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Iowa Worksmart

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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)

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)

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

 

 


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 (9/30/22)
Benefits Open Enrollment (9/30/22)
Benefits Open Enrollment - Screenshots (9/30/22)
Deferred Compensation (2/1/23)
Flexible Spending Accounts (FSA) (8/12/22)
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)

 

JOB AIDS

Arrears for Terminated Employees on Medical Leave - Screenshots (2/1/23) 
Benefits Census HRA Report - Screenshots (10/19/22)
Change Benefits - HR (09/10/21)
Dependents Benefits Code Report - Screenshots (10/19/22)

 

RECORDED VILTs

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)

 

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)
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 (10/15/21)
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

Payment Elections (09/17/21)

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)