Understanding Workday HCM

• Cloud-Based: Workday is accessed through your web browser, meaning no on-site installations are needed. This offers flexibility and accessibility.
• Unified System: HCM functions like payroll, benefits, time tracking, recruiting, and performance management are integrated into a single system. This provides a seamless user experience and centralized data view.
• Security: Workday uses robust security measures to protect sensitive HR and employee information.

How to Use Workday HCM: Common User Roles

Workday use will vary depending on your role within the organization:

1. Employee

• View personal information: Check your pay stubs, contact details, benefits enrollment, etc.
• Manage time off: Submit time-off requests, track balances, and view your schedule.
• Performance reviews: Participate in reviews, set goals, and track progress.
• Training and development: Access company-provided courses and training materials.

2. Manager

• Approve requests: Approve employee time-off requests, expense reports, and other submissions.
• Team performance: Track team goals, performance metrics, and individual development plans.
• Recruiting: Create job requisitions, review applicants, and conduct interviews.
• Reporting: Generate reports on team attendance, turnover, and other essential HR metrics.

3. HR Professional

• Payroll and benefits: Manage payroll processes, administer benefits plans, and update employee tax information.
• Talent management: Implement recruiting strategies, onboarding programs and succession planning.
• Compliance: Ensure adherence to labor regulations and company policies.
• Analytics: Analyze workforce trends, identify areas for improvement, and make data-driven decisions.

Getting Started with Workday HCM

• Workday Login: You’ll receive login credentials to access your Workday account.
• Home Dashboard: The customizable dashboard provides an overview of tasks, notifications, and relevant information.
• Worklets: These are icons on your dashboard offering quick access to specific tasks (e.g., “My Time Off,” “My Benefits”).
• Inbox: Workday’s inbox houses your pending tasks like approvals and notifications.
• Search Bar: Use this to find data, specific employees, reports, or functions within Workday.