Employee resources and state workforce

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Please do not rely on previously downloaded copies of the training materials, as they may be outdated.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

​​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
Workday announcement criteria

QRG

​12/28​/2020

​​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
​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
​​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​​

​09/10/2019
​W-4 Withholding change report

job aid​​

​03/12/2019
​Working remotely 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
​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​RGQRV
​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 ; QRV
​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
​Board member appointment job aid ​10/15/2019
​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​ ​10/29/2019

​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

​Passwords/challenge questions, reset for employee​

job aid​​

​01/31/2019
​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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