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Employee resources and state workforce

Department of Administrative Services > Employee resources and state workforce > Workday instructions for specialized roles

Workday instructions for specialized roles

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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Please do not rely on previously downloaded copies of the training materials, as they may be outdated.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.

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​​Absence​
 ​Job aids, guides, videos Revised
Hardship (donated) leave, approve & request on behalf of
 ​job aid ​05/04/2020
​Family & M​edical 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
​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
​


Boards and Commissions
Job aids, guides, videos
Revised date
​Board and Commission Role​, request and remove
Knowledge Article
​12/12/2022
​Candidate, review, recommend, undo move​
Knowledge Article
​12/12/2022
​Candidate view for Board Administrator Partner
​Knowledge Article​
​12/12/2022
​Compensation Change, board member
​Knowledge Article
​12/12/2022
​Hire, board member

Knowledge Article
12/19​/2022
​Maintain Board Book
​Knowledge Article​
​
​Recruitment Process Overview, board and commissions only
Knowledge Article​
12/15/2022
Board and Commission Learning Report

Knowledge Article​
​12/12/2022
​Terminate, board member
​Knowledge Article
​12/12/2022
​
​​Classification & compensation
 ​Job aids, guides, videos Revised
​Default compensation change, request
​Knowledge Article​
09/08/2022
​Freeze code, compensation​

 Knowledge Article
 ​06/23/2022
​One-Time Payment, request
Knowledge Article​
08/02/2022​
​​Reclass, complete

​QRG​​

 ​07/29​/2020​​


Communications
​Job aids, guides, videosRevised
Create Case for Central Workday Support
Knowledge Article​​
12/12/2022
Workday announcement criteria

Knowledge Article; PDF​

​06/23/2022

​​Workday Issues/Outage​s & Communication

Knowledge Article; PDF​​

​​06/23/2022


​​Human Capital Management (HCM)
 ​​Job aids, guides, videos Revised

Benefit Service Date (Salary Eligibility Date), change​

 Knowledge Article
 ​09/16/2022
​Business process, cancel
 ​job aid ​10/01/2019
​Contingent Worker, Interns
Knowledge Article
​09/08/2022
​Contingent Worker (Volunteer & Contractor, add
Knowledge Article​
​09/08/2022
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

Knowledge Article​

 ​12/12/2022
​Ethnicity visual survey

​job aid​

 ​01/24/2019
​Hire  Knowledge Article​​
 1/12/2023
​Hire, paid intern Knowledge Article​ 12/12/2022
​Hire overview
 QRG​ 05/20/2019
​Holiday code
 Knowledge Article​
 ​06/23/2022
​Home & work contact, change
Knowledge Article
12/19/2022
​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
​​Performance appraisal date, change​​ ​job aid​ ​​01/15/2019
​PERS class plan codes
Knowledge Article
 06/02​/2023​
​Probation period

Knowledge Article​​

 ​07/12/2022

​Probation Period (Trial Service), manage​

​​Knowledge Article​​

 ​09/08/2022
​Service credit worksheet - report

Knowledge Article​
​06/23/2022
​Service date document 
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

​Knowledge Article

 ​11/10/2022
Union Membership, manage

Knowledge Article​​​​

 ​03/01/2023
​Working remotely, HR Partner tasks
Knowledge Article​
​12/12/2022
​Working remotely, Judicial ​HR view

QRG
​07/23/2020

Learning
​Job aids, guides, videos
Revised date
​Learning job aids
job aids​

​


Payroll
 Knowledge Articles
 Revised
​Hardship (donated) leave process, Payroll Partner task
 Knowledge Article
 ​12/01/2022
Leave pay out request, (cash-out)

 Knowledge Article​​ 12/01/2022
​Payment election (direct deposit), on behalf
​Knowledge Article
​12/01/2022
​Withholding elections (W-4), enter or update on behalf of
Knowledge Article​​​​12/01/2022

​​Position management ​​Job aids, guides, videos Revised
​Additional data, edit ARCR
Knowledge Article​
11/10/2022
​Budget information
  Knowledge Article
 11/10/2022​
​Default cost center on sup org, edit Knowledge Article
 ​11/10/2022
​Organizational assignments, change or add
 ​Knowledge Article​​​​​​ ​03/01/2023
​PICS field crosswalk
 Knowledge Article
 ​11/10/2022​
​Position, close

Knowledge Article​​​​​

 11/10/2022
​Position, create (including non-budgeted)
Knowledge Article​ 
12/12/2022
Position, edit - employee data

​Knowledge Article​​​​​​​​​​

 11/10/2022
​Position ID, find​ ​Knowledge Article​​
 ​11/10/2022
​Position pending budget approval, prepare​
 ​Knowledge Article
 ​11/10/2022​
​Retroactive changes

 Knowledge Article
 ​​06/23/2022

​​Recruitment​ ​J​ob aids, guides, videos Revised
​​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

​Knowledge Article​​

 12/12/2022
​Bidding

 Knowledge Article​
 06/23/2022​
​Candidate notes
​Knowledge Article
​
​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 Knowledge Article 
 ​09/14/2022
​Evergreen Requisitions, ​which one to use ​​Knowledge Article
 ​09/12/2022
​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 ​Knowledge Article​
 ​09/08/2022
​Move candidate to linked requisition ​​Knowledge Article
 ​09/08/2022
​​Move a candidate back a step ​Knowledge Article ​09/08/2022
Pre-employment check Knowledge Article​
 09/08/2022
​Priority lists, add or edit

Knowledge Article​

 ​09/08/2022
Priority lists, eligible candidate found​

Knowledge Article​​​

 ​09/14/2022​

​Priority lists, filter/sort​

​Knowledge Article​

 ​10/06/2022
Priority lists, pull
 ​Knowledge Article
 ​09/14/2022​
Prospect & Application, create ​Knowledge Article​
 10/11/2022​
​Questionnaire, copy
Knowledge Article​​
0​9/16/2022
Questionnaires, create​
 Knowledge Article
 ​09/16/2022
​Requisition, close Knowledge Article
 06/23/2022

Requisition, change compensation​

 ​Knowledge Article
 09/08/2022
​Requisition, create ​Knowledge Article​ 12/15/2022
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 acquisition dashboard Knowledge Article​ ​06/23/2022
​Veteran Preference Point, review and award

Knowledge Article​​​

 06/23/2022
​   ​

Safety ​Job aids, guides, videos Revised
​Hepatitis B Vaccination
​Knowledge Article
​06/23/2022
​​OR-OSHA 300A Log, create
​job aid​
​12/31​/2020
​Safety incident, view and update
 ​job aid​ ​08/12​/2020

​​Security administration​​ ​​Job ai​ds, guides, videos Revised
​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​

 ​12/15/2022
​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​​

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