Workday checklist for employees

To get started with Workday, please take some time to complete the checklist below to review your information.

  1. Download the聽蓝莓视频 Workday Glossary (PDF) to become familiar with Workday terms.
  2. Log into using your WatIAM credentials.
  3. Click on the Cloud icon聽on the top right corner of the screen, then click View Profile under your name to access your Worker Profile (left menu in blue).
  4. Review the information in your Worker Profile by completing the checklist below.
    1. Click on Personal to review the Personal Information聽subtab. You can access your year-end slips from 2012 鈥 2017 (if applicable), as well as pay slips for July 鈥 December 2018 (if applicable) in the Documents subtab.
    2. Click on Contact to review your details in the Contact and Emergency Contacts subtabs. Update using the Edit or Add button if necessary.
    3. Click on Pay.
    4. Click on Benefits and if applicable, review your benefits summary details and your dependent and beneficiary information. These can be updated in the My Dependents or My Beneficiaries subtabs using the Edit button.
    5. Click on Time Off and if applicable, review your vacation entitlements (Workday currently shows time available in hours to be used up to June 30, 2019 for staff with appointments greater than 1 year). View the vacation entitlement conversion from hours to days under Staff on the HR website. If your vacation entitlements need to be revised, please contact your manager.
  5. Update your Tax Elections by clicking the Workday logo (鈥淲鈥) in the top left corner to go back to the home screen. Then, select聽the Pay application and click Withholding Elections > Update > OK. Fill out TD1 and TDON1 information for 2019.

Note: TD1/TDON1 you have previously completed is not in Workday.聽 If no elections are completed, the basic personal amounts will be applied.聽 If your tax credits should be something other than the basic amounts or you wish to have additional income tax deducted from your pay, you must complete your Tax Elections in Workday.

  1. Managers should refer to the manager鈥檚 checklist聽for additional steps to verify team information.