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You are here: Home / Education / User Guides

User Guides

Job Aids

AreaJob Aid Summary
Workday FundamentalsAccess the Workday Mobile App for Android
The process for an Employee to install Workday’s mobile app on an Android mobile device and provides a brief navigation overview
Workday FundamentalsAccess the Workday Mobile App for iPhone
The process for an Employee to install Workday’s mobile app on an iOS mobile device and provides a brief navigation overview
BenefitsAdd a Graduate Fellow
Activities for the Benefits Partner or Retiree Partner to add a Graduate Fellow in Workday. This includes editing personal and contact information, updating benefits onboarding questions and the privacy flag, as well as editing Government IDs for the Graduate Fellow
BenefitsAdd a Surviving Dependent 
Activities for a Benefits Partner to add a Surviving Dependent in Workday using the Hire and Onboarding business processes
StaffingAdd Additional Job
The process for an HR Contact, HR Partner, Management Chain or Manager to initiate the process to add an additional job for an Employee in Workday
TalentAdd Awards and Activities
The process for an Employee to add achievements to their Worker Profile
TalentAdd Awards and Activities for Your Employee
The process for a Manager or Talent Partner to add achievements to the Worker profile of an Employee they manage or support
BenefitsAdd Coverage to Your Dependent
The process for an Employee to add or edit dependents and add or remove those dependents from benefits coverage in Workday
PayrollAdd Payroll Input by Worker
The various processes for a Payroll Partner to make a payroll input for an existing on-cycle payroll for a worker
StaffingAdd Retiree Status (Termination)
How to Add Retiree Status to an Employee after the Termination business process has been initiated and how to initiate a Change Benefits Event when the termination reason is Retirement
PayrollAdjust Pay Calculation
The process for a Payroll Partner to adjust calculated time for an hourly employee. This process overrides the hours or calculation tags that were entered by the Employee or generated by calculations within Workday
Time TrackingApprove Time
The activities for a Manager to approve hours submitted on a timesheet by an employee they supervise
PayrollAssign Costing Allocations
The process for a Payroll Partner, HR Contact, HR Partner or Manager to edit existing costing allocations for a position and / or worker as a stand-alone process
PayrollAssign Pay Group
The process for a Payroll Partner or Payroll Administrator to assign a pay group to an Employee in Workday
Time TrackingAssign Work Schedule
The activities for a Manager or Timekeeper to assign a work schedule to an employee they support
Workday FundamentalsBusiness Process History
The process used to view the history of a business process, including business process status
Workday FundamentalsBusiness Process View Only
How workers who have the Business Process View Only security role can search and use the business process definitions located in Workday
BenefitsCertify Dependents
The activities for Benefits and Retiree partners to certify dependents, including grandchildren for the purpose of adding Benefits coverage
BenefitsChange Benefits (Beneficiary Change Only)
The process for an Employee to add or edit a new beneficiary and make changes to coverage eligible for change outside of a life event or Open Enrollment
BenefitsChange Benefits (Life Event)
The activities for an Employee to change benefits for a life event such as marriage, birth or adoption, divorce, tobacco usage, etc.
BenefitsChange Benefits (TDA Plan Change)
The activities for an Employee to set up a Tax Deferred Annuity plan
StaffingChange Job
The activities for an HR Partner, HR Contact or Manager to complete a Change Job business process and the related transactions. Related transactions may include, promotions, transfers, reclassifications, changes in hours or work periods and changing location.
StaffingChange Job (Graduate Fellow)
This job aid outlines the activities necessary to set up the appropriate custom ID and initiate the Change Job business process for a Graduate Fellow who has been hired into a non-benefits eligible position
PayrollChange No Retro Prior to Date
The process for a Payroll Partner to change a worker’s No Retro Prior to Date
StaffingChange Organization Assignments (Staffing Event)
The process for an HR Partner, HR Contact or Manager to assign or change the Company and TAMUS Member Part during staffing events or as a standalone process if the defaulted information is incorrect
Workday FundamentalsChange Photo for Your Employee
The process for an HR Partner or Manager to change his / her Employee’s or Contingent Worker’s photo in Workday
Workday FundamentalsChange Your Photo
The process for an Employee or Contingent Worker to change his / her photo in Workday
RecruitingClose Evergreen Requisition
The process for a Recruiting Partner, Recruiting Coordinator or Manager to close an Evergreen Requisition
RecruitingClose Job Requisition
The process for a Recruiting Partner, Recruiting Coordinator or Manager to close a job requisition
StaffingClose Position
The process for an HR Partner, Manager or Department Head to close a position that is no longer needed, can be eliminated due to reorganization or for which funding has ended. There is also the option to close a position after a termination, the end of an additional job, or when an Employee transfers to a new position
BenefitsComplete Alternate Open Enrollment for Your Retiree
The activities for a Benefits / Retiree Partner to cancel Open Enrollment Benefits elections for a Retiree who is adding, dropping, or changing medical coverage and launch the Alternate Open Enrollment business process for the Retiree, during the Open Enrollment period
Performance and GoalsComplete Annual Goal Setting
The activities for an Employee and Manager to set goals for the Employee for the upcoming performance review period
StaffingComplete Form I-9 Section 3 in Workday
The process for an I-9 Partner to complete an Employee’s Form I-9 Section 3
BenefitsComplete Open Enrollment
The activities for an Employee to complete or change Open Enrollment Benefits elections during the Open Enrollment time period
BenefitsComplete Open Enrollment for Your Employee
The activities for a Benefits / Retiree Partner to complete or change Open Enrollment Benefits elections during the Open Enrollment time period on behalf of the Employee
Performance and GoalsComplete Performance Review - Attachment Only (Employee)
The activities for an Employee to complete a Performance Evaluation using the Attachment Only template
Performance and GoalsComplete Performance Review - Attachment Only (Manager)
The activities for an Manager to complete a Performance Evaluation using the Attachment Only template
Performance and GoalsComplete Performance Review - Faculty (Employee)
Outlines the activities for a Faculty Member to complete a Performance Evaluation that uses the Faculty template
Performance and GoalsComplete Performance Review - Faculty (Manager)
Outlines the activities for a Manager to complete a Performance Evaluation that uses the Faculty template
Performance and GoalsComplete Performance Review - Staff (Employee)
The activities for an Employee to complete a Performance Evaluation using the Staff template
Performance and GoalsComplete Performance Review - Staff (Manager)
The activities for an Manager to complete a Performance Evaluation using the Staff template
Performance and GoalsComplete Performance Review - Student (Employee)
The activities for a student Employee to complete a Performance Evaluation using the Student template
Performance and GoalsComplete Performance Review - Student (Manager)
The activities for a Manager of a student Employee to complete a Performance Evaluation using the Student template
PayrollComplete Your W-4 (Onboarding)
Steps for an Employee to complete their Federal Tax Election Form W-4 in Workday during the onboarding process
StaffingContract Contingent Worker
The process for an HR Partner, HR Contact, a Manager or someone in the Management Chain to formalize the relationship between a Contingent Worker and The Texas A&M University System
StaffingConvert to Employee
The process to convert a Contingent Worker to an Employee in a paid position
PayrollCopy Withholding Orders for Workers
The various processes for a Payroll Partner to copy a withholding order from an existing order for a worker
Workday FundamentalsCorrect, Cancel or Rescind a Business Process
An overview for how to correct, cancel or rescind a business process
PayrollCorrect ORP Employer Contributions
The process for a Payroll Partner to correct Optional Retirement Plan (ORP) Employer Contributions when an Employee moves from ORP to Teacher Retirement System (TRS)
RecruitingCreate Evergreen Requisition and Post Job
The process for a Recruiting Partner or Recruiting Coordinator to create an Evergreen Requisition that can be used to recruit for open positions and instructions for the Recruiting Partner to post the job
RecruitingCreate Job Requisition and Post Job 
The process for a Manager, Recruiting Coordinator or Recruiting Partner to create a job requisition and the Recruiting Partner to post the job on the internal and / or external career sites
StaffingCreate Position
The tasks for an HR Partner, HR Contact and Manager to create a position
Time TrackingCreate Project
The process for a Project Manager to create a new project
Time TrackingCreate Project Hierarchy
The process for a Project Hierarchy Manager to create a new project hierarchy
Time TrackingCreate Project Plan
The process for a Project Manager to create a project plan to assign tasks to a project
RecruitingCreate Questions and Questionnaires
The process for a Recruiting Partner to create questions and questionnaires in Workday which can be used for Recruiting
Time TrackingCreate Resource Plan for Hierarchy
The process for a Project Manager to create a resource plan to assign employees to on a project hierarchy
Time TrackingCreate Resource Plan for Project
The process for a Project Manager to create a resource plan to assign employees to on a project
BenefitsDeath of Dependent
This job aid outlines the activities for a Benefits or Retiree Partner to update an Employee or Retiree’s health coverages due to the death of a Dependent
BenefitsDeath of Retiree
The process for the Retiree Partner to complete a change benefit event business process for a retiree with the reason of death
Workday FundamentalsDelegate and Complete Delegated Task
The process for users to delegate an Inbox task to another user in Workday or complete a task that has been delegated to the user by switching accounts
BenefitsDependent Event (Benefits Partner)
The process for the Benefits Partner to review and verify an Employee’s addition of a new dependent in Workday
BenefitsEdit Benefit Event
This job aid outlines the activities for a Benefit Partner to edit a Benefit Event by using the Cancel or Rescind business process
RecruitingEdit Evergreen Requisition
The process for a Recruiting Partner or Recruiting Coordinator to edit an Evergreen Requisition that is used to recruit for open positions
RecruitingEdit Job Application
The process for a Recruiting Partner to edit the job application for a candidate who has submitted an application
RecruitingEdit Job Requisition
The process for a Recruiting Partner to edit a job requisition that can be used to recruit for open positions
StaffingEdit Non-Effective Dated Additional Data
The process to edit Additional Data which is a variety of Custom Objects in Workday. Custom Objects are either effective-dated or non-effective dated and are specific to an Employee
StaffingEdit Other IDs
The process to edit an Employee's other IDs in Workday. Other IDs act as custom identification data for business purposes in Workday
PayrollEdit Payment Elections
The process for an Employee to set up and / or edit payment elections (outside of the onboarding process)
StaffingEdit Position Restrictions
The process for an HR Contact, HR Partner or Manager to make changes to the Hiring Restrictions and Qualifications of a position using the Edit Position Restrictions business process
Absence ManagementEdit Service Dates
The process for an Absence Partner, HR Contact or HR Partner to edit an Employee's service dates only when there is supporting documentation due to potential impact to Employee benefits eligibility
StaffingEdit System ID
The process to edit a worker's System ID (UIN) during Hire or Contract Contingent Worker
StaffingEdit Worker Additional Data Event
The activities for an Employee to edit Additional Data on his or her worker profile. Other security roles can follow this process to initiate this business process on behalf of the Employee
PayrollEdit your W-4
Steps for an Employee to edit their Federal Tax Election Form W-4 in Workday
StaffingEnd Additional Job
The process for a HR Contact, HR Partner, Manager or Management Chain to end an additional job assigned to an Employee
StaffingEnd Contingent Worker Contract
The process for an HR Partner, HR Contact, Manager or someone in the Management Chain to end the relationship between a contingent worker and a member
Performance and GoalsEnter AdHoc Goals for Your Employee
The activities for a Talent Analyst to edit Ad Hoc goals for an Employee
Time TrackingEnter Time
The process for an Employee to enter time
Time TrackingEnter Time for Your Employee
The steps for a Timekeeper, Payroll Partner or Manager to enter time for an Employee. Employees can also enter their own time through self-service
Absence ManagementEnter Time Off For Your Employee
The process for an Absence Partner or Manager to enter time off for an Employee
MeritEntering Merit Awards
The activities for a Merit Planner (i.e. Manager, Manager’s Manager, or Merit Partner) to complete the annual merit task in Workday
BenefitsFinalize ORP and Enter ORP Waived Custom ID
The activities for a Benefits Partner to finalize an ORP event if the Employee has not enrolled by the due date
Performance and GoalsGet or Give Feedback on Employee
The process for requesting Feedback on an Employee, giving Feedback on an Employee and reviewing Feedback received
StaffingHire
The primary activities for various security roles during the Hire business process
PayrollIdentifying Emoluments When Employee is Not Paid
The activities for a Payroll Partner to identify emoluments on the current payroll when the Employee is not being paid
RecruitingJob Application Process
All requisitions are managed by the Recruiting Coordinator, Recruiting Partner, and Manager (when applicable) of the Supervisory Organization within which the job requisition is housed. This job aid outlines the process for a Recruiting Partner and Recruiting Coordinator to move a candidate through the job application process.
RecruitingJob Application Process (Manager)
The entire job application process from the Manager’s perspective; provides instructions for when a Manager can participate and move the Candidate forward to the next step
StaffingJob Overlap Period
The process to move a current Employee who is pending termination into a temporary position created solely for the purpose of training his or her replacement
Absence ManagementLeave of Absence
The process for an Employee to request a leave of absence and request a return from a leave of absence
Absence ManagementLeave of Absence (Place or Return Worker)
The process for Absence Partners and Managers to place an Employee on a leave of absence and return the worker from a leave of absence
Absence ManagementMaintain Accrual
The process for an Absence Partner and / or Payroll Partner to maintain a time off accrual for an employee to make adjustments to increase or decrease balances for grants, transfers, payouts, and longevity
PayrollMaintain Worker Tax Treaties
The process for a Payroll Partner to enter and manage tax treaties for an employee
TalentManage Certifications and Licenses for Your Employee
The process for a Manager, Talent Partner, Absence Partner or Talent Analyst to manage an Employee’s certifications and licenses
Workday ReportingManage Dashboards
The process for managing reports within dashboards
Workday FundamentalsManage Delegations
The process for managing delegations for future Workday tasks
BenefitsManage Evidence of Insurability for Your Employee (Benefits or Retiree Partner)
The activities for a Benefits Partner or Retiree Partner to Manage Evidence of Insurability (EOI) for an Employee when EOI is not required (for example switching out of a grandfathered life plan)
Performance and GoalsManage Goals for Your Employee
The activities for a Manager or Talent Analyst to enter or edit Ad Hoc goals for an Employee outside of the Annual Goal Setting process
Performance and GoalsManage Organization Goals
The activities for a Manager to create and view organizational goals for Supervisory Organizations they manage in Workday
Workday ReportingManage Reports in the Favorites Worklet
The process for managing reports in your favorites worklet
TalentManage Your Certifications and Licenses
The process for an Employee to manage their certifications and licenses within their worker profile
Performance and GoalsManage Your Goals
The process for an Employee to enter or edit Ad Hoc goals and the process for the Manager to review and approve those goals
Workday FundamentalsManage Your Personal Information
The process for Employees, Retirees and Contingent Workers to manage his or her personal information in Workday
StaffingManage Your Social Security Number (And Other Government IDs)
The process for an Employee to verify a social security number and edit Government IDs in Workday. A Government ID includes National ID for employees to enter and edit their U.S. Social Security Number or Qatar ID Card number and Additional Government IDs such as Resident Citizen of the United States ID card (I-179)
Workday FundamentalsManage Your Work Experience
The process for an Employee to manage their work experience within their worker profile
MeritManaging Employee Participation in Merit
The process for a Merit Partner to remove or add an Employee from the Merit process
BenefitsManaging Medicare Information for Your Employee
This job aid outlines the process for a Benefits Partner or Retiree Partner to add Medicare information such as the Medicare Beneficiary Identifier (MBI) number and enrollment dates
Workday FundamentalsManaging Reassign Task
The activities for Security Partners to proactively use the Reassign Task business process to reassign a task in another user’s inbox when the user is on vacation, unavailable or other reasons as deemed appropriate by the member. Information is also provided on managing tasks that have been requested by other security roles and require a review by the Security Partner
RecruitingManaging Search Committees
The process for a Recruiting Partner to create a search committee and create or modify membership of a committee member
SecurityManaging Security Role Assignments for an Employee
The process for HR Contacts, HR Partners and Organization Partners to view, assign and remove security roles on an Employee’s position
SecurityManaging Security Roles on Organizations (Security Partner)
The activities for the Role Maintainer to assign roles to a Supervisory Organization and select appropriate Employees to be assigned to those roles
StaffingManaging Supervisory Organizations
The process for an Organization Partner to manage Supervisory Organizations. This includes dividing, assigning superior and creating new Supervisory Organizations in Workday
Absence ManagementManaging Time Off Requests
The process for a Manager to manage time off requests submitted by an Employee. This includes how to approve, deny, cancel or send back a request.
Workday FundamentalsManaging Your Bank Accounts
This job aid outlines the activities for an Employee to add an additional bank account for use when electing direct deposit for payment and how to edit existing bank accounts in Workday
Workday FundamentalsManaging Your Inbox
The process to manage your Inbox in Workday
Workday FundamentalsManaging Your Inbox Filters
The process to create and edit a custom Workday Inbox filter for efficient management of your Inbox and select one of your customized filters to be a default filter applied each time you sign in to Workday
BenefitsManaging Your Medicare Information
This job aid outlines the activities for an Employee or Retiree to add or change Medicare information for self or a Dependent in Workday
Absence ManagementManaging Your Time Off
The process for an Employee to request Time Off, cancel a Time Off request and correct a Time Off request that was approved or sent back by the Manager
Time TrackingManual or Mass Advance
This job aid describes how Timekeepers and Absence Partners can manually advance a business process (Enter Time and Request Time Off) for worker(s) they support
StaffingMark Pre-hires for Deletion
The activities for an HR Partner to mark a duplicate Pre-Hire record for deletion. Marking a Pre-Hire record for deletion will prevent the record from possible selection during the Hire business process
MeritMerit Process - Maintain Pools
This job aid outlines the activities for a Merit Partner to maintain pools for the Annual Compensation Review process (Merit) in Workday. Not all system members will utilize pools within Workday as part of the Merit process
MeritMerit Reports - Compensation Changes and Awards
The activities necessary for a Merit Partner to run reports after Merit has been launched for their system member in order to monitor compensation changes and merit awards entered in Workday
StaffingMove to New Manager
The activities for an HR Contact, HR Partner and Organization Partner to move an Employee to a Manager who was not previously a Manager of Employees. A new Supervisory Organization will be automatically created because one does not already exist for this new Manager. This business process will create the new Supervisory Organization and move the Employee to be a member of the Supervisory Organization at the same time
StaffingMove Workers (Supervisory)
The process for an HR Partner or HR Contact to move positions and workers from one supervisory organization to another without a change in their position details
PayrollMy Save for Summer Balance Report (Faculty)
How to run the My Save for Summer Balance report in Workday for Faculty
StaffingOnboarding
Provides a new Employee guidance on how to complete the onboarding process in Workday
BenefitsOpen Enrollment (Cancel and Relaunch)
The activities for a Benefits / Retiree Partner to cancel and relaunch the Open Enrollment event during the OE period for the reasons of updating an Employee’s Additional Data questions, a change in benefit group or a job change with a change in status for the Employee
BenefitsOpen Enrollment (Rescind and Relaunch)
The activities for a Benefits / Retiree Partner to rescind and relaunch the Open Enrollment event after the OE period has closed for the reasons of updating an Employee’s Additional Data questions, a change in benefit group or a job change with a change in status for the Employee
BenefitsORP Newly Eligible on Date of Hire (Benefits Partner)
The activities for a Benefits Partner to initiate an ORP benefit event for a newly hired Employee who is eligible for ORP on the date of hire
Workday FundamentalsPayment Election Enrollment Event (Onboarding)
The process for an Employee to manage payment elections during the onboarding process
PayrollPayroll Reversal
Outlines the activities for a Payroll Partner or Payroll Administrator to reverse a payroll result
BenefitsReady to Retire
Outlines the activities for a Benefit Partner to prepare an Employee’s record in Workday for in preparation for their upcoming retirement
PayrollRecord US Withholding Order for Workers
The various processes for a Payroll Partner to record a withholding order for a worker
StaffingReport No Show
The activities for an HR Partner, HR Contact or Manager to initiate the Report No Show business process for when an Employee does not arrive as expected on the first official day of work or has completed the Hire business process but will no longer fill the position for which they were originally hired. Information is also included for Managers, Recruiting Coordinators and Recruiting Partners on next steps
CompensationRequest Compensation Change
The steps for a Compensation Partner, HR Partner, HR Contact or Manager to request ad hoc compensation changes for an Employee
StaffingRequest Delegation Change for Administrative User
The Request Delegation Change process HR Partners use to view and modify a worker’s delegation settings, as well as see current delegations and past delegations for the worker
PayrollRequest One-Time Payment
The process for an Absence Partner, Compensation Partner, HR Partner, HR Contact or a Manager to request a one-time payment for an Employee. One-time payments can be used to issue ad hoc payments to an Employee for additional work, awards programs, reimbursements or lump sum vacation payouts
Time TrackingRequest Overtime
The process for an Employee to request overtime in advance in Workday and to view the status of the request
Time TrackingRequest Overtime for Your Employee
The process for a Manager or Timekeeper to request overtime in advance in Workday for an Employee
Absence ManagementRequest Time Off (Families First Coronavirus Response Act)
The process for how to take paid time off due to COVID-19. These special Time Off plans are the result of the Families First Coronavirus Response Act (FFCRA) effective April 1, 2020
StaffingReturn to Retire
The process for a Benefits Partner or Retiree Partner to add an Employee who is returning to retire in Workday
BenefitsReview ORP Eligibility Document
The activities for a Benefits Partner to provide the ORP Information Acknowledgement Statement to an ORP eligible worker during the Hire or Change Job business process
SecurityReviewing Security Role Assignments (Change Job)
The activities for HR Contacts or HR Partners to review security role assignments for an Employee’s position that is vacated during a Change Job business process
Workday ReportingRun Reports
The process for running, sorting, and filtering reports in Workday
Workday ReportingSchedule Reports
The process used to schedule and delete a report schedule that is run automatically, over a period of time in the background. Output files are automatically routed to the My Reports section of your My Reports Drive
BenefitsSet Up Benefits to Begin Prior to SGIP
The process Benefit Partners must follow in order to set up benefits for a new Employee who would like to start benefits prior to their SGIP start date
StaffingSwitch Primary Job
The process for an HR Contact, HR Partner, Manager or someone in the Management Chain to switch an Employee’s additional job to be their primary job
StaffingTermination (Involuntary)
The process for Managers, HR Partners or HR Contacts to end employment of an Employee's Primary Job when the termination is involuntary. Additional information is included for when the primary reason for termination is death
StaffingTermination (Voluntary)
The process for Managers, HR Partners or HR Contacts to end employment of an Employee's Primary Job when the termination reason is voluntary
BenefitsUpdate Benefits Annual Rates (BARs) for an Employee (Benefits or Retiree Partner)
The activities for a Benefits or Retiree Partner to update Benefits Annual Rates (BARs) for an Employee, former Employee returning to retire or Retiree who certify other and select Alternate Basic Life (ABL) insurance
BenefitsUpdate Retiree Electronic Communication (Retiree Partner)
The process for a Retiree Partner to update the Electronic Communication Flag to choose the preferred method to receive information from the A&M System about retirement and insurance benefits on behalf of a Retiree
StaffingUpdate Your Passport or Visa
The process for an Employee to change their passport and visa information in Workday
Workday FundamentalsUpload My Experience
The process for an Employee to upload a resume to the Career section of the Worker Profile
Workday FundamentalsUsing Search
The process for you to perform a search in Workday. You can search for tasks, people, organizations, reports and more in the Search bar
StaffingView Position Restrictions
The process for an Employee, Manager, and other Workday security roles to view an Employee’s Position Restrictions. Position Restrictions comprise the job summary, job description, responsibilities and required qualifications of a specific position

Reference Guides

AreaReference Guide Summary
CompensationCompensation Surveys
Provides a brief overview of Compensation Surveys, Workday functionality in mapping survey jobs to job profiles, and provide information on the custom report available that can be used to submit survey data.
StaffingAdditional Data Custom Objects
Provides information on various Custom Objects: Insurance Billing, Preservation Hold Custodian, Retiree Electronic Communication, etc.
BenefitsBenefit Events and Explanations
Provides information on various benefit events, the coverage types associated, waiting periods and important dates
StaffingChange Job Reasons
Details the various reasons that would prompt the need to initiate the Change Job business process
CompensationCompensation Grade Adjustment
Explains what happens when the Pay Plan Administrator updates the grade for a particular job profile and the responsibilities of the HR Partners

Workday FundamentalsCorrect Cancel and Rescind
Provides a comprehensive list by security role of the business processes that can be canceled, corrected or rescinded

PayrollDeduction Recipients
Outlines the procedure to follow when a system member needs to request the creation of a Deduction Recipient for a Withholding Order to be entered in Workday
PayrollCosting Allocations
Provides a comprehensive overview of the Assign Costing Allocations business process
Workday FundamentalsCustom Other IDs
Explains the Custom Other IDs that are used for Benefits, Payroll, Staffing, and Time/Absence, their possible values, and how the IDs are used
StaffingForm I-9 Processing
Use this reference guide to learn how Form I-9 processes need to be completed
Absence ManagementHoliday Paid Time Off
Provides an overview of paid time off given to Employees for holidays and early release and explains methods to support specific needs related to timesheets
BenefitsLeave of Absence
Explains when the Benefit Partner will need to take action on events triggered by the Request Leave of Absence business process and provides information on benefit coverage, SGIP, handling arrears, summer billing and military leave dependents
MeritManaging the Merit Process
Provides a comprehensive overview for HR Partners, Merit Partners, and Managers involved in the Merit process at each member within the Texas A&M University System as they prepare for, carry out, and close out the annual Merit process for employees
StaffingOnboarding Processes by Security Role
Details the steps within the onboarding process by security role for for Hire, Change Job and Add Additional Job business processes
PayrollPayroll Reversals in FAMIS
Provides information on the accounting impact of payroll reversals. Work with your payroll accountant to complete the entire process
Performance and GoalsPerformance Review Reports
Provides a comprehensive list of Performance Review reports and a brief explanation of how those reports are used
PayrollReading Your Workday Payslip
Overviews the various components typically found on a payslip generated by Workday so you can use this data to make important decisions relating to payroll, insurance, and other benefits relevant to your employment
PayrollProcessing Arrears in Workday
Describes the basic tools and understanding of how Arrears are processed within Workday.
StaffingReport No Show – Decisions and Impacts
Provides guidelines for when the Report No Show business process is appropriate to initiate, outline examples for when Report No Show is not possible and explains the possible downstream impacts to recruiting processes
MeritStaffing and Compensation Changes During Merit
Provides an overview of which business processes can continue to be completed during merit (run in parallel); which business processes must be completed outside of merit, and how to choose an appropriate Effective Date for these changes to avoid additional work
StaffingSummer Appointments (Faculty and Graduate Assistants)
Explains best practice guidance for when making an additional appointment for Faculty and Graduate Assistants during the summer months to avoid a disruption to benefits for the Employee
Absence ManagementTime Off Plans
Provides information on the various time off plans that are configured in Workday along with the guidelines / restrictions that govern the use of those plans
PayrollUnderstanding Your W-2
Provides a basic overview of the W-2 and the various calculations used to provide the data Employees see in each box
StaffingUsing Academic Pay Periods
Discusses the concept of Academic Pay Period and gives guidelines for how and when they should be used in Workday for active Employees
SecurityAssignable Roles for Security in Workday
Provides an overview of the various security roles that currently exist in Workday, the actions the security role can perform along with examples and where they are typically assigned

Video Help

AreaVideo Summary
BenefitsOpen Enrollment 2020
Provides employees step-by-step instructions on how to add a dependent in Workday and how to complete the Open Enrollment Change task in Workday
PayrollNet Funding Calculator
This video shows you how to use the Net Funding Calculator. Costing Allocations in Workday are percent based. This calculator will help you determine the impact on the dollar amount to cost centers when costing allocations are made for a position.
PayrollPayroll Cost Transfer
This video shows you how to complete a Payroll Cost Transfer (PCT), previously referred to as payroll correction, in Canopy. The basic functionality will be explained and demonstrated.
ReportingWorkday Dashboards
This video provides an overview of workday dashboards including navigation, terminology and specific tools, to help maximize efficiency when using dashboards.

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