suffolk county seal

Suffolk County Government

Text Only Version

Human Resources Management System (HRMS)

Training and Resources

Welcome to the Training and Resources for Workday and UKG systems. This page is dedicated to providing you with the tools, tips, and tricks to help you navigate the County's new HRMS system.

These resources will provide employees, managers, and members of the Human Resources (HR) department with step-by-step instructions on how to perform many of the key functions within the Workday system.

*IMPORTANT -
The information on this page will be updated repeatedly. It is recommended that you check back frequently for the latest updates. To ensure that you have the most up-to-date information it is advised that you DO NOT PRINT any of this material.

woman using a laptop

Workday General Information

Supplemental Manager Material

 Manager Training Session Lessons
Lesson 1 - Workday Overview 
Lesson 2 - Manage People 
Lesson 3 - Time 
Lesson 4 - Hiring and Onboarding 
Lesson 5 - Reports 
Lesson 6 - Workday Assistant 
Lesson 7 - Workday Mobile 

Supplemental HR Material

 HR Training Session Lessons
Lesson 1 - Workday Overview 
Lesson 2 - Managing Organizations 
Lesson 3 - Managing Recruiting 
Lesson 4 - Managing People 
Lesson 5 - Managing Compensation 
Lesson 6 - Time Entry, Time Off, & Leave 
Lesson 7 - Payroll and Benefits 
Lesson 8 - Workday Reports 
Lesson 9 - Workday Mobile 
Lesson 10 - Workday Assistant 
Supplemental Payroll Training 
Supplemental Time Tracking & Time Off Training 

 

WORKDAY Job Aids & Instructional Videos

 

I am an Employee/Retiree*

Introduction
Overview for Employees
Using the Search Bar
Login
Key Functionality
Notifications
Basic Navigation
Upload Employee Photo 
Update Search Category Preference
Adding Applications to Home Page
Using Your Inbox (filters, appr.'s, notif.'s, delegation)
Key Terminology
View Profile
Change Personal Contact Information
Change Emergency Contact Information 
Change Legal Name
Change Preferred Name
Upload Worker Documents
Edit ID Information
Photo Change 
Set Up/Edit Direct Deposit
View/Edit/Print Tax Information
Check Pay Statements
Access Year-End Tax Documents
Time Entry Overview
Enter and Edit Time (Hours Only Reported)  
Enter and Edit Time (In/Out Times Reported)  
Time Entry Submission & Approval Schedules
Entering Grant and Activity Information
Request Overtime (Hours Only Reported)  
Request Overtime (In/Out Times Reported)  
Flexible Schedules (Employees)  
Time Off Overview
View Time Off
Request, Correct, Cancel Time Off 
Sick Time with Note
Viewing Time Off Balances 
Request Leave of Absence - Employees 
Request Return from Leave of Absence - Employees 
Review Pay Slip (Regular Emps) 
Make Tax Elections 
Setting Up Direct Deposit Distribution Rules 
Setting Up Automatic Deposits into a 529 College Savings Account
Access Pay Statements and Year-End Tax Documents
Benefits Overview
View Current Elections 
View Benefits Statement
View 1095 Printing Election
View / Add Dependents 
Change Benefits (Life Events) -- ESS and Benefits 
Make Open Enrollment Elections (Emps)
Change Medicare Data
Change Medicare Part D Data
Deferred Compensation 457(b) Plan
Employee View of Compensation Details
 Talent Management

* *This is for DA and DSS only.

Overview -- Talent & Talent Review
Update Talent Statement
Update Professional Affiliations
Update Skills
Update Education
Update External Job History
Update Internal Projects
Update Work Experience
Update Languages
Update Certifications
Update Training
Update Awards
Request / Provide Feedback
 Performance (Annual Process)

*This is for DSS only.

Provide Employee Review Comments (Employee)
Onboarding Dashboard (New Employee)
Review and Submit Documents
Manage Payment Elections
Manage Tax Elections
Update Personal Information
Update Contact Information
Edit Government IDs
Photo Change
Complete Form I-9
Learning Overview for Employees
Learning Content Structure and Terminology
View Courses
Enroll In Course
Drop Course
Personalizing Learning
Introduction
Using Workday Assistant
Functions of Workday Assistant
Introduction
Download Mobile App (Android and IOS)
Initial Set-Up
Overview of Web App
Overview of Employee Self-Service
How to use Workday
Changing my Personal Information
Changing/Viewing Compensation Information
Submitting Time
Requesting Time Off/Leaves of Absence
Viewing/Changing Health Benefits
Learning in Workday
Workday Mobile
Workday Assistant

I am a Manager

Introduction
Overview for People Managers
My Team
View Employee Information
View Organizational Chart
View Team Compensation
View Employee Time Off
View Time Off Reports
Terminate Employee
Managing Voluntary Separations
Requesting a Delegation
Receive a Delegation Assignment
Approve and Send Back Time Entry using the Workday Inbox
Approve and Send Back Time Entry using the Team Time app
Approve Overtime Requests (Managers)
Flexible Schedules (Managers)  
Managers Updating an Employee's Timesheet
Approve & Deny Time Off Requests
Managers Submitting Employee Absence on Their Behalf
Approve/Deny Leave of Absence
Manage Leave of Absence - Employees
(Payroll Reps, Bene Partners, Pay Partners) Overview + What You Have To Do
Request Return from Leave of Absence - HR
Onboarding Overview
Onboarding Setup (Manager and HR Partner)
Learning Overview for Managers
Approve Enrollment
Drop Course
Introduction

I am HR

 One-Point Lessons
Change Job 
Changing an Employee's Supervisory Organization 
Delegating Tasks for Someone 
Employee Time Off 
Maintain Accruals 
Manage Leave of Absence 
Promote Worker 
Terminate Employee 
Transfer Worker 
View Time Off Reports 
Manage Delegations on Behalf of Another
My Team
View Employee Information
View Organizational Chart
View Team Compensation
View Employee Time Off
View Time Off Reports
Position Management and Hiring
Employee Job and Compensation Changes
Terminate Employee 
Managing Voluntary Separations
Requesting a Delegation
Receive a Delegation Assignment
Changing an Employee's Supervisory Organization 
Change Work Contact Information
View Remaining Tasks of a Business Process
Approve and Send Back Time Entry using the Workday Inbox
Approve and Send Back Time Entry using the Team Time app
Approve Overtime Requests (Managers)
Flexible Schedules (Managers)  
Approve & Deny Time Off Requests
Adjust and Override Time Off Balances
Approve/Deny Leave of Absence
Manage Leave of Absence - Employees
(Payroll Reps, Bene Partners, Pay Partners) Overview + What You Have To Do
Request Return from Leave of Absence - HR
Enter Manual Adjustments
Add beneficiary
Process Allowance Plans
Change Medicare Part D Data
Review and Approve Elections (Benefit Partners)
Open Enrollment (Benefits Partner, Benefits Admin)
Finalize Open Benefit Events (Benefits Partner)
Run Benefits Event Status Report - Benefit Partner (Cancel Open events Past Due Date)
Make Benefit Election (from Subprocesses Hire, Job Ch, Leave, Term)
Understanding the Employee Lifecycle
Working With Supervisory Organizations
Understanding the Position Lifecycle
Understanding Position Management
Activation
Assign Superior
Create Subordinate
Divide Organization
Assign a New Manager to a Supervisory Organization
Assign Organizational Assignment
Change Org. Assignments for Worker
Change Org. Assignments for Workers by Organization
Assign Matrix Organization
Remove from Matrix Organization
Promote Worker 
Change Job (Same Union) 
Change Job (Move to Different Union)
Transfer Worker 
Add Additional Job
Change Visibility
Union Membership Event
Title Change
Service Dates Change
Manage Retiree Status
Assign Pay Group
Enter Tax Elections
Manage Position Freeze/Unfreeze
Move Workers (Supervisory)
Revise Employee Hire
Change Organization Assignment
Propose Compensation
Assign CBA (Coll. Barg. Ag.)
Complete I-9
Assign Pay Groups
Complete Benefits Enrollment
View Remaining Tasks of a Business Process for a Pre-Hire
Split Position Process
Change Job
Comp/Ad-Hoc Comp Change
One Time Payments
Terminate Employee
Comp Reports and Dashboards
Propose Compensation Change (Admin Only)
Make Offer Decision
Create Allowance Plan
Create Compensation Plan
Rollout Compensation Plans to Employees
Remove Compensation Plans from Employees
Set Up Compensation Grade
Set Up Compensation Step Adjustment
Create Job Requisition
Post Job
Edit Job Req.
Close Job Req.
Freeze Job Req.
View/Cancel Job Requisition
Create Evergreen Req
Change Evergreen Req
Close Evergreen Req
Review Candidate
Screen Candidate
Assess Candidate
Interview Candidate
Offer
Conduct Reference Check
Conduct Background Check
Create Prospects
Onboarding Overview
Onboarding Setup (Manager and HR Partner)
Approve Enrollment
Drop Course
Manage Course
Manage Course Offering
Manage Learning Instructor
Manage Program
Create Learning Campaigns
Introduction
Using Workday Assistant
Functions of Workday Assistant
Introduction
Introduction