workday quick start guide 1of 6 - admin.lmu.edu

WORKDAY QUICK START GUIDE

For reference guides on these topics, select the “Workday Support” icon on the main Workday dashboard

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Home Page (Browser)u LMU Logo – Click to return to the

Workday home page

v Search – Start by typing at least 3 characters

w Quick Access Menu – Add shortcuts to your frequently accessed links

x Notifications – View items that are for your information

y Inbox – View a list of items that require your action

z Profile Photo – View profile, change preferences for notifications, etc.

{ Customize Applications – Add optional applications (worklets) unique to your role and job duties

| Inbox Preview – Click “Go to Inbox” to view the full Inbox

} Application – Click the respective icon,to go to the application

~ Navigation Pane – Click to collapse or expand, to view additional applications

Your Name



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Home Page (Mobile)u Home Icon – Tap to return to the Workday

home page

v Search – Start by typing at least 3 characters

w Notifications – View items that are for your information

x Inbox – View list of items that require your action

y Profile Photo – View profile, change preferences for notifications, etc.

z Customize Applications – Add optional applications (worklets) unique to your role and job duties

{ Applications – Access by either: View Profile (5), Apps (6), or View Apps (7)

Example of iOS Mobile App Example of Android Mobile App

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• View available sick/vacation balance (accrual)

• Request absence/time off (vacation, jury duty, etc.)

• View and correct your absence/time off requests

• Replaces MyTime

• View current benefit elections• Update benefits during Open Enrollment,

or after a qualifying life event• Edit dependents• Manage beneficiaries

• Edit payment elections (direct deposit for regular pay and expense reimbursement)

• Update federal (W-4) and state withholdings

• View or print payslips (pay stubs)• View or print year-end tax documents

(W-2)

• Update home and work contact information

• Add emergency contacts• Change legal name or preferred name• Replace existing profile photo• Change business title

• Only hourly/non-exempt staff and student employees must submit timesheets

• Enter hours worked and record time off (sick time)

• Correct time entries – missing in/out, meal breaks, sick time, etc.

• Submit timesheets• Replaces MyTime Timesheet

• View and apply to an LMU job• Add your job history, education,

language, professional affiliations, and certifications

• Refer a candidate• Replaces LionJobs and jobs.lmu.edu

• Available for FY22 review cycle• Get feedback on self• Set goals• Add skills and experience (same as

Career application)

• Add tasks/reports (My Payslips, Payment Elections, etc.)

• Bookmark custom reports• Add business objects (Supplier, Cost

Center, Worker, etc.)

• View org charts by division, department, my team, or workers

• Find other workers by Supervisory Organization, Cost Center, etc.

• View your requests

• View or download step-by-step reference guides for employee self-service and manager self-service functions



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• View and approve your team’s absence requests

• Approve and correct your team’s timesheets• View your team’s upcoming time off• Request a business title change

• Create job requisitions• View job requisitions• View and search for candidates• Replaces PeopleAdmin and SEA

• Request a supervisor change for an employee

• Change work study balance• Note: employees also have this

application, but only see their requests

• Available only to faculty with a grant award• View your total awards, grant status, expenses• and more!

Applicable only for managers with direct reports or managers of student employees

• Request a compensation change, job change, one-time payment, or termination for an employee

• Manage period activity pay• View compensation details and history

Applicable only for full-time faculty

• Create a new position• View job requisitions• View or edit pre-hire tasks• Enter interview results

• Create a spend authorization• Create an expense report• Edit travel profile• View or edit recent expense reports• Replaces Concur

• Purchase LMU approved items from CDW, Amazon, and Office Depot (via Connect to Supplier Website)

• Create supplier requests• Create and edit receipts• Create invoices• Verify (reconcile) transactions on

purchase cards and travel cards• and more!



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EmailDisplay email address

TeamView org chart

SummaryEdit education, job, experience (similar to Career application)

JobView service date, edit Directory information or update contact info for LMU Alert notifications (via the ”More” tab >> ”Additional Data”)

CompensationView compensation package, Total Rewards, salary grade, merit increase, etc.

BenefitsView benefits elections, view 403b contributions, view and edit beneficiaries

Time OffView time off balance and time off requests (same as Absence application)

PayView payslips, update tax elections, etc. (same as Pay application)

ContactEdit home and work information (same as Personal Information application)

PersonalLook up University ID number, update personal information, legal name, preferred name, etc. (same as Personal Information application)

PerformanceView goals, performance review, feedback (same as Performance application)

CareerView and edit job history, education, language, etc. (same as Career application)

FeedbackView feedback received, requested, etc.

Your Profile OverviewTo access, click on Profile Photo > View Profile

AcademicFor faculty only to view rank and tenure eligibility



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Profile ActionsTo view, click Profile Photo > View Profile > Actions

Your NameYour Job Title

• Please note, the Actions button is also called the Related Actions button. • You may see the Actions button on other pages, e.g. for another person, task, or item.

Your Name

workday quick start guide 1of 6 - admin.lmu.edu

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