Workday Support Catalog

Last updated Mar 13, 2020

This catalog lists the resources available to support managers and employees with their use of Workday.

How to use this resource:

• Click on the topic name below to view a summary table of the job aids and videos available for the selected topic.

• View a high-level summary of content and a link to the tool on our Workday SharePoint site.

• Enter a keyword in the search bar to look for a job aid or video that may address your question.

Topics Translated Job Aids

Benefits (US ONLY) 点击此处获取中文版本系统操作手册

Compensation

Contingent Workers Cliquer ici pours les guides Workday en français. Learning

Navigation & Setup Job Aidsはこちら

Recruiting & Onboarding

Staffing (Job/Status Change) 한국어 절차설명서를 보려면 [여기]를

클릭하십시오. Talent & Performance

US Retail

Benefits (US ONLY)

Tool Name Audience Content Summary

Annual Open Enrollment (US Only) Employees • View Benefits Information

• Open Enrollment

Change Benefits for Life Events Employees • View Benefits Information

• Initiate Change Benefits for Life Event

• Change Benefit Elections for Life Event

• Change Dependent Relationship for Divorce or Loss of Domestic Partner

Edit/Update Dependents & Add Beneficiaries Employees • View Benefits Information

• Manage Dependents & Beneficiaries

• Edit / Update Dependents During Benefit Change

• Designate Beneficiaries During Benefit Change

Compensation

Tool Name Audience Content Summary

One-Time Payment

Managers • Manager Initiates One-Time Payment

• Manager’s Manager Reviews & Approves

• HR Reviews & Approves

• Compensation Partner Reviews & Approves

*Additional job aids will be provided for TREK Rewards Administration and Annual Stock and Long-Term Cash Grants each

year when the TREK Rewards process launches.

Contingent Workers

Tool Name Audience Content Summary

Mass Position Upload Request Managers • Obtain Approval of New Positions

• Submit Create Position Template

• Submit Contract Contingent Worker Template

Service Center Representatives *only available on HR Secure Site for distribution by HRBPs

Managers • Add Contingent Worker Contract

• End Contingent Worker Contract

Contingent Worker Reference Guide Managers • Create Position for Contingent Worker

• Add Contingent Worker Contract

• End Contingent Worker Contract

• Backfill Existing Position with New Contingent Worker

• Contingent Worker Onboarding and Offboarding

Learning

Tool Name Audience Content Summary

Workday Learning Employees • Open the Learning Application

• Workday Learning Home Page

• Search for a Course

• Enroll in a Course

• For Managers: Enroll a Direct Report in a Course

Navigation & Setup

Tool Name Audience Content Summary

Delegate Task Managers • Review and Acknowledge Delegation Policy

• Delegate Task

• Reference: Approved Task for Delegation

Email Notification Preferences Employees • Set Email Notification Preferences

Mobile App Access Employees • Download the Workday App

• Enter the Organization ID

• Login to the Workday App

• Navigating the Workday App Home Screen

Navigation – Employees

Employees • Workday Home Page

• Employee Profile

• Related Actions Icon

• Workday Inbox & Archive

• Applications

• Search

• Emergency Contacts

• Upload Photo

Navigation – Managers

Managers • Home Page: Manager-Specific Applications

• Transacting on Direct Reports

• Workday Inbox: Approve, Send Back, Deny, Cancel

• Workday Archive: Process Status & History

• Notifications

• Embedded Analytics

• Alerts

Report Navigation Employees • Access & Generate Reports

• Report Navigation

Recruiting & Onboarding

Tool Name Audience Content Summary

Apply for an Internal Job Employees • Apply for Internal Job

• View Your Job Application(s)

Candidate Management for Managers Managers • Review Candidate

• Bundle Candidate Resumes

• Give Interview Feedback

• View Candidate Ad Hoc

• Hiring Decision

Candidate Management for Recruiters Recruiters • Recruiter Hub

• Review Candidate(s)

• Phone Screen

• In Person Interview & Feedback

• Reference Check

• Move to Offer

• Initiate Offer Letter/Employment Agreement

• Generate Offer Letter/Employment Agreement

• Renegotiate Offer Letter/Employment Agreement

• (US & Canada Only) Candidate Task: Provide Government ID and DOB

• (US Only) Background Check

• Ready for Hire

• Check for Duplicate Records

• Undo Move

• Revise Employee Hire

• Move a Candidate to Another Job Requisition

Candidate Management for Store Managers Store Managers

• Recruiter Hub

• Review Candidate(s)

• Phone Screen

• In Person Interview & Feedback

• Move to Offer/Employment Agreement

• Initiate Offer Letter/Employment Agreement

• Generate Offer Letter/Employment Agreement

• (US & Canada Only) Candidate Task: Provide Government ID and DOB

• (US Only) Background Check

• Ready for Hire

• Check for Duplicate Records

• Revise Employee Hire

• Undo Move

• Move a Candidate to Another Job Requisition

Create and Manage Job Requisitions Store Managers

• Create a Job Requisition

• Post Job

• View Job Requisition

• Edit Job Requisition

• Edit/Update Job Posting

• Unpost Job

• Translate the Job Description (Optional)

• Co-Manage the Job Requisition

• Job Requisition Status – Fill and Close

Create a Job Requisition Managers • Create a Job Requisition

• View Job Requisition

• Close Job Requisition

Evergreen Requisitions Store Managers Recruiters

• Overview o What is an Evergreen Requisition? o How will CSC use Evergreen Requisitions? o Who can create an Evergreen Requisitions?

• Create an Evergreen Requisition

• Tie a Job Requisition to an Evergreen

• Candidate Management in an Evergreen Requisition

• Move a Candidate from an Evergreen Requisition to an open Job Requisition

• Evergreen Requisition Governance

Hire and Onboarding Managers • Assign Organizations

• Onboarding Setup for Hire

• Cascade Goals (Optional)

• Monitor Onboarding Completion

• New Hire Experience Overview

Manage Job Requisitions Recruiters • Recruiter Hub

• Post Job

• Edit/Update Job Requisition

• Edit/Update Job Post

• Translate Job Requisition

• View Job Requisition

• Unpost Job

• Freeze/Unfreeze Job Requisition

• Fill and Close Job Requisition

• Co-manage Job Requisition

• Job Requisition Fill Status

Refer a Friend Employees • Refer a Candidate

• Endorse a Candidate

• View My Referrals

Contingent Worker Apply Process Contingent Workers

• Apply for Job

Staffing (Job and Status Change)

Tool Name Audience Content Summary

Business Process Approvals Process flows with for business processes in Workday showing each approval required for completion

Managers • Change Job

• Request One Time Payment (OTP)

• Request Compensation Change

• Create Requisition (PRP)

• Create Position (PRP: Contingent Worker)

• Offer & Employment Agreement

• Termination: Voluntary

• Termination: Involuntary

• Business Title Change

• Legal Name Change

• Personal Data Change

• Divisional Vice President (DVP) List

• Exclusions from PRP

Change Business Title Managers • Identify new business title

• Change business title

Change Job - Manager Change Managers • Receiving Manager: Initiate the Transfer

• Current Manager: Confirm the Transfer

• Receiving Manager: Finalize the Transfer

Change Job - No Manager Change

Managers • Change Job

Job Titling Guidelines Managers • Job Title Consistency

• Best Practice of One Job Title

• Associate and Support Global Grade Titling

• Professional Global Grade Titling

• Manager Global Grade Titling

Position Management Overview Managers & HR

• Position Management Overview

• Position Management Scenarios

• Position Management Approvals

• Related Training Materials List

Submit Voluntary Resignation Employees • Submit Voluntary Resignation

Temporary Assignments for Retail Retail Managers

• Change Job: Start Temporary Assignment

• Interim Assignment Offer Letter for Retail

• Change Job: End Temporary Assignment

Terminations - Voluntary and Involuntary

Managers • Voluntary Termination

• Involuntary Termination

Talent & Performance

Tool Name Audience Content Summary

Org and Cascade Goals Managers • Organization Goals

• Cascade Goals

Create Talent Profile Employees • Create a Talent Profile

• Add Statements

• Add Education

• Add Certifications

• Add Languages

• Add Skills

• Add Job History

• Add Achievements

• Add Training

• Add Interests

Delegate TREK Annual Performance Manager Evaluation

Managers • Important Reminders

• Set-up Evaluation Delegation (Direct Manager)

• Approve Evaluation Delegation (Manager of Direct Manager)

• Complete Evaluation (Delegate Manager)

• Complete Employee Performance Discussion (Direct Manager)

Giving and Receiving Feedback Employees • Request Feedback

• Give Requested Feedback

• Give Feedback Ad Hoc

• View Feedback

Individual Goals and TREK Point Summaries Employees • Process Flow

• Navigate to Performance Profile

• Add Individual Goals

• Edit Goals

• Add Quarterly TREK Point Summary

• Request TREK Point Quarterly Feedback

• View Feedback

Manager Evaluation for Performance Review Managers • Get Feedback

• Complete Manager Evaluation

• Performance Review Discussion

• View Team’s Performance Reviews

Performance Calibration Managers • Performance Calibration

Performance Coaching Managers • Performance Coaching

Self-Evaluation for Performance Review Annual Performance Self-Assessment (Video)

Employees • Self-Evaluation for Performance Review

• Acknowledgement

• View Your Performance Review

Succession Planning Managers • Create Succession Plan

• Manage Succession Plan

Talent Calibration Managers • Review Team

• Calibrate Team

Tuition Assistance Program (TAP) Employees • Create request for Tuition Assistance Program

• Process/Approval Flow

US Retail

Tool Name Audience Content Summary

Candidate Experience for Managers & Recruiters - US Retail

Store Managers Recruiters

• Apply-to-Hire Workflow Detail

• Hiring Manager & Primary Recruiter Post-Hire Task Detail

Candidate Offer to First Day Overview - US Retail

Candidates New Hires Store Managers Recruiters

• Workday Credentials & Tips

• Workday Pre-Hire Tasks

• Workday Onboarding Tasks

• New Hire Compliance Training

Job Aids and Videos Available in Translation

English Chinese/中文 French/Français Japanese / 日本語 Korean/한국어

Apply for Internal Job 申请内部职位 Postuler à un poste en interne

社内求人（公募）に応募

する 내부 채용 지원

Create Talent Profile 创建人才档案

Créer un profil タレントプロフィールを

作成する 인재 프로필 만들기

Giving & Receiving Feedback

提供和接收反馈 Donner et recevoir un feedback

フィードバックを与える

、フィードバックを受け

取る

피드백 주고 받기

Individual Goals & TREK Point Summaries

个人目标和 TREK 评估总

结

Objectifs individuels et résumé TREK Point

個人目標および TREK

ポイントサマリー

개인 목표 및 TREK

포인트 요약

Navigation for Employees

Workday概览 Navigation dans Workday pour tous les employés

全社員向け Workday 操

作方法

모든 직원용 Workday

네비게이션

Self-Evaluation for Performance Review

自我绩效评估 Auto-évaluation pour la revue de la performance

パフォーマンス・レビュ

ー自己評価 성과 검토를 위한 자기

평가하기

Refer a Friend 推荐朋友 Recommander un ami 友人を紹介する 지인 추천하기

Submit Voluntary Resignation

提交辞职申请 Soumettre une démission volontaire

退職申請を提出する 사직서 제출하기