End User Training Workday For Managers Welcome and

End User Training Workday For Managers Welcome and

End User Training Workday For Managers Welcome and Introductions Housekeeping Course Length Breaks Safety Classroom etiquette: Turn cell phones off or to vibrate Refrain from e-mail and web surfing

Agenda Course Overview Lesson Components Getting Started Basics Lessons Course Overview This course covers Reviewer/Approver actions: Prerequisites:

Workday Navigation and FDM Overview Attendees: All Workday users who review and approve transactions Objectives:

Inbox Management Reviewer/Approver Roles Transaction Actions Request Form Reports Lesson Components

Lesson Concepts Walk-Me Demonstrations Exercise Getting Started Workday Icons: Home Search Notifications

Inbox Profile Walkme Need Help? Lesson 1 Inbox Management Inbox Management In this lesson you will learn:

Notifications Inbox - Active Folder Inbox - Archive Folder Delegation Filtering Inbox - Delegation

The purpose of inbox delegation is to reroute inbox actions to others during an absence Enter delegation criteria Submit for approval Use Related Actions to cancel/change delegation Inbox - Filtering

The purpose of inbox filtering is to see like items in isolation: Create Inbox Filter Name Filter Define Filter Select OK

Instructor Demonstration 1 Notifications Inbox-Actions Inbox-Archive

Delegating Filtering Lesson 2 Reviewer/Approver Reviewer/Approver In this lesson you will learn:

Basic Roles Reviewer/Approver Concepts Actions and what happens next Understand Ad Hoc approval Understand approver pools Submitting Request Form Roles and Processes

Initiate 1. 2. 3. 4. Review Approve

View Initiator creates the transaction Reviewer, edits and approves Approver does final approval (no edits) Viewer views transaction via reports Reviewer/Approver Concepts

Not all business process are the same Reviewer can also be the Approver Approver Pools ISD charges do not go through this process pre approved Request Form Reviewer/Approver Actions Reviewer

Approver Approve Yes Yes Send Back

Yes Yes Add Approvers Yes No Deny

Yes Yes Save for Later* Yes Yes

Edit Worktag Defaults* Yes No Cancel Yes Yes

Action Button *Note: After Action performed item moves to Inbox-Archive except: Save for Later Edit Worktag Defaults Reviewer/Approver Actions Transaction details:

What it is Details Actions you can take What is a To Do? A To Do is a check list of activities to complete before continuing the business

process. Acknowledge checklist is complete by selecting submit. Transaction then moves to your InboxArchive. To Do Actions Inbox-Active Do actions per Instructions Submit

Request Form A Workday request form is used to request new, modify or delete worktags Search: Create Request Request Type: All Click: worktag type Describe request Date needed Other details Submit

Goes through approval business process Lesson 2 Reviewer/Approver Now that you have completed this lesson, you will:

Basic Roles Reviewer/Approver Concepts Actions and what happens next Understand Ad Hoc approval Understand approver pools Lesson 3 - Reports Reports Concepts In this Lesson, you will learn how to run and manipulate reports:

Searching and executing reports Saving filters Exporting reports to Excel Rearranging and filtering columns Drilling down on amounts to see line items

Instructor Demonstration Reports Frequently Used Reports Trial Balance Budget to Actuals Data Audit Reports Lesson 3 Reports Now that you have completed this lesson, you will be able to: Locate and manipulate reports

Save filters Use the export to excel function Use the drill down function Course Summary Course Review Now that you have completed this course, you will be able to: Understand your manager roles Actions and what happens next

Reports Thank you for attending Workday For Managers

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