Support and training resources
For detailed walkthroughs of Workday transactions, please refer to the videos and downloadable job aids below. Please contact us with any issues you might encounter.
Workday operational contacts
Workday operational contact list Updated: 3/5/20
Workday basics
Watch the demonstration video about Workday basics
Job aids
Getting started with navigation and tools
Setting account preferences and passwords
Modifying personal information
Modifying account preferences (including search & email notification settings)
Using your Inbox
Org charts and reporting structures
Mobile app setup
Downloading the Workday mobile app (note: type risd for the organization ID as you log in to the mobile app. We will add this information to the job aid asap.)
Summary of finance tasks after the launch of Workday
Download this helpful comparison of how key finance tasks were done pre-Workday and will now be managed after April 1.
Expenses and spend authorizations
Job aids
Creating expense reports (desktop) Updated: 9/05/19
Creating expense reports with T&E card transactions or scanned receipts Added: 12/02/19
Creating expense reports (mobile) Updated: 9/05/19
Creating expense reports for another worker Updated: 9/05/19
Creating spend authorizations
Approving spend authorizations
Approving expense reports Updated: 9/05/19
Managing pay options
Finance (general)
Job aids
Workday Chart of Accounts Example
Workday Financial: Worktag Definitions
Workday Financial: Crosswalk of Tasks Updated: 9/28/2020
Hiring
Workflows
Student Hire Workflow Updated: 8/24/2020
Job aids
Hiring a student worker Updated: 8/18/2020
Use this job aid if hiring a student for their first RISD job.
Adding a job for a student worker Added: 10/03/2019
Use this job aid if hiring a student who has previously worked at RISD.
End additional job for a student worker Added: 8/31/2020
Use this job aid to remove an additional job for a student worker.
Payroll
Performance Management
Job aids for all employees
Goal/Expectation Setting
Manage Goals
Check-In Conversation
End-of-Year Review
Provide Feedback
View Past Performance Reviews
Job aids for all managers
Goal/Expectation Setting
View My Team's Goals
Check-In Conversation
End of Year Review
Manage Feedback Requests
View Past Performance Reviews
Procurement and Accounts Payable
Workflows (this section added 8/26/19)
Procurement Work Flow Chart
Expense-PCard-Supplier Invoice-Miscellaneous Payment Request Updated: 9/28/2020
Video demos
Add an alternate shipping address for purchases Added: 6/24/20
Create a Miscellaneous Payment Request - Student Example Added: 9/28/2020
Create a Miscellaneous Payment Request - Non Employee Other Example Added: 9/28/2020
Request a supplier invoice
Job aids
Create a Miscellaneous Payment Request and Miscellaneous Payee Updated: 10/13/2020
Create Requisition Changes - Comparison Document Updated: 3/6/20
Creating a procurement requisition Updated: 3/6/20
Creating a punchout requisition Updated: 3/6/20
Verifying a new status procurement card verification Updated: 2/11/20
Finding a draft status procurement card verification transaction Updated: 2/11/20
Requesting a supplier invoice request
Creating a new supplier request
Creating a receipt Updated: 9/05/19
Time entry and time off
Job aids for all employees
Requesting time off for all employees
Job aids for biweekly/hourly employees
Video demo: Time entry for hourly/non-exempt employees
Time entry for hourly/non-exempt employees
Job aids for all managers
Approving time off requests Added: 7/2/19
Vacation balance reports: manager's guide Added: 1/12/21
Job aids for managers of hourly employees
Training presentation for hourly time approvers
Approving hourly worker time
Job aids for student supervisors
Approving student worker time Updated: 8/28/19
Correcting/amending student worker time Updated: 8/28/19
Training presentation for student supervisors Updated: 8/29/19
STUDENT WORKERS: Please see all related information on our page for students.
Consult a member of the Workday Engagement Network (WEN)
Thirty-six members of the Workday Engagement Network (WEN) are trained to help and ready to answer your questions. Find the WEN member in your department or division who can support your transition to the Workday environment.