Workday dashboards make it easy to access reports, tasks, and other materials that can support your role, all in one place. Review available dashboard descriptions to find resources based on business area, purpose, and key features. Access to dashboards and the information included is dependent on your security access in Workday.
This table highlights the most commonly used Workday dashboards, not a complete list. This page will be updated periodically as new dashboards are available or changes occur.
Finance Dashboards
| Functional Area | Dashboard Name | Description | Best for… | Target Security Role(s) | Support Documents |
|---|---|---|---|---|---|
| Finance | Business Asset Operations | Purpose: Use this dashboard to track assets, monitor asset accounting, and track asset depreciation. Key Features: · An Asset Tracking tab to learn how assets were registered into Workday and analyze asset sources. · An Asset Accounting tab to access high level overviews of the assets’ accounting treatment, cost and net book value breakdowns. · A Depreciation tab to access asset depreciation details, including which assets that are fully depreciated. |
Those who manage business assets and inventory | · Business Asset Tracking Specialist · Business Asset Accountant |
|
| Finance | Customer Accounts & ISD Dashboard | Purpose: Use this dashboard as a hub to access to Customer Accounts and Internal Service Delivery (ISD) tasks and reports. Key Features: · A Customer tab for accessing common Customer Tasks · A Customer Account tab for accessing common reports and tasks · An Internal Service Delivery tab for accessing common ISD reports and tasks |
Those who work with billing internal or external stakeholders, which is completed through Customer Accounts (external) or Internal Service Delivery (internal) | · Customer Billing Specialist · Customer Collections Specialist · Customer Contract Specialist · Customber Deposit Specialist · Customer Payment Specialist · Customer Refund Specialist · Internal Catalog Data Entry Specialist · Internal Service Delivery Data Entry Specialist |
|
| Finance | Department Financials Dashboard | Purpose: Use this dashboard to access key financial information, quick links, resources, tasks, and commonly used reports, making it easier to navigate the various financial functions within Workday. Key Features: · A Worktags & Administrative Reports tab to help with understanding and finding your financial fundamentals · A General Accounting tab with accounting specific information in Workday, which more technical in nature. In addition, there are resources related to Gift and Grant driver worktags. · A Budget & Financial Reporting tab wtih common management reports for understanding your area financials. · A Payroll & Staffing tab for easy access to staffing, supervisory organizations (sup orgs), payroll accounting, and costing allocations reports · A Procurement & Expenses tab to access ordering and expense report information. · A Customer Accounts & Internal Service Delivery tab for commonly used Customer Accounts and Internal Service Delivery (ISD) tasks and reports. |
Department Administrators and staff | · Fin Analyst UW · Program Managers · Gift Managers · Grant Managers · Worktag PIs · Project Managers |
User Guide How-To Video |
| Finance | Expenses Dashboard (aka Expenses Hub) | Purpose: Use this hub to monitor expense reports, spend authorization request, and credit card transactions. Key Features: · Quick links to common expense and credit card tasks and reports. · Ability to select how to receive payment for expenses · Links to travel-related resources (e.g. TravelWIse) |
All users | · Expense Data Entry Specialist · Employee (as self) · Expense Operations Lead |
User Guide How-To Video |
| Finance | General Finance Dashboard | Purpose: Use this dashboard to access key financial information in the following areas: Core Finance, Spend Management, Accounts Receivable, Business Assets, Budget and Research Administration. Key Features: · Links to operational, accrual, and budget to actual reports · A 'find your worktag' section |
Finance professionals | All finance security roles | |
| Finance | Procurement & AP UW | Purpose: Use this dashboard for easy access to ShopUW+, requesting non-catalog items, creating receipts, connecting to ChemManger+, and more. Key Features: · Access to purchasing tools such as ShopUW+, Non-Catalog Items, and ChemManager+ · Quick links to purchasing reports, accounts payable, and campus services reports |
All users | · Requisition Validators · Employee (as self) |
|
| Finance | Supplier File Dashboard | Purpose: Use this dashboard for quick access to frequently used reports to review and address Supplier inquiries and changes. Key Features: · Easy access to ShopUW+ and Chem Manager+ · Quick links to AP and Supplier reports |
Supplier File team at Madison | Jaggaer Supplier Management Pro |
Human Capital Management Dashboards
| Functional Area | Dashboard Name | Description | Best for… | Target Security Role(s) | Support Documents |
|---|---|---|---|---|---|
| Human Capital Management | Academic Dashboard (UW) | Purpose: Use this dashboard to review current academic appointments, upcoming academic appointment end dates, academic appointment detail mismatches, tenure clock extension details, faculty on sabbatical, and key academic reports. Key Features: · Academic Appointment Overview tab - provides a collection of current academic appointment worklets · Academic Appointment Upcoming Dates tab - provides information on post-tenure dates, tenure track probationary end dates, and governance appointments with upcoming end dates · Academic Appointment Audit tab - provides information on academic appointments missing position, appointments missing rank, and job profile/rank mismatches · Tenure Clock Extensions and Sabbaticals tab - provides information on faculty with tenure clock extensions and information about those on sabbatical · Reports tab - lists key academic reports not found on the dashboard |
Those who manage, audit, or report on academic appointments. | · Academic Faculty Analyst · Academic Faculty Executive · Academic Faculty Partner (AU) UW · Academic HR Partner (AU) |
|
| Human Capital Management | HR Transactional Dashboard | Purpose: Use this dashboard to access in-progress staffing transaction details in on place, including new hires, job changes, and terminations awaiting action by user. The Staffing Audit tab also allows the user to audit upcoming job end dates and CBC recheck dates for workers they support. Key Features: · A Staffing Details tab that displays transaction status and related information for HR business processes · A New Hires Awaiting Action tab that displays hire, add additional job, and change job BPs (e.g., transfer) that have step(s) awaiting the user · A Job Changes Awaiting Action tab that displays change job (e.g., FTE change), termination, and end additional job BPs that have step(s) awaiting the user · A Staffing Audit tab that displays upcoming job end dates through next month, all terminated employees within the last 3 months, and overdue and upcoming background check rechecks |
HR professionals involved in staffing transactions | · HR Process Coordinator (supervisory) · Student Assistant Process Coordinator (supervisory) · Student Hourly Process Coordinator (supervisory) · HR Partner (supervisory)· |
|
| Human Capital Management | I-9 Compliance Dashboard | Purpose: Use this dashboard to view key I-9 reports, including completion status and expiring documents subject to reverification, to help ensure compliance. Key Features: · An I-9 In-Progress tab that displays which stage of the I-9 process that has awaiting action items · A Form I-9 Overdue tab that displays any I-9s that are considered overdue · An Expiring Form I-9 Documents tab that displays workers whose documents are expiring and may need reverification |
HR professionals who are invocled with the I-9 Procees | ·I-9 Coordinator UW · I-9 Partner UW · Shared Services - I-9 UW |
|
| Human Capital Management | Payroll Validation | Purpose: Use this dashboard to monitor payroll results for accuracy, access key reports and resources, and review payroll impacts. Key Features: · Quick access to compare payroll, exceptions · Links to Compare Periods for Workers, Payroll Register (UW), and more |
Those who validate payroll records during the pay cycle. | Payroll Analyst | User Guide |
| Human Capital Management | Supervisory & Academic Organization Administration | Purpose: Houses links for launching both supervisory and academic organization administration requests. | Those who are responsible for Supervisory and Academic Organization maintenance. | HR Partner (Supervisory) | |
| Human Capital Management | Talent Partner | Purpose: Dashboard provides key information and quick access links for Talent Partner (Supervisory) to perform their responsibilities related to talent management. Key Features: · In Progress Performance Review report worklet that can be filtered to include specific sup orgs, review template types, and identify which step the BP is on. . Direct links to Talent related Job Aids in the Knowledge Base . Includes tasks related to annual performance reviews, new employee Goals & Expectations, Probation reviews, and Performance Improvement Plans |
Talent Partner (Supervisory) | · Talent Administrator · Talent Partner (Supervisory) · Talent Partner UW · HR Partner UW · HR Auditor |
|
| Human Capital Management | Recruiting Dashboard | Purpose: Use this dashboard to access key resources, including links to recruiting job aids and announcements regarding known issues, quick access to recruiting reports, newly released job aids, and other important information. Recruiters should review the dashboard regularly. Key Features: · Dashboard provides metrics on candidates, job requisitions and source effectiveness · Quick links to reports to that support all stages of job requestions and candidate mangement. · A reports tab that provides quick access to recruiting related reports, organized by category. |
Recruiter (Supervisory) Recruiter (Local) | · Recruiter (Supervisory) · Recruiter (Local) · Primary Recruiter · Shared Services - Recruiting UW |
User Guide |
| Human Capital Management | Manager Insights Hub | Purpose: Provides one place for Managers to go to access information and tasks about their direct reports. This includes Time & Scheduling, Staffing & Onboarding, Compensation, and Performance & Learnings. Key features: · Direct links to items requiring action · Quick links to in-progress tasks · Summary of information about direct reports · Quick link to manager resources |
Managers | Manager | User Guide |
| Human Capital Management | Recruiter Hub | Purpose: The Recruiter Hub is a centralized space designed to make recruiting activities easier to navigate and manage. It provides a single point of access to job requisitions, candidates, and inbox tasks across all stages of the hiring pipeline. Key Features: · The ability to see job requisitions where the user is the Primary Recruiter · My Tasks cards list inbox tasks, categorized by recruiting stage, that are assigned to the user · Quick action buttons for recruiting self-scheduling, and adding attachments to job requisitions |
Primary Recruiters | · Recruiter (Supervisory) · Recruiter (Local) · Primary Recruiter · Recruiting Coordinator (Supervisory) · Background Check Coordinator UW · Shared Services - Recruiting UW |
Research Administration Dashboards
| Functional Area | Dashboard Name | Description | Best for… | Target Security Role(s) | Support Documents |
|---|---|---|---|---|---|
| Research Administration | Research Administration Central Office Dashboard | Purpose: Use this dashboard to access reports and tasks related to Awards, Sponsor Invoicing, Subawards, Final Review & Closeout, and Sponsor Accounts Receivable. Important Information: · If you receive a worklet message indicating it is taking too long to load, use the search bar to find and run the report. Or, click the settings dial and then click View Report. · If full filtering functionality is needed for a report, run the report outside of the worklet. This recommended because: · When you filter a column in a worklet, the filter only applies to the rows displayed on your screen. This means that data matching your search criteria, but not displayed in the worklet, will not appear. · The filter menu will only show options for data displayed in the worklet. If a value is hidden on an unloaded page, it won't show up as an option in the filter list. |
Central office research administration users. | · Award Billing Specialist · Award Contract Specialist · Sponsor Collection Specialist UW · Sponsor Deposit Specialist UW · Sponsored Programs Manager · Subaward Contract Specialist UW · Subaward Invoice Specialist UW |
User Guide |
| Research Administration | Research Administration Department and Divisional Dashboard | Purpose: Use this dashboard to access reports and tasks for Awards, Grants, Subawards, Cost Shares, Payroll Accounting, Principal Investigator Financials, and Sponsored Accounts Receivables. Important Information: · If you receive a worklet message indicating it is taking too long to load, use the search bar to find and run the report. Or, click the settings dial and then click View Report. · If full filtering functionality is needed for a report, run the report outside of the worklet. This recommended because: · When you filter a column in a worklet, the filter only applies to the rows displayed on your screen. This means that data matching your search criteria, but not displayed in the worklet, will not appear. · The filter menu will only show options for data displayed in the worklet. If a value is hidden on an unloaded page, it won't show up as an option in the filter list. |
Decentral research administration users. | · Cost Center Manager · Divisional Grant Approver UW · Grant Manager |
User Guide |
| Research Administration | Research Administration Principal Investigator Dashboard | Purpose: Use this dashboard to access key reports and tasks to manage Awards and Grants. It includes content for Principal Investigator financials, awards and grants, subawards, award burn rates, and personnel monitoring. Important Information: · If you receive a worklet message indicating it is taking too long to load, use the search bar to find and run the report. Or, click the settings dial and then click View Report. · If full filtering functionality is needed for a report, run the report outside of the worklet. This recommended because: · When you filter a column in a worklet, the filter only applies to the rows displayed on your screen. This means that data matching your search criteria, but not displayed in the worklet, will not appear. · The filter menu will only show options for data displayed in the worklet. If a value is hidden on an unloaded page, it won't show up as an option in the filter list. |
Principal Investigators | · Co-Investigator UW · Co-Principal Investigator UW · Principal Investigator · Principal Investigator (Grant) |
User Guide |