Mastering Workday: A User-Friendly Guide to Finding Features
Welcome to Workday, a sophisticated platform that simplifies human resource administration and increases operational efficiency. Whether you’re new to Workday or just want to brush up on your expertise, this tutorial will lead you through the Workday interface, pointing out major features and functions.
Workday Home Screen Overview
When you enter into Workday, you will see the Home screen, which comprises tiles representing various applications and tools. The Workday logo, search bar, and notification bell are all located at the top of the screen.
Key Elements:
- Home Button: Returns you to the Home screen anytime during your session.
- Search Bar: Helps you find tasks, reports, and people within your organization.
- Notifications Bell: Shows recently completed tasks or actions requiring your attention.
Using the Workday Search Function
The search feature in Workday provides a handy method to find tasks, reports, and individuals. Simply start typing in the search area, and Workday will recommend relevant entries.
Quick Tips:
- Type only enough characters to uniquely identify the item you’re looking for.
- Use categories to refine your search results.
Exploring Applications and Shortcuts
Applications, also known as worklets, are small reports that appear as icons on your home screen. You may personalize your Home screen by adding, deleting, and arranging worklets to your liking.
How to Access Applications and Shortcuts:
- Click the Workday logo to return to the Home screen.
- Look for the Global Navigation Menu icon (three bars).
- Scroll through the list of applications and shortcuts to find the ones you need.
Working With Notifications
Notifications keep you informed about tasks, approvals, and other activities occurring within Workday.
Managing Notifications:
- Check the Notifications bell regularly for updates.
- Opt in to receive emails containing custom business process notifications.
- Adjust your notification settings in the Main Menu > My Account > Email Preferences.
Navigating the Workday Interface
Within Workday, you can utilize the main menu, which provides access to various areas of the platform.
Main Menu Options:
- View Profile
- Home
- My Account
- My Reports
- Switch Account
Summary
Mastering Workday entails being familiar with its basic capabilities and features. Using the techniques in this book, you’ll be able to comfortably use the Workday interface and take advantage of its powerful features. Happy exploring!