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Workday is a cloud-based provider of human capital management, financial management, business planning and student information software designed to modernize the way we deliver key business services to our community.

Inbox now called My Tasks

The March 9, 2024 feature release provides updates to the previous Workday inbox.  Additional details can be found in the following Box document.

Budget vs. Actuals Summary Reports

New reports are available for budget managers and their delegates to view their budgets and monitor spend activity. These reports are available from the W&L Budget vs Actuals worklet on the Workday Homepage, under the Summary Reports tab. The current reports are still available in the Detailed Reports tab as before. Please refer to the following guide for instructions on how to access and use these new Summary reports.

Workday Quick Tips Page

Get easy-to-find answers to common Workday questions on the new Workday Quick Tips page

Mapping Colleague Accounts to Workday

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Training Resources

Workday Basics

Mobile App Setup

Finance / Business Office

Expenses and Spend Authorizations

Procurement and Accounts Payable

General Finance


Capital Projects

Human Resources / HCM (Human Capital Management)



Time Entry and Time Off

Performance Management



Navigation and Glossary of Terms

Workday applet

Absence / Time Off

An application linking you to common actions and views related to time off, including time off correction, leave of absence, view your time off, and time off balance.

Workday applet


An application linking you to common actions and views related to benefits, including change benefits, beneficiaries, and dependents. View your benefit elections and current benefits cost.

Workday applet


An application linking you to common actions and views related to your career, including refer candidates and view your certifications, education, languages, job history, and awards.

Workday applet


An application linking you to common actions and views related to compensation including comparing a direct report's pay and salary range to others on the team.

Workday applet


An application containing key management reports and actions.

Workday applet


An application linking you to information about other workers in the company. You can also view your organizational chart, your management chain, and organizations to which you belong.

Workday applet


An application linking you to common actions and views related to expenses, including creating and editing expense reports and viewing expense policies, reports, transactions, payment elections, and recent expenses.

Workday applet


An application containing favorite reports and tasks for easy access. You can add actions (cost centers, employees, organizations) that you access frequently to the Favorites worklet on the Workday home screen.

Workday applet


An application linking you to common actions and views related to your pay. You can use this application to access withholding elections and payment elections and to view payslips, total compensation, bonus, and tax documents.

Workday applet


An application linking you to common actions and views related to performance, including viewing goals, reviews, feedback received, and skills.

Workday applet

Personal Information

An application linking you to common actions and views related to your personal information, including changing your contact and personal information, emergency contacts, photo, legal name, and preferred name.

Workday applet

Time Off

Easily request vacation and personal days.

Essential Terms


A compact report displayed as an icon on your Home page, providing easy access to tasks and information you use on a regular basis.Applications include Pay, Personal Information, Benefits, and Expenses.

Business Object

Objects used to store data in Workday (such as organizations or workers). A business object has fields and instances, which are analogous to rows and columns in a spreadsheet.

Business Process

The set of tasks that need to be completed for an event to occur, the order in which they must be done, and who must do them.

Cancel (Business Process)

Canceling a business process stops the workflow in progress and reverses changes made to data. You can't cancel a completed business process; you must rescind it.


A specialized landing page containing a set of pre-configured worklets for a functional area that you can copy or modify. You can add additional custom worklets to dashboards using the report writer.


A business process transaction that occurs within your organization, such as hiring or terminating an employee.


A clickable icon used to narrow down data. Clicking this icon will create a row on your report where you filter data to display from one or more columns.


A group of people with specific responsibilities and permissions. When a business process runs, the role for each step includes all of the workers in that role in the business process target organization.


A named attribute that you can assign to events and objects to indicate their business purpose. For example, you can create a Customer worktag, whose values are the names of your customers. You can use the worktag to assign a customer to an expense in an expense report or a product sales event.