On the UNI Works Home screen there is a link labeled View All Apps that displays applications and shortcuts in the Menu, providing you quick access to tasks and reports.

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UNI Works Menu Example

You can sort, add, remove, and rearrange applications.

Step 1: Navigate to the apps Menu.

Step 2: Select Sort by to sort your applications by Your Saved Order, Recently Used, or Frequently Used.

Step 3: Select Add Apps to search for and add an application.

Step 4: Select Edit to edit the list of existing applications.

Step 5: In the Edit Apps menu, select Remove to remove an application.

Step 6: Click and hold an application to reorder the applications.

Step 7: Click Save Changes .

Generally, applications contain Actions and View sections. Buttons in the Actions section (Enter Time in this example) link to tasks you can perform. Buttons in the View section link to reports you can view as shown in the example image below.

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Application Layout Example

Error and alert messages typically identify specific fields where information is missing, entered incorrectly, or in conflict with a rule established by UNI. Select the notification to view the error details.

Critical Errors display in red and must be corrected before the process can continue.

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Critical Error Example

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Critical Error Detail Example

Alerts display in orange and notify you of potential problems on a page, but do not prevent you from completing the task. Select the alert notification to view more information.

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Alert Example

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Alert Error Detail Example

The Profile menu contains links to the Home page, My Account, and Favorites, among others. You can also access Workday documentation by selecting the Documentation link. You can open the Profile menu by selecting your profile icon as shown in the example below.

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Profile Menu Example

Related Actions display next to an object. You can use them to access relevant actions. For example, the Related Actions icon next to your name accesses tasks, reports, and data related to your worker record (e.g., viewing or changing your benefits). In Workday, there are multiple ways to navigate to the same task, report, or data. For example, most actions available through Related Actions are also available through applications or the Search box.

The following are three common types of Related Actions:

1) Related Actions may appear when hovering your cursor next to a business object or link as shown in the image below.

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Employee Related Action Example

2) In your worker profile header, you can access your Related Actions from the Actions button under your name

3) Similarly, you can find Related Actions in task and report headers as shown in the following example.

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Additional Related Action Examples

Workday makes it easy to search for people, tasks, reports, and business data using the Search box.

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Search box

For example, to find a worker, select the Search box. From the Search box:

1. Select People to filter the results to only display workers in your organization.

2. Enter their name into the Search box.

3. Select the Search icon or press the Enter key.

4. You can also use search categories to further filter your search results.

Recent searches display below the Search box. This display makes it easy to navigate to recently used tasks, reports, or business data.

It is important to keep in mind that searches find exact matches. If you misspell the search text, it is likely that Workday will display no results. Workday search also favors complete word matches over partial word matches. This search method ensures search results match the term you enter more closely. If you search using partial names or terms, the results may not display partial matches, depending on data volume. For example, if you search for "Alex," the results may not display the name "Alexander."

Though complete word matches are favorable, you can also use partial search to find what you are looking for. For example, if you are searching for the Maintain Candidate List Assignment task, you can use the search string "main can list." Though this method is still effective, it may not be a best practice for all searches that return multiple results.

Search prefixes restrict the search results to a particular type of Workday object. Search prefixes are lowercase letters, followed by a colon. For example, "bp:" returns all business process definitions. To find a list of all search prefixes available to you, enter a question mark in the Search box.

In addition to the global Search box, you can use Find pages to filter your results in more detail. For example, use the Find Workers report to search for employees by location, skillset, cost center, and other categories. You can also use the faceted search field to tailor your search results using different types of search methods like:

• Boolean search – (sales || marketing) && manager

• Phrase search – "marketing manager"

• Exact Match – specificmail@workday.com

You can then save faceted searches for later use.

From the search results, select a link for more information or initiate an action from the object's Related Actions.

You can easily change your account settings in Workday. From the Home page:
Step 1: Select your Profile photo.

Step 2: Select My Account.

Step 3: From here, you can access your organization ID, change your password, change your public
profile preferences, manage your password challenge questions, and view sign-in history.

Step 4: If you are a delegate, select Switch Account to switch between accounts.

Please see Installing the Workday Mobile AppPreview