How To Navigate Workday
Navigate the Workday Banner
The Workday Banner will always display at the top of your screen and provide quick access to key areas.
Navigating the Home Landing Page
The Workday Landing Page displays your top icons, known in Workday as “Applications” or “Worklets.” Click on the View all Apps to gain access to tasks that can be performed, things that can be viewed, and links for additional resources.
Configuring Your Home Landing Page
Additional Worklets can be added to your Home Landing page to customize your experience.
From your Home page:
- Click the Settings icon
- Configure Worklets will appear
- Click the Plus icon under Optional Worklets to add a new worklet
- Click on the Prompt button under the Worklet field and select from the list of existing Worklets
- Click the Minus icon to remove a worklet from the dashboard
- Click the Up Arrow or Down Arrow to reorder the Worklets on the page
- Click OK at the bottom of the page to complete the transaction
General Navigation in Workday
Do not use your browser’s back button for navigation in Workday. Use the Back, Next, or Cancel buttons in Workday.
Using Search
Use the search box to locate people, tasks, reports and views you can access. If you are not sure where to find information in a particular Worklet, type the task name or report you are looking for into the Search box.
As you type, Workday begins to filter your request offering several of the most common search results in a drop down menu. Select one of these results, or simply press Enter to skip the drop down menu and display the search results in a separate window.
Using the Profile Icon
The Profile icon contains links to the Home Landing page, your profile, and your Inbox. Access the menu by clicking on your name.
Using Your In-box
Your In-box includes notifications of tasks, approvals, due dates, etc., that are sent to you by Workday.
From your Home page:
- Click in the top-right corner.
- Click Inbox to expand your viewable options.
- Click the Actions tab to view your to-dos, tasks, and approvals.
- Click the Archive tab to access the process status of any business process you have been involved in.
Using Notifications
Notifications include updates on actions you have taken, that are sent to you by Workday.
From your Home page:
- Click in the top-right corner.
- Click Notification to expand your viewable options.
- Click the Viewing tab to view notifications by either “all” or “unread”.
- Click the Sort By tab to sort notifications by either “newest” or “oldest” on top.
Set up Account Preferences
You have the ability to change some of your preferences within Workday. For example, you can choose your search parameters and your notification delivery preferences.
From your Home page:
- Click in the top-right corner
- Click My Account and select Change Preferences
- Change the items listed on the Change Preferences page as applicable.
- Click OK at the bottom of the page to complete the transaction.
Using the Actions Button
The Actions button displays next to an object when there are actions relevant to the object. For example, the Actions icon under your name accesses tasks and data pertaining to your worker record.
Options beginning with the word “View” are view-only actions.
The Related Actions button will also display next to an object when there are actions relevant to the object.
Understanding Error and Alert Messages
Error and Alert Messages display at the top of the page or in right-hand portion of the page when scrolling down. They typically identify the specific field or fields where information is missing, entered incorrectly, or in conflict with a system rule.
Errors will not allow you to complete the task until you have fixed the error.
Alerts notify you of a potential problem on the page, but the task can still be completed.
