Workday@Brandeis

Job Aids

Workday@Brandeis resources and materials are available to help you with using Workday, the new university system for employee self-service, for tasks such as updating personal information, entering time worked, requesting time off, viewing your payslip and more.

Please refer to the job aids below for detailed instructions including screenshots for how-to information about using Workday.

Getting Started

• Tools and Navigation
• Manage Email Notifications
• Manage Inbox
• Workday Mobile

Employee Self-Service

• Update Personal Information
• Update Contact Information - address, BENS contact info (added 04/26/2021)
• Open Enrollment 2023 (New! 10/16/22)
• Update Benefits - Qualifying Event 
• Manage Direct Deposit (Payment Elections) and Tax Withholdings
• Enter Time Worked for Non-Exempt, Hourly Employees
• Enter Time Worked for Student Employees
• Submit Absence Request (Time Off, Leave of Absence)
• Access & Print Year End Documents (W2s)
• Add, Update, Remove Life Insurance Beneficiaries

Manager Self-Service

• Approve Time Worked (Timesheet)
• Approve Absence Request (Time Off, Leave of Absence)
• Manage Delegation (Delegate Time or Absence Approval)

Recruiting & Hiring

• Create and Post Job Requisition (Staff)
• Hire an Employee (Staff)
• Contract & Manage Contingent Worker (updated 02/22/2022)

Staff Job Changes

• Assign Costing Allocation
• Compensation Changes
• Terminate Employee

Compensation

• Add Period Activity Pay
• Update Period Activity Pay
• End Period Activity Pay
• Adjust Costing Allocation (Period Activity Pay)
• Period Activity Pay Tips & Tricks

Student Employment

• Create Job Requisition for Student Employee
• Hire Student Employee
• Hire Undergraduate Fellow
• Assign Costing Allocation
• Compensation Change
• End Additional Job
• Maintain TA/CA/IA Assignments

Faculty Employment

• Create Faculty Position
• Hire Faculty (Regular)
• Hire Adjunct Faculty (Heller, IBS, Rabb)
• Arts & Sciences Per Course Hires
• Add Academic Appointment
• Update Academic Appointment
• End Academic Appointment
• Designate Instructor Eligibility
• Add Education Information

Other Employment

• Hire Graduate Student
• Hire A Postdoctoral Scholar Associate
• Hire a Postdoctoral Scholar with a Fellowship
• Add Academic Affiliate
• Add Courtesy Appointment
• Add non-matriculated Student

Finance

• PeopleSoft to Workday Account Mapping
  (select FY20 Chart of Account Mapping for Workday)
• Create Journal Entry
• Create Supplier Invoice Accounting Adjustment
• Create Payroll Accounting Adjustment
• Check and Cash Deposits

Effort Certification

• Effort Certification for Certifier Approver

• Effort Certification First Review

• Effort Certification Second Review

Reporting

• Managing Your Budget in Workday (Running the SOA Report)