The following topics outline various processes, reports, and tasks within Workday that are available to managers.

 

Check the Status of My Processes:

To review or check the status of a process:

 

  1. Navigate to your Inbox.
  2. Click the Archive tab. This tab displays your past actions and business processes completed within the last 30 days.
  3. In the Process column of the Process History grid, click a link to access the details, process history, and related links of the selected business process.

 

Workday Inbox Archive tab showing Process History grid with process links

 

Compare My Team:

Use the Compare Team report to analyze key worker attributes.

From the Compare Team report:

 

  1. Select an organization to analyze. Your security settings determine which organizations and worker information you can access.
  2. Click OK to compare the employees' job, base pay, bonus, stock, and performance information.

 

Compare Team report showing organization selection and employee comparison data

 

Access Analytics During a Process:

Embedded analytics are available on configured business processes.

To access analytics during a process:

 

  1. Initiate a transaction for a worker, such as Start Job Change or Request Compensation Change.
  2. Click the View Related Information View Related Information icon icon in the upper-right corner of the task or data.

 

Workday business process screen with View Related Information panel open showing embedded analytics

 

Change Business Titles:

From the My Team Management application:

 

  1. Click Business Title Change under Actions.
  2. Enter the employee's name.
  3. Click OK.
  4. In the Proposed section, enter the employee's new title in the Business Title field.
  5. Click Submit.
  6. Navigate to the employee's Worker Profile to view the title change. Note that additional approvals may be necessary.

 

Business Title Change screen showing current and proposed title fields

 

Your screens and processes may vary slightly from this document.