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Workday HCM Tutorial for Beginners & Experts

Workday Human Capital Management, popularly referred to as Workday HCM, is a cloud-based solution that is strategically designed to help progressive business organizations manage their workforce efficiently.

From HR & payroll to talent management & recruitment, it invariably offers a unified platform for seamless people operations. This tutorial is mostly suitable for Workday learners, HR professionals, job seekers, & IT leaders who are looking for a step-by-step guide on navigating & using Workday HCM effectively.

As per Gartner, Workday is trusted by over 60% of Fortune 500 companies, making it a leading enterprise choice for HR functions. Workday Training helps employees in a company with knowledge and confidence to use the system effectively, making their daily work easier and helping the company run.

This Workday HCM tutorial serves as a concise yet comprehensive guide for HR professionals, job seekers, Workday learners, & IT leaders, which helps them in navigating the platform confidently – no matter if they are just starting out or are aiming for the most advanced proficiency..

What You Will Learn in This Workday HCM Tutorial?

By the end of this guide, you will have a fair idea and information to:

Getting Started with Workday HCM

How to Log in to Workday?

1. First of all, visit your company’s Workday login page (often via a unique tenant URL). https://impl.workday.com/MCS_dpt5/d/home.htmld
2. Then enter your username & password.
3. You will be prompted to use MFA (multi-factor authentication) if required for the purpose of an extra layer of security.
4. If you want to change your password, click "Change Password" & then follow the reset steps. 

Overview of the Workday Home Dashboard

The dashboard on your Workday home page is your starting point. It contains the following:

•  Worklets – Worklets are multiple tiles for conducting specific functions like Benefits, Pay, Time Off, etc.
•  Search bar – The search bar is helpful in quickly finding tasks, reports, or employees.
•  Notifications – These are alerts for pending updates or approvals. 

Understanding the Workday Interface

• Search icon – The Search Icon is used for a Global search for anything in the system. • Inbox – You receive Workflow tasks & approval requests in your inbox. • Bell icon – All notifications for HR actions or system updates are communicated through the Bell icon. • Profile menu – Here you will find personal settings, preferences, & sign-out.

Navigating the Worklets and Applications Panel

Worklets are extremely customizable. You have the option of arranging them for quick access to your most frequently used features, like "My Team" or "Time Tracking."

Core HR Tasks in Workday HCM

Viewing and Updating Personal Information

For this, go to Profile → Personal Information in order to update your address, emergency contacts, & tax details.

Managing Job Profiles and Employment Data

HR teams have the option to edit job titles, departments, & manager assignments. Employees can easily view their current role & history.

Viewing Compensation and Pay Information

Click the Pay worklet to check salary details, bonuses, & other compensation components.

Managing Benefits Enrolment

During open enrolment, you may use the Benefits worklet for choosing medical, dental, or retirement plans.

Talent Management in Workday

How to Create and Manage Goals

Employees can easily set yearly or quarterly goals that are aligned with the company objectives under the worklet named Performance.

How to Launch and Complete Performance Reviews

Managers have the option to initiate reviews, & employees fill self-evaluations before the feedback is finalized.

Managing Skills & Certifications

You may track & update certifications like PMP, SHRM, or technical skills in order to help with aspects like career growth & compliance.

Time and Attendance in Workday

How to Clock In/Out?

Hourly staff can use the feature of Time Clock feature on desktop or mobile.

Entering and Submitting Time

You can submit weekly timesheets before the payroll deadlines in order to avoid delays.

Requesting Time Off

From the Absence worklet, you can select sick leave, vacation, or other absence types & submit for your manager’s approval.

Payroll & Compensation Basics

Viewing Pay Slips

You have the option of accessing past as well as current payslips in PDF format.

Changing Payment Elections

You can switch between bank accounts easily whenever you require or update direct deposit details.

Understanding Compensation History

Review all the past raises, promotions, & bonuses in order to track the progress of your career.

Recruitment and Onboarding (For HR Users)

How to Create a Job Requisition?

HR creates requisitions with various details like job descriptions, salary ranges, & hiring managers.

Managing Candidates and Interview Feedback

Recruiters can review resumes, schedule interviews, & collect interviewer feedback directly in Workday.

Onboarding a New Hire

HR can easily assign onboarding tasks like document uploads, benefits selection, & policy acknowledgment.

Reporting in Workday HCM

How to Run Standard Reports?

Workday has built-in reports like headcount, turnover, & diversity metrics.

Creating Custom Reports (Basic Tutorial)

Use Report Writer in order to build reports with filters, sorting, & grouping options.

Exporting Reports to Excel/PDF

Download data for offline analysis or presentations.

Workday Mobile App Overview

How to Install the Workday App?

It is available on iOS & Android - search Workday in the app store.

Mobile Features vs. Desktop

You can easily view pay slips, request leave, & approve tasks on mobile, though various complex reports are usually better on the desktop.

Submitting Tasks via Mobile

You may use push notifications in order to approve requests instantly from your phone.

Common Tasks & Troubleshooting Tips

Resetting Your Password

You may use the link called "Forgot Password" or contact IT support.

Handling Task Notifications & Approvals

You may check your inbox daily in order to avoid bottlenecks.

Whom to Contact for Technical Help

For login or workflow issues, you may contact your company’s Workday Administrator.

Workday HCM Tips for Beginners

• Beginners can use the search bar instead of navigating menus – it is faster.
• Then bookmark frequent reports or tasks.
• Complete the onboarding training modules before you finally start to explore advanced features.
• You should avoid changing critical fields like job titles without the approval of HR.

Learn More with ERP Cloud Training

In case you are aspiring to become a Workday expert, ERP Cloud Training offers:

•  Beginner to advanced Workday HCM courses
•  Hands-on labs with various real-time scenarios and practical sessions
•  Workday HCM certification preparation
•  Guidance for job seekers who are willing to enter the Workday ecosystem

Conclusion

Workday HCM has proved to be a very powerful platform that centralizes HR, payroll, & talent management in one place. By following this particular tutorial, beginners & experienced professionals can confidently learn, explore & perform key HR functions. With consistent practice, you will be all geared up to handle day-to-day HR operations or prepare for a Workday HCM certification.