Workday Essentials
- Logging Into Workday
- Log into Workday via Google Mail and the Web
- Install the Workday mobile app for Android and Apple Devices
- Tips and tricks for navigating Workday including the landing page, icons, inbox, and search
- Workday Navigation and Search
- How to update your Saved Categories for more accurate search results
- My Tasks (the Workday Inbox)
- My Tasks (the Workday Inbox) (Video)
- Introduction to Workday’s My Tasks (previously known as Inbox), view Notifications, and set up Delegations
- How to Delegate/Manage Delegations for My Tasks
- Overview of what a delegation is and how you can create a delegation
- Send Workday notifications to your WFU email
- Customize your Workday homepage by adding, removing, and rearranging your worklets
- How to upload documents into Workday
- Workday Student Navigation for Students (Video)
- Using the Training and Support App (Video)
- How to update your Saved Categories for more accurate search results (Video)
- Updating Your Social Security Number or Your ITIN
- Guide for faculty, staff, or student employees to add or edit their social security number outside of onboarding
- View and Edit Name Information
- View and Update Contact Information
- View and Update Friends and Family Information
- View and Update Personal Information
- View and Update Personal Information (Video)
- Add or Change Your Profile Photo
- Add your Emergency Contact Information
- View Your Student Worker Profile (Video)
- Make a Payment
- View Charges and Make Payments (Video)
- Manage Bank Account for Refunds-Payments Elections
- Set Up Authorized Payer (Third-Party Access)
- Viewing Anticipated Aid
- Viewing Anticipated Aid (Video)
- View and Print 1098-T
- Viewing and Printing Form 1098-T (Video)
- View Student Account Activity
- View Student Statement Wellness Waiver Fee
- Add and manage direct deposits
- Steps for viewing and printing payslips and viewing and updating withholding elections
- How to Locate Your Compensation History
- Information on the Wake Forest University (WFU) procedure for effort reporting in Workday.
- How to create a PDF using your iPhone (Video)
- Steps to create an attachment in Workday using your mobile device (Video)