Trinity Health - Livonia, Michigan (MI) Hospitals



Basic NavigationWorkdayAlicia BennettBasic Navigation05/11/2018Purpose:Use this job aid to understand how to navigate within Workday.Guidelines for use:To learn more about Workday, find job aids and videos at . For additional assistance, contact your Tier 1 resource, as noted on the Workday help website.Log into Workday. (This will be your network ID and password)In the top upper Left Corner is a "W", clicking on this will always take you back to the "Home Screen"Next, to the "W" is the search option, this works like Google, you can beginning typing words and it will search the system for relatives matches based on your search criteria.On the top Right Corner of the screen, you will see three icons, a bell, an envelope, and a cloud Bell – this is for system or custom built notifications, click the bell to be taken to your notifications.Envelope – this is signifying that you have a task or action waiting for you in your inbox. Click the envelope to be taken to your inbox.Cloud – when you upload your photo in Workday, this will change to your picture; this allows you to view your profile, home, workbench, favorites, W drive, documentation, My Account, Recovery Assistant, and Sign Out. (Note: this will be discussed later in the document)On the home page you will see blocks, Announcements, Inbox, and Applications.Announcements – These are messages that are provided to make you aware of changes or upcoming events in the system.Inbox – this provides you with a quick view of items that are awaiting you in your inbox to take action on. Click on the items (or)Click on "Go to Inbox" Applications – This is a panel that provides different worklets, that you can view or update information from. (Note: we will discuss each on later in this document)Inbox – you can click the worklet and be directed to your inbox, if there is a number on the envelope this signifies that you have awaiting task or action to complete.Directory – this is where you can look up other colleague's within the organization if you need to communicate.Personal Information – this is where you can change and view your personal information, such as Contact information, Personal Information, Emergency contacts, Photo, Legal Name, Preferred Name, Social Networks Career – this is where you take action or view Refer a Candidate, Find Job Postings, My Referrals, My Applications, Certifications, Education, Achievements, Career Interest, Job History, Languages, Professional Affiliations, TrainingPerformance – this allows you to review or take action on Performance Goals Pay – this allows you to view and take action on updating payment elections (direct deposit), external link allow you to update your tax withholds, view pay slips (Note: to update payment election for security reason, you must be on a Trinity Network)Benefits – this allows you to view and change benefit elections, Beneficiaries, Dependent(s), External Link for Retirement SavingsWhen you click on the "Cloud" or your "Photo" if uploaded, in the upper right hand corner on your Workday Home screen. You will see a menu, which provides different items that you will navigate too different objects within the system.View Profile – this will take you to a broader picture of your employment record.Home – this navigates you back to your Workday Home PageFavorites – this is where you can add quick links to favorite's areas within the system.W:Drive – this is the drive in the system that is used when you run a report within WorkdayDocumentation – this will open a new screen and direct you out to Workday Community where you can request access or login. Workday Community is not a Trinity system; this is owned and operated by Workday for their customers.My Account – take you to a sub link called "change preferences" where you can turn on and off items within Workday for notifications. (We recommend you seek guidance from a Tier 1 resource at your organization before changing any preferences in Workday)Sign Out – this will sign you out of Workday.On the row where you see "Welcome" and your name, you will also see a "Gear" This gear, will take you to a page where you can add; additional worklets to your home screen in addition to the required to current icons.Once on the page, click the plus sign and then search Workday for worklets within the system. Such as "Time Off"Below are additional icons that you will see within Workday. ................
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