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Iowa Worksmart

Need Workday Assistance?  See the Go Live Support Guide

WorkSmart Training Catalog

 

Employees

Managers

 

Human Resources

Also See:
HR Educational Series
HR Resources

Getting Started

Workday Homepage Video
Workday Homepage Guide (PDF)
Employee Checklist (PDF)
WorkSmart Support Guide (PDF)

Benefits and Pay Hub

SMART GUIDES

Log In To Workday (06/06/21)
Using Tools and Navigation (06/07/21)
Workday Search (06/07/21)
Onboarding (03/02/22)
Workday Mobile App - Android (06/07/21)
Workday Mobile App - iPhone/iPad (06/07/21)
WorkSmart Support Ticket - Screenshots  (11/4/22)

Name Pronunciation

Manager Homepage Video
Manager Homepage Guide (PDF)
Manager Checklist (PDF)

Time Hub for Managers
 

 

 


Human Resources Checklist (PDF)

Absence

SMART GUIDES/VISUAL GUIDES

Absence Calendar (06/06/21)
Catastrophic Leave Donation Requests (06/03/21)
Correct Time Off (02/28/22)
Jury Duty Time Off (11/17/21)
Leave Retention (05/24/22)
Military Leave of Absence More than 30 days (10/08/21)
Request Family Medical Leave Act (FMLA) (05/24/22)
Request Leave of Absence: Education (11/18/21)
Request Time Off (02/24/22)
Return from Leave of Absence (05/24/22)
Sick Conversion (04/05/23)
Time off - Military Hour(s)/Day(s) (10/08/21)
Vacation Conversion (SPOC-covered employees) (09/16/21)

RECORDED WEBINARS

Time Off in Workday (09/17/21)
Time Off in Workday (with captions) (09/17/21)

VIDEO SNIPPETS

Initiating a FMLA Request (09/17/21)
Sick Conversion (09/17/21)

SMART GUIDES/JOB AIDS

Correct Time Off - Managers (02/28/22)
Manage Team's Absences - Managers (06/06/21)
Request Leave of Absence - Managers (02/28/22)
Request Leave of Absence - Administrative Paid - Managers (03/03/22)
Request Leave of Absence: Suspension without Pay - Managers (02/01/23)
Request Time Off - Managers (02/24/22)
Return from Leave of Absence - Managers (02/28/22)

JOB AIDS

Correct Time Off - HR (02/28/22)
Forfeited Compensatory Hours - HR (06/06/21)
Request Leave of Absence - HR (02/28/22)
Request Leave of Absence - Administrative Paid - Managers (03/03/22)
Request Leave of Absence: Suspension without Pay - HR (2/1/23)
Request Time Off - HR (02/24/22)
Return from Leave of Absence - HR (02/28/22)
Sick Conversion - HR (04/05/23)

RECORDED VILTs

Absence for HR (09/17/21)

Benefits

SMART GUIDES

Benefits Mobile Open Enrollment - Screenshots (9/25/23)
Benefits Open Enrollment - Screenshots (9/25/23)
Deferred Compensation (2/1/23)
Flexible Spending Accounts (FSA) (9/25/23)
Managing Benefits (02/28/22)

RECORDED WEBINARS

Deferred Compensation (09/17/21)
Deferred Compensation (with captions) (09/17/21)

VIDEO SNIPPETS

RIC Payroll Deduction Elections in Workday (10/18/21)

Model My Pay Benefits Edition (9/26/2023)

Benefits and Pay Hub

 

JOB AIDS

Arrears for Terminated Employees on Medical Leave - Screenshots (2/1/23) 
Benefits Census HRA Report - Screenshots (9/2023)
Change Benefits - HR (09/10/21)
Dependents Benefits Code Report - Screenshots (9/2023)

 

RECORDED WEBINARS

Model My Pay Recording from 9/28/2023 Benefits Edition (10/2/2023)

Benefits for HR (09/17/21)

Compensation

  

JOB AIDS

Period Activity Pay (09/09/21)
Request Compensation Change (11/28/22) 
Request One Time Payment (06/07/21)

Clawback Date Calendars Clawback Job Aid 

 

RECORDED VILTs

Compensation for HR (09/17/21)

General

SMART GUIDES

Accessibility in Workday (04/21/21)
Complete Form I-9 (06/06/21)
Verify Supervisory Organization (08/24/21)
Worker Profile (06/07/21)
Change Account Preferences (09/08/21)
Change Emergency Contacts (06/06/21)
Contact Change (06/06/21)
Delegate Task (06/07/21)
Personal Information Change (06/06/21)
Photo Change (06/06/21)
Legal Name Change (11/28/22)
Preferred Name Change (06/06/21)
Edit Government IDs (06/06/21)
Passports and Visa Change (06/06/21)
Reporting Fundamentals (09/15/21)
Request One Gift Pledge (02/15/23)
Submit Resignation (06/06/21)
View Worker History (06/07/21)
Workday Assistant (11/12/21)

VIDEO SNIPPETS

Workday Delegations (09/21/21)
Workday My Tasks (11/2/22)
Workday Search (07/27/22)
Workday Navigation (07/27/22) 

SMART GUIDES/JOB AIDS

Approvals for Managers - Managers (09/27/21)
Complete Form I-9 (3/29/23)
Delegate Task - Managers (06/07/21)
Run IPPE Report (5/3/22)
Verify Supervisory Organization (08/24/21)

RELATED RESOURCES

Reporting Crosswalk (09/28/21)
New Hire BP (08/13/21)
Fill Existing BP (08/13/21)

VIDEO SNIPPETS

Running Reports (09/17/21)

WEBINAR RECORDINGS

Introduction to Workday for Managers and HR (09/17/21)
Introduction to Workday for Managers and HR (with captions) (09/17/21)

JOB AIDS

Run IPPE Report (5/3/22)

RELATED RESOURCES

Reporting Crosswalk (09/28/21)
HR Educational Series webpage

VIDEO SNIPPETS

Running Reports (09/17/21)

HCM Core

  

JOB AIDS

Add Additional Job (06/15/21)
Change Job (02/28/22)
Change Organization Assignments  (05/17/23)
Close a Position (06/06/21)
Complete Form I-9 (05/17/23)
Create Job Requisition (01/19/22)
Create Position (06/06/21)
Create Position for Seasonal/ Temporary Worker (02/15/23)
Edit Position Restrictions (06/07/21)
Edit Position Restrictions Additional Data (06/07/21)
End Additional Job (06/08/21)
Hire-CBC State Fair Board (06/07/21)
Hire Job Aid (03/02/22)

Interns Job Aid
Performance Review (10/05/21)
Reassign Business Process (11/28/22)
Reinstatement - Screenshots (03/15/23)
Request One Gift Pledge on Behalf of Employee (02/15/23)
Supervisory Organization Updates (09/28/21)
Temp Workers Qualified for IPERS - Screenshots (02/15/23)
Termination (04/03/23)
Update Next Increase Date (06/07/21
Verify Supervisory Organization (08/24/21)
 

RECORDED VILTs

HCM for HR (09/17/21)

RELATED RESOURCES

Dates Cheat Sheet (4/24/23)
Reemployment vs Reinstatement (03/29/23)
New Hire BP (08/13/21)
Fill Existing BP (08/13/21)

VIDEO SNIPPETS

Hire (09/23/21)
Hire - CBC/Fair Board/SCC (09/27/21)
Termination (09/23/21)

Payroll

SMART GUIDES

Change Federal Withholding Elections 
Change State Withholding Elections (10/15/21)
Payment Election Enrollment Event (10/27/21)
Electronic W-2s (10/24/22)
Electronic W-2s - Screenshots (10/24/22)
Model My Pay - Screenshots (04/05/23)
View Payslips (06/06/21)

VIDEO SNIPPETS

 

Benefits and Pay Hub

RELATED RESOURCES

Pay Period Guidance for Managers (PDF-updated 1/3/23)

 

JOB AIDS

Payroll Inputs (05/17/23)
Payroll Reporting (09/03/21)
View Pay Results (06/06/21)
Withholding Elections (08/25/21)
Worker Profile for Payroll (06/06/21)

SMART GUIDES

Assign Costing Allocations (05/17/23)
Run All Position Restrictions Costing Allocations - Prompts by Dept Report (07/16/21)
 

RELATED RESOURCES

Pay Period Guidance for HRAs (PDF-updated 3/29/23)

RECORDED VILTs

Payroll for HR (09/17/21)

Time Tracking and Work Schedules

SMART GUIDES

Convert Overtime to Comp Hours (02/28/22)
Editing Time (06/06/21)
Enter and Submit Time (11/28/22)
Enter and Submit Time - Work Reporting Codes (11/12/21)
Mobile Time Tracking (09/16/21)
Request Work Schedule (11/12/21)

RECORDED WEBINARS

Time Entry and Work Schedules (09/17/21)
Time Entry and Work Schedules (with captions) (09/17/21)

VIDEO SNIPPETS

Enter/Edit/Submit Time (09/17/21)
Enter/Edit/Submit Time with Work Reporting Codes (09/17/21)

SMART GUIDES/JOB AIDS

Assign Work Schedule - Managers (11/12/21)
Enter and Submit Time on behalf of an Employee - Managers (11/05/21)
Review and Approve Time Worked - Managers (02/28/22)

JOB AIDS

Assign Work Schedule (11/12/21)

 

RECORDED VILTs

Time Tracking for HR (09/17/21)

Travel Expense Reimbursement

SMART GUIDES

New Expenses Hub clip (coming soon)
Create an Expense Report (09/12/2023)
Expense Report Fields Definition (9/12/2023)
Mobile Expenses (09/09/22)
Reassign Travel Card Transactions (06/06/21)
Create a Spend Authorization (09/12/2023)
Travel Cards (06/06/21)

RELATED RESOURCES

Workday Phase 1 Expenses Guide

SMART GUIDES/JOB AIDS

Expense Management Dashboard (06/14/21)