9. Add any supporting comments.
10. Click Submit.
Employee Changes: Manage Employee and Contingent Worker
Details Job Changes
Manager
1
Your screens and processes may vary from those described here
Transfer, Promote and Change Job
If a promotion or other job change is within the same department, it
is a one-person task. If it involves a transfer between departments, it
is a two-person process.
The manager in the outgoing supervisory organization initiates the
transfer of the employee.
The manager in the incoming supervisory organization performs
another set of actions to receive the employee.
From the targeted employee’s Related Actions :
1. Select Job Change > Transfer, Promote, or Change Job to
display the Change Job page.
2. Click the Edit icon to enter or modify the information. Red
asterisks denote required fields.
3. Click Start. A progress bar displays at the top of the page to help
guide you through the process.
4. Click Next to move through the various sections or click
Summary to edit using a single page view.
5. Once all edits have been made, click Submit.
6. Click the Details and Process Arrow to view next steps in
the Change Job business process. The Status field indicates
whether there are any required actions or steps to complete.
You can also manage employee job changes by
navigating to the My Team worklet and clicking the
Transfer, Promote or Change Job or Change
Location buttons under the Actions section.
View Open Positions in Your Organization
From the Employee Changes worklet:
1. Click the Open Positions button in the View section.
2. Choose your Organization. If you want to view all subordinate
positions instead, mark the Include Subordinate
Organizations checkbox.
3. Click OK to run the report.
Employee Changes: Manage Employee and Contingent Worker
Details Job Changes
Manager
2
Your screens and processes may vary from those described here
Terminate an Employee
From an employee’s Related Actions:
1. Select Job Change > Terminate Employee to display the
Terminate Employee page.
2. Complete the required termination information. Here, you will
enter a termination date and reason. The employee is still
considered active until midnight of the termination date.
3. Indicate whether the position is to be closed or available for
overlap after this termination. Position overlap allows a
replacement worker to be hired into the same position before the
current worker leaves.
This option is only available if your organization
uses the Position Management staffing model.
4. Click Submit.
You can additionally terminate an employee by
navigating to the My Workers or Employee Changes
worklet and selecting the Terminate action.
Change Contingent Worker Details
From the My Team worklet:
1. Select the contingent worker’s profile.
2. Click the Contract Details tab. Here, you view details such as
Contract Length and Pay Rate.
3. Click the worker’s Related Actions .
4. Go to Job Change > Change Contingent Worker Details.
Employee Changes: Manage Employee and Contingent Worker
Details Job Changes
Manager
3
Your screens and processes may vary from those described here
5. Click the Edit icon .
6. Enter the Effective Date and Reason for this change.
7. Click Save.
8. Click Start.
9. Follow the Guided Editor.
10. Edit and select a new Contract End Date and Pay Rate, as
needed.
11. Click Next.
12. Verify your changes and make any additional edits.
13. Click Submit, then Done.
Hiring: Hire an Employee Manager
Your screens and processes may vary from those described here. 1
This job aid supports the Hiring worklet
that is a part of the Workday Human
Capital Management product, not the
standalone Workday Recruiting product.
Create a New Position
From the Hiring worklet:
1. Click the Create Position button.
2. Select the Supervisory Organization for this position.
3. Click OK.
4. Complete required position information and hiring restrictions, as
needed.
5. Click Submit.
Hiring: Hire an Employee Manager
Your screens and processes may vary from those described here. 2
Create and Hire a Pre-Hire
From the Hiring worklet:
1. Click the Hire (Create Pre-Hire) button.
2. Select the Supervisory Organization into which the pre-hire will be
hired.
3. Select Create New Pre-Hire.
4. Click OK.
5. Complete required fields in the Legal Name Information tab.
6. Enter at least one piece of contact information in the Contact
Information tab.
7. Click OK.
8. Enter all job information to complete the hire. Fields marked with
an asterisk are required.
9. Click Submit > Done.
10. To check the status of the hire process, use the Profile Icon to
navigate to your inbox. From the Archive tab, you can view all of
the processes you have initiated.
If a position has already been associated with a
pre-hire, this information will populate in the
record. If not, enter positions that the applicant is
being considered.
Locate an Existing Pre-Hire
1. Enter the pre-hire’s name into the Search box.
2. Click the pre-hire’s name in the search results. If necessary, select
People from the Categories section to filter the search results.
3. To initiate the hire process, click the pre-hire’s Related Actions
> Hire > Hire Employee.
Associate a Pre-Hire with an Open Position
From the pre-hire’s Related Actions :
1. Select Job Application > Edit Pre-Hire Profile.
2. Click the Add Row icon in the Consider for Positions table to
add rows under the Consider for Positions section.
3. Enter the position(s) for which you want the pre-hire to be
considered.
4. Click the position’s Related Actions to view more about the
position.
5. Click OK.
Hiring: Hire an Employee Manager
Your screens and processes may vary from those described here. 3
View Pre-Hires for a Job
From the Hiring worklet:
1. Click the Pre-Hires button.
2. Click the Considered for prompt to view a list of positions
from which you can select a pre-hire.
3. Click OK. A list of pre-hires displays based on your selections.
4. Use a pre-hire’s Related Actions to view more information.
Assign Interviewers to a Pre-Hire
From the pre-hire’s Related Actions:
1. Select Job Application > Edit Pre-Hire Profile. The pre-hire’s
profile page displays.
2. In the Interviewers column of the Consider for Positions section,
enter or search for people who will interview the pre-hire.
3. Click OK.
Enter Interview Comments
From the Hiring worklet:
1. Click the Enter Interview Results button.
2. Complete the Pre-Hire and Considered for information.
3. Click OK.
4. Complete the My Interview Results section for the pre-hire.
5. Click OK. The pre-hire’s record updates with the interview results.
Approvals may be required for these
processes. Workday also offers Create
Applicant functionality. This is
generally used by recruiters and not
enabled for managers.
Time Off: Manage an Employee’s Absences Manager
1
Your screens and processes may vary from those described here.
About the Time Off Worklet
Time Off Requests always require approval. The approval task is
normally routed to the Manager’s inbox so that the manager can
either approve or deny the request. If you have assigned tasks that
are not yet complete, the Inbox holds those tasks until the manager
addresses them. To view these tasks, click the Inbox link.
Approve, Deny, and Send Time Off Requests Back
1. Click the Profile icon.
2. Click the Inbox link.
3. Click the Time Off Request.
4. Click Approve, Send Back, Add Approvers or More. From the
More menu you can select Deny, or Cancel.
5. Add a reason.
6. Click the Detail and Process Arrow to view the employee’s
Time Off Summary.
Time Off: Manage an Employee’s Absences Manager
2
Your screens and processes may vary from those described here.
About the Team Time Off Worklet
The Team Time Off worklet is where a manger would enter or correct
time off for an employee.
Enter Time Off for a Direct Report
From the My Team worklet:
1. Hover over the employee for whom you want to enter time off.
2. Click the Related Actions icon next to the employee.
3. Select Time and Leave > Enter Time Off.
4. Select the day(s) for the time off.
5. Click Request Time Off button.
6. Enter the Type of time off requested. The Daily Quantity field
may default with the employee’s daily scheduled hours based on
how it is configured. If so, it is usually editable.
7. Click Submit to save.
Time Off: Manage an Employee’s Absences Manager
3
Your screens and processes may vary from those described here.
Correct Time Off for a Direct Report
In order to correct time off for a direct report, you must have the
correct permissions enabled for the task.
From the Team Time Off worklet:
1. Click Correct Time Off under Actions. This option only works
after a time off request has been submitted and approved.
2. Select the affected employee.
3. Click OK.
4. Click a time off entry to open the details.
5. Select the days off you want to correct.
6. Correct a previously approved time off entry by entering the
correct number of hours per day. Enter “0” to remove approved
time off days.
7. Enter a comment if needed.
8. Click Continue.
9. Click Submit.
Time Off: Manage an Employee’s Absences Manager
4
Your screens and processes may vary from those described here.
View an Employee’s Upcoming Time Off
From the Team Time Off worklet:
1. Click All Time Off under View.
2. Enter your Organization.
3. To include subordinate organizations and/or managers, select the
check box. You can also select a specific date range if desired.
4. Click OK to run the report.
Time Off: Manage an Employee’s Leave of Absence Manager
1
Your screens and processes may vary from those described here.
Place an Employee on a Leave of Absence
From the Team Time Off worklet:
1. Click Place on Leave.
2. Select an employee to place on leave.
3. Click OK.
4. Enter the First Day of Leave, Estimated Last Day of Leave,
and Leave Type. The impact of the leave on your organization is
displayed.
5. Expand the Leave Impact section and select the appropriate items
impacted by this employees leave.
6. Click Submit to initiate the leave process for an employee.
Return an Employee from a Leave of Absence
From the Team Time Off worklet:
1. Click Return from Leave.
2. Select the employee on leave.
3. Click OK.
4. Enter the First Day Back at Work.
5. Enter the Actual Last Day of Leave.
6. Click Submit.
7. Click Done.
View an Employee’s Leave or Pending Leave
From the Team Time Off worklet:
1. Click On Leave under View.
2. Enter your organization in the Organizations field.
3. Click OK to run the report.
This job aid covers how to manage a leave in Workday.
Your organization may have additional procedures for
managing Leaves of Absence. Contact your HR
Representative for additional information.