Applications, Shortcuts, and Reports in Workday


Purpose

This document provides instructions on how to access, edit, and add Applications, Shortcuts, and Reports in Workday.

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Keep in Mind

· A maximum of 20 Applications can display in your menu at once. A maximum of 10 Shortcuts can be configured.

· Access to and view of Applications is related to your assigned roles in Workday.

· Place frequently used Applications at the top of your list for easier access and less scrolling.

· Use Shortcuts to save reports, tasks, and external links.

· You cannot edit Applications and Shortcuts at the same time; you must complete editing for Applications and Shortcuts individually.

· The ERISA Hours “application” is accessed as a report in Workday. The ERISA Hours report reflects employees’ ERISA hours as of the most recent payroll.

· To access this report type ERISA Hours into the Workday search bar and locate the report underneath the category of Tasks and Reports.

Editing Applications & Shortcuts

1. Log into Workday using your CNET ID and password.

2. From the Home page, select Menu located in the top-left corner.

3. A side bar will expand; depending on the changes you are looking to make, select the Applications tab or Shortcuts tab. NOTE: The remaining steps for both tabs are the same.

4. Once you’ve selected the correct tab click Edit, which is located near the bottom of the side bar.

5. To reorder Applications or Shortcuts, drag and drop each item to their respective desired locations.

a. You can also use the Spacebar to select or deselect an item and the Arrow keys to move up or down.

6. Once Applications or Shortcuts are reordered, select Save Changes. You can also select Discard if you do not want to save your changes.

Adding Applications & Shortcuts

1. Log into Workday using your CNET ID and password.

2. From the Home page, select Menu located in the top-left corner.

3. A side bar will expand; depending on the changes you are looking to make, select the Applications tab or Shortcuts tab. NOTE: The remaining steps for both tabs are the same.

4. Once you’ve selected the correct tab click Add Applications or Add Shortcuts, which is located near the bottom of the side bar.

a. If you are not at the maximum number of Applications or Shortcuts, then a Find field will appear.

b. If you are at the maximum number of Applications or Shortcuts, then a Manage button will appear in place of the Add button.

i. Select Manage to delete Applications or Shortcuts and then select Save Changes. You will be brought back to the main tab where you can now click Add Applications or Add Shortcuts again and the Find field will now be visible.

5. Within the Find field, type in the name of the Application or Shortcut you want to add. Select the Plus Sign icon to add the item to your Menu.

6. The Plus Sign icon will change to a green check mark paired with a flash message that states Added to Menu once complete.

7. Once Applications or Shortcuts are added, select Back to Menu to return to the Menu or select the X to close out.

List of Applications

· The below list contains all available applications that can be added in Workday.

· NOTE: The ability to view and add specific applications is based on your security access and role assignment(s) in Workday. You may not be able to view or add all the below applications.

Applications

Academic Information

Lab Tuition Remission

Recruiting

Adoption Planning

Learning

Report Administrator

AMP Resources

Learning Admin

Requests

Benefits

Learning Trainer

Settlement

Budget Analyst Position Control

My Performance

Team Time

Career

My Team(s) Performance

Team Time Off

ELR

New Hire Tasks

Time

Faculty Merit Process Resources

Onboarding

Time Off

Favorites

Pay

Top Reports for Campus Users

Hiring

Personal Information

Workday Admin Reporting

Reporting

· There are numerous reports available within Workday. To access a full list of reports type RPT Report Library into the global search bar at the top of Workday.

· The RPT Report Library includes the Report Title, a Brief Description of the report, Report Tags, the Date of Most Recent Update, and the Report Prompts.

·  Reports can also be located by typing the report name into the global search bar at the top of Workday.

·  The ability to view and use specific reports is based on your security access and role assignment(s) in Workday. You may not be able to view or use all the reports listed.

·  Reports can be filtered and/or exported.

·  To request a custom report, contact workdaysupport@uchicago.edu