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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