getting started: manage your career interests employee 2016-04-06آ  getting started: manage your...

Download Getting Started: Manage Your Career Interests Employee 2016-04-06آ  Getting Started: Manage Your Career

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  • Getting Started: Manage Your Career Interests Employee

    1

    Your screens and processes may vary from those described here

    Manage Career Interests

    1. Navigate to the Profile Icon > View Profile. Your Employee

    Profile page displays.

    2. Click your Related Actions icon .

    3. Select Talent > Edit Career Interests.

    4. Click the prompt icon to select a Career Preference.

    5. Enter your career interests.

    6. Click Submit.

    7. Click Done to complete the Submission step.

    Manage Travel Preferences

    1. Click your Related Actions.

    2. Select Talent > Edit Travel Preferences.

    3. Select the appropriate response for the “Are you willing to travel?”

    field.

    4. Enter additional information, if needed.

    5. Click Submit.

    6. Click Done.

    Manage Job Interests

    1. Click your Related Actions.

    2. Select Talent > Edit Job Interests.

    3. Select one or more Job Profiles from the prompt.

    4. Enter any comments.

    5. Click Submit.

    6. Click Done.

    Manage Relocation Preferences

    From your Related Actions:

    1. Select Talent > Edit Relocation Preferences.

    2. Select the appropriate response from each field.

    3. Enter additional information if needed.

    4. Click Submit.

    5. Click Done.

  • Getting Started: Identify Your Place in the Organization Employee

    1

    Your screens and processes may vary from those described here.

    Locate Your Place in the Organization

    Workday displays the reporting structure of your department. This

    can help you understand your place within the organization.

    From the Home page:

    1. Click your Profile Icon > View Profile.

    2. Click the Job tab.

    3. Click the Management Chain tab. Information about your

    management chain displays.

    Locate Your Organization

    From the Home page:

    1. Click your Profile Icon > View Profile

    2. Click the Job tab.

    3. Click the Organizations tab. Information about the organizations

    you belong to displays.

    Review Your Job History

    From the Home page:

    1. Click your Profile Icon > View Profile.

    2. Click the Job tab.

    3. Click the Manager History tab. Your job history displays.

    Manager history includes information about your prior job titles,

    managers, start dates, and end dates.

    Locate Your Org Chart

    From the Home page:

    1. Click your Profile Icon > View Profile.

    2. Click the View Team link.

    Your Org Chart includes information about your team, HR support,

    and your manager’s manager.

  • Getting Started: Use Your Inbox Employee

    1

    Your screens and processes may vary from those described here.

    Purpose of the Inbox

    Your Inbox includes notifications of tasks, approvals, due dates, etc.,

    that are sent to you as part of your organization’s business processes.

    View Your Inbox

    1. Click your Profile Icon in the upper right hand corner.

    2. Click Inbox to expand your viewable options.

    3. Click the Actions tab to view your business process tasks,

    approvals, and to dos.

    4. Click the Archive tab to access the process status of any business

    process you have been involved in.

    Delegate Your Inbox

    From the Actions tab:

    1. Click More > My Delegations.

    2. Click Manage Delegations.

    3. Enter the Begin Date and End Date for the delegation.

    4. Select a user to delegate your tasks to in the Delegate field.

    If you are only delegating Inbox tasks, leave the

    Start On My Behalf field blank. This option is for

    delegating the initiation of business processes.

    5. In the Do Inbox Tasks on My Behalf field, select whether to

    delegate all business processes, specific business processes, or

    none of the above.

    6. Mark the Retain Access to Delegated Tasks in Inbox check

    box to view and modify your Inbox while delegated.

    7. Select a Delegation Rule if you are delegating a business

    process.

    8. Click Submit. A confirmation displays. Depending on your

    organzation’s security settings, additional approvals may be

    required.

    9. Click Done.

    Click the Business Processes Allowed for

    Delegation tab to view which business processes

    you can delegate.

  • Getting Started: Modify Your Personal Information Employee

    1

    Your screens and processes may vary from those described here.

    Access Your Worker Profile Page

    Click your Profile Icon > View Profile. Your Worker Profile page

    displays.

    All instructions in this job aid start from the

    Worker Profile page.

    Add or Change Your Contact Information

    1. Click the Contact tab. The Contact link is selected.

    2. Click Edit. Enter or modify any information.

    3. Click Submit.

    Add or Change Emergency Contacts

    1. Click the Contact tab.

    2. Click the Emergency Contacts link.

    3. Click Edit. Enter or modify your emergency contacts.

    4. Click Submit.

    Modify Your Personal Information

    1. Click the Personal tab. The Personal Information link is selected.

    2. Click Edit.

    3. Click the Edit icon to change existing information, or the

    Add button to add new information. You can also click a field to

    open it for editing.

    4. Click Submit.

    View Your Identity Paperwork

    1. Click the Personal tab.

    2. Click the IDs link. You cannot make changes to this information;

    you can only view it.

    Change Your Legal or Preferred Name

    1. Click your Related Actions .

    2. Select Personal Data > Change My Legal Name.

    3. Enter your new information, including any required information.

    4. Click Submit.

    5. Click To Do to submit proof of name change or Done to submit

    later.

    6. Click Done.

  • Getting Started: Modify Your Personal Information Employee

    2

    Your screens and processes may vary from those described here.

    Add or Change Your Photo

    1. Click your Related Actions > Personal Data > Change My

    Photo.

    2. Click the Attachment button to locate and upload your image.

    3. Click Submit.

    The supported file formats depend on your

    organization’s configuration. Typical formats

    include .png, .jpg, and .gif.

    Add and View Your Social Networks

    1. Click your Related Actions > Personal Data > Maintain Social

    Network.

    2. Click Edit to edit an existing network, or Add Social Network

    Account to add a new network. You can maintain up to four

    networks.

    3. Enter the social network and user name or web address you want

    to add. You can only add one account for each social network.

    4. Click OK > Done.

    Delete a Social Network

    1. Click your Related Actions > Personal Data > Maintain Social

    Network.

    2. Click Delete next to the appropriate network.

    3. Click Submit > Done.

    View Transaction History

    View your transaction history to see when you enrolled in benefits,

    changed personal data, etc.

    1. Click the Job tab.

    2. Click the Worker History link. Your business process history

    displays.

    3. Click View Worker History by Category. The data is

    segmented into different tabs to make it easier for you to review

    your history.

    Import Your Profile from LinkedIn

    1. Click the Job tab.

    2. Click the Professional Profile link.

    3. Click the Import from LinkedIn button. You will be prompted to

    sign in to LinkedIn before your LinkedIn information can post to

    your worker profile.

    4. Review each page of information and click the Edit icon to

    make any edits.

    5. Click Next to progress through all of your LinkedIn information.

    6. Click Submit > Done.

  • Getting Started: Modify Your Personal Information Employee

    3

    Your screens and processes may vary from those described here.

    Change a Business Title

    1. Click your Related Actions > Job Change > Change My

    Business Title.

    2. Enter the Effective Date.

    3. Enter the proposed Business Title.

    4. Click Submit > Done.

    Depending on your organization’s security

    protocols, this may be routed to another

    department for approval.

    Manage Professional Profile Information

    1. Click the Professional Profile link.

    2. Click the +Add link next to an area on the Professional Profile and

    enter the appropriate information. From here, you can add your

    own information and/or edit existing information imported from

    LinkedIn including your experience, education, skills, and projects.

    3. Click Submit > Done.

  • Getting Started: Use Tools and Navigation Employee

    1

    Your screens and processes may vary from those described

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