Workday has features that can help you save time, simplify common tasks, and work more efficiently. Here are three tips to help you get the most out of Workday.
Tip & Trick #1: Let Workday Run Reports in the Background
Some Workday reports take longer to run than others. Instead of waiting for a report to finish, you can let Workday generate it in the background while you work on other tasks.
If you see the message “Processing your request, please wait,” select Notify Me Later.
Workday will continue running the report in the background. When the report is ready:
- Workday will save an Excel file to My Reports.
- You will receive a notification that the report is ready to access.
Learn more about Reporting in Workday.
Tip & Trick #2: Use My Tasks and Notifications More Efficiently
You can free up work time by managing tasks more efficiently, getting work to the right people quickly, and fixing mistakes without starting over.
In My Tasks, select the gear icon to:
- Cancel: Stop a business process.
- Delegate Task: Allow another worker to complete a task on your behalf.
- Delete Incomplete: Remove a task you started but did not submit from your My Tasks list.
- Reassign: Change the person responsible for completing a task.
- View Details: Access more information about the business process, including its current step, history, and related steps or approvals.
Important: If you Cancel or Delete a task, don’t forget to select Submit on the Cancel Business Process task that pops up.
Learn more about My Tasks and Notifications in Workday.
Tip & Trick #3: Quickly Access Your Favorites
Do you regularly run the same reports or complete the same tasks in Workday? You can now access Favorite Reports and Tasks directly in your worker profile on the Workday homepage.
To access your saved reports and tasks:
- Open Favorites in your worker profile menu.
- Select Favorite Reports to quickly run saved reports.
- Select Favorite Tasks to access commonly used actions without searching.
For instructions, visit the Manage Favorite Reports and Tasks in Workday – Employee and learn how to add Favorites from the Profile Menu.
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