Suffolk County HRMS > Training & Resources

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.

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 Payroll Training video link

Supplemental Time Tracking & Time Off Training Supplemental Time Tracking & Time Off Training video link

WORKDAY Job Aids & Instructional Videos

I am an Employee/Retiree*

Workday Overview

Introduction

Overview for Employees

Workday Getting Started

Using the Search Bar

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 / Change Personal Info *

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

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

Time Off Overview

View Time Off

Request, Correct, Cancel Time Off

Sick Time with Note

Viewing Time Off Balances

Absence (Leave)

Request Leave of Absence - Employees

Request Return from Leave of Absence - Employees

Payroll

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 *

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

Manage Compensation

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

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

Learning Overview for Employees

Learning Content Structure and Terminology

Using Learning

View Courses

Enroll In Course

Drop Course

Personalizing Learning

Workday Assistant

Introduction

Using Workday Assistant

Functions of Workday Assistant

Workday Mobile

Introduction

Download Mobile App ^{(Android and IOS)}

Initial Set-Up

Overview of Web App

Employee Self-Service

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

Workday Overview

Introduction

Overview for People Managers

View Team Information

My Team

View Employee Information

View Organizational Chart

View Team Compensation

View Employee Time Off

View Time Off Reports

Managing Employees

Terminate Employee

Managing Voluntary Separations

Requesting a Delegation

Receive a Delegation Assignment

Time Entry

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

Time Off

Approve & Deny Time Off Requests

Managers Submitting Employee Absence on Their Behalf

Absence (Leave)

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

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

Workday Getting Started

Manage Delegations on Behalf of Another

View Team Information

My Team

View Employee Information

View Organizational Chart

View Team Compensation

View Employee Time Off

View Time Off Reports

Managing Employees

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

Time Entry

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)

Time Off

Approve & Deny Time Off Requests

Adjust and Override Time Off Balances

Absence (Leave)

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

Payroll

Enter Manual Adjustments

Add beneficiary

Process Allowance Plans

Benefits

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)}

Managing Org.'s, Positions, Supervisory Org.'s

Understanding the Employee Lifecycle

Working With Supervisory Organizations

Understanding the Position Lifecycle

Understanding Position Management

Organization

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

Staffing

Union Membership Event

Title Change

Service Dates Change

Manage Retiree Status

Assign Pay Group

Enter Tax Elections

Manage Position Freeze/Unfreeze

Move Workers (Supervisory)

Manage Hire Process

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

Manage Compensation

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, Edit, Close and Freeze Job Req and Position

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

Manage Recruiting

Review Candidate

Screen Candidate

Assess Candidate

Interview Candidate

Offer

Conduct Reference Check

Conduct Background Check

Create Prospects

Onboarding

Onboarding Overview

Onboarding Setup ^{(Manager and HR Partner)}

Using Learning

Approve Enrollment

Drop Course

Manage Course

Manage Course Offering

Manage Learning Instructor

Manage Program

Create Learning Campaigns

Workday Assistant

Introduction

Using Workday Assistant

Functions of Workday Assistant

Workday Mobile

Introduction

HR and Manager Self-Service

Introduction

Suffolk County Government

Text Only Version

Human Resources Management System (HRMS)

Training and Resources

Workday General Information

Supplemental Manager Material

Manager Training Session LessonsManager Training Session Lessons

Supplemental HR Material

HR Training Session LessonsHR Training Session Lessons

Supplemental Payroll Training Supplemental Payroll Training video link

Supplemental Time Tracking & Time Off Training Supplemental Time Tracking & Time Off Training video link

WORKDAY Job Aids & Instructional Videos

I am an Employee/Retiree*

I am an Employee/Retiree* Workday OverviewWorkday Overview

I am an employee - Getting Started with WokdayWorkday Getting Started

View Team InformationView / Change Personal Info *

Time EntryTime Entry

Time OffTime Off

Abscence (Leave)Absence (Leave)

PayrollPayroll

BenefitsBenefits *

Manage CompensationManage Compensation

Talent ManagementTalent Management

Performance (Annual Process)Performance (Annual Process)

OnboardingOnboarding

Learning OverviewLearning Overview

Using LearningUsing Learning

Workday AssistantWorkday Assistant

Workday MobileWorkday Mobile

Employee Self-ServiceEmployee Self-Service

I am a Manager

I am a Manager - Workday OverviewWorkday Overview

Manager - View Team InformationView Team Information

Managing EmployeesManaging Employees

Time EntryTime Entry

Time OffTime Off

Absence (Leave)Absence (Leave)

OnboardingOnboarding

Learning OverviewLearning Overview

Using LearningUsing Learning

HR and Manager Self-ServiceHR and Manager Self-Service

I am HR

I am HR - One-Point LessonsOne-Point Lessons

Workday Getting StartedWorkday Getting Started

View Team InformationView Team Information

Managing EmployeesManaging Employees

Time EntryTime Entry

Time OffTime Off

Absence (Leave)Absence (Leave)

PayrollPayroll

BenefitsBenefits

Managing Org.'s, Positions, Supervisory Org.'sManaging Org.'s, Positions, Supervisory Org.'s

OrganizationOrganization

StaffingStaffing

Manage Hire ProcessManage Hire Process

Manage CompensationManage Compensation

Create, Edit, Close and Freeze Job Req and PositionCreate, Edit, Close and Freeze Job Req and Position

Manage RecruitingManage Recruiting

OnboardingOnboarding

Using LearningUsing Learning

Workday AssistantWorkday Assistant

Workday MobileWorkday Mobile

HR and Manager Self-ServiceHR and Manager Self-Service

Manager Training Session Lessons

HR Training Session Lessons

Workday Overview

Workday Getting Started

View / Change Personal Info *

Time Entry

Time Off

Absence (Leave)

Payroll

Benefits *

Manage Compensation

Talent Management

Performance (Annual Process)

Onboarding

Learning Overview

Using Learning

Workday Assistant

Workday Mobile

Employee Self-Service

Workday Overview

View Team Information

Managing Employees

Time Entry

Time Off

Absence (Leave)

Onboarding

Learning Overview

Using Learning

HR and Manager Self-Service

One-Point Lessons

Workday Getting Started

View Team Information

Managing Employees

Time Entry

Time Off

Absence (Leave)

Payroll

Benefits

Managing Org.'s, Positions, Supervisory Org.'s

Organization

Staffing

Manage Hire Process

Manage Compensation

Create, Edit, Close and Freeze Job Req and Position

Manage Recruiting

Onboarding

Using Learning

Workday Assistant

Workday Mobile

HR and Manager Self-Service