Navigating

NAVIGATING WORKDAY

The Home Page

Video

The Workday Home page displays worklets that provide access to tasks and reports. 

Home screen

 

View Your Inbox

Your Inbox includes notifications of tasks, approvals, due dates, and other items sent to you as part of Workday business processes.

1. Click your Profile icon in the upper-right corner.

2. Click Inbox.

3. The Actions tab shows business process tasks, approvals, and to dos that require your attention.

4. Click the Archive tab to access the status of any business process in which you have been previously involved.

Inbox

 

Use Related Actions and the Profile Icon

The Profile icon contains links to the Home page, dashboards, and documentation (if configured).

Profile

The Related Actions Related Actions displays next to an object when there are relevant actions. For example, the Related Actions next to your name accesses tasks and data relating to your worker record.

Profile Related Actions

Options beginning with “View” are view-only actions.

 

Search

Workday makes it easy to search for people, tasks, reports, and business data using the Search field.

Search Field

For example, to find a worker, type the name into the Search field and press Enter. From the search results, if you click People, you can filter the results to only display workers in your organization. Searches only find exact matches and do not allow for misspellings. You can shorten words to find more matches. Use longer or more search terms to improve the accuracy and reduce the number of results.

Error Icon

 

Error and Alert Messages

Error and alert messages display in the upper-right corner of the page. They typically identify a specific field(s) where information is missing, entered incorrectly, or in conflict with a rule established by your organization.