Workday

Scribe

Kainossmart

Please click on the links below for step by step instructions for completing a Manager task in Workday.

Task Delegations in Workday

Reviewing and Approving Your Team's Time (Manager)

Entering Time for a Team Member (Manager) - version 12/30/2024

Create a Position (without a requisition)

Complete Form I-9 For New Hire Section 2 - Manager 

Compensation Change (Manager)

Request OTP for Onsite Teams Commissions/OnCall Pay Bonus (Manager) - version 12/30/2024

Request Promotion - version 12/30/2024

Step 1 - Transfer a Team Member -         (Transferring Manager Completes)

Step 2 - Receive a Transferred Team Member - (Receiving Manager Completes) version 12/30/24

Workday Create a Counseling Statement

Terminate a Team Member in Workday

Manager Report: Unmatched Time Clock Events - RW

Manager Report: Worker's With No Time Entered

Manager Report: Time Tracking and Absence Hours Summary

Manager Report: Unsubmitted Worked and Time Off Hours 

Manager Report: Business Process Transactions Awaiting Me

How to Check My Team's Learning Status in Workday

How to Sign Up for a Live Course in Workday

View Overdue Learning for your Entire Supervisory Organization

Current Scribes - linked on Compass

People Operations

Workday "How To's" for Managers

These are step by step instructions on how to delegate your Workday tasks to a Peer or Supervisor while you are absent from work.  

As a manager, if you will be absence for more than a few days, especially during payroll submission deadlines, it is important to delegate your Workday tasks as well as actions so they can be completed on your behalf during your absence.

Delegate Your Workday Tasks While Out of the Office (Manager)

This step by step guide shows a manager how to run the report "Worker's With No Time Entered" this report indicates people who have not yet clocked in/out and have 0 hours on their timesheet.  

This job aid shows the step by step process for a manager to request a compensation change for a direct report. 

Step by step instructions on how a manager promotes a team member in Workday.

This job aid provides step by step instructions on how to submit a bonus request (One-Time Payment) for a team member.

The Workday Time Tracking application allows you to enter time manually for team member who works on your team. 

This scribe will show you how to pull the report called "My Team's Learning Status- Entire Org-  Overdue". This report will pull all overdue required learning assignments for every layer under your supervisory organization.

Step-by-step instructions on how to transfer a team member in Workday.

This job aid provides step by step instructions for Managers to review and approve your team's time in Workday 

This step by step guide shows managers if someone on their team requests time off and it wasn’t submitted for approval? Is it the end of the work week and the team member didn’t submit their time? All time and time off should be submitted for approval by the team member themselves.

This step by step guide shows a manager how to run the "Business Process Transactions Awaiting Me" report.  This report reminds you of any requests that are awaiting your approval. You can review/approve from your Workday Inbox.

If a position that you intend to transfer an employee into is not already open on your Organizational Chart

This step by step guide shows a manager how to run the "Time Tracking and Absence Hours Summary" report.  This is a higher level view of who has what the type of hours to be paid to each worker (regular, overtime, time off, etc.) Do the hours on this report look correct? It also indicates who has unsubmitted and unapproved time. It will list salary team members (Community Directors, etc.), but they will automatically be paid the 80 hours for the pay period. However, you can see if they have time

Instructions for manager to terminate a team member in Workday

This step by step guide shows managers how to run the "Unmatched Time Clock Events – RW" in Workday.  This reports shows you people with missed punches. Missed punches will prevent ALL the employee’s hours from being sent to payroll

Provides step by step instructions on how a manger, who is receiving a transferred team member, completes the transfer.  (This step does not occur until the transferring manager completes Step 1)

Manager's steps to creating a counseling statement in Workday.