Onboarding

Tags workday

Quick Reference Guide

Objective or Task

Complete required onboarding tasks in Workday after your start date.

Instructions

Activate Your Workday Account

  1. Open the welcome email titled Welcome to University of Louisville.
  2. Follow the instructions to activate your UofL account.
  3. Set your password and recovery information.
  4. Log in to Workday using your UofL credentials.

Review Tasks Awaiting Action

  1. Open the Workday Landing Page.
  2. Review tasks listed under Awaiting Your Action.
  3. Select the Privacy Acknowledgement task.

Complete Privacy Acknowledgement

  1. Review the Privacy Acknowledgement.
  2. Confirm you have reviewed the University privacy policy.
  3. Select Submit.
  4. Return to the Workday Landing Page.
  5. Open Announcements.
  6. Select the Onboarding Dashboard link.

Review the Onboarding Dashboard

  1. Review the Welcome Message.
  2. Review Onboarding Resources and Training.
  3. Review the welcome message from your manager.
  4. Review the list of Helpful Contacts.
  5. Review Mentorship information if available.

Complete Required Onboarding Tasks

Update Contact Information

  1. Open the Update Contact Information task.
  2. Enter your home address.
  3. Enter your primary phone number.
  4. Select Submit.

Review and Update Personal Information

  1. Open the Review and Update Personal Information task.
  2. Verify required personal details.
  3. Make updates if needed.
  4. Select Submit.

Edit Government IDs (If Required)

  1. Open the Edit Government IDs task.
  2. Select Add under Proposed IDs.
  3. Select United States for the country.
  4. Select Social Security Number for the ID type.
  5. Enter the ID number.
  6. Select Submit.

Review Documents (Faculty Only)

  1. Open the Review Documents task.
  2. Open each document to review.
  3. Enter comments if applicable.
  4. Select Submit.

Change Emergency Contacts

  1. Open the Change Emergency Contacts task.
  2. Add or verify emergency contact details.
  3. Select Submit.

Complete Withholding Elections

  1. Open the Federal, State, and Local Withholding Elections task.
  2. Review or update withholding information.
  3. Select Submit.

Complete Payment Election Enrollment

  1. Open the Payment Election Enrollment task.
  2. Enter or update direct deposit information.
  3. Select Submit.

Complete Form I‑9

  1. Open the Complete Form I‑9 task.
  2. Enter required employee information.
  3. Select your work eligibility status.
  4. Electronically sign the form.
  5. Select Submit.
  6. Complete in‑person document verification within three days of your start date.

Update Talent Profile

  1. Open the Update My Talent Profile task.
  2. Enter career and profile information.
  3. Select Submit.

Complete Mandatory HR Training

  1. Open the Complete Mandatory HR Training task.
  2. Open each listed training module.
  3. Complete all required training.
  4. Select Submit.

Complete Attestation and Disclosure Form

  1. Open the Attestation and Disclosure Form task.
  2. Review the information.
  3. Complete the form.
  4. Select Submit.

Complete Disability Self‑Identification

  1. Open the Disability Self‑Identification task.
  2. Complete the form.
  3. Select Submit.

Complete Veteran Status Identification

  1. Open the Veteran Status Identification task.
  2. Complete the form.
  3. Select Submit.

Update Profile Display Preferences

  1. Open the Change Public Profile Preferences task.
  2. Select whether to display pronoun or education information.
  3. Select OK.
  4. Return to the Inbox task.
  5. Select Submit.

Outcome

All required employee onboarding tasks are completed in Workday, ensuring your account, payroll, compliance, and profile information are set up correctly.

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