State of Oregon: Employee resources and state workforce - Workday instructions for supervisory managers

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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Please do not rely on previously downloaded copies of the training materials, as they may be outdated.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
Team absences	QRG	04/24/2020
Time off for employee, enter or correct	QRG	04/24/2020
Time off prior to job change (retro) or time off override, enter	job aid	01/05/2021

Classification & compensation	Job aids, guides, videos	Revised
Compensation change, request	Knowledge Article; QRV	12/15/2022

Employee & position management	Job aids, guides, videos	Revised
Additional data (including RDC/PDC), edit	Knowledge Article	12/12/2022
Additional job (Job Rotation with or without WOC), add	job aid	07/18/2019
Additional job (Rotation/WOC), remove	Knowledge Article	12/12/2022
Employment end date for L/D or Temp worker	job aid	11/12/2019
Job change (same or different agency)	job aid	10/16/2019
Job title and business title ("Working Title"), change	job aid	07/18/2019
Non-budgeted position, manage	Knowledge Article	12/12/2022
Position, create (including non-budgeted	Knowledge Article; QRV	12/12/2022
Position freeze, manage	Knowledge Article	12/15/2022
Position pending budget approval, prepare	QRG	05/03/2021
Position restrictions (position description; unfilled position), edit	job aid	06/25/2020
Position restrictions (position description), update	QRG	06/25/2020
Position restrictions (position description; filled), edit	job aid	06/25/2020
Seasonal employee, in and out of season	Knowledge Article	12/07/2022
Terminate and offboard	job aid	12/20/2021
Terminated worker, manage BP	job aid	01/07/2020
Trial service removal	QRG	12/11/2019
Voluntary termination	job aid	10/29/2019
What you need to know	QRG	06/25/2020
Work location change	job aid	10/09/2019
Worker history by category	job aid	07/18/2019
Working remotely, manager tasks	Knowledge Article	12/12/2022
Working remotely, Judicial manager information	QRG	08/07/2020

General navigation	Job aids, guides, videos	Revised
Effective dated action timeline	QRG	09/24/2020
Inbox overview	QRG	07/12/2019
Leave pay out request	job aid	09/30/2019
Management Dashboard Filters, create	job aid	02/06/2020
Navigation	QRG	07/12/2019
Organization charts	Knowledge Article; QRV	12/12/2022
Processes' awaiting me	job aid	05/09/2019
Reports, navigate	QRG	07/18/2019
Reports, schedule	job aid	03/19/2020

Learning	Job aids, guides, videos	Revised
Learning job aids	Job aid

Payroll	Knowledge Articles	Revised
Payroll Articles	Knowledge Articles	12/01/2022

Recruitment	Job aids, guides, videos	Revised
Assess candidate	Knowledge Article	12/12/2022
Candidate application, share	Knowledge Article	12/12/2022
Candidate legal name, view	Knowledge Article	12/12/2022
Dispositions and notifications	Knowledge Article	12/30/2022
Interview	Knowledge Article	12/12/2022
Job applications, print	Knowledge Article	12/12/2022
Job application, screen	Knowledge Article	12/12/2022
Job change, position number change only	Knowledge Article	12/15/2022
Job offer	Knowledge Article	12/12/2022
Overall hire	Knowledge Article	12/15/2022
Reference check	Knowledge Article	12/12/2022
Requisition, create	Knowledge Article	12/15/2022
Workforce liaison/manager, side-by-side	Knowledge Article	12/30/2022

Safety	Job aids, guides, videos	Revised
Saftey incident, approve, send back, deny, cancel	Job aid	08/24/2020
Safety incident, manager update	Job aid	03/05/2020
Safety incident, manager view	Knowledge Article	12/12/2022

Talent & Performance	Job aids, guides, videos	Revised
Development plan	job aid	03/29/2021
Disciplinary action	job aid	02/22/2021
Get worker feedback	job aid	02/22/2021
Goals, assign	job aid	02/22/2021
Pay equity profile update report	job aid	05/14/2021
Performance improvement plan	job aid	02/22/2021
Performance review, annual	job aid	02/22/2021
Performance review, trial service	Knowledge Article	12/12/2022
Potential, assess	Knowledge Article	12/22/2022

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