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Please do not rely on previously downloaded copies of the training materials, as they may be outdated.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.
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
|
| Additional data (including RDC/PDC), edit |
job aid
|
02/12/2020 |
| Additional job (Job Rotation with or without WOC), add |
job aid |
07/18/2019 |
Additional job (Rotation/WOC), remove |
job aid |
09/24/2020 |
| 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
| QRG
| 05/03/2021
|
Position, create (including non-budgeted
| job aid ; QRV
| 05/03/2021
|
Position freeze, manage
| job aid
| 05/03/2021
|
| 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 |
job aid
|
07/18/2019 |
| Terminate and offboard |
job aid
|
06/18/2020
|
| 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 view
| QRG
| 07/23/2020
|
| 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 |
job aid; QRV |
07/18/2019 |
Processes' awaiting me |
job aid |
05/09/2019 |
| Reports, navigate |
QRG |
07/18/2019 |
Reports, schedule
|
job aid |
03/19/2020 |
Working remotely, manager information
| QRG
| 08/07/2020
|
| Overview |
QRG |
07/18/2019 |
| Assess candidate |
job aid |
07/18/2019 |
Candidate application, share
|
job aid |
10/13/2020
|
Candidate legal name, view
| job aid
| 9/24/2020
|
Dispositions and notifications
| QRG
| 06/10/2021
|
| Employee lifecycle scenarios |
QRG |
11/06/2019 |
| Interview |
job aid |
07/18/2019 |
Job applications, print |
job aid |
07/18/2019 |
Job application, screen
|
job aid |
07/18/2019 |
Job change, position number change only
| job aid
| 06/26/2020
|
Job offer
|
job aid |
07/19/2021
|
| Overall hire |
QRG |
01/14/2020 |
| Reference check |
job aid |
07/18/2019 |
| Requisition, create |
job aid |
04/12/2021
|
Workforce liaison/manager, side-by-side
|
QRG |
8/23/2019 |
| 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 |
job aid |
03/05/2020 |
| 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 |
job aid |
02/22/2021
|
Potential, assess
|
job aid |
02/22/2021
|