Completing a Regulatory Information Request

When to Use This Event

Use this guide to walk you through completing a regulatory information request in Workday. You will need to run a report, download to excel, enter information, and upload files to Workday.

Running the report

  1. Type RPT Regulatory Information Request into the search bar at the top of the screen
  2. Click on the report
  3. You will see the report populated with some of your personal information
  4. Download the report by clicking the Excel icon in the upper righthand corner

Completing the report

  1. Save the report on your computer
  2. Enter a response for each question
  3. Save the completed report
  4. Gather the necessary required documentation
    • Image of Gov. Issued ID (driver’s license, state ID, passport, etc.)
    • Resume or Bio
    • Photo taken within the last 30 days (passport style)
    • Completed workday report

Uploading the report and documentation to Workday

  1. Type Maintain My Worker Documents into the search bar at the top of the screen
  2. Click on the Maintain My Worker Documents task
  3. Click Add
  4. For each file:
    • Select the file from your computer
    • In the Document Category field enter Regulatory Documentation
  5. Click Upload to continue uploading each document
  6. When finished uploading, click OK
  7. You are then finished

*Please note: You can return to this page to see this documentation at any time

Download this How-To Guide as a PDF