FAQs

Basics

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  • What Are Workday Notifications?

    Notifications within Workday are not "calls to action," they simply let you know that a process has occurred in the system. To view your notifications, click the bell icon on the top right-hand corner of your Workday home page (see the image below).

  • How Are Business Processes Routed for Approval?

    Workday automatically routes business processes for approval based on a set of pre-defined security and business rules. These rules can vary depending on each business process. For more information, refer to the Process Status and Workflow tip sheet.

    To access the resource, click on the orange Need Help? icon to get started, select tip sheets and type "process status" in the search field (see the images below).

    Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

  • If I Initiate a Business Process That Requires Approval and I Hold an Approval Role, Will it Route to Me?

    No. In a case where you are both the initiator and an approver on the business process, (e.g., Accounting Journals, Purchase Requisitions), the task will not route to you for approval.

  • How Am I Notified That a Business Process is Awaiting My Approval within Workday?

    • Workday will notify you via email of business processes awaiting your approval. Workday email notification preferences include:

      • Immediately - Receive an email notification as soon as a task is pending your approval.

      • Daily - Receive a summary email notification at the end of the business day of any tasks pending your approval.

    • You can update your Workday settings to define when you receive a notification email regarding a task that requires your approval. Note: Workday will only send the notification email once. For more information, refer to the Business Process Notification Preferences tip sheet. To access the resource, click on the orange Need Help? icon to get started, and type "notification" in the search field (see the images below).

    Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

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Expenses

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  • Who Can Submit Expense Reports within Workday?

    • All employees can submit Expense Reports for themselves within Workday. In addition, employees with the Workday role of Department Expense Data Entry Specialist (EDES) can submit an Expense Report on behalf of another employee.

    • The Workday: Expenses training, available in ULearn, reviews how to create an Expense Report within Workday for yourself or on behalf of another employee, along with other topics related to Expense Reports. An interactive guide is available within Workday for creating an Expense Report. To access this tool, log in to Workday, click on the orange Need Help? icon, select Expenses, then select Creating an Expense Report (see images below).

    Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

  • How Are the Per Diem Rates That Appear on Expense Reports Determined within Workday?

    Per diem rates are allowances for lodging, meals, and incidental expenses, which are calculated based on the city of travel. The General Services Administration (GSA) sets standard per diem rates for the lower 48 United States, and the GSA website allows users to search for per diem rates for these states. This website also has links to the Department of Defense site that sets rates for Alaska, Hawaii, U.S. Territories, Possessions, and to the U.S. Department of State site that sets foreign per diem rates.

  • When is the Send Back Feature Used by the Disbursements Office?

    • The Disbursements Office uses this feature to send an Expense Report back to the initiator when the change needed does not impact the dollar amount (e.g., there is no increase or decrease) of the Expense Report.

    • Once the initiator resubmits the corrected Expense Report, it routes directly to the Disbursements Office Expense Partner, without requiring repeat approvals from other approvers.

  • How Can I Find Draft or In Progress Expense Reports?

    In Workday, you can run the Find Expense Report Lines for Organization (FIN-P2P-Find Expense Report Lines for Organization) report to identify pending, draft, or in-progress reconciliation transactions. Note: You must have the appropriate Workday Finance Security role to run this report.

  • What Do I Do If My Hotel Bill Includes Personal Charges?

    You must present a check to the cashier's office for the total amount of the personal expense(s). Personal transactions incurred on the Travel Card should then be marked "Personal" in the Workday Expense Report. For more information, please contact the Corporate Cards Office at ap@miami.edu.

  • What is the Quick Expenses Tab and Why Does it Appear?

    The Quick Expenses tab appears if the employee being reimbursed has used the Workday mobile app on their mobile device to upload receipts for their expenses.

  • Do I Need to Reconcile a Fraudulent Charge Made on My Travel Card? If So, What Information Do I Need to Provide?

    • Yes. All Travel Card charges must be reconciled in Workday, even if the charge is fraudulent. For more information on disputing fraudulent Travel Card charges, refer to the Travel Card User Guide.

    • To reconcile a fraudulent charge within Workday via an Expense Report (ER), enter "fraudulent charge" in the Memo field, select an Expense Item type, and enter a Driver Worktag. Upload a copy of the affidavit you will have completed for the bank to support the transaction. When a credit for the fraudulent charge is issued by the bank, you will need to reconcile that credit within Workday via an Expense Report (ER). Use the same Expense Item type, Driver Worktag, and attachment(s) used to reconcile the charge. Enter "credit for fraudulent charge" in the Memo field. Add the ER number of the original charge.
    • It's best to reconcile both the Fraud charge and credit in one expense report; but if the Fraud transaction is approaching past due (beyond 30 days), reconcile the charge first to avoid card suspension. If you have additional questions regarding the Travel Card, contact the Corporate Card Office at 305-284-2417.

  • I Mistakenly Submitted an Expense Report and Was Reimbursed for an Expense Without Reconciling the Original Travel Card Transaction within Workday. What Should I Do?

    You must reimburse the University of Miami by issuing a payment to the Cashier's Office to correct the error. Then, select the original travel card transaction within Workday on the Expense Report (ER) and add in the worktags, spend category, proof of repayment as support documentation, and an explanation "to correct reconciliation error charge" that references the original ER # in the Memo field.

  • When Should the Spend Authorization Business Process within Workday be Used?

    • The Spend Authorization business process is for eligible individuals that need to request cash advances for a future University-related business event (e.g., student group travel in which cash will be required). Spend Authorizations should not be used to reimburse employees for airfare or hotel purchased in advance. Employees may apply for the University Travel Card to pay for trip expenses. For more information on the Travel Card program, visit the Travel Card section on the Purchasing website.

    • An interactive guide is available on Workday for creating a Spend Authorization. To access this tool, log in to Workday, click on the orange Need Help? icon, select Expenses, then select Creating a Spend Authorization (see images below).

    Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

  • How do I Reconcile My Travel Card within Workday?

    • To reconcile your Travel Card expenses, you must create an Expense Report within Workday. The Workday: Expenses training, available in ULearn, reviews how to reconcile Travel Card expenses, along with other topics related to Expense Reports.

    • An interactive guide is available within Workday for creating Expense Reports. To access this tool, log in to Workday, click on the orange Need Help? icon, select Expenses, then select Creating an Expense Report (see images below).

    Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

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Financial Accounting

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  • What are Driver Worktags and Related Worktags?

    • Driver Worktags are worktags that will auto-populate or "Drive" other worktags within the Workday Financial Data Model (FDM). The four types of Driver Worktags are Program, Project, Gift, and Grant.

    • Related Worktags are worktags that are auto-populated when a Driver Worktag is selected, including:

      • Cost Center is the budget unit associated with the Driver.

      • Fund is a method of accounting based on the University's designation of a funding categorization.

      • Financial Class tracks the National Association of College and University Business Officers classification for expenses.

      • Legacy Value is an informational worktag that shows a driver's code from legacy financial system.

      • Region manages location-based profitability reporting within the University of Miami Health System.

      • RVU (Relative Value Unit) measures patient-care activity that produces an RVU charge in the Epic billing system.

  • How Do I Reverse a Journal Entry After It Has Been Posted?

    • Employees with the Workday security role of Department Accountant or Accounting Manager can Copy and Reverse the debits and credits of a posted journal entry. For more information on how to complete the process of reversing a journal, refer to the Copy and Reverse Journal tip sheet available within Workday.

    • To access this tool, log in to Workday, click on the orange Need Help? icon*, and type "reverse journal" in the search field (see images below).

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

  • My Journal Entry Has a Grant on One Line and a Program on a Separate Line. Which Workday Security Roles Will Approve this Business Process?

    Your journal will require approval from Cost Center Manager (CCM), Cost Center Sponsored Programs Manager (CCSPM), and Award Administration Approver 1 (AAA1). The CCM will approve for the program line. CCSPMs are required to approve any grant-related transaction and they will approve for the grant line. Additionally, all grant journals require approval from AAA1 which approves on behalf of the Office of Research Administration (ORA).

  • How Do I Find My Journal Entries?

    • You can search for journal entries by running the Find Journals report in Workday. Note: This report is only available to the Workday security roles of Department Accountant and Accounting Manager.

    • A tip sheet is also available within Workday for finding journal entries. To access this tool, log in to Workday, click on the orange Need Help? icon, and type "find journals" (see images below).

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

  • What Are the Cost Center Hierarchy Levels?

    • The Cost Center Hierarchy levels are as follows:

      • Level 01: University contains all UM Cost Centers

      • Level 02: Division is the overall mission the Cost Center serves (examples are Provost, UHealth, and Athletics)

      • Level 03: Dean is the function the Cost Center serves within the Division (examples are Provost Operations, Schools and Colleges, and Student Affairs)

      • Level 04: Budget Unit is the overall reporting and budgeting entity (examples are School of Architecture, Study Abroad, and Controller)

      • Level 05: Department Grouping is a categorical grouping of Departments (examples are MSOM – Clinical Departments and MSOM – Centers of Excellence)

      • Level 06: Department groups Cost Centers within a Budget Unit based on activity or subject (examples are Athletic Administration, Dining and Vending Services, and Computer Science)

      • Level 07: Sub-Department Grouping is used primarily in MSOM and UMMG to group Cost Centers within larger Departments (examples include UMMG – Pediatrics General and UMMG – Pediatrics Critical Care)

  • What Do the Letters “ZDNU” Stand for When They Appear Before a Worktag (e.g., Driver Worktag)?

    The letters "ZDNU" are added to Worktags that are no longer used within Workday. "DNU" stands for "Do Not Use," and the "Z" pushes Worktags that are no longer used to the bottom of selectable lists so that they become less visible.

  • What Happens If a Journal is Still in Process at Month End?

    • At the end of the second business day of each month, the Controller's Office will close the ledgers to all schools and departments and begin a process that will cancel all incomplete business processes, including journal entries, in Workday.

    • To access this tool, log in to Workday, click on the orange Need Help? icon*, and type "find journal lines" in the search field (see images below).

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

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Manager Information

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  • How Can Managers Use Delegation within Workday?

    • Delegation allows Managers the ability to give another user access to initiate and/or approve tasks on their behalf within Workday. It is recommended to use delegation when out of office for extended periods of time to prevent unnecessary delays of approvals/transactions. There are three types of Delegation available within Workday:

      • Business Process Initiation Delegation – Allows users to delegate the ability to initiate selected business processes to another user

      • Inbox Delegation – Allows users to give access to their entire Workday Inbox (or specific business processes from their Inbox) to an individual for a specified period

      • Task Delegation – Allows users to delegate a task that is already awaiting action in their Inbox

    • An interactive guide is available within Workday for Delegation. To access this tool, log in to Workday, click on the orange Need Help? icon*, select the Basics category, then select Delegate Inbox Items/Business Processes Delegate Task or Stop Delegation (see image below).

  • How Can I Get a List of My Team’s Emergency Contact Information From Workday?

    Type "emergency contact" in the Workday Search field and select the HCM-ADM-Emergency Contact Information report. Type your name in the Organizations field, select the desired Supervisory Organization(s), and click OK to run the report.

  • As a Manager, Can I Obtain a List of My Team’s Birthdays?

    Yes. Type "birthday" in the Workday Search field and select the HCM-ADM-Future-Birthdays report. Complete all fields marked as required (*) and type your name in the Organizations field to quickly search for your supervisory organizations. Note that the Your Team section on your Workday home page also highlights upcoming birthdays (e.g., within the next two weeks) for your direct reports.

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Payment Requests

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  • How Can I Reimburse Non-Employees and Students?

    • To reimburse non-employees, University of Miami students, and student organizations, you must complete the Non-Employee and Student Reimbursement Form at miami.edu/expenseform. This form is used to submit expense reimbursement requests for expenses incurred on behalf of the University (e.g., airfare, lodging, and per diem). Note: This form cannot be used to pay taxable amounts to any person, reimburse faculty or staff members' expenses, pay or reimburse companies, or pay students amounts that qualify as financial aid.

    • For more information on how to complete this form, refer to the Non-Employee and Student Expense Reimbursement Form tip sheet. To access the resource, click on the orange Need Help? icon to get started, and type "reimbursement" in the search field (see the images below).

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

  • Where Can I Find the Policy That Governs Non-Employee Travel?

    The electronic Travel and Business Expense Reimbursement Policy governs both non-employee and employee travel. Visit the Controller's Office website to access the policy in PolicyStat.

  • Am I Able to Reimburse a Non-Employee or Student Using Direct Deposit to a Bank Account Instead of Sending a Check?

    • No. Direct deposit is not available for non-employee or student reimbursement. A check will be mailed to the U.S. domestic address that is submitted on the Non-Employee and Student Reimbursement Form.

    • For more information on how to complete this form, refer to the Non-Employee and Student Expense Reimbursement Form tip sheet. To access the resource, click on the orange Need Help? icon to get started, and type "reimbursement" in the search field (see the images below).

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

  • What Backup Documentation Should I Include When Requesting an ACH or Wire Payment?

    • When requesting an ACH or wire payment, include all of the following relevant documentation:

      • The payee's tax document (if applicable).

      • IRS form 8233 is required if the payee is a foreigner and services are provided in the U.S.

      • The original request for payment or the invoice that includes banking instructions. Note: If banking instructions are not provided on the invoice, include a document with the banking instructions received from the payee, as every country has different requirements for wire transfers.

    • A completed Departmental Request for Electronic Funds Transfer (EFT) via Workday form is required if the invoice is in a foreign currency and payment is to be made in that currency or when the invoice does not include the banking instructions. Note: When an invoice is not in U.S. dollars (USD), also attach a currency conversion from Oanda.com that shows the USD equivalent (see instructions on the EFT form).

  • How Can I Request a Check Payment within Workday?

    • To request a check payment, you must be assigned the Workday security role of Procurement Data Entry Specialist or Expense Data Entry Specialist. Note: Requesting a check payment may be a two-step process if your payee is not already set up as a supplier within Workday. For additional information about check payments, visit the Accounts Payable website or contact the Disbursements Office at disbursements@miami.edu.

    • To set up a supplier, initiate the Create Supplier Request business process. You do not need a role assigned for this step.

    • To request a check payment for an existing supplier, initiate the Create Supplier Invoice business process.

    • An interactive guide is available within Workday for both business processes listed above. To access this tool, log in to Workday, click on the orange Need Help? icon*, and type "create supplier" in the search field (see images below).

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

  • How Can I Find Out If a Supplier Is Enabled to Accept Wire Payments?

    • To verify if a supplier is enabled to accept wire payments, first search for the supplier by:

      • Typing "supplier:" followed by the supplier's name in the Workday Search field (e.g., supplier Staples), then selecting the supplier from the search results page.

      • Run the Find Suppliers report and click on the magnifying glass icon to the left of the supplier's name (see sample image below).

    • Once you locate the supplier, navigate to the Overview tab, then to the Payment Details tab (see screenshot below). Under Accepted Payment Types and Default Payment Type, confirm if the appropriate payment type, (e.g., Check, Wire) is listed (see sample image below).

    • If the supplier is not enabled to accept wire payments, email a justification for your request as follows:

      • Payment to foreign suppliers: Supply Chain Data Team at supplierapp@miami.edu and include an invoice with the supplier's banking information.

      • Requests related to domestic Purchase Order (PO) Suppliers: Elsa Liauwapau, Director A/P & Disbursement at eliauwapau@miami.edu.

      • All other requests: Disbursements Office at disbursements@miami.edu.

  • How Do I Request a Payment to An International Address?

    • To request a payment to an international address, enter the Country and address lines in the Address section during the Create Supplier Request business process. For additional questions on international payees, please contact the Disbursements Office at disbursements@miami.edu.

    • An interactive guide is available within Workday for requesting international payments. To access this tool, log in to Workday, click on the orange Need Help? icon*, and type "create supplier" in the search field (see images below).

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

  • Can I Upload Supporting Documentation to the Non-Employee and Student Expense Reimbursement Form?

    • At least one attachment is required to submit the Non-Employee and Student Reimbursement Form at miami.edu/expenseform.

    • For more information on how to complete this form, refer to the Non-Employee and Student Expense Reimbursement Form tip sheet. To access the resource, click on the orange Need Help? icon to get started, and type "reimbursement" in the search field (see the images below).

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

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Payroll

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  • Can I View My Past and Current Payslips?

    Yes. Tip sheets entitled Payslips and Payslips UMH provide guidance on how to view your payslips. To access these resources, log in to Workday, click on the orange Need Help? icon, and type "payslip" in the search field (see images below).

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

  • Can I Change My Tax-Withholding Elections and Direct Deposit Information within Workday?

    • Yes. Tip sheets entitled Federal Tax Elections and State and Local Tax Elections provide guidance on how to change your tax-withholding elections, and the WalkMe ActionBot is also available to assist with updating payment elections (i.e., direct deposit) within Workday.

    • To access the tip sheets, log in to Workday, click on the orange Need Help? icon, and type "tax" in the search field (see images below).

    • To access the ActionBot, log in to Workday, click on the ActionBot image and select Update Payment Elections (see image below).

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

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Personal Information

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  • Who Can See My Compensation Information within Workday?

    Visibility of your compensation is restricted to you, your manager, and Central HR Offices.

  • Is My Personal Information on Workday Secure?

    Protecting the security and privacy of personal data is a priority, for both Workday and the University of Miami. Workday continually implements robust technical and organizational security controls to ensure that data is safe. Their global data protection program is founded on strict policies and procedures regarding access, use, disclosure, and transfer of customer data. Workday adheres to regulatory standards and is required to pass certifications and compliance controls required by law.

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Procurement

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Recruiting

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Reporting

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  • How Can I Export Reports to Excel?

    All Workday reports can be exported to Microsoft Excel by clicking on one of the two Excel icons (see image below). The top icon will export any criteria you selected (e.g., company, date range, etc.) along with all the report data, while the bottom icon will export only the column headings and report rows.

  • What Types of Reports Are Available within Workday?

    • Workday gives employees the ability to run a variety of reports based on their assigned security role(s). Many of these reports can be viewed as results on the screen, based on the criteria entered. Results can be filtered by column and exported to Microsoft Excel for additional sorting, formatting, and analysis.

    • Visit the Reports within Workday page for more information on running reports. There are also several tip sheets available with more information about reports. To access these resources, log in to Workday, click on the orange Need Help? icon, and type "reports" in the search field (see images below).

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

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Security Rules

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  • Where Can I Find a List of the Finance Security Roles Available within Workday?

    Please visit the Finance Security Role Matrix on the Workday Informational website to review a detailed list of finance roles, or learn more about role visibility, assignments, and implications. To request a role, complete the Workday Finance Role Request Form.

  • How Do I Know Which Security Role(s) I Have?

    Follow the instructions in the Role Assignments for Worker Position tip sheet to view your own security role assignments. To access this tip sheet, log in to Workday, click on the orange Need Help? icon*, and type "role assignment" in the search field (see images below).

    Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

  • How Do I Add or Remove a Workday Security Role for Myself or Someone Else?

    • To request a change in someone's Workday security role assignments, download the appropriate request form from the Workday informational website. Follow the instructions provided on the form, including collecting required signatures and submitting the completed form to help@miami.edu.

    • Below is a list of available Workday security role request forms to help you identify which is needed:
      • Human Resources (i.e., Workday Role Request Form for HCM Processing) – Use this form to request Human Resources roles, such as HR Partner, HR Business Process Initiator (HR BPI), Timekeeper, and Recruiter.

      • Finance (i.e., Workday Finance Role Request Form) – Use this form to request Finance Initiator and Reviewer roles, such as Department Accountant that can initiate Accounting Journals and Program Reviewer that can view financial information for assigned Program(s), and/or Finance Approver roles, such as Cost Center Manager (CCM), Cost Center Sponsored Program Manager (CCSPM), Senior Business Manager (SBM), etc.

      • HR Central (i.e., Workday HCM Role Request Form for Central Office) – Use this form to request Central Human Resources roles, such as Central Benefits, Central HR (Faculty), and Budget Approver.

      • Admin (i.e., Workday Security Role Request Form (Administrators)) – Use this form to request system administrator roles for Finance and Human Resources functions, such as Benefits Administrator, Budget Administrator, and ISP Administrator.

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Student Employee Self-Service

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Time Off

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  • Can a Manager Modify an Approved Time Off Request?

    • Yes. A Manager can edit an approved Time Off request within Workday using the Correct Time Off business process. The employee will then receive a notification of the change.

    • An interactive guide is available within Workday for correcting or canceling a time off request. To access this tool, log in to Workday, click on the orange Need Help? icon*, and type "time off" in the search field (see images below).

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

  • Can I Cancel a Time Off Request That I Already Submitted?

    • Yes. If you submit a time off request that is already approved, you can modify or cancel the request using the Correct Time Off business process. If the request is still in progress, go to the request and select Cancel.

    • For instructions on how to correct or cancel a time off request, refer to the WalkMe Smart Walk-Thru "Correct Time Off" available in Workday. To access the resource, click on the orange Need Help? icon to get started and type "time off" in the search field (see the images below).

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

  • Can I Request Future Time Off If I Have Not Yet Accrued the Hours?

    • Yes, you can request future time off based on future accruals, if the total requested time off does not exceed the balance accrued in that pay period. Note: Future time off reduces your available balance which may impact the number of hours that can be requested.

    • For instructions on how to submit a request time off, refer to the Walk Me "Request Time Off" available in Workday. To access the resource, click on the orange Need Help? icon to get started and type "time off" in the search field (see the images below).

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

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Training

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WalkMe for Workday

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  • What is WalkMe for Workday?

    • WalkMe for Workday is a smart tool that makes getting help with Workday business processes easier. WalkMe Smart Walk-Thrus are interactive, navigational guides that provide step-by-step instructions on how to complete a business process. To access these resources, click on the orange Need Help? icon to get started (see the image below).

    • The WalkMe ActionBot helps you complete an action within Workday by asking you a series of questions and then using your responses to autofill fields in the business process you selected. To get help completing a business process, such as Change My Home Contact Information, simply click the ActionBot icon to get started (see the image below).

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

  • If I Click on the “Need Help?” Icon Within Workday, What Interactive Help Features Appear?

    • When you click on the orange "Need Help?" icon, a "How can we help you?" menu appears (see the image below). You can start by typing your Workday question or selecting from the menu of available guides.

    • Once you make a selection, the WalkMe Smart Walk-Thru appears to guide you through the steps needed to complete the business process. Click Next to display the guidance for the next field or click Back to return to the previous field (see the image below).

  • Can I Bypass Using WalkMe for Workday If I Do Not Need Guidance on a Business Process?

    Yes, WalkMe for Workday's interactive navigational guides are only activated if you click on the orange Need Help? icon (see the image below).

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

  • I Do Not See the “Need Help?” or ActionBot Icons within Workday. What Should I Do?

    • In order to use WalkMe for Workday, you will need a plugin for your computer. If you have a Mac or PC that is not centrally managed by the University, you will need to manually install the plugin.

    • Once the plugin is installed, the orange Need Help? icon appears on the top right-hand corner of the screen and the ActionBot appears in the center of the screen (see the images below). Click on either icon to get started.

  • I See an Exclamation or Question Mark in a Red Triangle on Certain Fields. What Does This Icon Mean within Workday?

    • These icons* are SmartTips that are always visible to call attention to certain fields. Simply hover over the icon to view the message (see the images below).

    • The exclamation mark icon validates the data entered in the associated Workday field and provides you with real-time feedback about a business process even before submitting.

    • The question mark icon signifies that additional information or guidance for that Workday field is available.

    *Note: If you don't see the Need Help? icon within Workday, please install the WalkMe plugin on your computer.

  • What Happens If I Click on the “X” In the Smart Walk-Thru Text Box?

    • Clicking on the "X" in a Smart Walk-Thru text box will stop the interactive navigational guidance (see the image below).

    • You may turn the Smart Walk-Thru back on at any point. Simply click on the Need Help? icon again and re-select the guide from the "How can we help you?" menu.

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