Helpful Workday Hints

Need a little assistance?

Do you ever have to pause while you're doing transactions in Workday because you can't remember what step comes next in the process?  

You're not alone! 

Our Training Team recommends a couple of resources that are very helpful in those uncertain moments.  

1.  Workday Digital Assist.  Sometimes called "Walk Me," Workday Digital Assist (WDA) provides immediate guidance in the Workday system itself.  WDA shares links to UVAFinance Quick Reference Guides related to your task so you don't have to leave the tool, as well as popup instructions, buttons that link to walkthroughs, and more.  Users must install the tool in their browser to use it.  If you see a blue button that says "Need Help?" in the top right of Workday (by your inbox icon), then you have the extension and you're good to go!  If not, here's how to get it: https://uvafinance.virginia.edu/resources/installing-and-using-workday-digital-assist

2. Favorites in Workday.  This came up in a recent Fiscal Administrator's Meeting (are you coming to those?  You should! There's lots of helpful info shared and we ask and answer lots of questions.  Here's where you can find the meeting info.)  This feature allows you to save tasks and reports so they're ready when you need them and you don't have to stop and remember which one you need and how to get to it.  Check out this Quick Reference Guide (especially page 5) to see how to access and utilize this handy feature.

And remember, we're always happy to help you.  We're still holding "Time with a Trainer" sessions.  Visit our website to see our trainers' availability and book some time with them.