This article will walk a user through creating and viewing Requests in Workday. Creating a Request Quick Search: Create Request Step 1: Open the Global Navigation menu (the icon) on the left side of the Workday Today homepage. Step 2: Select Requests in the Applications section on the Workday homepage. Step 3: Enter, Search, or Select All to view all request types and select Request Type. Step 4: Select OK. Note: Complete required information for selected request type, select Submit and continue to step 5. Step 5: Once the request is submitted you will receive a submission confirmation. To view additional information, select View Details and select arrow to expand Details and Process information. Step 6: Select Remaining Process to additional request approval process. Select Done. Viewing Requests Step 1: Users can access their Workday My Tasks Archive to check on the status of Closed Course Section requests, Course Section Pre-requisite Overrides, Program of Study changes, and other types of Requests. Click on the Process tab to view the Request status. For more information on how to access your My Tasks, please refer to the following user guide: How to Access the My Tasks Archive in Workday Experiencing an issue or need additional support? Contact our OneIT Team by Opening a support ticket or Calling us at 201-380-6599

Workday Today is the next generation Workday home page. With Workday’s new People Experience functionality, it surfaces up relevant tasks, applications, announcements, as well as information and recommendations - completely personalized to you. Save time and increase productivity as Workday understands what you are trying to accomplish, and then makes those suggestions front and center. And, with the Global Navigation Menu, users experience improved navigation throughout Workday. Classic home page Workday Today home page Core Navigation: Workday Today home page icons Icons are located at the top of the new Workday Today home page Icons 1 & 2: Global Navigation Menu & Workday Today Access all Workday Apps and your personal Shortcuts from by clicking the Global Navigation Menu icon  Navigate back to Workday Today home page by clicking the Stevens logo icon Icon 3: Global Search Search for people, tasks, reports, and more  using the Global Search icon Icons 4 – 6: Notifications, Inbox, & Profile Photo Select the Notifications icon to view all Workday notifications Select the Inbox icon to view inbox and inbox archive Select Profile Photo icon to view and make changes to your profile Experiencing an issue or need additional support? Contact our OneIT Team by  Opening a support ticket or  Calling us at 201-380-6599

Learn how to change your search preferences in Workday from the New Workday Federated Search to the Classic Workday Search.     Step 1: From your Workday home page, select your Profile Photo icon – Select My Account – Select Change Preferences. Step 2: Under Search Preferences, choose your preferred Workday Search Provider, then select OK. Experiencing an issue or need additional support? Contact our OneIT Team by  Opening a support ticket or  Calling us at 201-380-6599

The table icons mentioned in this guide appear for all tables offering data.    Step 1: Select the Select to Filter Grid Data icon from the options in the top righthand corner. Step 2: Select Add. Note: You can also filter and sort by clicking on column titles.  Step 3: Select the Column you want to filter. Step 4: Select the Filter Condition. Step 5: Select Value. Step 6: Select Filter. Step 7: Review the updated table based on your changes.  Experiencing an issue or need additional support? Contact our OneIT Team by  Opening a support ticket or  Calling us at 201-380-6599

This following article will walk users through the process of exporting data from Workday to Excel. The table icons mentioned in this guide appear for all tables offering data.    Step 1: Select the Export to Excel icon from the options in the top righthand corner. Note: Selecting either Export to Excel icon will download the same file.  Step 2: Select Download from the Export Document pop-up window. Note: Depending on your device settings, the file may open automatically in Excel, or you may need to select it from your Downloads. Step 3: Review the information in Excel. Note: Depending on your device settings, you may have to select Enable Editing before you can use Excel functions. Experiencing an issue or need additional support? Contact our OneIT Team by  Opening a support ticket or  Calling us at 201-380-6599

This article will walk a user through configuring their Search Preferences in Workday. By default, Workday will automatically return results in the People and Tasks and Reports categories only. Step 1: Search for any item in the Global Search Bar in Workday. Step 2: On the Search Results Page, click on the Configure Search button.   Step 3: Configure your search by dragging and dropping your preferred Search Categories into the Saved Categories list.   Note: The Saved Categories list should include categories you would like to search first. The More Categories list should include categories you don’t want to show on your initial results page. Step 4: After rearranging your search categories, click the Save button. Experiencing an issue or need additional support? Contact our OneIT Team by  Opening a support ticket or  Calling us at 201-380-6599

Reports, tasks or business objects (departments, employees, students) that you often use can be added to your Favorites. Favorites can be found in Applications under Favorites or under Favorites in your profile menu.  Quick Search: Manage Favorites Step 1: Select Favorites within the Menu option on the Workday homepage, under the Apps section Step 2: Locate the gear icon and select Manage Favorites Step 3: Select items from the dropdown menus for Favorite Tasks/Reports, Favorite Custom Reports or Favorite Business Objects to view all applicable items Step 4: Select OK Step 5: Select Done Note: After selecting done, you will be prompted to your Workday homepage. You can view your favorites by selecting the Favorites icon. All your favorite tasks and reports will be shown. Example shown below. Experiencing an issue or need additional support, contact our OneIT Team by Opening a support ticket or Calling us at 201-380-6599

The Related Actions icon is a clickable icon that enables the user to perform additional actions for an object. Possible actions include viewing course information, changing your contact information and editing preferences.  The icon appears next to an object as three dark gray dots inside a white rectangle before it is selected. Once selected the icon changes to three white dots inside an orange rectangle. Hover over blue text in Workday to see if an object has related actions. Note: Options beginning with the word “View” are view-only actions.  Step 1: Select your profile image on the Workday homepage – Select View Profile Step 2: Hover over blue text – Select the Related Actions icon. Step 3: View Related Actions Experiencing an issue or need additional support? Contact our OneIT Team by  Opening a support ticket or  Calling us at 201-380-6599 

This guide will introduce the user to the Inbox Reimagined in Workday. The Inbox function is now My Tasks, which comes with a new layout and some features that have been moved around or modified.   My Tasks Menu The right side of the screen shows the My Tasks menu. This menu can be minimized by selecting the Collapse Navigation icon. The My Tasks menu will be displayed solely as icons when the menu is minimized. Select the Collapse Navigation icon to reopen the menu. The All Items tab shows the processes, items, and tasks for the user. When an item is completed, Workday now automatically refreshes the All Items list to reflect that the list is up to date with items needing attention.  All Items Display Options  To open the Display Options menu, select thebutton.  The Display Options menu allows the user to sort All Items with three section options: Sort By, Display Density, and Date View.   Display Density allows the user to choose to see additional information based on their selection.   Detailed Display Density displays more information in the All Items list (e.g., the Due Date listed in the example).  Simple Display Density shows only the title of the item in All Items. The Date View gives the user the option to view the exact date the item was delivered to their My Tasks (Absolute) or to receive a general time range for the delivery of the item (Relative).    Saving Searches in My Tasks To search for specific items, processes, or requests, enter the information in the All Items search bar and press the Enter key.  To save searches in My Tasks, select Save under the Search Results. Enter a name for the saved search in the Create saved search popup window and select the Save button.  The Saved Searches tab can be found on the My Tasks navigation menu. Select to open Saved Searches and select the desired saved search.     Advanced Search Options in My Tasks Select Advanced Search in the My Tasks All Items tab.  In the Advanced Search window, the user can set parameters and date ranges to search for specific items in their All Items.  Assignment allows the user to choose items assigned to the user, assigned to multiple people, or delegated to them.  Type allows the user to choose specific events and requests.  Please note that this screen could contain different items based on the user’s role at Stevens. Step will populate based on selections from the Assignment or Type fields. This could include Action, Approval, or To Do steps in the specified process.  The Date Range section allows the user to filter based on a date type (Created Date, Due Date or Effective Date) or to select a specific date range in the Start and End fields.  To reset all selections in the Advanced Search window, select Reset All.  Archive Search Parameters and Display Options  In the Archive Advanced Search window, the user can set parameters and date ranges to search for specific items in their Archive.  The Parameter Type options will populate based on the types of items in your Archive.  The Date Range section allows the user to filter based on a date type (Created Date, Due Date or Effective Date) or to select a specific date range in the Start and End fields.   To open the Display Options menu, select thebutton. The Display Options menu allows the user to sort items in the Archive with three section options: Sort By, Display Density, and Date View.   Please note that the Archive only holds items from the last 90 days. To view items older than this, please see the Accessing the Workday My Tasks Archive user guide.    Experiencing an issue or need additional support? Contact our OneIT Team by:   Opening a support ticket or   Calling us at 201-380-6599 

This article will walk a user through changing their name pronunciation in Workday. Step 1: Select your profile image on the Workday homepage, then select View Profile. Step 2: Select Actions, then open the Personal Data menu and select Change My Name Pronunciation. Step 3: Click the Microphone  button to begin recording and speak your name. Once done, press the Stop  button. Note: Ensure you have microphone access enabled to record your name.   Step 4: Click the Play button to review your recording. If satisfied, continue to Step 5. To re-record, click the Trash button and go back to Step 3. Step 5: Enter the phonetic spelling of your name pronunciation. Step 6: Select Submit. Step 7: Select your profile image on the Workday homepage, then select View Profile. The phonetic spelling of your name is now displayed on your profile. Click on the Speaker  button to play your recorded name pronunciation.   Experiencing an issue or need additional support? Contact our OneIT Team by  Opening a support ticket or  Calling us at 201-380-6599