Getting Started with Workday for ipad

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1 Enjoy Your Workday Getting Started with Workday for ipad This document contains instructions in the following areas for working with Workday on an ipad: Install and Log in to Workday Navigate Workday for ipad Your Inbox Workday drive (W: drive) Navigate the Directory Search for Employees by Name in Workday Change Your Contact Information Add Personal Notes Reviewing Dashboards for Managers Change Your Password My Team for Managers

2 Install and Log in to Workday From your ipad: 1. Tap the App Store Application icon. 2. Tap Search and enter Workday. 3. Select Workday for ipad from the search results. 4. Tap Free to install the app. Once the app has downloaded, the button name changes to Open. 5. Tap Open. 6. The first time you use the Workday for ipad app, you will need to enter some settings. 7. Tap the Gear icon to display the Settings window. 8. Enter masonicvillages into the tenant field. 9. Enter into the web address field. 10. Tap Save. The Login window displays. 11. Enter your User Name and Password. 12. Tap Sign In to log in to Workday. 13. If asked to create a PIN follow the directions as indicated, or skip if desired. 1

3 Navigate Workday for ipad You can swipe left to right to scroll through available worklets. Tap any icon to open its corresponding worklet. Use the Menu to navigate: 1. Tap the Menu icon to open the menu. 2. Select the menu item you are interested in. 3. Tap the Back Arrow to return to the Home page. Navigate the Directory The Directory helps you identify where you and others fit into the overall structure of the organization. It displays your position within the department, as well as those of your teammates. Within the Directory, you can navigate the structure of your department and company by clicking on individuals up or down through the Directory. Your Inbox The Inbox is your personal activity stream. Your Inbox includes Actions and Notifications, such as: Approvals, To Dos, and status notifications, etc. that are sent to you by your organization s business processes. From the Inbox worklet: 1. Tap the Actions or Notifications tab to access the corresponding information. 2. Select an item to view more details. Workday drive (W: drive) The Workday drive (W: drive) is a virtual drive where you can store your scheduled and shared reports and access them from your iphone and ipad. From the Directory worklet: 1. Tap a circle or level in the hierarchy to see how groups and individuals are connected within the organization. 2. Tap an individual s image to view their Profile page. 3. Tap the Back Arrow to return to the Directory. 2. Tap W: drive. 3. Tap More Reports and filter your search by Business Object or Report Tags or specify the number of days created. 2

4 Search for Employees by Name in Workday 1. Enter the name of the employee you want to find in the Search field. Search results display. 2. Select the search result that matches your search. The individuals profile details and contact information display. 3. Tap Experience to see information about an individual s skills, experience and education. You can continue to tap across the other profile categories to review Job details, Personal Notes, and Anytime Feedback for this individual. 4. Tap the Related Actions icon to see additional actions you can perform from this screen. Change your Contact Information 1. Tap your profile photo to open your worker Profile page. 2. Tap the Related Actions icon. 3. Tap Personal. The personal menu displays. 4. Select Change Contact Information. The Change Contact Information window displays. 5. Tap the Edit icon next to the information you want to change and make your edits. 6. Tap Done to close the window. 7. Tap Submit. A confirmation page displays. Add Personal Notes Use Personal Notes to store information about an individual that is important to remember. Only you, the person creating the note, will be able to see the Personal Note. From an individual s Profile page: 1. Tap the Personal Notes tab. 2. Tap the Plus icon. The Note screen displays. 3. Type your note. 4. Tap Done. You can view the Personal Note anytime from the individual s Profile page. Reviewing Dashboards for Managers 2. Tap Dashboards. From here, you can access all of the reports you do from the Workday desktop application. Change Your Password 2. Tap Settings. 3. Tap Change Password. 4. Enter your Current and New Password. 5. Verify your New Password. 6. Tap Done to apply the change. A confirmation displays. 7. Tap Close. 3

5 My Team for Managers 1. Tap the My Team icon. Your direct reports display. 2. Tap a direct report to display their Profile. 3. Tap the Related Actions icon to access any of the following: Job Compensation Save to Contacts Change Job, Change Job Location or Terminate Employee. Initiate Compensation Changes, One- Time Payments, and Stock Grants. Add contact information to your ipad Contacts app. 4. Tap the Back Arrow in the top left corner to return to the My Team page. 5. From the menu that appears below your name, select any of the following. Team Calendar Stats Compensation The default setting showing your direct reports. Team events such as birthdays, anniversaries, and scheduled time off. Cross-comparison view of team by business title, retention, loss impact, years of service and more. Reports and resources for reviewing team compensation information. 4

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