Workday How-to Guides and Videos

Use these resources to learn how to complete tasks in Workday.

Workday Essentials

Financial System

  • Approve Expense Report
  • Approve Purchase Requisitions
  • Approve Spend Authorization
  • Approve Supplier Invoice
  • Create Expense Report - Credit Card
  • Create Expense Report - Reimbursement
  • Create Receipt
  • Create Requisition
  • Create Spend Authorization
  • Create Supplier Invoice Request
  • Create Supplier Request
  • Extract Grant
  • Gift Event
  • Request One-Time Payment
  • Reviewing Budget Report

Entering Time Worked and Time Off

  • Absence Balance
  • Clock In/Clock Out
  • Enter/Request Intermittent Leave/FMLA
  • Enter Time Worked
  • Request Absence
  • Revise Time Worked

Managerial Resources

  • Approve Time for Direct Reports
  • Create Job Requisition
  • Create Position
  • Interview Candidate
  • Job Application
  • Manage Team Absences
  • Offer (Hiring)
  • Onboarding - Staff
  • Ready for Hire
  • Request a Compensation Change for a Direct Report
  • Review Candidate
  • Screen Candidate