{"id":13189,"date":"2019-09-27T16:23:16","date_gmt":"2019-09-27T20:23:16","guid":{"rendered":"http:\/\/www.montclair.edu\/information-technology\/?page_id=13189"},"modified":"2020-02-27T14:05:35","modified_gmt":"2020-02-27T19:05:35","slug":"tips-and-tools","status":"publish","type":"page","link":"https:\/\/www.montclair.edu\/information-technology\/tips-and-tools\/","title":{"rendered":"Tips and Tools"},"content":{"rendered":"<p><a href=\"http:\/\/www.montclair.edu\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/REF_Workday-Fundamentals.pdf\">Workday Fundamentals (pdf)<\/a><\/p>\n<p class=\"prpl-button-row\"><span class=\"prpl-button\"><a href=\"https:\/\/www.montclair.edu\/human-resources\/workday\/\">Workday HR Information<\/a><\/span><span class=\"prpl-button\"><a href=\"https:\/\/www.montclair.edu\/finance-and-treasury\/workday-resources\/\">Workday Finance Information<\/a><\/span><\/p>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">Workday Mobile Application Instructions<\/div><div class=\"prpl-drawer-content\">\n<p><a href=\"http:\/\/www.montclair.edu\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/09\/WorkdayMobileApp_FactSheet.pdf\">Workday Mobile Application Instructions (PDF)<\/a><\/p>\n<p style=\"text-align: left\">Workday delivers cloud-based information to your fingertips using mobile devices such as phones and tablets. Download and setup instructions are provided below.<\/p>\n<p style=\"text-align: left\">The Workday app:<\/p>\n<ul style=\"text-align: left\">\n<li>Provides secure, mobile access to your Workday applications on-the-go.<\/li>\n<li>Lets you view your notifications and tasks that require your attention and immediate action.<\/li>\n<li>Helps you stay connected to your work by gaining quick insight into what&#8217;s important through interactive reports and dashboards.<\/li>\n<\/ul>\n<p style=\"text-align: left\"><div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/workday-mobile-app.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/workday-mobile-app.png.0.1x.generic.jpg\" alt=\"workday mobile app\"\/><\/figure>\n<\/div><\/div>\n<\/p><p style=\"text-align: left\"><strong>Download now!<\/strong><\/p>\n<h2>Setup Instructions<\/h2>\n<p>Launch the application and press the login button<\/p>\n<p style=\"text-align: left\"><div class=\"prpl-row\"><div class=\"prpl-column one-third\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/log-in-screen-for-workday.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/log-in-screen-for-workday.jpg.0.1x.generic.jpg\" alt=\"log in screen for workday\"\/><\/figure>\n<\/div><\/div>\n<\/p><p>Type &#8220;Montclair&#8221; and click to Find Your Organization ID. This will lead you to a single sign-on page.<\/p>\n<p style=\"text-align: left\"><div class=\"prpl-row\"><div class=\"prpl-column one-third\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/enter-organization-id-screen.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/enter-organization-id-screen.png.0.1x.generic.jpg\" alt=\"enter organization id screen\"\/><\/figure>\n<\/div><\/div>\n<\/p><p>Enter your NetID and password<\/p>\n<p style=\"text-align: left\"><div class=\"prpl-row\"><div class=\"prpl-column one-third\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/single-sign-on-screen.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/single-sign-on-screen.png.0.1x.generic.jpg\" alt=\"single sign on screen\"\/><\/figure>\n<\/div><\/div>\n<\/p><p>You will need to verify the sign-on<\/p>\n<p style=\"text-align: left\"><div class=\"prpl-row\"><div class=\"prpl-column one-third\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/authentication-method-screen.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/authentication-method-screen.png.0.1x.generic.jpg\" alt=\"authentication method screen\"\/><\/figure>\n<\/div><\/div>\n<\/p><p>Click the &#8220;remember this device&#8221; checkbox if you are using a trusted device (optional)<\/p>\n<p style=\"text-align: left\"><div class=\"prpl-row\"><div class=\"prpl-column one-third\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/remember-device-prompt.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/remember-device-prompt.jpg.0.1x.generic.jpg\" alt=\"remember device prompt\"\/><\/figure>\n<\/div><\/div>\n<\/p><p>You can set up your fingerprint to log in faster (optional)<\/p>\n<p style=\"text-align: left\"><div class=\"prpl-row\"><div class=\"prpl-column one-third\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/use-fingerprint-login.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/use-fingerprint-login.png.0.1x.generic.jpg\" alt=\"use fingerprint login\"\/><\/figure>\n<\/div><\/div>\n<\/p><p>You can set up a pin to log in (optional)<\/p>\n<p style=\"text-align: left\"><div class=\"prpl-row\"><div class=\"prpl-column one-third\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/number-keypad.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/number-keypad.png.0.1x.generic.jpg\" alt=\"number keypad\"\/><\/figure>\n<\/div><\/div>\n<\/p><p>You will arrive at the Welcome screen<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-third\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/dashboard.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/01\/dashboard.jpg.0.1x.generic.jpg\" alt=\"dashboard\"\/><\/figure>\n<\/div><\/div>\n<\/div><\/div><div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">Management Chain and Job Requisition Visibility<\/div><div class=\"prpl-drawer-content\">\n<p>Those in a Management Chain in Workday have visibility to job requisitions and candidate information; however, they cannot take action (i.e. disposition, move forward, bundle resumes, etc.) on the candidate.<\/p>\n<p>The Management Chain in Workday is dependent on the alignment of Workday&#8217;s Supervisory Orgs.<\/p>\n<p>People\/positions are in blue and roll into one Supervisory Org. People\/positions show the employee&#8217;s name (name will be blank if the position is unfilled) listed at the top, then the position title and position classification.<\/p>\n<p>Supervisory Orgs are in orange. Supervisory Orgs show the name of the Supervisory Org at the top, then list the Org&#8217;s Manager and name of the Division. One person may have multiple Supervisory Orgs under their name.<\/p>\n<p><strong><em>Example: Briar Rose is Sunny Shine&#8217;s Manager, but Briar does not have access to R1111111. This is because the open position (P1001111) is in an org that roles up to Chris Anthemum, not Briar Rose. The Management Chain for R1111111 is Simon Says, Jane Doe, Chris Anthemum, and Sunny Shine.<\/em><\/strong><\/p>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/sunny-shine-title.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/sunny-shine-title.jpg.0.1x.generic.jpg\" alt=\"sunny shine - title\"\/><\/figure>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/team-chart.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/team-chart.jpg.0.1x.generic.jpg\" alt=\"team chart\"\/><\/figure>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/management-chain-in-team.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/management-chain-in-team.jpg.0.1x.generic.jpg\" alt=\"management chain in team\"\/><\/figure>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">Daily Digest Settings<\/div><div class=\"prpl-drawer-content\">\n<p>By default, you will receive an email notification for each Workday task and\/or approval assigned to you. You can choose to receive email notifications immediately or receive one email notification per day \u2013 daily digest. The daily digest will include a list of all the items awaiting your review or action. The daily digest is sent at 12:00 pm daily.<\/p>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">Manage Email Notifications<\/div><div class=\"prpl-drawer-content\">\n<p>1) From the Workday Homepage, click the cloud icon in the top right corner.<\/p>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/cloud-icon-on-workday.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/cloud-icon-on-workday.jpg.0.1x.generic.jpg\" alt=\"cloud icon on workday\"\/><\/figure>\n<p>2) Click on My Account and then click Change Preferences.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/my-account.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/my-account.jpg.0.1x.generic.jpg\" alt=\"my account\"\/><\/figure>\n<\/div><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/change-preferences-from-the-my-account-menu.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/change-preferences-from-the-my-account-menu.jpg.0.1x.generic.jpg\" alt=\"change preferences from the my account menu\"\/><\/figure>\n<\/div><\/div>\n<p>3) Scroll down to the Channel section.<\/p>\n<p>4) Browse through the Notification Types for those you wish to change the notification frequency.<\/p>\n<p>5) Click the prompt icon in the Frequency field and select the frequency you would like to receive notifications.<\/p>\n<dl class=\"compact\">\n<dt>Immediately:<\/dt>\n<dd>notifications are delivered immediately to your MSU email<\/dd>\n<dt>Daily:<\/dt>\n<dd>an email digest with all tasks will be sent to your MSU email at 12:00 pm ET<\/dd>\n<\/dl>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/notification-type-immediately.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/notification-type-immediately.jpg.0.1x.generic.jpg\" alt=\"notification type - immediately\"\/><\/figure>\n<p>6) Click OK.<\/p>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">Create Workday Inbox Filters<\/div><div class=\"prpl-drawer-content\">\n<p>Inbox filters are customizable filters that allow you to quickly sift through all of the items in your Workday Inbox.<\/p>\n<p>1) From the Workday Homepage, click on the Inbox in the top right corner.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/inbox-icon-highlighted.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/inbox-icon-highlighted.jpg.0.1x.generic.jpg\" alt=\"inbox icon highlighted\"\/><\/figure>\n<\/div><\/div>\n<p>2) Click the Viewing dropdown and select Edit Filters.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/edit-filters-inbox.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/edit-filters-inbox.jpg.0.1x.generic.jpg\" alt=\"edit filters inbox\"\/><\/figure>\n<\/div><\/div>\n<p>3) Click Create Inbox Filter.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/create-inbox-filter-button.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/create-inbox-filter-button.jpg.0.1x.generic.jpg\" alt=\"create inbox filter button\"\/><\/figure>\n<\/div><\/div>\n<p>4) Enter a meaningful description of the filter you are creating in the Description field.<\/p>\n<p>5) Leave the Maximum Row Limit at 200. This is how many records at a time will be returned.<\/p>\n<p>6) Under View Definition, select whether you want to return all business processes or a specific kind.<\/p>\n<p>7) Tasks include actions in the system such as Approvals, To Do&#8217;s, etc. Click the prompt icon and select a task(s) if you wish to sort by the task type.<\/p>\n<p>8) Conditions will add one or more conditions to your filters. Click the + if you wish to add conditions.<\/p>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/inbox-filter.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/inbox-filter.jpg.0.1x.generic.jpg\" alt=\"inbox filter\"\/><\/figure>\n<p>9) Click OK.<\/p>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">Applying an Inbox Filter<\/div><div class=\"prpl-drawer-content\">\n<p>1) From the Workday Homepage, click on the Inbox in the top right corner.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column two-thirds\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/viewing-all-actions-in-inbox.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/viewing-all-actions-in-inbox.jpg.0.1x.generic.jpg\" alt=\"viewing all actions in inbox\"\/><\/figure>\n<\/div><\/div>\n<p>2) Click the Viewing dropdown and select the filter you created from the list.<\/p>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">Dashboards in Workday<\/div><div class=\"prpl-drawer-content\">\n<p dir=\"ltr\">Workday provides a way to view reports by specific functional areas. There are several dashboards available that can provide access to data via delivered reports and charts. To access the dashboard functions follow the steps listed below.<\/p>\n<ol>\n<li>\n<p dir=\"ltr\">In the top right-hand corner, under the inbox, click on the gear (wheel) icon<\/p>\n<\/li>\n<li>\n<p dir=\"ltr\">Under Optional Worklets, click on the plus sign, next to the word order at the top of the chart<\/p>\n<\/li>\n<li>\n<p dir=\"ltr\">A blank box appears, type the name of the dashboard that you are searching for (e.g. Recruiting, My Staffing Actions), then select the dashboard.<\/p>\n<\/li>\n<li>\n<p dir=\"ltr\">Click &#8216;OK&#8217;, then &#8216;done&#8217;<\/p>\n<\/li>\n<\/ol>\n<p>Dashboards are pre-configured pages related to functional areas within Workday. They are populated with related charts and data. Some may also include related tasks, menus, and announcements. In Workday, data can be entered using &#8220;tasks&#8221; and viewed using &#8220;reports.&#8221;<\/p>\n<p>The Workday Home page displays worklet icons that provide access to tasks and reports in the Applications section. There are 6 required applications which are assigned to all user in Workday. Based on your specific roles in the system, your Applications section may have more than the standard applications included. Note \u2013 Regardless of how many defaulted worklets are in the Application section, a maximum of 20 worklets can be displayed at any given time.<\/p>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">Configure the Homepage Dashboard<\/div><div class=\"prpl-drawer-content\">\n<p>Note: Some dashboards may not allow the end user to remove or add applications. This will vary based on MSU&#8217;s security settings.<\/p>\n<p>1) From the Homepage, click the Settings icon.<\/p>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/gear-icon-for-settings.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/gear-icon-for-settings.jpg.0.1x.generic.jpg\" alt=\"gear icon for settings\"\/><\/figure>\n<p>2) Under Optional Worklets, click the Add Row icon to add a new application.<\/p>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/add-button.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/add-button.jpg.0.1x.generic.jpg\" alt=\"add button\"\/><\/figure>\n<p>3) Click the Prompt icon and select All to view the list of existing applications, or type the name of the application in the search field.<\/p>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/menu-icon.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/menu-icon.jpg.0.1x.generic.jpg\" alt=\"menu icon\"\/><\/figure>\n<p>4) Select the application or dashboard to be added. For this example we will be adding the Expense Management Dashboard by typing expense in the search field.<\/p>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/expense-management-dashboard-radio-button.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/expense-management-dashboard-radio-button.jpg.0.1x.generic.jpg\" alt=\"expense management dashboard radio button\"\/><\/figure>\n<p>5) Click the Move Row Up or Move Row Down arrow to reorder the applications on the page.<\/p>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/expense-management-dashboard-worklet.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/expense-management-dashboard-worklet.jpg.0.1x.generic.jpg\" alt=\"expense management dashboard worklet\"\/><\/figure>\n<p>6) Click OK at the bottom of the screen.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/ok-button.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/ok-button.jpg.0.1x.generic.jpg\" alt=\"ok button\"\/><\/figure>\n<\/div><\/div>\n<p>7) Click Done at the bottom of the screen to be directed back to the Homepage.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/done-button.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/done-button.png.0.1x.generic.jpg\" alt=\"done button\"\/><\/figure>\n<\/div><\/div>\n<p>8) Under the Applications section, check to see if the application has been successfully added. Click the newly added application to be directed to the dashboard.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/expense-management-dashboard-icon.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/expense-management-dashboard-icon.png.0.1x.generic.jpg\" alt=\"expense management dashboard icon\"\/><\/figure>\n<\/div><\/div>\n<p>The dashboard displays data related to the specific area. Each window in the dashboard helps to analyze the data from different points of view.<\/p>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/expense-management-dashboard-graphs.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/expense-management-dashboard-graphs.jpg.0.1x.generic.jpg\" alt=\"expense management dashboard graphs\"\/><\/figure>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">Favorites<\/div><div class=\"prpl-drawer-content\">\n<p>Reports, tasks, or business objects (cost centers, employees, organizations) that are used often can be added to your favorites. Favorites can be found in the Favorites application or under favorites in the profile menu.<\/p>\n<p><em>IMPORTANT: The Favorites application does not automatically appear and needs to be added manually. The Favorites application can be added following the steps in the Configure the Homepage Dashboard section above.<\/em><\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/favorites-icon.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/favorites-icon.png.0.1x.generic.jpg\" alt=\"favorites icon\"\/><\/figure>\n<\/div><\/div>\n<p>To add to Favorites, follow the steps below:<\/p>\n<p>1) Enter Manage Favorites into the Search bar and select it from the results.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/manage-favorites-task.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/manage-favorites-task.png.0.1x.generic.jpg\" alt=\"manage favorites task\"\/><\/figure>\n<\/div><\/div>\n<p>2) From the Manage Favorites screen, click the menu prompts in the Favorite Tasks\/Reports, Favorite Customer Reports or Favorite Business Objects to browse available items. Another option is to type the name of an item and hit enter.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/manage-favorites-screen.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/manage-favorites-screen.jpg.0.1x.generic.jpg\" alt=\"manage favorites screen\"\/><\/figure>\n<\/div><\/div><br \/>\n3) Click on the item browsed or typed to add it to the field(s). For this example, we will be adding the Find Customer Payments for Organization report.\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/find-customer-payments-reports.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/find-customer-payments-reports.png.0.1x.generic.jpg\" alt=\"find customer payments reports\"\/><\/figure>\n<\/div><\/div>\n<p>4) Click OK at the bottom of the screen, then click Done.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/ok-button.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/ok-button.png.0.1x.generic.jpg\" alt=\"ok button\"\/><\/figure>\n<\/div><\/div>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/done-button.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/done-button.png.0.1x.generic.jpg\" alt=\"done button\"\/><\/figure>\n<\/div><\/div><br \/>\nThe report appears when the Favorites application is opened.\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/favorites-icon.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/favorites-icon.png.0.1x.generic.jpg\" alt=\"favorites icon\"\/><\/figure>\n<\/div><\/div>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">Reports in Workday<\/div><div class=\"prpl-drawer-content\">\n<p>Workday provides numerous Standard Reports which can be adjusted to fit the end-user needs. These reports can be exported to Excel in order to work with the data or can be filtered and saved within Workday. Reports appear on Dashboards using live data which can be drilled into. This provides the end-user with real-time, accurate data to assist with the completion of business processes and data analysis. There are also Custom Reports by Functional Area within Workday that have been configured based on MSU specific needs and business processes.<\/p>\n<p><strong>Access Standard Reports<\/strong><\/p>\n<p>1) From the Search field, search keywords or the name of the report.<\/p>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/search-workday.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/search-workday.jpg.0.1x.generic.jpg\" alt=\"search workday\"\/><\/figure>\n<p>2) Under the Tasks and Reports section, locate &amp; click the name of the report to be run. Note: Select More to expand the list of search results.<\/p>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/more-button.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/more-button.jpg.0.1x.generic.jpg\" alt=\"more button\"\/><\/figure>\n<p>3) Depending on the report, enter parameters if applicable. For example, when running the My Expense Reports report, the report can be filtered down by Expense Report Status. Or, this field can be left blank to show all expense reports within the specified date range.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/my-expense-reports-search-screen-1.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/my-expense-reports-search-screen-1.png.0.1x.generic.jpg\" alt=\"my expense reports search screen\"\/><\/figure>\n<\/div><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/expense-report-status.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/expense-report-status.jpg.0.1x.generic.jpg\" alt=\"expense report status\"\/><\/figure>\n<\/div><\/div>\n<p>4) Click OK to view the report.<\/p>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">Access Reports Related to Functional Area<\/div><div class=\"prpl-drawer-content\">\n<p>1) From the Homepage, under the Applications section, click the Application icon related to the functional area. For this example, we will access the reports related to the Cost Center Finance which will be used by Requisitioners.<\/p>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/cost-center-finance.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/cost-center-finance.jpg.0.1x.generic.jpg\" alt=\"cost center finance\"\/><\/figure>\n<p>2) On the right-side of the screen, under Reports, is a list of reports related to this functional area that are frequently used in relation to business processes. Note: Click More in the Reports list to expand and view the full list of reports available.<\/p>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/reports-more-link.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/reports-more-link.jpg.0.1x.generic.jpg\" alt=\"reports more link\"\/><\/figure>\n<\/div><\/div>\n<div class=\"prpl-drawer\"><div class=\"prpl-drawer-header\">Using Workday Reports<\/div><div class=\"prpl-drawer-content\">\n<p>You can easily manipulate the information that displays in your selected report, including filtering the information and exporting the list to Excel. You can also choose to have the report exported as a .pdf so that you can print it out.<\/p>\n<p><strong>Exporting a Report to Excel<\/strong><\/p>\n<p>1) From within the report, in the upper right corner of the report, click on either one of the two Excel icons.<br \/>\nNote: If you click on the top icon, you will get the entire header of the report. If you click the bottom icon, you will only get the header row of the report.<\/p>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/export-to-excel.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/export-to-excel.jpg.0.1x.generic.jpg\" alt=\"export to excel\"\/><\/figure>\n<p>2) The entire report exports into an Excel worksheet. If it displays as minimized on the Task Bar at the bottom of the screen within the browser, click the Excel icon to open the file.<\/p>\n<p><strong>Printing a Report<\/strong><\/p>\n<p>1) From within the report, click the Print icon.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\"><figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/print-icon-on-find-customer-payments.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/print-icon-on-find-customer-payments.png.0.1x.generic.jpg\" alt=\"print icon on find customer payments\"\/><\/figure><\/div><\/div>\n<p>2) Workday exports the report as a .pdf. If it displays as minimized on the Task Bar, click the .pdf icon to open the file.<\/p>\n<p><strong>Saving a Favorite Filter<\/strong><\/p>\n<p>If you repeatedly run reports using the same filter data, you may save the filter setting in order to save time.<\/p>\n<p><em>Note \u2013 While saving filter settings is available in many of the Workday reports, not all reports allow this functionality.<\/em><\/p>\n<p>1) Select the parameters of a report.<\/p>\n<p>2) Scroll to the bottom of the page (DO NOT run report), and in the Saved filters section, enter a name for the filter in the Filter Name field.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\"><figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/save-filter-button.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/save-filter-button.jpg.0.1x.generic.jpg\" alt=\"save filter button\"\/><\/figure><\/div><\/div>\n<p>3) Click the Save button.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\"><figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/save-filter-option-1.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/save-filter-option-1.png.0.1x.generic.jpg\" alt=\"save filter option\"\/><\/figure><\/div><\/div><br \/>\nThe newly saved filter appears in the Saved Filters list.\n<p>4) Click the down arrow to expand\/view\/use saved filters.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/saved-filter-button-1.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/saved-filter-button-1.png.0.1x.generic.jpg\" alt=\"saved filter button\"\/><\/figure>\n<\/div><div class=\"prpl-column one-half\">\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/view-filter-name-1.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/view-filter-name-1.png.0.1x.generic.jpg\" alt=\"view filter name\"\/><\/figure>\n<\/div><\/div>\n<p><strong>Filtering a Report<\/strong><\/p>\n<p>Once a report has been run in Workday, you may want to focus on some specific data. You can filter the displayed information of a report based on data within the report.<\/p>\n<p>1) From within the report, click the Filter icon.<\/p>\n<figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/filter-icon.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/filter-icon.png.0.1x.generic.jpg\" alt=\"filter icon\"\/><\/figure>\n<p>2) Click Add<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\"><figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/add-filter-button-1.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/add-filter-button-1.png.0.1x.generic.jpg\" alt=\"add filter button\"\/><\/figure><\/div><\/div>\n<p>3) Select the column to filter the report from the dropdown menu. Note: Filters can be applied to multiple fields.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\"><figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/filter-column.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/filter-column.jpg.0.1x.generic.jpg\" alt=\"filter column\"\/><\/figure><\/div><\/div>\n<p>4) After selecting the filter criteria (for this example we used Payment), click Filter.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\"><figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/filter-button.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/filter-button.jpg.0.1x.generic.jpg\" alt=\"filter button\"\/><\/figure><\/div><\/div><br \/>\nThe report automatically displays the data based on the filtered criteria.\n<p><strong>Adding a Chart to a Report<\/strong><\/p>\n<p>1) From within the report, click the Expand\/Collapse Chart icon.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\"><figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/chart-icon-option.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/chart-icon-option.png.0.1x.generic.jpg\" alt=\"chart icon option\"\/><\/figure><\/div><\/div>\n<p>A default chart is displayed above the report.<\/p>\n<p>2) Click the Configure icon to change the chart type.<\/p>\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\"><figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/chart-type-icons.png\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2019\/12\/chart-type-icons.png.0.1x.generic.jpg\" alt=\"chart type icons\"\/><\/figure><\/div><\/div><br \/>\n3) Additionally, click the Configure link to change the variables contained in the chart.\n<div class=\"prpl-row\"><div class=\"prpl-column one-half\"><figure class=\"responsive-image-holder wp-caption alignnone\"><img decoding=\"async\" class=\"bordered mlt-responsive-image\" data-original-image=\"\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/configure-button.jpg\" src=\"\/responsive-media\/cache\/information-technology\/wp-content\/uploads\/sites\/168\/2020\/02\/configure-button.jpg.0.1x.generic.jpg\" alt=\"configure button\"\/><\/figure><\/div><\/div>\n<\/div><\/div>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Workday Fundamentals (pdf) &nbsp;<\/p>\n","protected":false},"author":124,"featured_media":10983,"parent":0,"menu_order":84,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"footnotes":""},"class_list":["post-13189","page","type-page","status-publish","has-post-thumbnail","hentry"],"_links":{"self":[{"href":"https:\/\/www.montclair.edu\/information-technology\/wp-json\/wp\/v2\/pages\/13189","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.montclair.edu\/information-technology\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.montclair.edu\/information-technology\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/information-technology\/wp-json\/wp\/v2\/users\/124"}],"replies":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/information-technology\/wp-json\/wp\/v2\/comments?post=13189"}],"version-history":[{"count":35,"href":"https:\/\/www.montclair.edu\/information-technology\/wp-json\/wp\/v2\/pages\/13189\/revisions"}],"predecessor-version":[{"id":14908,"href":"https:\/\/www.montclair.edu\/information-technology\/wp-json\/wp\/v2\/pages\/13189\/revisions\/14908"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.montclair.edu\/information-technology\/wp-json\/wp\/v2\/media\/10983"}],"wp:attachment":[{"href":"https:\/\/www.montclair.edu\/information-technology\/wp-json\/wp\/v2\/media?parent=13189"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}