Workday How-to Guides and Videos

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

Workday Essentials

  • Add/Change Photo
  • Add/Update Dependents
  • Change Benefits for Life Event
  • Change W4 Elections
  • Change Your Legal Name
  • Change Your Preferred Name
  • Emergency Contacts
  • Home Contact Information
  • Manage Beneficiaries
  • Manage Delegation
  • Manage Payment Elections (Direct Deposit)
  • Modify Your Personal Information
  • My Tasks and Notifications
  • New Hire Benefits Enrollment
  • Set up Account Preferences
  • Set up Workday Mobile
  • View and Print Payslips
  • View Organization Chart
  • View W2
  • Workday Profile Page

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

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Library and Information Technology Services

Canaday Library
101 N Merion Ave
Bryn Mawr, Pennsylvania 19010

Office of the CIO:
610-526-5271