Workday Tips & Tricks

Check back often for quick tips on how to get the most out of Workday!

Associates Must Update Their Own Information

Remember, managers and HR cannot make self-service changes (updating contact information, personal information, etc.) on behalf of associates. Associates must update their own information. Refer them to the Editing Personal Information job aid if they need instructions.

Adding Approvers

Most business processes only require two levels of approval: the initiator’s manager and the HRBP, but three processes allow the manager or HRBP to add additional approvers: Create Position, Change Compensation and Request One-Time Payment. In all cases, you should have budgetary approval before you initiate any of these transactions. Your leadership may instruct you to add additional approvers for these processes or you can do so at your own discretion.

Certain business processes allow one-over managers and HRBPs to add additional approvers from the management chain. If you add an approver, Workday assumes you have approved the process and it moves to the new approver.

Learn more about approvals.


Beginning the Backfill Process Before a Termination

While you cannot hire someone into a position that has an active associate in it, you can start the job requisition process as soon as you have entered a future termination date (such as when an associate gives notice or has an upcoming retirement) and ensured that overlap was selected. Additionally this will allow for a temporary period in which the incoming and outgoing incumbents’ employment may overlap. To get started, search "Create a Job Requisition” in Workday, then select the “for Existing Position” option. Then choose the departing associate. See the Organizational/Position Management job aid to learn more about terminations and job requisitions.

Trouble with Absence Requests in Workday?

There are several reasons why associates might have trouble requesting an absence or time off in Workday:

  1. Hourly associates: Hourly associates are not able to submit time off requests in Workday at this time.
  2. Salaried associates: If the salaried associate does not have sufficient time in their time bank, they cannot submit time off requests.
  3. Your OpCo isn't using Workday for absence requests yet.

See the Time Off Requests job aid to learn more.


Use the Archive to Track Recent Tasks

The Archive tab in your Inbox shows your recently-performed tasks. Select a task, then click Process to view that task’s status, including competed steps and pending steps.