Getting Started with Navigation and Tools
NAVIGATE THE HOME PAGE
Workday Home page displays applications that provide access to
tasks and reports.
ERROR AND ALERT MESSAGES
Error and alert messages display in red. They typically identify a
specific field or fields where information is missing, entered
incorrectly, or in conflict with a rule established by your organization.
Click the message to view the error details.
Errors prevent you from completing a task until the error is fixed.
Alerts notify you of potential problems on a page, but do not prevent
you from completing the task. Alerts also display the location of
missing or problematic information within the task, report, or business
process.
USE RELATED ACTIONS AND THE PROFILE MENU
The Profile menu contains links to the Home page, My Account, and Favorites, to name a few.
Related Actions display next to an object and can be used to access relevant actions.
For example, the Related Actions 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 of the actions available through Related Actions are also available through applications or the search bar.
Three common types of Related Actions can be seen in the following images: Related Actions may appear when hovering your cursor next to a business object or link. In your worker profile header, you can access your Related Actions from the Actions button under your name. Similarly, you can find Related Actions in task and report headers.
NAVIGATE USING SEARCH
Workday makes it easy to search for people, tasks, reports, and business data using the Search field.
For example, to find a worker, type their name into the Search field and press Enter. From the search results, click People to filter the results to only display workers in your organization. Search categories are used to filter your search results for more specific results. Keep in mind that searches find exact matches. If you misspell the search text, you will likely see no results. As you become more familiar with certain tasks and reports in the Workday system, you can use partial search to quickly find what you are looking for. For example, if you are searching for the Maintain Candidate List Assignment task, you can use the search string “main can lis”. Search prefixes restrict the search results to a particular type of Workday object. Search prefixes are lowercase letters, followed by a colon (:). For example, “bp:” returns all business process definitions. To see a list of all search prefixes available to you, enter a question mark (?) in the search field. In addition to the global search field, you can use Find pages to filter your results in more detail. For example, use the Find Workers report to search for employees by city, skillset, cost center, and so on. You can also use the faceted search box 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, click 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. Click the Profile menu in the top-right corner of your Home page, then select My Account. From here, you can access your organization ID, and manage your account preferences. You can also survey your trusted devices, and view sign-on history. If you are a delegate, click Switch Account to switch between accounts.