Top 10 things for faculty and staff to do when starting in Workday

Welcome to Workday! As a new user, getting familiar with the new system is key to managing your work efficiently. Here’s a quick guide to the top 10 tasks you should complete to get started:

  1. Learn the basics of navigating in Workday
    Explore Workday’s interface to understand how to move through dashboards, menus, and search functions effectively.
  2. Check your personal information, including your preferred name and your position details
    Check that your personal information (name, contact info) and position details (job title, department) are accurate and update, if necessary.
  3. Verify your direct deposit (payment elections)
    Ensure your banking details are correctly set up by reviewing your direct deposit (payment elections) information.
  1. Review and update your workspace address
    Verify or update your workspace address, especially if you work remotely or in a hybrid setup.
  2. Set your email and notification preferences
    Customize how and when you receive Workday notifications to stay informed.
  3. Review your benefits information
    Check your benefits details to ensure everything is correct.
  4. Check absence balances and time management
    Confirm your absence balance and learn how to enter time, request time off, report absences, and complete No Leave Taken reports.
  5. Submit a flexible work arrangement
    If you work partially or fully remotely, submit a flexible work arrangement.
  6. Explore Workday Learning
    Dive into Workday Learning to access training resources and learning opportunities.
  7. Understand your payslip
    When your July 24 payslip is available in Workday, review it to understand any paycheck differences and ensure accuracy.

To learn more about the most common actions for employees to take in Workday, visit the Workday for New and Existing Employees page.