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Please do not rely on previously downloaded copies of the training materials, as they may be outdated.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

​

​​Absence​
 ​Job aids, guides, videos Revised
​COVID-19 Leave Donation Request, Absence Partner
​job aid​
​
Hardship (donated) leave, approve & request on behalf of
 ​job aid ​05/04/2020
​Family & M​edical Leave – Enter events ​job aid ​02/21/2019
​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 ​job aid ​05/05/2020
​Return a worker from leave ​job aid​ ​04/22/2020​
​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
​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
​12/28/2021
​Required Learning Report
​job aid​
​
​Terminate, board member
​job aid
​
​
​​Classification & compensation
 ​Job aids, guides, videos Revised
​Default compensation change, request
​job aid​
​06/10/2020
​Freeze code, compensation​
 ​job aid​ ​1/25/2021
Pay equity tool report​

​QRG​

 ​05/30/2019
​​Reclass, complete

​QRG​​

 ​07/29​/2020​​


Communications
​Job aids, guides, videosRevised
​Help Desk Ticket, create, view, reply
job aid​
​11/16​​/2021
Workday announcement criteria

​QRG​

​12/14​/2021

​​Workday Issues/Outage​s & Communication

​​QRG​

​​06/07/2021 


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

Benefit Service Date (Salary Eligibility Date), change​

​job aid​

 ​03/12/2019
​Business process, cancel ​job aid ​10/01/2019
Continuous Service Date (Recognized Service Date), change

​job aid​​

 ​03/21/2019
​​COVID-19 Requirements, verify
job aid
​09/2​1/2021 
​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
 ​QRG​ ​
​Home contact, change
​job aid
​07/12/2019​
​I-9 process ​job aid​ ​05/29/2019
​Job Classification codes

​job aid​​

 ​09/04/2019
​Legal hold ​job aid​ ​08/19/2019
​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 ​QRG​ ​09/20​/2021​
​Probation period

​Q​RG​​

 ​02/17/2021

​Probation Period (Trial Service), manage​

​​job aid​​

 ​03/13/2019
​Service credit worksheet - report

​job aid​
​06/02/2020
​Service date doument 
Service Dates Doc.pdf
​
​Service type code

​QRG​

 ​

​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

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

​


Payroll
 ​Job aids, guides, videos Revised
​​Borrowed Leave request, Payroll Partner task ​​job aid​ ​03/27/2020
​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​

​​Position management ​​Job aids, guides, videos Revised
​Additional data, edit ARCR
​job aid​
​
​Budget information
  Q​RG
 ​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

​QRG​​

 ​​

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

​QRG​

 ​07/18/2019
​​Application, copy to new requisition​ ​​job aid​​​ ​​07/19/2019
​Application, create an application ​job aid​ ​08/26/2019
​Application, recruiter review

​job aid​

 ​07/19/2019
​Assess candidate

​job aid​

 08/27/2019
​Bidding QRG ​07/19/2019
​Candidate, reactivate
 ​job aid ​10/07/2019
​​Direct appointment, external ​job aid
 07/08/2020​
​Direct appointment, internal​ ​job aid ​07/08/2020​
​Duplicate candidate, correct ​job aid​ ​09/24/2020​
Evergreen Requisitions, best practices​
 QRG 
 ​07/19/2019
​​Evergreen Requisitions, how to create job aid 
 ​07/19/2019
​Evergreen Requisitions, ​which one to use ​​job aid ​07/19/2019
​Hire seasonal worker ​QRG​ ​10/30/2019
​Job change seasonal worker, different agency ​QRG ​10/29/2019
​Job change seasonal worker, same agency ​QRG​ ​10/22/2021

​Job, post new​

 ​job aid ​07/19/2019
​Job offer

​job aid​

 ​10/13​/2020​
​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​
0​5/25/2021
Questionnaires, create​
 ​job aid ​08/12/2021
​Requisition, close ​​job aid ​10/17/2019

Requisition, change compensation​

 ​job aid​ 07/19/2019
​Requisition, create ​job aid​ ​04/12/2021
Requisition, edit, draft job posting

​job ​aid​

 ​03/03/2020
​Requisition, set compensation

​job aid​

 08/28/2019
​Talent aquisition dashboard ​job aid​ ​02/04/2020
​Veteran Preference Point, review and award

​job aid​​

 ​07/19/2019
​   ​

Safety ​Job aids, guides, videos Revised
​​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
job a​id
​07/15/2020
​​Job Management organization, create

​job aid​​​​

 ​06/21/2019
​Move Worker

​jo​b aid​​​

 ​03/12/2019
​Password/challenge questions, reset for employee - Password Reset Partner and Board Administrator Partner
​job aid​
​11/5/2021

​Passwords/challenge questions, reset and sign on support ​for employee​ - Security Partner

​job aid​​

 ​11/16/2021
​Protected worker​ ​job aid​ ​01/08/2020
​Reassign task ​job aid ​03/13/2020
Roles, assign

​job aid​

 ​07/18/2018
​​Roles descriptions

job aid​

 ​06/07/2021
​Roles, what you need to know
 ​QRG​ ​04/26​/2021​
​Security partner role, request and remove ​job aid
 ​07/15/2020
​Security roles, request and remove ​job aid​​ ​07/15​​​/2020
​Subordinate organization, create

​job aid​​

 ​07/18/2018
​Superior organization, assign

​job aid​

 ​01/18/2018
​Supervisory organization, inactivate

job aid​​

 ​05/30/2019​​

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