{"id":2752,"date":"2026-10-23T12:00:00","date_gmt":"2026-10-23T12:00:00","guid":{"rendered":"https:\/\/www.wisconsin.edu\/workday\/?p=2752"},"modified":"2026-10-22T17:35:49","modified_gmt":"2026-10-22T17:35:49","slug":"workday-tips-tricks-work-more-efficiently","status":"publish","type":"post","link":"https:\/\/www.wisconsin.edu\/workday\/2026\/10\/23\/workday-tips-tricks-work-more-efficiently\/","title":{"rendered":"Workday Tips &amp; Tricks \u2013 Work More Efficiently\u00a0"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">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.&nbsp;<\/p>\n\n\n\n<h6 class=\"wp-block-heading\"><strong>Tip &amp; Trick #1: Let Workday Run Reports in the Background<\/strong>&nbsp;<\/h6>\n\n\n\n<p class=\"wp-block-paragraph\">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.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you see the message <strong>\u201cProcessing your request, please wait,\u201d<\/strong> select <strong>Notify Me Later<\/strong>.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Workday will continue running the report in the background. When the report is ready:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Workday will save an Excel file to <strong>My Reports<\/strong>.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>You will receive a notification that the report is ready to access.\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144618\" target=\"_blank\" rel=\"noopener\"><strong>Learn more about Reporting in Workday.<\/strong><\/a><strong><\/strong>&nbsp;<\/p>\n\n\n\n<h6 class=\"wp-block-heading\"><strong>Tip &amp; Trick #2: Use My Tasks and Notifications More Efficiently<\/strong>&nbsp;<\/h6>\n\n\n\n<p class=\"wp-block-paragraph\">You can free up work time by managing tasks more efficiently, getting work to the right people quickly, and fixing mistakes without starting over.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In <strong>My Tasks<\/strong>, select the <strong>gear icon<\/strong> to:&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Cancel<\/strong>: Stop a business process.\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Delegate Task<\/strong>: Allow another worker to complete a task on your behalf.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Delete Incomplete<\/strong>: Remove a task you started but did not submit from your My Tasks list.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Reassign<\/strong>: Change the person responsible for completing a task.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>View Details<\/strong>: Access more information about the business process, including its current step, history, and related steps or approvals.\u00a0\u00a0<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Important:<\/strong> If you <strong>Cancel or Delete<\/strong> a task, don&#8217;t forget to select <strong>Submit<\/strong> on the <strong>Cancel Business Process<\/strong> task that pops up.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/144791\" target=\"_blank\" rel=\"noopener\"><strong>Learn more about My Tasks and Notifications in Workday.<\/strong><\/a>&nbsp;<\/p>\n\n\n\n<h6 class=\"wp-block-heading\"><strong>Tip &amp; Trick #3: Quickly Access Your Favorites<\/strong>&nbsp;<\/h6>\n\n\n\n<p class=\"wp-block-paragraph\">Do you regularly run the same reports or complete the same tasks in Workday? You can now access <strong>Favorite Reports and Tasks<\/strong> directly in your worker profile on the Workday homepage.&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To access your saved reports and tasks:&nbsp;<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Open <strong>Favorites<\/strong> in your worker profile menu.\u00a0<\/li>\n<\/ol>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Select <strong>Favorite Reports<\/strong> to quickly run saved reports.\u00a0<\/li>\n<\/ol>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Select <strong>Favorite Tasks<\/strong> to access commonly used actions without searching.\u00a0<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">For instructions, visit the&nbsp; <a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/page.php?id=144637\" target=\"_blank\" rel=\"noopener\"><strong>Manage Favorite Reports and Tasks in Workday &#8211; Employee<\/strong><\/a> and learn how to add Favorites from the <strong>Profile Menu<\/strong>.&nbsp;<\/p>\n\n\n\n<h6 class=\"wp-block-heading\"><strong>Get More Workday Tips &amp; Tricks<\/strong>&nbsp;<\/h6>\n\n\n\n<p class=\"wp-block-paragraph\">We share about a new workday tool or function every other week in our biweekly subscription email. <a href=\"https:\/\/explore.wisc.edu\/westweblanding\" target=\"_blank\" rel=\"noopener\">Subscribe now<\/a> to optimize your Workday experience!&nbsp;&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Workday has features that can help you save time, simplify common tasks, and work more efficiently. Check out three tips to help you get the most out of Workday.<\/p>\n","protected":false},"author":6912,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15,9],"tags":[],"class_list":["post-2752","post","type-post","status-publish","format-standard","hentry","category-employees","category-news-and-announcements"],"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"_links":{"self":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/posts\/2752","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/users\/6912"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/comments?post=2752"}],"version-history":[{"count":2,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/posts\/2752\/revisions"}],"predecessor-version":[{"id":2754,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/posts\/2752\/revisions\/2754"}],"wp:attachment":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/media?parent=2752"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/categories?post=2752"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/tags?post=2752"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}