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0% found this document useful (0 votes)
49 views14 pages

Avi 0

Uploaded by

tasleemlippert1
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
You are on page 1/ 14

For AVI Employees

Navigate, p. 1
Pay Information, p. 4
Update Information, p. 6
Benefit Information, p. 8
Time Off Requests, p. 10
Logging Out, p. 14

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.

View Your Inbox


Your Inbox includes notifications of tasks, approvals, due dates, and other items sent to you as part of Workday
business processes.
1. Click your Profile icon in the upper-right 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 status of any business process in which you have been involved.

Your screens and processes may vary from those described here. 1
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.

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. From the search results, if you
click People, you can filter the results to only display workers in your organization. Searches only find exact
matches and do not allow for misspellings. You can shorten words to find more matches. Use longer or more
search terms to improve the accuracy and reduce the number of results.

Your screens and processes may vary from those described here. 2
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.

Your screens and processes may vary from those described here. 3
View Your Payslip
From your home page:
1. Navigate to your Pay worklet.

2. Click Payslips under the View menu or select a recent payslip by date.

3. Click View to open a specific payslip.

Print Your Payslip


To print a specific payslip you are viewing:
1. Select Print Payslip Image.

2. From here, you can:

a. Open and print your payslip.

b. Save as a PDF for later use.

View Your Withholding Deductions


From the Pay worklet:
1. Click Withholding Elections under Actions.
2. View your Federal Elections, or click the State Elections, Local Elections, or Tax Allocations tabs to review
your current status.

Your screens and processes may vary from those described here. 4
View Your Tax Documents (for Tax Year 2017 on)
From the Pay worklet:
1. Click My Tax Documents under View.
2. Review the documents Workday has on file for you.

Your screens and processes may vary from those described here. 5
Update Contact Information
1. Click the Personal Information worklet.

2. Click Contact Information.

3. Click the grey Edit button in the upper right.

4. In any section, click the Pencil icon to edit.

5. Make changes, noting that items with a red asterisk (*) indicate that the field is required.

6. Click the green Submit button in the lower right, then click the yellow Done button.

Update Personal Information


1. Click the Personal Information worklet.

Your screens and processes may vary from those described here. 6
2. Click Personal Information.

3. In any section, click the Pencil icon to edit.

4. Make changes, noting that items with a red asterisk (*) indicate that the field is required.
Note the sections on Race/Ethnicity and Military Service – please make sure these are up to date.

5. Click the green Submit button in the lower right, then click the yellow Done button.

Update Emergency Contacts


1. Click the Personal Information worklet.

2. Click Emergency Contacts.

3. Click the Edit button.

4. Make changes, noting that items with a red asterisk (*) indicate that the field is required.

5. To add additional emergency contacts, click the Add button under that section and fill out the fields, noting
those that are required.

6. Click the green Submit button in the lower right, then click the yellow Done button.

Your screens and processes may vary from those described here. 7
View Benefits Elections
1. Click the Benefits worklet.

2. Under View, click Benefits Elections.

3. If you wish to print a copy of your election, click the Print icon in the upper right.

4. When you’re done, click the Home icon in the upper left to return to the Home screen.

Change Dependents
1. Click the Benefits worklet.

2. Under Change, click Dependents.

Your screens and processes may vary from those described here. 8
3. If you don’t have a dependent listed, click Add.
4. If you already have a dependent listed, you can click Edit or Delete.
5. Review/edit/add the required information, then click the green Submit button.
6. Click the yellow Done button.
7. Click the Home icon in the upper left to return to the Home screen.

Your screens and processes may vary from those described here. 9
View Time Off Balances
Note: You can also request Time Off from the iPad you use to check in/out.
1. From the Home screen, click the Time Off worklet.

2. 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 by default.
3. 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.

Submit Time Off Requests


1. From the Home screen, click the Time Off worklet.

2. Click Time Off under Request.

3. Select the day(s) you wish to take time off. Click on a selected day to deselect it.

Your screens and processes may vary from those described here. 10
4. Click Request Time Off. The number of days you requested dynamically displays on the button to help
confirm your request.
5. Enter the Type of time off requested.
6. Enter the number of hours requested per day in the Daily Quantity field. Your status of salaried or waged, as
well as state and federal laws, may limit what you can add in this field.
7. Attach any appropriate supporting documents by dragging them to the Drop files here field or clicking Select
files.
8. Click Submit.

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 cancel it.
1. From the Home screen, click the Time Off worklet.

2. Click the time off request in your calendar.

Your screens and processes may vary from those described here. 11
3. Click the Cancel this Request.

4. Enter a comment. This step is required for a cancelation.

5. Click Submit. No approval is required.


6. Click Done.

Change Approved Requests


1. From the Home screen, click the Time Off worklet.

2. Click Time Off Correction under Request. If you have no approved requests, you will receive an error
message.
3. Click the approved time off request on the calendar.
4. Select the day(s) you want to correct.

Your screens and processes may vary from those described here. 12
5. Enter an adjustment to requested hours in the Daily Quantity field.
6. Click the Remove Row icon to remove days. The projected balance at the top automatically updates once
you leave the field.

7. Click Continue.
8. Click Submit.
9. Enter any comments.
10. Click Submit then Done.

Your screens and processes may vary from those described here. 13
Logging Out

When you’re finished in Workday, click the Profile icon in the upper left and choose Sign Out.

Your screens and processes may vary from those described here. 14

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