Welcome to our comprehensive library of Workday Knowledge Base articles, covering various HR and Payroll topics. For easy navigation, we have sorted the articles in two convenient ways: you can either browse by Category or by Target Audience. Use the links below to find the articles that fit your specific needs. To view an article in full, select its title.
Browse by Category:
Academic Appointments - Benefits - Career and Recruiting - Compensation
Contingent Workers - Exit and Offboarding - Position Management
Time and Absence - Workday Basics - Workday Learning - Worker Information
Browse by Target Audience:
All Workday Security Roles - Employees & Students - External Users
Articles Sorted by Category |
Article Title |
Description |
Target Audience |
This document provides directions to Academic Human Resource Partners (HRPs) on how to add, update, and end academic appointments in Workday for faculty and other academic appointees. |
All Workday Security Roles |
Article Title |
Description |
Target Audience |
This document is a summary of the most common benefit eligibility topics. Please refer to the Summary Plan Descriptions (SPD) of each plan for further information. In case of a discrepancy between this statement and the SPD, the SPD will prevail. |
Employees & Students |
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This document explains how to designate or change beneficiaries for Basic Life Insurance, Supplemental Life Insurance, and/or Personal Accident Insurance in Workday. |
Employees & Students |
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This document explains how to make changes to benefit elections in Workday for qualifying life events, such as Birth/Adoption, Marriage/Civil Union Partnership, Gain or Loss of Other Coverage. |
Employees & Students |
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Changing your Health Savings Account (HSA) Contributions in Workday |
This document provides employees directions on how to change their Health Savings Account (HSA) contributions in Workday after completing initial (new hires, recent transfers/promotions to a benefit eligible position, etc.) or annual enrollment. |
Employees & Students |
Changing your Long-Term Disability (LTD) Insurance Elections in Workday |
This document provides employees directions on how to change their Long-Term Disability (LTD) Insurance elections in Workday after completing initial (new hires, recent transfers/promotions to a benefit eligible position, etc.) or annual enrollment, or outside of a qualifying life event. |
Employees & Students |
This document provides employees directions on how to enroll or make changes to their elections for the Employee Retirement Income Plan - Voluntary (ERIP - Voluntary), Supplemental Retirement Plan (SRP), and Supplemental Retirement Plan Catch-Up (SRP Catch-Up). |
Employees & Students |
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This document provides employees who are benefits eligible for the first time (new hires, recent transfers/promotions to a benefit eligible position, etc.) directions on how to complete benefits enrollment in Workday. |
Employees & Students |
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Managing Life Insurance and/or Personal Accident Insurance Elections in Workday |
This document provides employees directions on how to enroll or make changes to their elections for the Supplemental Life Insurance, Spouse Life Insurance, Child Life Insurance, or Personal Accident Insurance (PAI) plans after completing initial (new hires, recent transfers/promotions to a benefit eligible position, etc.) or annual enrollment, or outside of a qualifying life event. |
Employees & Students |
This document provides eligible employees directions on how to request Lab tuition remission in Workday. |
Employees & Students |
|
Viewing Form 1095-C and Changing Printing Elections in Workday |
This document provides employees directions on how to view their annual Form 1095-C and change their document printing elections in Workday. |
Employees & Students |
Article Title |
Description |
Target Audience |
This document provides HR Partners (HRPs) directions on how to search Workday for the name of an employee to avoid a duplicate hire prior to starting the hire process. |
All Workday Security Roles |
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This template is used to document your department's approval of allowing a candidate to start the hire process before the background check clearance. |
All Workday Security Roles |
|
Batch Hires in Workday |
TBD. |
All Workday Security Roles |
This document provides HR Partners (HRPs) directions on how to create a Job Requisition (JR) and create Position(s) in their organizations in one business process. |
All Workday Security Roles |
|
This document provides HR Partners (HRPs) directions on how to create a pre-hire in Workday. |
All Workday Security Roles |
|
This document provides HR Partners (HRPs) directions on how to create a new student and/or academic position in their organization. |
All Workday Security Roles |
|
Filtering and Sorting the Candidate Grid in a Job Requisition in Workday |
This document provides HR Partners (HRPs), Hiring Managers, Primary Recruiters, and Recruiting Screeners directions on how to filter and sort the Candidate Grid within a job requisition in Workday. |
All Workday Security Roles |
This document provides guidance to Human Resource Partners (HRPs) on Federal Work Study (FWS) as it relates to the creation of FWS positions and the hiring or adding an additional job for FWS positions. |
All Workday Security Roles |
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This document provides HR Partners (HRPs) directions on how to hire and maintain the employment status of foreign nationals in Workday. |
All Workday Security Roles |
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This document provides HR Partners (HRPs) directions on how to hire employees from a competitive search in Workday. |
All Workday Security Roles |
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This document provides HR Partners (HRPs) directions on how to hire employees from a non-competitive search in Workday. |
All Workday Security Roles |
|
Initiating the Legal Permanent Residency Process and Labor Pool Testing in Workday |
This document provides guidance for Human Resource Partners (HRPs) on how to move internal candidates through the University Sponsored Legal Permanent Residency (LPR) process. |
All Workday Security Roles |
This document provides HR Partners (HPRs) with a comprehensive list of Student Job Families and Job Profiles to help them quickly and easily find information needed to create and manage student positions in Workday. |
All Workday Security Roles |
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This document provides Primary Recruiters comprehensive directions on how to manage the applicant tracking process in Workday. |
All Workday Security Roles |
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This document lists the questions that Shared Services Recruitment Retention Specialists will ask references when a reference check request has been submitted. Based on the position, the references will be asked the questions below as well as any additional questions if specified during submission. |
All Workday Security Roles |
|
Template for Orientating Hiring Managers or Recruiting Screeners |
The template provides suggested language that Human Resource Partners (HRPs) can use in emails to a hiring manager/recruiting screener to start the applicant review process in Workday Recruiting. The template can be modified to include specific recruiting and job requisition information. |
All Workday Security Roles |
Using the Workday Recruiting Hub |
TBD. |
All Workday Security Roles |
This document provides HR Partners (HRPs) with concise answers to frequently asked questions about the Workday Recruiting module. |
All Workday Security Roles |
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This document provides external candidates directions on how to apply for a UChicago job. |
Employees & Students |
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This document provides newly hired workers directions on how to complete onboarding tasks in Workday. |
Employees & Students |
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Refer a Candidate |
TBD. |
Employees & Students |
This document provides current employees directions on how to apply for a UChicago job in Workday. |
External Users |
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This document informs an external applicant how to edit his/her email address from his/her profile. |
External Users |
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This document provides external candidates directions on how to review and accept an offer through the UChicago Candidate Portal. |
External Users |
Article Title |
Description |
Target Audience |
This document explains how Human Resource Partners (HRPs) can assign costing allocations in Workday as a standalone business process. Assigning Costing Allocations is also a sub-process that automatically initiates during the Hire, Add Job, and Change Job processes in Workday. |
All Workday Security Roles |
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This document provides HR Partners (HRPs) a table of compensation plans by employee type. |
All Workday Security Roles |
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This document explains how Human Resource Partners (HRPs) can view and manage Period Activity Pay (PAP) in Workday including adding, correcting, and ending Period Activity Pay and adding a Summer Salary. |
All Workday Security Roles |
|
Notification for Student Payment/Reimbursement Request Forms |
This document refers to awards, prizes, stipends, and reimbursements paid to students and submitted through the Shared Service Portal. This document walks through the notifications a student may receive while awaiting their Payment/Reimbursement and how the student can confirm payment via Workday. |
All Workday Security Roles |
This document explains how Human Resource Partners (HRPs) can complete the Request Compensation Change task in Workday. This task allows the adjustment of compensation for both exempt and non-exempt University employees for reasons not related to job changes. |
All Workday Security Roles |
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This document explains how Human Resource Partners (HRPs) can request a One-Time Payment in Workday. |
All Workday Security Roles |
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This document outlines the steps to complete the Student Reimbursement Form via the Shared Services Portal. |
All Workday Security Roles |
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This document outlines the steps to complete the Student Stipends, Prizes, & Awards Form via the Shared Services Portal. |
All Workday Security Roles |
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This document explains how to access and read a payslip in Workday. |
Employees & Students |
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This document explains how to add and/or change payment elections in Workday. |
Employees & Students |
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Changing Year End Tax Document Printing Elections in Workday |
This document provides employees directions on how to change their year-end tax document printing elections in Workday. |
Employees & Students |
This document answers frequently asked questions as they relate to tax Form W-2 and other related tax forms. |
Employees & Students |
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This document explains how to update withholding elections in Workday. |
Employees & Students |
Article Title |
Description |
Target Audience |
This document provides HR Partners (HRPs) directions on how to contract a contingent worker in Workday. |
All Workday Security Roles |
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This document provides HR Partners (HRPs) directions on how to convert a contingent worker to an employee role in Workday. |
All Workday Security Roles |
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This document provides HR Partners (HRPs) directions on how to terminate a contract for a contingent worker in Workday. |
All Workday Security Roles |
Article Title |
Description |
Target Audience |
This document provides Human Resource Partners (HRPs) directions on how to complete the End Additional Job process for employees in Workday. |
All Workday Security Roles |
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This checklist is providing an HRP the necessary tasks to be completed for when an employee is leaving the University. |
All Workday Security Roles |
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This document provides HR Partners (HRPs) directions on how to terminate employees in Workday. |
All Workday Security Roles |
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This document provides employees with a list of tasks and reminders to address when departing from the University. |
Employees & Students |
Article Title |
Description |
Target Audience |
This document informs Human Resource Partners (HRPs) how to add an additional job to a worker record in Workday. This document discusses the process for Staff, Temporary, Seasonal, Student, and Academic workers. |
All Workday Security Roles |
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This document provides HR Partners (HPRs) with a clear, side-by-side comparison of the Additional Job and One Time Payment business processes to facilitate decision-making. |
All Workday Security Roles |
|
Assigning and Editing Additional HRMS Department Numbers in Workday |
This document provides HR Partners (HRPs) directions on how to assign and edit Additional HRMS Department Numbers in Workday. |
All Workday Security Roles |
This document provides directions to Human Resource Partners (HRPs) on how to complete the Change Job business process in Workday for Staff, Temporary, Seasonal, and Student employees. |
All Workday Security Roles |
|
This document provides HR Partners (HRPs) directions on how to close a position in Workday. |
All Workday Security Roles |
|
This document provides HR Partners (HRPs) directions on how to update position attributes in preparation to utilize it for a new hire. |
All Workday Security Roles |
|
This document provides HR Partners (HRPs) directions on how to freeze a position in Workday. |
All Workday Security Roles |
|
This document provides HR Partners (HRPs) directions on how to create subordinate organizations and divide supervisory organizations in Workday. |
All Workday Security Roles |
|
This document provides HR Partners (HRPs) directions on how to move employees and/or positions between supervisory organizations in Workday. |
All Workday Security Roles |
|
This document defines the different types of postdoctoral workers and how to complete hiring and job changes for each type. |
All Workday Security Roles |
|
This document informs Human Resource Partners (HRPs) how to switch a primary job in Workday. This document discusses the process for Staff, Temporary, Seasonal, Student, Academic, and Faculty workers. |
All Workday Security Roles |
|
This document provides HR Partners (HRPs) with a list of worker sub-types for employee positions, along with their definitions, within Workday. |
All Workday Security Roles |
Article Title |
Description |
Target Audience |
This document provides Time Approvers directions on how to apply premiums or bonuses for a worker in Workday. |
All Workday Security Roles |
|
This document explains how Time Approvers can approve a worker's Monthly Time Off Confirmation submitted in Workday. |
All Workday Security Roles |
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This document explains how Time Approvers can approve an individual worker's time submitted in Workday. This process comes through as a Workday inbox task. |
All Workday Security Roles |
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This document explains how Time Approvers can review and approve time off requests submitted in Workday. |
All Workday Security Roles |
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This document provides Time Approvers directions on how to assign a work schedule for a worker in Workday. |
All Workday Security Roles |
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This document provides Time Approvers directions on how to auto-fill a timesheet for a worker in Workday. |
All Workday Security Roles |
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This document provides Time Approvers directions on how to correct time off on behalf of a worker in Workday. |
All Workday Security Roles |
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This document provides Time Approvers and HR Partners directions on how to correct unmatched time events for a worker in Workday. |
All Workday Security Roles |
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This document explains how Time Approvers can enter paid time off on behalf of a worker in Workday. |
All Workday Security Roles |
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This document explains how Time Approvers can enter time on behalf of a worker in Workday. |
All Workday Security Roles |
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This document provides HR Partners (HRPs) directions on how to request a Leave of Absence (LOA) in Workday. This document discusses the process for Staff and Academic workers. |
All Workday Security Roles |
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This document provides HR Partners (HRPs) directions on how to return a worker from a Leave of Absence (LOA) in Workday. This document discusses the process for Staff and Academic workers. |
All Workday Security Roles |
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This document explains how Time Approvers can review and approve time for multiple workers at once using the Review Time business process in Workday. |
All Workday Security Roles |
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Reviewing and Correcting Student Time Entry Errors in Workday |
This document provides Human Resource Partners and Time Approvers common time entry errors made by student employees and how to correct the errors if they occur. |
All Workday Security Roles |
This document explains how Time Approvers and Human Resource Partners (HRPs) can submit time for multiple workers at once using the Mass Submit Time business process in Workday. |
All Workday Security Roles |
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This document provides Time Approvers directions on how to view and correct time on behalf of a worker in Workday. |
All Workday Security Roles |
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This document provides Time Approvers directions on how to view their team's work schedules in Workday. |
All Workday Security Roles |
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This document provides Time Approvers directions on how to waive a lunch for a worker in Workday. |
All Workday Security Roles |
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This document provides timesheet users (biweekly employees only) directions on how to correct their time in Workday. |
Employees & Students |
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This document provides timesheet users (biweekly employees only) directions on how to enter their time in Workday. |
Employees & Students |
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This document explains how to request and cancel time off in Workday for employees that have a file in Workday. |
Employees & Students |
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This document provides monthly-paid workers directions on how to submit a Monthly Time Off Confirmation in Workday. |
Employees & Students |
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This document provides workers directions on how to use Time Clock Swiping Devices to clock in and out. |
Employees & Students |
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This document provides workers directions on how to use the Web Clock in Workday to clock in and out. |
Employees & Students |
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This document provides employees directions on how to view their worked time entries in Workday. |
Employees & Students |
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This document provides workers directions on how to view their time off balances and requests in Workday. |
Employees & Students |
Article Title |
Description |
Target Audience |
This document provides HR Partners (HRPs) directions on how to cancel a business process in Workday. |
All Workday Security Roles |
|
Requesting Corrections to Business Processes in Workday for Academic HRP's |
This document explains how Academic Human Resource Partners (HRPs) can request corrections to business processes completed in Workday. |
All Workday Security Roles |
This document provides HR Partners (HRPs) directions on how to find and view supervisory organizations and org charts in Workday. |
All Workday Security Roles |
|
This document provides HR Partners (HRPs) directions on how to find and view Worker History in Workday. |
All Workday Security Roles |
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This document provides employees directions on how to access the My Reports virtual drive in Workday. |
Employees & Students |
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This document provides instructions on how to access, edit, and add Applications, Shortcuts, and Reports in Workday. |
Employees & Students |
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This document provides directions on how to create an inbox filter in Workday. |
Employees & Students |
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This document provides employees directions on how to delegate Workday actions and tasks to a designee who can manage them on their behalf. |
Employees & Students |
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This document provides employees directions on how to download and initially access the Workday Mobile App on their Apple or Android device. |
Employees & Students |
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This document provides workers directions on how to log into and out of Workday. |
Employees & Students |
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This document provides employees directions on how to schedule reports to run at predetermined frequencies in Workday. |
Employees & Students |
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This document provides employees directions on how to change their notification preferences in Workday. |
Employees & Students |
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This document provides definitions of key terms, terminology, and standard screen icons used in Workday and its business processes. |
Employees & Students |
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This document provides employees with a list of the most frequently used search prefixes in Workday. |
Employees & Students |
Article Title |
Description |
Target Audience |
Dropping a Course in Workday Learning |
TBD. |
Employees & Students |
Enrolling in a Course in Workday Learning |
TBD. |
Employees & Students |
Viewing My Workday Learning Transcript |
TBD. |
Employees & Students |
Article Title |
Description |
Target Audience |
This document provides HR Partners (HRPs) directions on how to change an employee's business title in Workday. |
All Workday Security Roles |
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This document provides HR Partners (HRPs) directions on how to change organization assignments for either a single employee or multiple workers/positions within a supervisory organization in Workday. |
All Workday Security Roles |
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Completing Supplement B (formerly Section 3) of Form I-9 in Workday |
This document provides Human Resource Partners (HRPs) directions on how to complete Supplement B, formerly Section 3, of Form I-9. Supplement B of Form I-9 is completed when reverification of an employee's eligibility to work in the US is needed, the employee has changed their legal name, a receipt was used during the initial completion of the I-9 (validate within a 90-day period), and/or rehiring an employee within 3 years of the initial completion of their Form I-9. |
All Workday Security Roles |
This document provides HR Partners (HRPs) directions on how to edit an employee's government IDs in Workday. |
All Workday Security Roles |
|
This document provides Human Resource Partners (HRPs) directions on how to complete the Edit Other IDs business process in Workday. |
All Workday Security Roles |
|
This document provides HR Partners (HRPs) directions on how to update the work location or work space of employees in Workday. |
All Workday Security Roles |
|
This document provides Human Resource Partners (HRPs) directions on how to upload documentation into a worker's profile in Workday. |
All Workday Security Roles |
|
This document provides guidance on what to include and exclude in the electronic personnel file. |
All Workday Security Roles |
|
This document provides employees directions on how to change their disability self-identification status in Workday. |
Employees & Students |
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This document provides employees directions on how to change their work space in Workday. |
Employees & Students |
|
This document provides current employees directions on how to change their veteran status identification in Workday. |
Employees & Students |
|
Locating your Employee Identification Number (EIN) in Workday |
This document provides employees directions on how to find their Employee Identification Number (EIN) in Workday. |
Employees & Students |
This document explains how to make changes to information located within the Personal Information application in Workday for individuals that have a profile in Workday. Information within this application includes Contact Information, Personal Information, Emergency Contacts, Legal Name, and Preferred Name. |
Employees & Students |
|
This document provides employees directions on how to review and update their Career Profile in Workday. |
Employees & Students |
|
This document provides employees directions on how to upload documentation into their worker profile in Workday. |
Employees & Students |
|
This document provides employees directions on how to view and edit their ID information in Workday. |
Employees & Students |
Articles Sorted by Target Audience |
Article Title |
Description |
Category |
This document provides directions to Academic Human Resource Partners (HRPs) on how to add, update, and end academic appointments in Workday for faculty and other academic appointees. |
Academic Appointments |
|
This document provides HR Partners (HRPs) directions on how to search Workday for the name of an employee to avoid a duplicate hire prior to starting the hire process. |
Career and Recruiting |
|
This template is used to document your department's approval of allowing a candidate to start the hire process before the background check clearance. |
Career and Recruiting |
|
Batch Hires in Workday |
TBD. |
Career and Recruiting |
This document provides HR Partners (HRPs) directions on how to create a Job Requisition (JR) and create Position(s) in their organizations in one business process. |
Career and Recruiting |
|
This document provides HR Partners (HRPs) directions on how to create a pre-hire in Workday. |
Career and Recruiting |
|
This document provides HR Partners (HRPs) directions on how to create a new student and/or academic position in their organization. |
Career and Recruiting |
|
Filtering and Sorting the Candidate Grid in a Job Requisition in Workday |
This document provides HR Partners (HRPs), Hiring Managers, Primary Recruiters, and Recruiting Screeners directions on how to filter and sort the Candidate Grid within a job requisition in Workday. |
Career and Recruiting |
This document provides guidance to Human Resource Partners (HRPs) on Federal Work Study (FWS) as it relates to the creation of FWS positions and the hiring or adding an additional job for FWS positions. |
Career and Recruiting |
|
This document provides HR Partners (HRPs) directions on how to hire and maintain the employment status of foreign nationals in Workday. |
Career and Recruiting |
|
This document provides HR Partners (HRPs) directions on how to hire employees from a competitive search in Workday. |
Career and Recruiting |
|
This document provides HR Partners (HRPs) directions on how to hire employees from a non-competitive search in Workday. |
Career and Recruiting |
|
Initiating the Legal Permanent Residency Process and Labor Pool Testing in Workday |
This document provides guidance for Human Resource Partners (HRPs) on how to move internal candidates through the University Sponsored Legal Permanent Residency (LPR) process. |
Career and Recruiting |
This document provides HR Partners (HPRs) with a comprehensive list of Student Job Families and Job Profiles to help them quickly and easily find information needed to create and manage student positions in Workday. |
Career and Recruiting |
|
This document provides Primary Recruiters comprehensive directions on how to manage the applicant tracking process in Workday. |
Career and Recruiting |
|
This document lists the questions that Shared Services Recruitment Retention Specialists will ask references when a reference check request has been submitted. Based on the position, the references will be asked the questions below as well as any additional questions if specified during submission. |
Career and Recruiting |
|
Template for Orientating Hiring Managers or Recruiting Screeners |
The template provides suggested language that Human Resource Partners (HRPs) can use in emails to a hiring manager/recruiting screener to start the applicant review process in Workday Recruiting. The template can be modified to include specific recruiting and job requisition information. |
Career and Recruiting |
Using the Workday Recruiting Hub |
TBD. |
Career and Recruiting |
This document provides HR Partners (HRPs) with concise answers to frequently asked questions about the Workday Recruiting module. |
Career and Recruiting |
|
This document explains how Human Resource Partners (HRPs) can assign costing allocations in Workday as a standalone business process. Assigning Costing Allocations is also a sub-process that automatically initiates during the Hire, Add Job, and Change Job processes in Workday. |
Compensation |
|
This document provides HR Partners (HRPs) a table of compensation plans by employee type. |
Compensation |
|
This document explains how Human Resource Partners (HRPs) can view and manage Period Activity Pay (PAP) in Workday including adding, correcting, and ending Period Activity Pay and adding a Summer Salary. |
Compensation |
|
Notification for Student Payment/Reimbursement Request Forms |
This document refers to awards, prizes, stipends, and reimbursements paid to students and submitted through the Shared Service Portal. This document walks through the notifications a student may receive while awaiting their Payment/Reimbursement and how the student can confirm payment via Workday. |
Compensation |
This document explains how Human Resource Partners (HRPs) can complete the Request Compensation Change task in Workday. This task allows the adjustment of compensation for both exempt and non-exempt University employees for reasons not related to job changes. |
Compensation |
|
This document explains how Human Resource Partners (HRPs) can request a One-Time Payment in Workday. |
Compensation |
|
This document outlines the steps to complete the Student Reimbursement Form via the Shared Services Portal. |
Compensation |
|
This document outlines the steps to complete the Student Stipends, Prizes, & Awards Form via the Shared Services Portal. |
Compensation |
|
This document provides HR Partners (HRPs) directions on how to contract a contingent worker in Workday. |
Contingent Workers |
|
This document provides HR Partners (HRPs) directions on how to convert a contingent worker to an employee role in Workday. |
Contingent Workers |
|
This document provides HR Partners (HRPs) directions on how to terminate a contract for a contingent worker in Workday. |
Contingent Workers |
|
This document provides Human Resource Partners (HRPs) directions on how to complete the End Additional Job process for employees in Workday. |
Exit and Offboarding |
|
This checklist is providing an HRP the necessary tasks to be completed for when an employee is leaving the University. |
Exit and Offboarding |
|
This document provides HR Partners (HRPs) directions on how to terminate employees in Workday. |
Exit and Offboarding |
|
This document informs Human Resource Partners (HRPs) how to add an additional job to a worker record in Workday. This document discusses the process for Staff, Temporary, Seasonal, Student, and Academic workers. |
Position Management |
|
This document provides HR Partners (HPRs) with a clear, side-by-side comparison of the Additional Job and One Time Payment business processes to facilitate decision-making. |
Position Management |
|
Assigning and Editing Additional HRMS Department Numbers in Workday |
This document provides HR Partners (HRPs) directions on how to assign and edit Additional HRMS Department Numbers in Workday. |
Position Management |
This document provides directions to Human Resource Partners (HRPs) on how to complete the Change Job business process in Workday for Staff, Temporary, Seasonal, and Student employees. |
Position Management |
|
This document provides HR Partners (HRPs) directions on how to close a position in Workday. |
Position Management |
|
This document provides HR Partners (HRPs) directions on how to update position attributes in preparation to utilize it for a new hire. |
Position Management |
|
This document provides HR Partners (HRPs) directions on how to freeze a position in Workday. |
Position Management |
|
This document provides HR Partners (HRPs) directions on how to create subordinate organizations and divide supervisory organizations in Workday. |
Position Management |
|
This document provides HR Partners (HRPs) directions on how to move employees and/or positions between supervisory organizations in Workday. |
Position Management |
|
This document defines the different types of postdoctoral workers and how to complete hiring and job changes for each type. |
Position Management |
|
This document informs Human Resource Partners (HRPs) how to switch a primary job in Workday. This document discusses the process for Staff, Temporary, Seasonal, Student, Academic, and Faculty workers. |
Position Management |
|
This document provides HR Partners (HRPs) with a list of worker sub-types for employee positions, along with their definitions, within Workday. |
Position Management |
|
This document provides Time Approvers directions on how to apply premiums or bonuses for a worker in Workday. |
Time and Absence |
|
This document explains how Time Approvers can approve a worker's Monthly Time Off Confirmation submitted in Workday. |
Time and Absence |
|
This document explains how Time Approvers can approve an individual worker's time submitted in Workday. This process comes through as a Workday inbox task. |
Time and Absence |
|
This document explains how Time Approvers can review and approve time off requests submitted in Workday. |
Time and Absence |
|
This document provides Time Approvers directions on how to assign a work schedule for a worker in Workday. |
Time and Absence |
|
This document provides Time Approvers directions on how to auto-fill a timesheet for a worker in Workday. |
Time and Absence |
|
This document provides Time Approvers directions on how to correct time off on behalf of a worker in Workday. |
Time and Absence |
|
This document provides Time Approvers and HR Partners directions on how to correct unmatched time events for a worker in Workday. |
Time and Absence |
|
This document explains how Time Approvers can enter paid time off on behalf of a worker in Workday. |
Time and Absence |
|
This document explains how Time Approvers can enter time on behalf of a worker in Workday. |
Time and Absence |
|
This document provides HR Partners (HRPs) directions on how to request a Leave of Absence (LOA) in Workday. This document discusses the process for Staff and Academic workers. |
Time and Absence |
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This document provides HR Partners (HRPs) directions on how to return a worker from a Leave of Absence (LOA) in Workday. This document discusses the process for Staff and Academic workers. |
Time and Absence |
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This document explains how Time Approvers can review and approve time for multiple workers at once using the Review Time business process in Workday. |
Time and Absence |
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Reviewing and Correcting Student Time Entry Errors in Workday |
This document provides Human Resource Partners and Time Approvers common time entry errors made by student employees and how to correct the errors if they occur. |
Time and Absence |
This document explains how Time Approvers and Human Resource Partners (HRPs) can submit time for multiple workers at once using the Mass Submit Time business process in Workday. |
Time and Absence |
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This document provides Time Approvers directions on how to view and correct time on behalf of a worker in Workday. |
Time and Absence |
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This document provides Time Approvers directions on how to view their team's work schedules in Workday. |
Time and Absence |
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This document provides Time Approvers directions on how to waive a lunch for a worker in Workday. |
Time and Absence |
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This document provides HR Partners (HRPs) directions on how to cancel a business process in Workday. |
Workday Basics |
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Requesting Corrections to Business Processes in Workday for Academic HRP's |
This document explains how Academic Human Resource Partners (HRPs) can request corrections to business processes completed in Workday. |
Workday Basics |
This document provides HR Partners (HRPs) directions on how to find and view supervisory organizations and org charts in Workday. |
Workday Basics |
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This document provides HR Partners (HRPs) directions on how to find and view Worker History in Workday. |
Workday Basics |
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This document provides HR Partners (HRPs) directions on how to change an employee's business title in Workday. |
Worker Information |
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This document provides HR Partners (HRPs) directions on how to change organization assignments for either a single employee or multiple workers/positions within a supervisory organization in Workday. |
Worker Information |
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Completing Supplement B (formerly Section 3) of Form I-9 in Workday |
This document provides Human Resource Partners (HRPs) directions on how to complete Supplement B, formerly Section 3, of Form I-9. Supplement B of Form I-9 is completed when reverification of an employee's eligibility to work in the US is needed, the employee has changed their legal name, a receipt was used during the initial completion of the I-9 (validate within a 90-day period), and/or rehiring an employee within 3 years of the initial completion of their Form I-9. |
Worker Information |
This document provides HR Partners (HRPs) directions on how to edit an employee's government IDs in Workday. |
Worker Information |
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This document provides Human Resource Partners (HRPs) directions on how to complete the Edit Other IDs business process in Workday. |
Worker Information |
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This document provides HR Partners (HRPs) directions on how to update the work location or work space of employees in Workday. |
Worker Information |
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This document provides Human Resource Partners (HRPs) directions on how to upload documentation into a worker's profile in Workday. |
Worker Information |
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This document provides guidance on what to include and exclude in the electronic personnel file. |
Worker Information |
Article Title |
Description |
Category |
This document is a summary of the most common benefit eligibility topics. Please refer to the Summary Plan Descriptions (SPD) of each plan for further information. In case of a discrepancy between this statement and the SPD, the SPD will prevail. |
Benefits |
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This document explains how to designate or change beneficiaries for Basic Life Insurance, Supplemental Life Insurance, and/or Personal Accident Insurance in Workday. |
Benefits |
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This document explains how to make changes to benefit elections in Workday for qualifying life events, such as Birth/Adoption, Marriage/Civil Union Partnership, Gain or Loss of Other Coverage. |
Benefits |
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Changing your Health Savings Account (HSA) Contributions in Workday |
This document provides employees directions on how to change their Health Savings Account (HSA) contributions in Workday after completing initial (new hires, recent transfers/promotions to a benefit eligible position, etc.) or annual enrollment. |
Benefits |
Changing your Long-Term Disability (LTD) Insurance Elections in Workday |
This document provides employees directions on how to change their Long-Term Disability (LTD) Insurance elections in Workday after completing initial (new hires, recent transfers/promotions to a benefit eligible position, etc.) or annual enrollment, or outside of a qualifying life event. |
Benefits |
This document provides employees directions on how to enroll or make changes to their elections for the Employee Retirement Income Plan - Voluntary (ERIP - Voluntary), Supplemental Retirement Plan (SRP), and Supplemental Retirement Plan Catch-Up (SRP Catch-Up). |
Benefits |
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This document provides employees who are benefits eligible for the first time (new hires, recent transfers/promotions to a benefit eligible position, etc.) directions on how to complete benefits enrollment in Workday. |
Benefits |
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Managing Life Insurance and/or Personal Accident Insurance Elections in Workday |
This document provides employees directions on how to enroll or make changes to their elections for the Supplemental Life Insurance, Spouse Life Insurance, Child Life Insurance, or Personal Accident Insurance (PAI) plans after completing initial (new hires, recent transfers/promotions to a benefit eligible position, etc.) or annual enrollment, or outside of a qualifying life event. |
Benefits |
This document provides eligible employees directions on how to request Lab tuition remission in Workday. |
Benefits |
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Viewing Form 1095-C and Changing Printing Elections in Workday |
This document provides employees directions on how to view their annual Form 1095-C and change their document printing elections in Workday. |
Benefits |
This document provides external candidates directions on how to apply for a UChicago job. |
Career and Recruiting |
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This document provides newly hired workers directions on how to complete onboarding tasks in Workday. |
Career and Recruiting |
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Refer a Candidate |
TBD. |
Career and Recruiting |
This document explains how to access and read a payslip in Workday. |
Compensation |
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This document explains how to add and/or change payment elections in Workday. |
Compensation |
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Changing Year End Tax Document Printing Elections in Workday |
This document provides employees directions on how to change their year-end tax document printing elections in Workday. |
Compensation |
This document answers frequently asked questions as they relate to tax Form W-2 and other related tax forms. |
Compensation |
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This document explains how to update withholding elections in Workday. |
Compensation |
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This document provides employees with a list of tasks and reminders to address when departing from the University. |
Exit and Offboarding |
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This document provides timesheet users (biweekly employees only) directions on how to correct their time in Workday. |
Time and Absence |
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This document provides timesheet users (biweekly employees only) directions on how to enter their time in Workday. |
Time and Absence |
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This document explains how to request and cancel time off in Workday for employees that have a file in Workday. |
Time and Absence |
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This document provides monthly-paid workers directions on how to submit a Monthly Time Off Confirmation in Workday. |
Time and Absence |
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This document provides workers directions on how to use Time Clock Swiping Devices to clock in and out. |
Time and Absence |
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This document provides workers directions on how to use the Web Clock in Workday to clock in and out. |
Time and Absence |
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This document provides employees directions on how to view their worked time entries in Workday. |
Time and Absence |
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This document provides workers directions on how to view their time off balances and requests in Workday. |
Time and Absence |
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This document provides employees directions on how to access the My Reports virtual drive in Workday. |
Workday Basics |
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This document provides instructions on how to access, edit, and add Applications, Shortcuts, and Reports in Workday. |
Workday Basics |
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This document provides directions on how to create an inbox filter in Workday. |
Workday Basics |
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This document provides employees directions on how to delegate Workday actions and tasks to a designee who can manage them on their behalf. |
Workday Basics |
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This document provides employees directions on how to download and initially access the Workday Mobile App on their Apple or Android device. |
Workday Basics |
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This document provides workers directions on how to log into and out of Workday. |
Workday Basics |
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This document provides employees directions on how to schedule reports to run at predetermined frequencies in Workday. |
Workday Basics |
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This document provides employees directions on how to change their notification preferences in Workday. |
Workday Basics |
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This document provides definitions of key terms, terminology, and standard screen icons used in Workday and its business processes. |
Workday Basics |
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This document provides employees with a list of the most frequently used search prefixes in Workday. |
Workday Basics |
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Dropping a Course in Workday Learning |
TBD. |
Workday Learning |
Enrolling in a Course in Workday Learning |
TBD. |
Workday Learning |
Viewing My Workday Learning Transcript |
TBD. |
Workday Learning |
This document provides employees directions on how to change their disability self-identification status in Workday. |
Worker Information |
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This document provides employees directions on how to change their work space in Workday. |
Worker Information |
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This document provides current employees directions on how to change their veteran status identification in Workday. |
Worker Information |
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Locating your Employee Identification Number (EIN) in Workday |
This document provides employees directions on how to find their Employee Identification Number (EIN) in Workday. |
Worker Information |
This document explains how to make changes to information located within the Personal Information application in Workday for individuals that have a profile in Workday. Information within this application includes Contact Information, Personal Information, Emergency Contacts, Legal Name, and Preferred Name. |
Worker Information |
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This document provides employees directions on how to review and update their Career Profile in Workday. |
Worker Information |
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This document provides employees directions on how to upload documentation into their worker profile in Workday. |
Worker Information |
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This document provides employees directions on how to view and edit their ID information in Workday. |
Worker Information |
Article Title |
Description |
Category |
This document provides current employees directions on how to apply for a UChicago job in Workday. |
Career and Recruiting |
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This document informs an external applicant how to edit his/her email address from his/her profile. |
Career and Recruiting |
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This document provides external candidates directions on how to review and accept an offer through the UChicago Candidate Portal. |
Career and Recruiting |