Please note: When training materials apply to both supervisory managers and specialized roles, they are listed on the supervisory managers training webpage.
Before you dive into the resources below, take a moment to learn our terms and review "Getting Started."
- Job aid: step-by-step instructions for completing a task within Workday.
- Quick reference guide (QRG): concise overviews and tips for completing tasks.
- Quick reference video (QRV): screen recording of a task being completed.
To reference terms previously used in state government and their Workday counterparts, review the Workday terminology crosswalk.
Please do not rely on previously downloaded copies of the training materials, as they may be outdated. Check this page for the most up-to-date instructions.
Hardship (donated) leave, approve & request on behalf of
|
job aid |
05/04/2020 |
| Family & Medical Leave – Enter events |
Knowledge Article
|
06/23/2022
|
| Family & Medical Leave - Entering entitlement hours |
job aid |
09/17/2019 |
| Family & Medical Leave - In Progress report |
QRG |
02/21/2019 |
| Family & Medical Leave – Overriding leave balances |
job aid |
02/20/2019 |
| Family & Medical Leave - Worker report |
QRG |
02/22/2019 |
| Leave accrual code, override |
job aid |
10/15/2019 |
| Place a worker on leave |
Knowledge Article
|
6/23/2022
|
| Return a worker from leave |
Knowledge Article |
06/23/2022
|
Short & long term paid disability, enter
|
job aid |
10/01/2019 |
Board and Commission Role, request and remove
| job aid
| |
Candidate, review, recommend, undo move
| job aid
| |
Candidate view for Board Administrator Partner
| QRG
|
|
Compensation Change, board member
| job aid
| |
Hire, board member
| job aid
| 01/20/2022
|
Maintain Board Book
| Knowledge Article
| |
Recruitment Process Overview, board and commissions only
| QRG
| 08/10/2022
|
Required Learning Report
| job aid
|
|
Terminate, board member
| job aid
| |
Benefit Service Date (Salary Eligibility Date), change |
job aid |
03/12/2019 |
| Business process, cancel |
job aid |
10/01/2019 |
Contingent Worker, Interns
| job aid
| 08/11/2021
|
Contingent Worker (Volunteer & Contractor, add
| job aid
| 08/11/2021
|
Continuous Service Date (Recognized Service Date), change
|
job aid
|
03/21/2019 |
Diversity, Equity, and Inclusion Dashboard
| job aid
| 07/14/2020
|
Ethnicity and date of birth change
|
job aid |
01/24/2019 |
| Ethnicity visual survey |
job aid |
01/24/2019 |
| Hire |
job aid |
04/15/2020 |
| Hire, paid intern |
job aid |
05/19/2020
|
Hire overview
|
QRG |
05/20/2019 |
Holiday code
|
Knowledge Article
|
06/23/2022
|
Home contact, change
| Knowledge Article
| 06/23/2022
|
| I-9 process |
job aid |
05/29/2019 |
| Job Classification codes |
Knowledge Article
|
06/23/2022
|
| Legal hold |
Knowledge Article
|
06/23/2022
|
| Legal name, change |
job aid |
01/24/2019 |
Move worker second position
|
QRG
|
02/22/2019 |
Payroll Integration Matrix
| QRG
|
|
| Performance appraisal date, change |
job aid |
01/15/2019 |
PERS class plans - codes
| Knowledge Article
|
08/02/2022
|
| Probation period |
Knowledge Article |
07/12/2022
|
Probation Period (Trial Service), manage
|
job aid |
03/13/2019 |
Service credit worksheet - report
| Knowledge Article
| 06/23/2022
|
Service date doument
| Knowledge Article
| 06/23/2022
|
| Service type code |
Knowledge Article
|
06/23/2022
|
Social Security Number change |
job aid |
01/15/2019 |
Union assignment overview
|
QRG |
05/30/2019 |
| Union Membership, manage |
job aid |
10/07/2021
|
W-4 Withholding change report
|
job aid
|
03/12/2019 |
Working remotely, HR Partner tasks
| job aid
| 12/09/2021
|
Working remotely, Judicial HR view
| QRG
| 07/23/2020
|
Hardship (donated) leave process, Payroll Partner task
|
job aid |
05/07/2020 |
Leave pay out request, payroll task
|
job aid |
09/30/2019 |
Withholding elections, on behalf of
| Job aid | 07/28/2021
|
Payment election (direct deposit)
| job aid
| |
Payroll, what you need to know
|
QRG
|
11/06/2019
|
Additional data, edit ARCR
| job aid
| 01/25/2022
|
Budget information
|
QRG
|
08/24/2020
|
Cost allocation on worker
|
QRG |
01/21/2021
|
| Default cost center on sup org, edit |
job aid |
01/07/2020 |
Organizational assignments, change or add
|
job aid |
06/11/2021
|
PICS field crosswalk
|
QRG |
07/08/2020
|
Position, close
|
job aid |
05/10/2021
|
Position, create (including non-budgeted)
| job aid
| 05/03/2021
|
| Position, edit - employee data |
job aid
|
10/17/2019 |
| Position ID, find |
QRG
|
|
Position pending budget approval, prepare
|
QRG |
05/03/2021
|
Retroactive changes
|
Knowledge Article
|
06/23/2022
|
| Overview |
QRG |
07/18/2019 |
| Application, copy to new requisition |
Knowledge Article |
06/23/2022
|
| Application, create an application |
Knowledge Article |
06/23/2022
|
| Application, recruiter review |
Knowledge Article |
06/23/2022
|
Assess candidate
|
job aid
|
08/27/2019 |
| Bidding |
Knowledge Article
|
06/23/2022
|
Candidate, reactivate
|
Knowledge Article
|
06/23/2022
|
| Direct appointment, external |
Knowledge Article
|
08/02/2022
|
| Direct appointment, internal |
Knowledge Article
|
08/02/2022
|
| Duplicate candidate, correct |
Knowledge Article
|
08/10/2022
|
Evergreen Requisitions, best practices
|
Knowledge Article
|
08/10/2022
|
| Evergreen Requisitions, how to create |
job aid
|
07/19/2019 |
| Evergreen Requisitions, which one to use |
job aid |
07/19/2019 |
| Hire seasonal worker |
Knowledge Article |
08/10/2022
|
| Job change seasonal worker, different agency |
Knowledge Article
|
08/10/2022
|
| Job change seasonal worker, same agency |
Knowledge Article |
08/10/2022
|
Job, post new |
Knowledge Article
|
06/23/2022
|
| Job offer |
Knowledge Article |
06/23/2022
|
| Merge candidate records |
job aid |
12/17/2020
|
| Move candidate to linked requisition |
job aid |
07/19/2019 |
| Move a candidate back a step |
QRG |
07/19/2019 |
| Pre-employment check |
job aid |
08/27/2019 |
| Priority lists, add or edit |
job aid |
08/24/2020
|
Priority lists, eligible candidate found
|
job aid |
08/25/2020
|
Priority lists, filter/sort |
QRG |
08/27/2020
|
Priority lists, pull
|
job aid |
07/29/2020
|
| Prospect & Application, create |
job aid |
06/11/2021
|
Questionnaire, copy
| job aid
| 05/25/2021
|
Questionnaires, create
|
job aid |
08/12/2021
|
| Requisition, close |
Knowledge Article
|
06/23/2022
|
Requisition, change compensation |
job aid |
07/19/2019 |
| Requisition, create |
job aid |
04/12/2021
|
Requisition, edit, draft job posting
|
Knowledge Article |
06/23/2022
|
Requisition, edit sup org
| Knowledge Article
| 06/23/2022
|
| Requisition, set compensation |
Knowledge Article
|
06/23/2022
|
| Talent aquisition dashboard |
Knowledge Article |
06/23/2022
|
Veteran Preference Point, review and award
|
Knowledge Article |
06/23/2022
|
Appointing Authority role, request and remove
| Knowledge Article
| 06/23/2022
|
Job Management organization, create
|
Knowledge Article |
06/23/2022
|
Move Worker
|
Knowledge Article
|
06/23/2022
|
Password/challenge questions, reset for employee - Password Reset Partner and Board Administrator Partner
| Knowledge Article
| 06/23/2022
|
Passwords/challenge questions, reset and sign on support for employee - Security Partner |
Knowledge Article |
06/23/2022
|
| Protected worker |
Knowledge Article
|
06/23/2022
|
| Reassign task |
Knowledge Article
|
06/23/2022
|
Roles, assign
|
Knowledge Article
|
06/23/2022
|
| Roles descriptions |
job aid |
06/07/2021
|
Roles, what you need to know
|
Knowledge Article
|
06/23/2022
|
| Security partner role, request and remove |
Knowledge Article
|
06/23/2022
|
| Security roles, request and remove |
Knowledge Article |
06/23/2022
|
| Subordinate organization, create |
job aid |
07/18/2018 |
| Superior organization, assign |
Knowledge Article
|
06/23/2022
|
| Supervisory organization, inactivate |
job aid |
05/30/2019
|