1.3 Workday Tools and Navigation
Audience: Employee
Computer
Navigate the Home Page
The Workday Home page has a link labeled View All Apps that displays applications and shortcuts in the Global Navigation Menu, providing access to tasks and reports. The Home page is highly configurable, so your organization may display different applications.
| Note: You can also access applications and shortcuts by selecting the Global Navigation Menu icon at the top left of the Home page. |
Configure Applications
You can sort, add, remove, and rearrange applications on your Home page, as allowed by your organization.
From your Home page:
In the upper-left corner, select the Menu icon. The Global Navigation Menu displays.
Select the Sort icon to sort your applications by Your Saved Order, Recently Used, or Frequently Used.
Select the Add Apps icon to search for and add an application.
Select the Edit icon to edit the list of existing applications.
In the Edit Apps menu, select the Remove icon to remove an application.
Select the Move Buttons icon to reorder the applications.
Select Save Changes.
Application Layout
Generally, applications contain Actions and View sections. Buttons in the Actions section link to tasks you can perform. Buttons in the View section link to reports you can view as shown in the example image below.
Error and Alert Messages
Error and alert messages typically identify specific fields where information is missing, entered incorrectly, or in conflict with a rule established by your organization. Select the notification to view the error details.
Errors display in red and note the number of identified errors as shown in the example images below. You cannot complete a task until you correct all errors.
Alerts display in orange and note the number of alerts as shown in the example images below. Alerts notify you of potential problems on a page, but do not prevent you from completing the task. Select the alert notification to view the location of missing or problematic information within the task, report, or business process.
Related Actions and the Profile Menu
The Profile menu contains links to the Home page, My Account, and Favorites, among others. You can also access Workday documentation by selecting the Documentation link. You can open the Profile menu by selecting your Profile photo as shown in the example below.
Related Actions display next to an object. You can use them to access relevant actions. For example, the Related Actions icon next to your name accesses tasks, reports, and data related to your worker record (e.g., viewing or changing your benefits). In Workday, there are multiple ways to navigate to the same task, report, or data. For example, most actions available through Related Actions are also available through applications or the Search box.
The following are three common types of Related Actions:
Related Actions may appear when hovering your cursor next to a business object or link as shown in the image below.
In your worker profile header, you can access your Related Actions from the Actions button under your name as shown in the example below.
Similarly, you can find Related Actions in task and report headers as shown in the following example.
| Note: You can detach the Related Actions menu from the icon by selecting and dragging the Drag icon at the top of the menu. |
Find Pages
In addition to the global Search box, you can use Find pages to filter your results in more detail. For example, use the Find Workers report to search for employees by location, skillset, cost center, and other categories. You can also use the faceted search field to tailor your search results using different types of search methods like:
Boolean search – (sales || marketing) && manager
Phrase search – “marketing manager”
Exact Match – specificmail@workday.com
You can then save faceted searches for later use.
From the search results, select a link for more information or initiate an action from the object’s Related Actions.
Change Your Account Settings
You can easily change your account settings in Workday. From the Home page:
Select your Profile photo.
Select My Account.
From here, you can access your organization ID, change your password, change your public profile preferences, manage your password challenge questions, and view sign-in history.
If you are a delegate, select Switch Account to switch between accounts.
Guided Tours
Product tours provide contextual and informative text to guide you through a task with field-level tool tips. This tenanted text is only available for certain tasks and may vary depending on your organization’s configuration.
To activate a product tour, select the question mark in the top-right corner as shown in the following example.
Question marks appear next to fields configured with help text to clarify the type of data required as shown in the image.
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