Getting Started with Workday for iphone and Android

Transcription

1 Enjoy Your Workday Getting Started with Workday for iphone and Android This document contains instructions in the following areas for working with Workday on an iphone or Android device: Install and Log in to Workday Navigate Workday for ipad/android Your Inbox Search for s by Name in Workday Navigate the Directory Add Personal Notes Workday drive (W: drive) (iphone only) Change Your Contact Information Change Your Password

2 Install and Log in to Workday From your iphone/android: 1. For iphone, tap the App Store Application icon. For Android, tap the Play Store Application icon. 2. Tap Search and enter Workday. 3. Select Workday from the search results. 4. Tap Free or Install to install the app. For Android, you will need to tap Accept to the items Workday is requiring access to. Once the app has downloaded, the button name changes to Open. 5. Tap Open. 6. The first time you use the Workday iphone app enter some settings. (On an Android, you will need to agree to the Workday License Terms first) 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. For iphone, tap Save. For Android, tap the Back Arrow on the bottom dashboard. 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 iphone/android From the Workday Home page: You can swipe up or down to scroll through available worklets. Tap any icon to open its corresponding worklet. Use the Menu to navigate: 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 tapping on individuals up or down through the Directory. 1. Tap the Menu icon to open the menu. 2. Select the menu item you are interested in. 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. Search for s by Name in Workday From the Workday Home page: 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 the Related Actions icon to see additional actions you can perform from this screen. From the Directory worklet: 1. Select an image or stacked images in the hierarchy to see how groups and individuals are connected within the organization. 2. Tap a single image to view an individual s Profile page. 3. Tap the Back Arrow to return to the Directory. 2

4 Add Personal Notes Use Personal Notes to store any 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 Personal Notes. 2. For iphone, Tap the Plus icon. For Android, tap Add. The Add Note screen displays. 3. Type your note. 4. For iphone, Tap Done. For Android, tap Add. You can view the Personal Note anytime from the individual s Profile page. Workday drive (W: drive) (iphone/ipad only) 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. 1. Tap the Menu icon. 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. Change your Contact Information 1. Tap My Profile. 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 information you want to change. 6. Tap the Edit icon and make your edits. 7. Tap Done to close the window. 8. Tap Done again. Tap Submit. A confirmation page displays and lists any approval needed. 3

5 Change Your Password 1. Tap the Menu icon. 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. 4