Workday Job Aids

• New Temporary Titles Mapping by Job Family (effective as of July 2021)
• Request Matrix Orgs and Add/Remove Members
• Organization Charts: How to Export to Visio
• Switch Primary Job 
• Future Dated Transactions
• Future Dated Transactions for Student Employment
• Reports
• How to schedule reports in Workday
• Delegation
• Security and Delegations for Student Employment
• Managing Your Inbox and Workfeed 
• Understanding the Payroll Process
• Pay Practice for Multiple Jobs Guidelines
• Multiple Jobs Benefit Eligibility Cheat Sheet
• Multiple Jobs Benefit Eligibility Guidelines
• Multiple Jobs Benefit Eligibility How-To-Charts
• Multiple Jobs Benefit Eligibility FAQ's
• Workday Mobile Quick Reference Guide
• Understanding More About Document Attachments

• Place on Leave Checklist for Approvers
• Place on Leave Checklist for Initiators
• Hire Checklist for Approvers
• Hire Checklist for Initiators
• Transfer Checklist for Approvers
• Transfer Checklist for Initiators

• Job Posting Sites
• How to Create an EDO Req and Posting
• Guide for Recruiters and Primary Recruiters
• Recruiting Navigation Reference Sheet
• Reference - Where Are Jobs Posted (Externally)
• How to Create and Manage Job Requisitions
• New Job Requisition Reason Codes
• Managing Evergreen Requisitions
• Job Overlap
• Employment Application Questionnaires
• Interviews in Workday
• Hiring Manager View
• Search Committees in Workday
• How to Apply as an Internal Applicant
• How to Apply as an External Applicant
• Recruiting Notifications and Letter Templates
• External Candidate Portal
•  Workday Recruiting Training Sessions FAQ's
•  Offer Letter Templates
•  Workday Recruiting Reports

Video tutorials

• External Candidate Application Process
• Workday Recruiting Reports  (Workday Wednesday Recording via Zoom)
• Workday Recruitment Verbal Offer
• Workday Offer 

•  Create Position 
• Manage Position Freeze
• Edit Position
• Hire,  Transfer, Promotion Reason Codes
• Edit Position for Student Employment
• Edit Position Restrictions
• Close Position
• Change Organization Assignments
• Enter and Update Job Descriptions 

• Complete Form I-9
• IRPRA FAQ's
• Create Pre-Hire
• Create Job Requisition 
• Hire Employee
• Hire,  Transfer, Promotion Reason Codes
• Temporary Titles Mapping by Job Family
• Auto Assign Pay Group
• Job Overlap
• Retiree Return to Work (as of 11/02/16)
• Hire Emeritus

• Add Additional Job
• Temporary Titles Mapping by Job Family
• Add Additional Job for Student Employment
• End Additional Job
• End Additional Job for Student Employment
• Multiple Jobs Benefit Eligibility Cheat Sheet
• Multiple Jobs Benefit Eligibility Guidelines
• Multiple Jobs Benefit Eligibility How-To-Charts
• Multiple Jobs Benefit Eligibility FAQ's
• Switch Primary Job 

• Transfer, Promote or Change Job
• Hire,  Transfer, Promotion Reason Codes
• Job Overlap
• Change Job for Student Employment
• Change Business Title
• Change Location
• Request a Transfer
• Manage Probation Periods
• Move Workers
• Phased Retirement

• Request Compensation Change
• Allowance Codes
• Request Compensation Change for Student Employment

• New  -  Merit Job Aid (effective as of 3/21/2024)
• New  - Merit Terminology on Grid and Reports (effective as of 3/21/2024)
• New  - Merit Pre-Planning Report (effective as of 3/21/2024)
• New  -  Merit Frequently Asked Questions (effective as of 3/21/2024)

• Performance Review Presentation
• Start and Manage Performance Reviews job aid (for HR)
• Employee Quick Reference Guide - Performance Dialogue Process in Workday
• Manager Quick Reference Guide - Performance Dialogue Process in Workday
• Goals Job Aid (for both Employees and Managers)
• Performance Reviews & Goals Frequently Asked Questions (for both Employees and Managers)
• Workday Check-In Meetings

• Place Employee on Leave
• NYPFL Supplement Calculator Job Aid (effective 5/6/21)
• NY Paid Family Leave job aid for HR/Payrep (effective 1/1/21)
• NY Paid Family Leave job aid for Employee/Manager (effective 1/1/21)
• New York Paid Family Leave Upcoming Changes Presentation
• Place Employee on Leave for Student Employment
• Return Employee from Leave
• Return Employee from Leave for Student Employment
• How to Record Time Off
• More About the Vacation Reset Process
• Vacation and HAP Eligibility Quick Reference
• Catastrophic Leave (Exempt)
• Catastrophic Leave (Non Exempt)

• Terminations, Permanent Layoffs and Retirements
• Termination Reason Codes
• Vacation Buyout
• Unemployment Insurance Notification