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Home / Training / Job Aids

Job Aids

Job aids provided by Workday Services are step-by-step instructions for initiating a business processes or task in Workday. These instructions do not describe a specific member's routing but are a general guide to a process. Additional information is also included for support personnel who complete tasks as a business process routes for completion. Job aids are updated weekly to reflect changes made to the Workday application.
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Absence Absence Certifications (Edit Additional Data)

This job aid outlines the process for Absence Administrators, Absence Partners and HR Partners to enter absence certifications using Additional Data to record an Employee’s authorization to request specific Time Off plans.

Workday Fundamentals Access the Workday Mobile App for Android

This job aid details the process for an Employee to install Workday’s mobile app on an Android mobile device and provides a brief navigation overview.

Workday Fundamentals Access the Workday Mobile App for iPhone

This job aid outlines the process for an Employee to install Workday’s mobile app on an iOS mobile device and provides a brief navigation overview.

Benefits Add a Graduate Fellow

This job aid outlines the activities for the Benefits Partner or Retiree Partner to add a Graduate Fellow in Workday, as well as the tasks the Graduate Fellow will need to complete such as editing personal and contact information and Government IDs.

Benefits Add a Surviving Dependent

This job aid outlines the activities for a Benefits Partner to add a Surviving Dependent in Workday using the Hire and Onboarding business processes.

Staffing Add Additional Job

This job aid outlines the process for an HR Contact, HR Partner, Manager or someone in the Management Chain to initiate the process to add an additional job for an Employee in Workday.

Talent Add Awards and Activities

This job aid outlines the process for an Employee to add achievements to their Worker profile.

Talent Add Awards and Activities for Your Employee

This job aid outlines the process for a Manager or Talent Partner to add achievements to the Worker profile for an Employee they manage or support.

Benefits Add Coverage to Your Dependent

This job aid outlines the process for an Employee to add or edit Dependents and add or remove those Dependents from benefits coverages in Workday.

Talent Add Emeritus Status

This job aid outlines the activities for a Talent Partner or Talent Analyst to add Emeritus Status for an individual using the Add Award and Activity process.

Staffing Add Flexible Work Arrangement for Worker

This job aid outlines the process for a Manager or HR Partner to request a Flexible Work Arrangement on behalf of a Worker. The request can be submitted for working at an Alternate Work Location or using a Flexible Work Schedule. It can also be used to document a workplace accommodation when submitted by an HR Partner.

Payroll Add Payroll Input by Worker

This job aid outlines the various processes for a Payroll Partner to make a payroll input for an existing on-cycle payroll for a Worker.

Benefits, Staffing Add Retiree Status (Termination)

This job aid describes 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.

Goals and Performance Additional Manager Evaluates Employee

This job aid outlines the activities for an Additional Manager to participate in the annual performance evaluation of an Employee.

Goals and Performance Additional Reviewer Evaluates Employee

This job aid outlines the activities for an Additional Reviewer to participate in the annual performance review of an Employee.

Time Tracking Adjust Calculated Time

This job aid outlines 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 Tracking Approve Time

This job aid outlines the activities for a Manager to approve hours submitted on a timesheet by an Employee they supervise.

Compensation Assign Costing Allocations

This job aid outlines the process for a Payroll Partner, HR Contact, HR Partner or Budget Contact, Manager to edit existing costing allocations for a position and/or Worker as a stand-alone process.

Payroll Assign Pay Group

This job aid details the process for a Payroll Partner or Payroll Administrator to assign a pay group to an Employee in Workday.

Time Tracking Assign Work Schedule

This job aid outlines the activities for a Manager or Timekeeper to assign a work schedule to an Employee they support. Details are also provided on how to create a work schedule if the available options do not meet the current needs of the Employee.

Workday Fundamentals Business Process View Only

This job aid can be used by workers who have the Business Process View Only security role to search for and review the business process definitions located in Workday.

Benefits Cancel or Rescind a 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.

Benefits Change Benefits (Beneficiary Change Only)

This job aid outlines the process for an Employee to add or edit a Beneficiary and make changes to coverage eligible for change outside of a qualifying life event or Open Enrollment.

Benefits Change Benefits (Life Event)

This job aid outlines the activities for an Employee to change benefits for a life event such as marriage, a birth or adoption, divorce, tobacco usage, etc.

Benefits Change Benefits (TDA Plan Change)

This job aid outlines the activities for an Employee to set up a Tax Deferred Account (TDA) Plan in Workday.

Staffing Change Contact Information for Your Employee

This job aid outlines the process for the Benefits Partner, HR Contact, HR Partner, Retiree Partner, or System Benefits Support to change an Employee’s contact information in Workday.

Staffing Change Job

This job aid outlines 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.

Staffing Change 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.

Staffing Change My Contact Information

This job aid outlines the process for an Employee to change their contact information in Workday.

Staffing Change My Name Pronunciation

This job aid describes the business process for an Employee to display the pronunciation of their name in Workday.

Staffing, Workday Fundamentals Change My Work Space

This job aid describes the task for an Employee to assign the Work Space (physical facility and office) where the job duties are performed.

Payroll Change No Retro Prior to Date

This job aid outlines the process for a Payroll Partner to change a Worker’s No Retro Prior to Date.

Staffing Change Organization Assignments (Staffing Event)

This job aid outlines the process for an HR Partner, HR Contact, or Manager to assign or change the Company and TAMUS System Member Part during staffing events or as a standalone process if the defaulted information is incorrect.

Staffing Change Photo for Your Employee

This job aid outlines the process for an HR Partner or Manager to change their Employee’s or Contingent Worker’s photo in Workday.

Staffing Change Title for Emeritus Status

This job aid outlines the process for an HR Partner, HR Contact, Faculty Partner or Manager to update an individual’s Business Title for Emeritus Status.

Staffing, Workday Fundamentals Change Work Space (Managers, HR Contacts or HR Partners)

This job aid describes the task for Managers, HR Contacts or HR Partners to assign the Work Space (physical facility and office) where a Worker primarily performs job duties.

Staffing Change Your Photo

This job aid outlines the process for an Employee or Contingent Worker to change their photo in Workday.

Time Tracking Check In and Check Out

This job aid outlines the process for an Employee to enter time in Workday using Check In and Check Out.

Recruiting Close Evergreen Requisition

This job aid outlines the process for a Recruiting Partner, Recruiting Coordinator, or Manager to close an evergreen requisition.

Recruiting Close Job Requisition

This job aid details the process for a Recruiting Partner, Recruiting Coordinator or Manager to close a job requisition.

Staffing Close Position

This job aid outlines 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.

Open Enrollment Complete Alternate Open Enrollment

This job aid outlines the activities for a Benefits or Retiree Partner to cancel Open Enrollment Benefits elections for an individual who is adding, dropping, or changing medical coverage and launch the Alternate Open Enrollment business process, during the Open Enrollment period.

Goals and Performance Complete Annual Goal Setting

This job aid outlines the activities for an Employee and Manager to set goals for the Employee for the upcoming performance review period.

Staffing Complete Form I-9 Section 3 in Workday

This job aid outlines the process for an I-9 Partner to complete an Employee’s Form I-9 Section 3.

Benefits Complete Open Enrollment

This job aid outlines the activities for an Employee to complete or change Open Enrollment benefit elections during the Open Enrollment time period.

Benefits, Open Enrollment Complete Open Enrollment for Your Employee

This job aid outlines the activities for a Benefits or Retiree Partner to complete or change Open Enrollment benefits elections during the Open Enrollment time period on behalf of an Employee.

Goals and Performance Complete Performance Review – Attachment Only (Employee)

This job aid outlines the activities for an Employee to complete a Performance Evaluation that uses the Attachment Only or Researchers Attachment Only templates.

Goals and Performance Complete Performance Review – Attachment Only (Manager)

This job aid outlines the activities for a Manager to complete a Performance Evaluation for an Employee who is assigned the Attachment Only or Researchers Attachment Only templates.

Goals and Performance Complete Performance Review – Faculty (Employee)

This job aid outlines the activities for a Faculty Member to complete a Performance Evaluation that uses the Faculty template.

Goals and Performance Complete Performance Review – Faculty (Manager)

This job aid outlines the activities for a Manager to complete a Performance Evaluation that uses the Faculty template.

Goals and Performance Complete Performance Review – Staff (Employee)

This job aid outlines the activities for an Employee to complete a Performance Evaluation using the Staff Performance template.

Goals and Performance Complete Performance Review – Staff (Manager)

This job aid outlines the activities for a Manager to complete a Performance Evaluation that uses the Staff template.

Goals and Performance Complete Performance Review – Student (Employee)

This job aid outlines the activities for a student Employee to complete a Performance Evaluation that uses the Student template.

Goals and Performance Complete Performance Review – Student (Manager)

This job aid outlines the activities for a Manager to complete a Performance Evaluation that uses the Student template.

Payroll Complete Your W-4 (Onboarding)

This job aid outlines the steps for an Employee to complete their Federal Tax Election Form W-4 in Workday during the onboarding process.

Staffing Contract Contingent Worker

This job aid described 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.

Staffing Convert to Employee

This job aid details the process for an HR Partner to convert a Contingent Worker to an Employee in a paid position.

Payroll Copy Withholding Orders for Workers

This job aide outlines the various processes for a Payroll Partner to copy a withholding order from an existing order for a Worker.

Payroll Correct ORP Employer Contributions

This job aid details 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).

Workday Fundamentals Correct, Cancel, and Rescind

This job aid outlines the process to Correct, Cancel, or Rescind a business process.

Recruiting Create Evergreen Requisition and Post Job

This job aid outlines 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.

Recruiting Create Job Requisition and Post Job

This job aid outlines 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.

Staffing Create Position

This job aid outlines the tasks for a HR Partner, HR Contact, and Manager to create a position.

Time Tracking Create Project

This job aid outlines the process for a Project Manager to create a new project in Workday.

Time Tracking Create Project Hierarchy

This job aid outlines the process for a Project Hierarchy Manager to create a new project hierarchy in Workday.

Time Tracking Create Project Plan

This job aid outlines the process for a Project Manager to create a project plan to assign tasks to a project in Workday.

Recruiting Create Questionnaire for Job Requisition

This job aid outlines the process for a Recruiting Partner to a create questionnaire in Workday which will be used for Recruiting.

Time Tracking Create Resource Plan for Hierarchy

This job aid outlines the process for a Project Manager to create a resource plan to assign employees to on a project hierarchy.

Time Tracking Create Resource Plan for Project

This job aid outlines the process for a Project Manager to create a resource plan to assign employees to on a project.

Benefits Death 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.

Benefits Death of Retiree

This job aid outlines the process for the Retiree Partner to complete a change benefit event business process for a Retiree with the reason of death.

Workday Fundamentals Delegate and Complete Delegated Task

This job aid outlines 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.

Security Edit Additional Data for Position Restrictions (Export Control Partner)

This job aid outlines the activities for an Export Control Partner to edit the Export Control Job Duties Questions in the Edit Additional Data on Position Restrictions business process.

Recruiting Edit Evergreen Requisition

This job aid outlines the process for a Recruiting Partner or Recruiting Coordinator to edit an Evergreen Requisition that is used to recruit for open positions.

Recruiting Edit Job Application

This job aid outlines the process for a Recruiting Partner to edit the job application for a Candidate who has submitted an application.

Recruiting Edit Job Requisition

This job aid outlines the process for a Recruiting Partner to edit a job requisition that can be used to recruit for open positions.

Staffing Edit Non-Effective Dated Additional Data

This job aid outlines the process to edit Additional Data which are a variety of Custom Objects in Workday.  Custom Objects are either effective-dated or non-effective dated and are specific to an Employee.

Staffing Edit Other IDs

This job aid outlines the process for various security roles edit an Employee’s other IDs. Other IDs act as custom identification data for business purposes in Workday.

Staffing Edit Payment Elections

This job aid outlines the process for an Employee to edit their own payment elections outside of the onboarding process.

Staffing Edit Position Restrictions

This job aid outlines 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 Edit Service Dates

This job aid outlines 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.

Staffing Edit System ID

This job aid outlines the process to edit a Worker’s System ID (UIN) in Workday during Hire or Contract Contingent Worker.

Staffing Edit Worker Additional Data Event

This job aid outlines the activities for an Employee to edit Additional Data on their Worker Profile. Other security roles can also initiate the Edit Worker Additional Data Event on behalf of the Employee.

Payroll, Workday Fundamentals Edit Your W-4

This job aid outlines the steps for an Employee to edit their Federal Tax Election Form W-4 in Workday.

Workday Fundamentals Enable High Contrast Mode

This job outlines the process for a Worker to enable high contrast mode in Workday by turning it on in Windows 10.

Staffing End Additional Job

This job aid outlines the process for a HR Contact, HR Partner, Manager or Management Chain to end an additional job assigned to an Employee.

Staffing End Contingent Worker Contract

This job aid outlines 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.

Staffing End Flexible Work Arrangement

This job aid outlines the process for an Employee to request to end a previously approved Flexible Work Arrangement.

Staffing End Flexible Work Arrangement for Worker

This job aid outlines the process for a Manager or a HR Partner to request to end a previously approved Flexible Work Arrangement for a Worker.

Goals and Performance Enter AdHoc Goals for Your Employee

This job aid details the process for a Talent Analyst to add new ad hoc goals for an Employee. Ad hoc goals are goals added after the initial setup of an Employee’s goals.

Time Tracking Enter Time

This job aid outlines the process for an Employee to enter time in Workday.

Time Tracking Enter Time for Your Employee

This job aid describes 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 Enter Time Off For Your Employee

This job aid outlines the process for an Absence Partner or Manager to enter time off for an Employee. Employees may also enter their own time off as explained in Managing Your Time Off.

Merit Entering Merit Awards

This job aid outlines the activities for a Manager or Merit Partner to complete the annual merit task in Workday.

Staffing Export Control Review (Edit Additional Data)

This job aid outlines the process for an Export Control Partner to document in Workday an Export Control Review using the Edit Additional Data business process.

Benefits Finalize ORP and Enter ORP Waived Custom ID

This job aid outlines the activities for a Benefits Partner to finalize an ORP event if the Employee has not enrolled by the due date.

Goals and Performance Get or Give Feedback on Employee

This job aid outlines the process for requesting Feedback on an Employee, giving Feedback on an Employee and reviewing Feedback received.

Staffing Hire

This job aid outlines the primary activities for various security roles during the Hire business process.

Payroll Identifying Emoluments When Employee Is Not Paid

This job aid details activities for a Payroll Partner to identify emoluments on the current payroll when the Employee is not being paid.

Recruiting Job Application Process

This job aid outlines the process for a Recruiting Partner and Recruiting Coordinator to move a Candidate through the job application process.

Recruiting Job Application Process (Manager)

All requisitions are managed by the Recruiting Coordinator, Recruiting Partner and Manager of the Supervisory Organization within which the job requisition is housed. This job aid outlines the entire job application process from the Manager’s perspective and provides instructions for when a Manager can participate and move the Candidate forward to the next step.

Staffing Job Overlap Period

This job aid outlines the activities for an HR Partner, HR Contact, or a Manager to move a current Employee who is pending termination into a temporary position created solely for the purpose of training their replacement.

Absence Maintain Accrual

This job aid outlines 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.

Payroll Maintain Worker Tax Treaties

This job aid outlines the process for a Payroll Partner to enter and manage tax treaties for an Employee.

Talent Manage Certifications and Licenses for Your Employee

This job aid outlines the process for a Talent Partner, Talent Analyst, Manager or to manage an Employee’s certifications and licenses.

Reporting Manage Dashboards

This job aid outlines the process for managing reports within dashboards.

Workday Fundamentals Manage Delegations

This job aid outlines the process for managing delegations for future Workday tasks. Delegation temporarily reassigns tasks to another user, enabling that user to perform individual actions on the Delegator’s behalf.

Benefits Manage Evidence of Insurability for Your Employee (Benefits or Retiree Partner)

This job aid outlines the activities for a Benefits Partner or Retiree Partner to Manage Evidence of Insurability (EOI) for an Employee when EOI is not required (e.g., switching out of a grandfathered life plan).

Goals and Performance Manage Goals for Your Employee

This job aid outlines 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.

Goals and Performance Manage Organization Goals

This job aid outlines the activities for a Manager to create and view organizational goals for Supervisory Organizations they manage in Workday.

Reporting Manage Reports in the Favorites Application

This job aid outlines the process for managing reports in your Favorites.

Talent Manage Your Certifications and Licenses

This job aid outlines the process for Employee’s to manage their certifications and licenses within their Worker Profile.

Goals and Performance Manage Your Goals

This job aid outlines the process for an Employee to enter or edit Ad Hoc goals and the process for the Manager to review and approve those goals.

Staffing Manage Your Personal Information

This job aid outlines the process for employees, retirees and contingent workers to manage personal information in Workday such as Gender, Date of Birth, Race/Ethnicity, Citizenship Status, and Nationality.

Staffing Manage Your SSN and Other Government IDs

This job aid outlines the the process for an Employee to verify their U.S. Social Security Number (SSN) and edit Government IDs in Workday. Government IDs include National IDs,  U.S. Social Security Numbers or Qatar ID Card numbers, and additional Government IDs such as Resident Citizen of the United States ID cards (I-179).

Workday Fundamentals Manage Your Work Experience

This job aid outlines the process for employees to manage their work experience within their worker profiles.

Merit Managing Employee Participation in Merit

This job aid outlines the process for a Merit Partner to remove or add an Employee from the Merit process.

Benefits Managing 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.

Payroll Managing Off-Cycle Payments

Off-cycle payments are payments processed in Workday outside of the regularly scheduled, on-cycle pay run for the Worker.

The purpose of this guide is to provide an overview of the various types of off-cycle payments that are possible in Workday and the process used to complete those payments.

Workday Fundamentals Managing Reassign Task

This job aid outlines 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.

Recruiting Managing Search Committees

This job aid outlines the process for a Recruiting Partner to manage search committees for internal committee membership.

Security Managing Security Role Assignments for an Employee

This job aid outlines the process for HR Contacts, HR Partners, and Organization Partners to view, assign and remove security roles on an Employee’s position.

Security Managing Security Roles on Organizations (Security Partner)

This job aid outlines the activities for the Role Maintainer to assign roles to a Supervisory Organization and select appropriate employees to be assigned to those roles.

Staffing Managing Supervisory Organizations

This job aid outlines the process for an Organization Partner to manage Supervisory Organizations. This includes creating new supervisory organizations, assigning superior, and dividing supervisory organizations.

Absence Managing Time Off Requests

This job aid outlines 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.

Staffing Managing Vaccine Information for Your Employee

This job aid describes the process for a Vaccine partner to review information for Employees who have submitted vaccine status information or requests for exemptions or accommodations for medical and/or religious reasons. Information on how to review previously entered data is also provided. For policy guidance or questions on when to deny a request, please reach out to your member Human Resources Officer (HRO).

Payroll, Workday Fundamentals Managing 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 Fundamentals Managing Your Inbox

This job aid outlines the features that you can use to manage your Inbox in Workday.

Workday Fundamentals Managing Your Inbox Filters

This job aid outlines 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.

Benefits Managing 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 Managing Your Time Off

This job aid outlines 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.

Staffing Managing Your Vaccine Information

This job aid describes the process for an Employee to submit their vaccine information. This includes dosage information and manufacturer, or exemptions and/or accommodations due to medical or religious reasons.

Absence, Time Tracking Manual 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 workers they support.

Staffing Mark Pre-hires for Deletion

This job aid outlines 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 being selected during the Hire business process.

Merit Merit 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 members will utilize pools within Workday as part of the Merit process.

Merit Merit Reports – Compensation Changes and Awards

This job aid outlines 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.

Payroll Model My Pay

This job aid outlines the process for an Employee to view an estimation of pay after applying hypothetical changes to taxes, earnings, and deductions.

Staffing Move to New Manager

This job aid outlines 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 that Employee. 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.

Staffing Move Workers (Supervisory)

This job aid outlines 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.

Payroll My Save for Summer Balance Report

This job aid outlines how to run the My Save for Summer Balance report in Workday.

Staffing Onboarding

The purpose of this job aid is to provide a new Employee with guidance on how to complete the onboarding process in Workday. However, the experience shown here is only a sample of what an Employee might typically encounter. Onboarding is a process that varies depending on the position and characteristics of the worker hired. Not every Employee will see everything shown in this job aid.

If you have questions on any part of this process, refer to the Additional Resources tab for instructions on how to reach out to your Human Resources department.

Benefits ORP Newly Eligible on Date of Hire (Benefits Partner)

This job aid outlines 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.

Staffing Payment Election Enrollment Event (Onboarding)

This job aid outlines the process for an Employee to manage payment elections during the onboarding process.

Absence Place Worker on Leave

This job aid outlines the process for Absence Partners and Managers to place an Employee on a leave of absence.

Payroll Processing Error on Reversal

Provides guidance to Payroll Partners for completing a Reversal for a Retro Assign Pay Group event in Workday

Benefits Ready to Retire

This job aid outlines the activities for a Benefits Partner to prepare an Employee’s record in Workday in preparation for their upcoming retirement.

Goals and Performance Reassign Manager Evaluation Step For Your Employee

This job aid outlines the activities for a Talent Partner to reassign the Manager Evaluation step of the Performance Review business process to a previous Manager.

Payroll Record US Withholding Order for Workers

This job aid outlines the various processes for a Payroll Partner to record a Withholding Order for an Employee.

Benefits, Open Enrollment Relaunching Open Enrollment

This job aid outlines the activities for a Benefits/Retiree Partner to cancel, rescind, and relaunch the Open Enrollment event 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.

Staffing Report No Show

This job aid outlines the activities for an HR Partner, HR Contact or Manager to rescind the Hire event for an Employee who does not arrive as expected or who completed the Hire process but will no longer fill the position.

Compensation Request Compensation Change

This job aid describes the steps for a Compensation Partner, HR Partner, HR Contact or Manager to request ad hoc compensation changes for an Employee.

Staffing, Workday Fundamentals Request Delegation Change for Administrative User

This job aid outlines the Request Delegation Change process used by HR Partners to view and modify a worker’s delegation settings, including the ability to view current and past delegations for the worker.

Staffing Request Flexible Work Arrangement

This job aid outlines the process for an Employee to request a Flexible Work Arrangement. The request can be submitted for working at an Alternate Work Location or using a Flexible Work Schedule.

Absence Request Leave of Absence

This job aid outlines the process for an Employee to request a leave of absence.

Compensation Request One-Time Payment

This job aid outlines the process for an Absence Partner, Budget Contact, 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 Tracking Request Overtime

This job aid outlines the process for an Employee to request overtime in advance in Workday and to view the status of the request.

Time Tracking Request Overtime for Your Employee

This job aid outlines the process for a Manager or Timekeeper to request overtime in advance in Workday for an Employee.

Absence Request Return from Leave of Absence

This job aid outlines the process for an Employee to request a return from a leave of absence.

Staffing Request Worker Start Date Correction

This job aid outlines the process for a for an HR Partner, HR Contact, Benefit Partner, Retiree Partner, or Manager to correct the Hire Date.

Benefits Return to Retire (Worker Already in Workday)

This job aid describes the process for the Retiree Partner to Add Retiree Status to a Terminated Worker’s record and how to initiate a Change Benefits Event when the Employee is Returning to Retire.

Benefits Return to Retire (Worker Not in Workday)

This job aid outlines the process for the Benefits Partner or Retiree Partner, and UIN partner to add an Employee who is returning to retire and does not have a record in Workday.

Absence Return Worker from Leave

This job aid outlines the process for Absence Partners and Managers to return an Employee from a leave of absence.

Benefits Review and Certify Dependents

This job aid outlines the activities for Benefits and Retiree Partners to review and certify Dependents, including grandchildren for the purpose of adding Benefits coverage.

Benefits Review ORP Eligibility Document

This job aid details 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.

Reporting Run Reports

This job aid outlines the process for running, sorting, and filtering reports in Workday.

Reporting Schedule Reports

This job aid outlines 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.

Benefits Set Up Benefits to Begin Prior to SGIP

This job aid outlines the process Benefits Partners must follow in order to set up benefits for employees who would like to start benefits prior to their SGIP start date.  This process applies to employees who are new hires to the A&M System and to current employees in a non-benefits eligible position who have received a Job Change that is benefits eligible.

Recruiting Start Background Check

This job aid outlines the process for a Background Check Partner to run the background check business process and document outcomes in Workday.

Staffing Start Job Change

This job aid outlines the activities for an HR Contact, HR Partner, and Manager to initiate and complete the Start Change Job business process when only the Additional Job Classification is changing for the Worker Position.

Staffing Switch Primary Job

This job aid outlines 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.

Staffing Termination (Involuntary)

This job aid describes the process for HR Contacts, HR Partners, or Managers 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.

Staffing Termination (Voluntary)

This job aid describes the process for HR Contacts, HR Partners or Managers to end employment of an Employee’s Primary Job when the termination reason is voluntary.

Benefits Update Benefits Annual Rates (BARs) for an Employee (Benefits or Retiree Partner)

This job aide details the steps for a Benefits Partner or Retiree Partner to update Benefits Annual Rates (BARs) for an Employee, former Employee returning to retire, or a Retiree.

Benefits Update Retiree Electronic Communication (Retiree Partner)

This job aid outlines the process for a Retiree Partner to update the Electronic Communication Flag to the preferred method of receiving information from the A&M System about retirement and insurance benefits on behalf of a Retiree.

Staffing Update Your Passport or Visa

This job aid outlines the process for an Employee to change their passport and visa information in Workday.

Workday Fundamentals Upload My Experience

This job aid outlines the process for an Employee to upload a resume to the Career section of their Worker Profile.

Workday Fundamentals Using Search

This job aid outlines how to perform searches in Workday. You can search for tasks, people, organizations, reports, and more in the Search Bar.

Workday Fundamentals View Business Process History

This job aid outlines the process used to view the history of a business process, including the business process status. There are multiple ways to view the history of a business process. This guide will cover two methods: via the Inbox Archives and via an Employee’s Worker History.

Staffing View Position Restrictions

This job aid outlines 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.

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