Workday Tips and Tricks

Overview

This article provides ten tips and tricks for navigating Workday.

Details / Instructions

1. Expand “More Categories” in Search to See Hidden Results
   • If you don’t see what you're looking for, scroll down to the bottom of the search results and click “More Categories”.
   • This expands the results beyond default categories like tasks and reports—to include people, positions, transactions, and organizations.
   • If there is a category you use frequently, you can hit “Configure Search” to add additional categories to appear on your default search.
2. Filter by Object Type in Results
   • After expanding “More Categories,” click the tabs across the top (e.g., Tasks, Reports, People).
   • This filters your results by content type for faster navigation.
3. Favorite What You Use Often
   • Click the star icon to favorite reports, tasks, people, and dashboards
   • Favorited items appear under your Workday “Favorites” on the homepage.
4. Leverage the “My Reports” & “My Tasks” Dashboards
   • Admins and managers should pin relevant dashboards (like “My Procurement Tasks” or “My Team”) to reduce navigation time.
5. Search “UR” to see the custom reports you have access to.
6. Use the “Awaiting Action” Report
   • Great for managers and finance roles.
   • Shows where things are stuck and who needs to take action—reduces email chases.
7. Use In-Box Filtering
   • Sort by item type or due date.
   • Click the gear icon to organize by priority or archive completed tasks.
8. Copy from a Previous Transaction
   • Requisitions, job changes, and expense reports can often be duplicated. Look for “Copy” or “Create from Existing.”
9. Use Related Actions (Three Dots)
   • Hover over a person, position, or object and click the three dots.
   • Shortcut to initiate actions without going back to the homepage.
10. View Process History
    • Use it to troubleshoot. Click into any object (e.g., a requisition or expense report) > “Process” tab. Shows who approved what and when.
    • You can also go to your archives (e.g., My tasks>Archive) to see the process history of your transactions.

See Also

Workday Basics - Workday Notifications  

Workday Basics - Adding Apps to Workday Menu