
The day-one route: Home, Awaiting Your Action, My Tasks with Due Soonest on Top
Pin four menu items, add shortcuts and save a search so any task is two clicks away
Search by action plus object to find a task without asking HR
Clear onboarding tasks by Friday and close what is overdue first
Managers: a day 1, 3 and 5 plan to walk a new hire through Workday
Tools in this lecture: First-Week Workday Checklist (HTML): Day 1 route, Pins, search and phone, My Tasks, Onboarding by Friday, My new hire; Slide checklists: Five stops on a page, Week one done; Search formula slide: action + object
Check eight areas of your profile and fill in emergency contacts
Change your preferred name and find your tax documents in a few clicks
Read a payslip in five totals: Gross, Pre Tax, Taxes, Post Tax, Net
See employer-paid benefits that are not part of your net pay
Submit a benefits change after a life event before the deadline
Tools in this lecture: Profile & Payslip Check-Up (HTML): Profile, Payslip, Life event; Slide checklist: where the tax and pay buttons live; Click paths: change preferred name, find tax documents
Request time off with the right absence type and check the balance on your last day
Cancel or correct a request without starting over
Write a comment to the approver with dates, reason and cover
Managers: decide on a request against the team calendar and coverage limit
Request time off on your phone
Tools in this lecture: Team Time-Off Planner (HTML): Request check, Team absences, Coverage by day, Decision notes; Slide checklists: Before you submit (employee), Before you decide (manager); Templates: comment to approver, cancel vs correct table; Click paths: before you approve, request time off on your phone
Enter a day with Check In, Check Out and Out Reason
Read block statuses: Not Submitted, Submitted, Approved
Run six checks before Submit: empty days, unmatched events, missing reasons
Managers: approve a week or send it back with one clear reason
Tools in this lecture: Timesheet Pre-Submit Checker (HTML): Week blocks, Six checks, Manager view; Slide checklist: Six checks before Submit; Template: comments for three timesheet situations
The route from receipt to Paid in five stops
Fill the report header and one line per expense with receipt and memo
Check each line against company rules: receipt threshold, hotel itemization, deadline
Managers: match receipts and send a report back with a clear reason
Scan receipts and start a report on your phone
Tools in this lecture: Expense Report Pre-Flight (HTML): Expense lines, Company rules, Manager view; Slide checklists: What every line needs, Your pre-flight list, What the approver checks, Tomorrow morning; Template: expense line field guide
Write a goal in four parts: action, result, due date, link to the team goal
Follow the goal approval route from Create Goal to Submit
Request feedback with one task per question
Managers: cascade a team goal and run check-ins
Tools in this lecture: Goal Writer (HTML): Check goals, Feedback request; Slide checklists: feedback question rules, Before you submit a goal
The review route from launch to acknowledgement
Keep an evidence log: date, what I did, result, goal
Write a self evaluation answer with dated examples and choose a rating
Managers: rate goals and competencies, compare calculated and final rating
Tools in this lecture: Review Evidence Log (HTML): Evidence log, Coverage by month, Answer draft, Manager view; Slide checklists: Three checks before Submit, Before you Submit
Enroll in a course and pick the right offering
Read My Transcript and close required learning
Managers: assign a course to the team with a due date and follow up
Update job history and skills in your career profile
Tools in this lecture: Team Learning Plan (HTML): Pick the course, Assignment setup, Team status board, Follow-up notes, Career check; Click path: add a skill to your profile
A 10-minute pass through the manager inbox by due date
Decide with four questions: Approve, Send Back, Deny or Reassign
Write a comment in three parts: what, why, what next by when
Set up delegation before your vacation
Approve on any device with the same rule
Tools in this lecture: Approval Decision Guide (HTML): My Tasks, Triage queue, Decision route, Comment builder, Vacation handover; Slide checklist: Before you leave; Template: ready comments for four decisions; Routines: the 10-minute pass, the decision route, the comment formula
Pick the right task for what changes: role, pay, exit or hire
Start a job change or promotion with the right effective date
Prepare a pay change or one-time payment
Plan a termination and the backfill requisition with target dates
Tools in this lecture: Manager Request Prep Sheet (HTML): What changes?, Role, Pay, Exit, Hire; Slide checklist: Before you submit a request; Template: what changes → Workday task table; Click path: where the manager request buttons live
This course contains the use of artificial intelligence
Half of all Workday helpdesk tickets in the first months are not bugs. They are "how do I" questions.
One college counted 109 of 217 tickets like that after go-live. This course answers those questions for employees and managers, task by task, in minutes.
Your company moved to Workday. Nobody showed you how to live in it.
You got a login and maybe one training session. Since then every small task turns into a search for the right button: a time off request comes back, a timesheet is sent back on Friday evening, an expense report waits for a missing receipt, a performance review is written the night before the deadline. Managers approve requests they did not really read, because the inbox never ends. Each of these costs a day of back-and-forth with HR.
After this course Workday becomes a routine, not a puzzle.
Every lesson shows the real route on the screen.
Each lesson has step-by-step demos of Workday screens rebuilt from public user guides of organizations that use Workday: Home, My Tasks, Request Absence, Enter Time, Expenses, Goals, Self Evaluation, Learning, Manage Delegations, Start Job Change and more. Your tenant may look a little different, and the lessons show what to check when it does.
70+ ready tools, one working file per lesson.
Who is teaching.
Mike has 20 years in HR as an HR director and HR business partner in media, gaming and tech companies, including Wargaming and the unicorn Preply, where he built the HR system. He is PHRi, SHRM-CP and HCI sHRBP certified and the HRCI representative in Eastern Europe. His courses have 1,800,000+ enrollments and 170,000 students, and he is the author of about 200 books on Amazon. In every company he rolled out HR systems for people, and he checked one thing first: do people want to open the system every day.
How the course is built.
It is a ladder. First you set up your Workday in the first week: Home, Search and My Tasks. Then you handle your own tasks: profile and pay, time off, time tracking and expenses. Next you move to goals, feedback, performance reviews and learning. Finally, the manager lessons: the approvals inbox and the requests only a manager can start. One learning company, Brightwater Logistics, runs through all ten lessons, so every example connects to the next one.
What's included
This is an independent course. It is not affiliated with or endorsed by Workday, Inc.
Every week without a routine is another week of send-backs, reminders and late tasks. Your colleagues who know the route close the same tasks in five minutes.
Enroll now and start your first lesson today.