Day 1 in Workday for Managers

Tags workday

Quick Reference Guide

Objective or Task

Complete required Day 1 manager tasks in Workday to manage your team and supervisory organization.

Instructions

Access My Team Management

  1. Open Workday.
  2. Select View All Apps on the landing page.
  3. Select My Team Management.
  4. Review upcoming time off, recent team activity, and action items.

Review Supervisory Organization Org Chart

  1. Select your Profile icon.
  2. Select View Profile.
  3. Select Team.
  4. Review reporting relationships within your supervisory organization.

Review Your Team’s Upcoming Time Off

  1. Open My Team Management.
  2. Review upcoming time off for your direct reports.
  3. Identify any missing time off.
  4. Ask employees to submit missing time off requests if needed.

Review Supervisory Organization Roles

  1. Enter the name of your Supervisory Organization in the Workday search bar.
  2. Select the supervisory organization from the search results.
  3. Open the Roles tab.
  4. Review Assigned roles.
  5. Review Inherited roles.
  6. Confirm the correct individuals can initiate and approve actions.

Review Key Reports by Role

  1. Review reports available for your Manager role.
  2. Identify reports relevant to your functional area.
  3. Access additional reports as needed.

Review Available Training Materials

  1. Review training resources available for managers.
  2. Identify training related to approvals, delegation, and team management.
  3. Complete training as needed to support your role.

Outcome

Your Day 1 manager checklist is completed, and you are prepared to manage your team, supervisory organization, reports, and approvals in Workday.

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