Workday Finance: UMH Specific

Basics | Benefits  |  Compensation  |  Entering Time  |  Expenses  |  HR  |  Leave Management 
Onboarding  |  Payroll  |  Payroll Accounting  |  Personal Information  |  Procurement  |  Time Off 

 Category Business Process Description Audience Tip Sheet Tutorial
Basics Approvals Learn how to access and complete your approval tasks. Manager, HR Roles, Finance Roles N/A
Basics Configure Worklets Learn how to configure your worklets. Employee
Basics Delegation Learn how to delegate your inbox, assign other workers to start tasks on your behalf, delegate a task, stop delegation, and act on someone's behalf (instructions for delegates). Manager, HR Roles, Finance Roles
Basics Inbox Learn about your Workday Inbox and how to change email notification delivery preferences. Employee
Basics  Photo Change Learn how to add a photo to your Workday profile, includes photo guidelines. Employee
Basics Process Status And Workflow Learn about the Process Status screen, the central location for finding the status of business processes in Workday, how to access the process status screen, cancel a business process, and view process status by completion date, time, and the person responsible. Employee N/A
Basics Search Learn about Workday's search bar, which is visible and available on every page. Employee N/A
Basics Security Roles Learn about Security Roles and role assignments, including: Employee as Self (ESS), Manager Role, HR Partner, Business Process Initiator (BPI), Timekeeper, and Cost Center Manager. Employee N/A
Basics View Your Employee Profile Page Learn about the employee profile page. Employee
Category Business Process Description Audience Tip Sheet Tutorial
Benefits Enrollment For New Hire Learn how to access the benefits elections task, make health care elections, add dependents, and more. Employee
Benefits View and Update Beneficiary Learn how to view or edit existing beneficiaries, add new beneficiaries (including 3 different ways), and more. A beneficiary is the person who will receive the proceeds of the life insurance/ADD policy when the insured person dies. Employee
Benefits View and Update Dependents Learn how to view or edit existing dependents, add new dependents, and remove dependents. A dependent (usually spouse or child) of an insured person who is eligible for insurance coverage. Employee
Benefits View and Update Benefits Learn how to view current benefits, and update benefits. Employee
 Category Business Process Description Audience Tip Sheet Tutorial
Compensation Default/Propose Compensation Learn how to request default compensation as a sub-process of create position (propose compensation), request default compensation as a standalone process (prior to requesting a compensation change), and add a compensation plan. Default compensation represents the budgeted salary for a position. Manager, HR Roles, Finance Roles N/A
Compensation Manage Period Activity Pay Assignments Learn how to complete as a sub process, initiate as a standalone, end period activity, and more. Activity Pay is the Workday functionality that allows you to pay for activity-based or time constrained activities. Manager, HR Roles, Finance Roles
Compensation Request Compensation Change Learn how to request default compensation changes, request compensation change, and complete the "Review Documents" step. Request Compensation Change is comprised of two business processes. It requires changing the budgeted amount on the position prior to making the request for the employee. Manager, HR Roles N/A
Compensation Request One-Time Payment Learn how to initiate a one-time payment, complete the "Payment Details," and more. One-time payments compensate employees for additional services outside of their primary job function, such as awards, bonuses, and other lump sum payments. Manager, HR Roles N/A
Compensation View Compensation History Learn how to access this report, which lists compensation changes made for employees as a result of compensation events, bonus, and one-time payments, as well as compensation history (all past and present positions), one-time payment (for organization), and more. Manager, HR Roles N/A
 Category Business Process Description Audience Tip Sheet Tutorial
Entering Time Kronos Navigation For Kronos Timekeepers who manage, review and approve timecards for employees who clock time in Kronos in all applicable University of Miami locations. It will give you an overview of the various screens and navigations terms in Kronos Workforce Central 8. Kronos Timekeeper N/A
Entering Time Edit Timecard For Kronos Timekeepers who manage, review and approve timecards for employees who clock time in Kronos in all applicable University of Miami locations. Learn the steps for: Logging In, Resolving Punch Issues, Pay Code Entries, Work Rules, Floating Hours and the Exceptions Widget. Kronos Timekeeper
Entering Time Review and Approve Timecard For Kronos Timekeepers who manage, review and approve timecards for employees who clock time in Kronos in all applicable University of Miami locations. Learn the steps for: Logging In, Reviewing Employee Timecards and Approving Employee Timecards. Kronos Timekeeper
Entering Time  Managing Shifts Over 24 Hours For Kronos Timekeepers who manage, review and approve timecards for employees who clock time in Kronos in all applicable University of Miami locations. Learn the steps to correct timecard entries where the shift spans over 24 hours (UMH Only)  Kronos Timekeeper N/A
Entering Time Edit Timecard with PTO from Clairvia (UMH) For Kronos Timekeepers at University of Miami Hospital (UMH) who manage, review and approve timecards for employees who request PTO through Clairvia. Learn the steps to correct timecards containing PTO entries from Clairvia. PTO entries corrected can only be on or before today’s date Kronos Timekeeper N/A
Entering Time Historical Corrections For Kronos Timekeepers who manage, review and approve timecards for employees who clock time in Kronos in all applicable University of Miami locations. Historical corrections allow Timekeepers to change timecard data for past pay periods. Changes could include correcting missing or incorrect punches, work rules (e.g. Call Back or Charge), or pay code entries (e.g. time off requests or on call). Learn the steps for: Logging In, Navigating to Historical Timecard, Making Historical Corrections, Modifying/Deleting Historical Corrections and Viewing Historical Corrections. Kronos Timekeeper
Entering Time View Time Punches in MyUM For Employees who record their time in Kronos in all applicable University of Miami locations. Learn the steps to: Access Kronos Time Punches and View Kronos Time Punches. Kronos Timekeeper N/A
Category Business Process Description Audience Tip Sheet Tutorial
Expenses Create Expense Report (UMH) Learn how to create an Expense Report on behalf of University of Miami Hospital (UMH) employees to request reimbursement for expenses, itemize or split cost for items, and find related reports Expense Data Entry Specialist (UMH Only) Coming Soon
Expenses Create Expense Report for Per Diem (UMH) Learn how to create an Expense Report on behalf of University of Miami Hospital (UMH) employees with per diem options, complete a Travel Journal, and find related reports. Expense Data Entry Specialist (UMH Only) N/A
 Category Business Process Description Audience Tip Sheet Tutorial
HR Add/End Additional Job(s) - Staff/Faculty Learn how to add additional job, complete "Change Organization Assignments" step, complete "Add Period Activity Pay" step, and more. An additional job refers to work performed outside of the primary job profile and is considered non-primary (replaces overload functionality). Manager, HR Roles N/A
HR Add/End Additional Job(s) - Hourly Student Learn how to add additional jobs for hourly student employees. Manager, HR Roles N/A
HR Add/End Additional Job(s) - Graduate Assistant/Bi-Weekly Stipend Learn how to add additional jobs for graduate assistants and bi-weekly stipends. Manager, HR Roles N/A
HR Change Job: New Position, Same Manager Learn how to move an employee from their current position into a different position within the same supervisory organization. Manager, HR Roles N/A
HR Change Organization Assignments Learn how to change organization assignments for worker, complete the process for Kronos and/or Swipe Clock workers, and change organization assignments on a position. Organization Assignments represent the organizations in Workday to which a worker has been assigned. Manager, HR Roles, Finance Roles N/A
HR Create or Close Job Requisition (UMH) Initiators learn how to create and close a job requisition. Reviewers learn how to review and approve a job requisition request as part of the Flexible Position Control (FPC) process. Manager, HR Roles, FPC Roles
HR Designating Essential Personnel Learn how to designate an essential worker. A "Designated Essential Worker" is an employee who will work before, during, and/or after an emergency or natural disaster. Manager N/A
HR Edit Position Restrictions Learn about revising details pertaining to a position, such as organization assignments, job posting title, and default compensation. Manager, HR Roles N/A
HR Evacuation Management Learn about how to designate an essential worker, add/update emergency contact information (report), and more. This tip sheet contains information that will help you manage your employees at the time of an emergency or evacuation. Manager N/A
HR Freeze and Close Position Learn how to close, freeze, and/or unfreeze a position. Manager, HR Roles N/A
HR Hire Staff Learn how to complete pre-hire record verification, hire employee, change organization assignments, propose compensation, and more. Provides specific instructions for hiring Staff members in Workday. HR Roles N/A
HR Hire Student Learn how to complete the pre-hire verification and hire a Student Employee in Workday. HR Roles N/A
HR Switch Primary Job Learn how to initiate switch primary job, and complete "End Additional Job" to do. Switch Primary Job is used when an employee has additional job(s) and their primary job is ending or is no longer primary. Manager, HR Roles N/A
HR Terminations Learn how to initiate a termination in Workday, end period activity pay, create exit interview, and more. HR Roles N/A
HR View Employee Detail Report Learn about this report, which provides a detailed listing of various attributes at the employee level, including a prompt which allows you to select your own top level organization or include subordinates to view indirect supervisory organizations. Manager, HR Roles N/A
 Category Business Process Description Audience Tip Sheet Tutorial
Leave Management Return From Leave Learn how to initiate "Return from Leave" in Workday, and manage delegation. Employee
Leave Management Staff Leave Request UMH Learn how to request a leave of absence in Workday, and complete the "Request Time Off" to do (monthly employees). Specifically for UMH employees. Employee N/A
 Category Business Process Description Audience Tip Sheet Tutorial
Onboarding Complete Form I9 Learn how to complete the I-9 form. Form I-9 is used for verifying the identity and employment authorization of individuals hired for employment in the United States. This step is now completed as part of onboarding on the first day of employment. Employee
Onboarding Complete Form I9 Section 2 Learn how to complete section 2 of the Form I-9, complete additional requirements for international Students, complete e-verify photo matching, and more. I-9 Verifier N/A
Onboarding Onboarding Staff Learn how to access onboarding tasks in Workday, "Review Documents," "Enter Contact Information," "Complete Form I-9," "Add Payment Elections," and more. Employee N/A
 Category Business Process Description Audience Tip Sheet Tutorial
Payroll Overtime UMH Learn how overtime is calculated at UMH, including a definition of overtime, an explanation on how overtime is calculated, and an example that illustrates how the calculation in Workday is exactly how it was in ADP. Employee N/A
Payroll Payment Elections (Direct Deposit) Learn how to view your payment elections, add/edit an account, add/change payment elections distribution, and more. Employee
Payroll Payslips UMH Learn how to view your payslips, print your payslips, and setup paycheck delivery. Specifically for UMH employees. Payslips refer to pay statements or pay stubs. Employee N/A
Payroll Tax Elections Learn how to complete your W-4 in Workday. Includes important notes. Employee
Category Business Process Description Audience Tip Sheet Tutorial
Payroll Accounting Assign Costing Allocation Learn how to initiate this business process, add an allocation, and more. Costing allocations (salary distribution) allocates a worker's salary across one or more Driver Worktags. Manager, HR Roles, Finance Roles
Payroll Accounting Create Payroll Accounting Adjustment Learn how to create Payroll Accounting Adjustment, complete the process using distribution percentage, and more. Payroll accounting adjustment (salary journals) is used to correct errors made when salary was posted to an incorrect Driver Worktag for pay periods that close as of September 1, 2017. Finance Roles
 Category Business Process Description Audience Tip Sheet Tutorial
Personal Information Change Contact Information, Including Mailing Address Learn how to access contact information, edit mailing address, edit phone, edit home email address, and more. Employee
Personal Information Change Emergency Contacts Learn how to access emergency contacts, add/edit primary emergency contact, and more. Employee
Personal Information Change Legal Name Learn how to initiate a Legal Name Change. The "Legal Name" must match the name on your Social Security card. Employee
Personal Information Change Preferred Name Learn how to initiate a Preferred Name Change. Unlike your "Legal Name," your "Preferred Name" does not have to match a supporting document, but will still require approval. Employee
Personal Information Manage Certifications and Licenses Learn how to view/add/edit/remove certification(s). Employee
Personal Information Manage Education Learn how to view/add/edit/remove education. Employee
Personal Information Update Your Mailing Address Learn how to ensure that your Mailing Address is correct. Student employees that do not have direct deposit will have printed paychecks mailed to them. By default, if you have not selected a mailing address in the system, paychecks will be sent to your Permanent Address. Employee
Personal Information View Update Personal Information Learn how to view/edit your personal information, change gender information (contact HR), change marital status, change ethnicity, change citizenship status, and more. Employee
Category Business Process Description Audience Tip Sheet Tutorial
Procurement Create Purchase Requisition for Catalog Goods (UMH) Learn how to create a Purchase Requisition for catalog goods, including accessing UMarketplace, connecting to shop on supplier websites, bringing the cart back to UMarketplace, and completing the cart in Workday. (UMH Only) Procurement Data Entry Specialist 
(UMH Only)
Coming Soon
Procurement Create Purchase Requisition for Non-Catalog Goods (UMH) Learn how to create a Purchase Requisition for non-catalog goods, including accessing UMarketplace, creating Ad-hoc Items, and completing the cart in Workday. (UMH Only) Procurement Data Entry Specialist 
(UMH Only)
Coming Soon
Procurement Create Purchase Requisition for Services (UMH) Learn how to create a Purchase Requisition for services, and find related reports. (UMH Only) Procurement Data Entry Specialist 
(UMH Only)
Coming Soon
Procurement Create Change Order (UMH) Learn how to process changes to a Purchase Order (PO) that has already been issued for goods or services. (UMH Only) Procurement Data Entry Specialist 
(UMH Only)
Coming Soon
Procurement Create Receipt Learn how to create Receipts to record goods and services received, take appropriate actions in situations of over receiving or under receiving, and find related reports. Receipt Coming Soon
 Category Business Process Description Audience Tip Sheet Tutorial
Time Off Approval UMH Learn how to approve/review time off (in Workday), update KRONOS, EIB requests, and more. Specifically for UMH employees. Manager, HR Roles N/A
Time Off PTO Vacation Cash Out UMH Learn how to initiate the request, verify request, and viewing the calendar. Specifically for UMH employees. Employee N/A
Time Off Correct Time Off UMH Learn about about time off hourly increments, steps to correct time off, and information about viewing the time off calendar. Specifically for UMH monthly employees. Employee N/A
Time Off Request Time Off UMH Learn about time off hourly increments, steps to request time off, steps to verify request, and more. Specifically for UMH monthly employees. Employee N/A
Time Off Team Time Off UMH Learn about viewing team time off calendar, viewing/entering/correcting time off for employee, updating KRONOS, and more. Specifically for UMH monthly employees. Manager, HR Roles N/A
Time Off View Time Off Balance Learn how to view your time off balances in Workday. Employee