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Employee Self-Service | Employee Management
Note that new material will be added progressively in the Workday Knowledge Base
Employee Self-Service
(For employees - Managing your personal and professional information)
[Getting Started - Workday Mobile - Benefits - Career - Pay - Personal Information - Time Entry - Absence Management]
Last Updated | |||
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Basic Navigation | English | Français | 2020-07-20 |
Advanced Navigation and Troubleshooting (View roles, profiles, find BPs and view status, etc.) | English | - | 2020-10-19 |
Identify your place in the organization | English | Français | 2020-07-20 |
The trusted devices functionality | English | Français | 2020-07-20 |
Data security (Introduction, protecting HR data while using Workday, roles and responsibilities) | English | - | 2020-10-02 |
Network restrictions (When to use VPN) | English | - | 2020-10-02 |
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Download the Workday mobile App | English | Français | 2020-07-20 |
Overview of the mobile functionalities | English | - | 2020-07-20 |
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Benefits enrollment manual: For employees | English | Français | 2020-07-20 |
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Manage your career interests (Job interests, skills and experience) | English | Français | 2020-07-20 |
Apply for jobs and refer candidates | English | Français | 2020-07-20 |
Applying at McGill University - Guide for External Candidates | English | Bientôt disponible | 2020-12-21 |
Applying at McGill University - Guide for Internal Candidates | English | Français | 2020-10-26 |
Onboarding Guide (first time logging into Workday, onboarding steps, benefit enrollment, resources) | English | Bientôt disponible | 2020-12-21 |
Work study program for students --> for program information and applying through MyFuture | English | Français | 2020-09-03 |
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Manage your pay options (Payment and withholding elections) | English | Français | 2020-10-07 |
The new pay slip: Video | English | Français | 2020-07-14 |
The new pay slip: Manual | English | Français | 2020-07-14 |
View and print tax documents | English | Français | 2021-02-23 |
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Modify your personal information (Contact info, emergency contacts, IDs, name, photo) | English | Français | 2020-07-20 |
Request an Employment Confirmation Letter (Reference Letter) | English | Bientôt disponible | 2021-02-16 |
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Time entry manual | English | Français | 2020-11-04 |
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Request sabbatic leave of absence guide | English | Bientôt disponible | 2020-09-18 |
Request sabbatic leave of absence: For applicants/initiators | English | Bientôt disponible | 2020-09-18 |
Employee's Guide to Time Off Plans | English | Bientôt disponible | 2021-01-16 |
Request time off and leaves of absence | English | Français | 2020-10-20 |
Leave of absence manual: For initiators | English | Français | 2020-11-23 |
Guide to Summer Fridays | English | Bientôt disponible | 2020-09-03 |
Employee Management
(For Supervisors, Managers, Finance Partners and Heavy Users - HR and Academic Affairs transactions)
[General - Delegation & Security - Absence - Compensation - Costing Allocation -
Recruiting - Staffing - Structure & Orgs - Time Tracking]
Last Updated | ||
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Support: | ||
Academic & Administrative HR Service Portal | Open | 2020-10-16 |
Job catalogues: | ||
Academic Staff | Open | 2020-11-02 |
Admin & Support Staff | Open | 2020-11-02 |
McGill Student Workers | Open | 2020-07-27 |
Guide to Employee Types (Worker Sub-Types) | Open | 2020-07-27 |
Guide to FTE and Scheduled vs. Default hours (Definitions, Default hours per employee group) | Open | 2020-08-13 |
Workday reporting, useful Workday reports & Datawarehouse views | Open | 2020-10-19 |
Job Profile Attributes Reference Guide (Job Profile, Pay Rate Type, Employee Type, Default Hours, Primary Comp Plan) | Download | 2020-11-02 |
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Delegation of tasks in Workday: | ||
Instructions (How delegation works, setup delegation and act on delegated tasks) | Open | 2020-07-27 |
Guidelines for the decision to delegate and selecting a proper delegate | Open | 2020-07-27 |
Security role assignment: Instructions | Open | 2020-08-03 |
Security role assignment: Guidelines --> Validate guidelines with your Faculty/Unit Champion | To come | - |
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Leaves of absence | ||
Leave of absence manual: For initiators | Open | 2020-11-23 |
How to correct Leaves of Absence | Open | 2021-02-23 |
Request sabbatic leave of absence guide | Open | 2020-09-18 |
Request sabbatic leave of absence: For applicants/initiators | Open | 2020-09-18 |
Request sabbatic leave of absence: For approvers (Chairs/Directors/Deans) | Open | 2020-09-29 |
Time offs | ||
Guide to Summer Fridays | Open | 2020-08-20 |
Time off adjustments (Entitlements, add'l vacation, carryover, Summer Fridays from FT to PT, termination, temp. assignment) | Open | 2020-11-04 |
Absence partner's guide to time off (Time off plans and time off payouts) | Open | 2020-11-04 |
Replacement funds --> For updated procedure and related forms/memos refer to the HR Website's restricted site | HR | 2020-07-20 |
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eLearning: Time off and Leaves, Roles and resp., Request and approve time off, Request LOA and return from leave | 2020-08 | |
Virtual classroom - Videos: Request time off, Request time off payout, Request LOA and return from LOA, Absence Reports | Open | 2020-08 |
Virtual classroom - Additional Videos: Carry-over balances (vacation days), Termination adjustments, Short-term Disability | Open | 2020-08 |
Virtual classroom - Practice guide (step-by-step guide):
| Open | 2020-08 |
November 24, 2020 meeting recording: Reinforcement Session - Leaves of Absence General Leave of Absence refresher Leave type-specific information:
| Open | 2020-11 |
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Request compensation change (RCC) | ||
Request compensation change business process | Open | 2020-07-27 |
Request one-time payment (OTP) | ||
Request one-time payment business process | Open | 2020-12-02 |
Course Lecturer indemnity payment due to course cancellation | Open | 2020-10-13 |
Course Lecturer/Instructor Indemnity Calculation Form (the Excel form will download) | Download | 2020-10-13 |
Assigning and viewing MCLIU compensation | Open | 2020-07-27 |
Compa-ratio | Open | 2020-07-27 |
Compensation tabs: Total rewards, Compensation, Compensation history | Open | 2020-07-27 |
Post-Doctoral compensation | Open | 2020-11-12 |
Post-Doctoral costing allocation worksheet | Open | 2020-11-12 |
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eLearning: What's new, Compensation fundamentals, Request compensation change, Request one-time payment | Open | 2020-08 |
Virtual classroom - Videos: What's new, Request compensation change, Request one-time payment, compensation reports | Open | 2020-08 |
Virtual classroom - Practice guide (step-by step guide):
| Open | 2020-08 |
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Costing allocation (Overview, Finance Partner role, business process and reporting) | Open | 2020-07-31 |
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eLearning: Costing allocation business process, Costing allocation as a sub-process, Costing allocation reports | Open | 2020-08 |
Videos:
| Open | 2020-08 |
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How to manage Semester-based positions (Course Lecturers/Instructors, Teaching Assistants, etc.) | Open | 2021-02-24 |
Create Position | ||
Create Position Business Process Overview | Open | 2020-07-27 |
Step-By-Step Guide: How to create a Postdoctoral Researcher (Category C) position | Open | 2020-08-17 |
Step-By-Step Guide: How to create a Teaching Assistant position | Open | 2020-08-17 |
Step-By-Step Guide: How to create a Zero-salary CAS Ranked Academic position | Open | 2020-08-28 |
Work Study Job Catalogue (Program details and create a Work Study eligible position) | Open | 2020-08-03 |
Work Study Program --> for employer program information | Open | 2020-08-03 |
End-to-end Recruiting Process | ||
Recruiting BPs (Where to start, create job req, post & translate, selection, merge duplicates, offer, hire/onboarding, pre-hire) | Open | 2021-02-05 |
Recruitment of Course Lecturers and Instructors | Open | 2020-07-27 |
Recruitment of Invigilators (Job Management) | Open | 2020-07-27 |
Recruitment of Casual Academic Positions paid by One-Time-Payment | Open | 2020-10-13 |
Information and Onboarding for Visiting Guest Lecturers, Indigenous Elders and Reviewers | Open | 2021-01-07 |
Checking for Duplicates and Merging Profiles | Open | 2021-01-18 |
Job Requisitions | ||
Create an Evergreen requisition | Open | 2020-07-27 |
Manage job requisitions (Close, freeze, unfreeze) | Open | 2020-07-27 |
Selection Committee functionality | Open | 2020-12-23 |
Hire business process | ||
Hire BP for specific employee groups: | ||
Course Lecturers and Instructors | Open | 2020-08-24 |
Maintain Employee Contract for Course Lecturers (step triggered after Hire BP) | Open | 2020-09-21 |
Onboarding checklists | ||
Onboarding Guide (first time logging into Workday, onboarding steps, benefit enrollment, resources) | Open | 2020-12-21 |
For Managers | Open | 2020-07-27 |
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Positions and Job requisitions myCourses training material: | ||
eLearning: New recruiting process, Creating positions, Creating job requisitions, Creating positions from job reqs | Open | 2020-08 |
Virtual classroom - Videos: Create a position within a job requisition, Create Evergreen requisition | Open | 2020-08 |
Virtual classroom - Additional Videos: Edit Job Requisition | Open | 2020-08 |
Virtual classroom - Practice guide (step-by-step guide):
| Open | 2020-08 |
Virtual classroom - Practice guide (step-by-step guide for Recruiting Coordinators):
| Open | 2020-08 |
Recruiting myCourses training material: | ||
eLearning: Recruiting fundamentals, Applying to a job, Job Application business process, Hire and Onboarding | Open | 2020-08 |
Virtual classroom - Video: Finding and applying to a position, Job Application business process, Hire and Onboarding | Open | 2020-08 |
Virtual classroom - Practice Guide (step-by-step guide):
| Open | 2020-08 |
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Academic Appointments | ||
Introduction to Academic Appointments (BP, managing appointments, academic units, joint appointments, reporting) | Open | 2020-08-31 |
Associate Membership appointments (Add, update, end, reporting) | Open | 2020-08-31 |
Add Job business process | ||
Reference Guide (Definition, Add job reasons, When to use this process) | Open | 2020-07-31 |
Adding CAS Post-Retirement Positions (Create position, Add job or Re-hire) | Open | 2021-01-26 |
Change Job business process | ||
Reference Guide (Definition, Change job reasons, When to use this process) | Open | 2020-07-31 |
Move an employee from one Manager to another | Open | 2020-08-21 |
Re-appointment for Admin employees | Open | 2020-07-31 |
Re-appointment for Academic employees | Open | 2020-08-10 |
Temporary Alternate Work Arrangement - TAWA (Adding, extending, ending, reporting) | Open | 2020-08-19 |
Position rematch | Open | 2020-07-27 |
Switch Primary Job business process (Related impacts, ad-hoc scenario, add job and end job scenarios, reporting) | Open | 2020-09-21 |
Temporary assignment (new, extending and ending a temporary assignment, reporting) | Open | 2020-09-21 |
Contract Contingent Worker business process | Open | 2020-12-21 |
Termination | ||
Termination and End Additional Job business processes | Open | 2020-08-10 |
Course Lecturer indemnity payment due to course cancellation | Open | 2020-10-13 |
Course Lecturer/Instructor Indemnity Calculation Form (the Excel form will download) | Download | 2020-10-13 |
How to manage Semester-based positions (Course Lecturers/Instructors, Teaching Assistants, etc.) | Open | 2021-02-24 |
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eLearning: Change job, Add job, Terminate employee | Open | 2020-08 |
Virtual classroom - Video: Change job, Add job, Terminate employee | Open | 2020-08 |
Virtual classroom - Practice guide (step-by-step guide):
| Open | 2020-08 |
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Supervisory Organizations: Instructions (Establishing/creating/modifying a Sup. Org. and moving employees) | Open | 2020-07-31 |
Supervisory Organizations: Request form --> In HR website's form section, under Update or Change | Forms | 2020-07-31 |
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Time entry manual | Open | 2020-07-20 |
Exceptional process to pay retroactive time entry | Open | 2020-12-08 |
Time entry manual: For Local Timekeepers | Open | 2020-11-04 |
Time entry: Differential hours | Open | 2020-11-04 |
Time entry approval: View and modify costing allocation (Fund and/or Activity) | Open | 2020-08-07 |
Guide to Holidays (How Holidays are configured in Workday, how to manage worked holidays) | Open | 2020-02-05 |
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eLearning: Key time tracking concepts, Enter and approve time, Time entry exceptions | Open | 2020-08 |
Virtual classroom - Video: Enter time, Review time | Open | 2020-08 |
Virtual classroom - Additional video: Recall and overtime, Submitting differential hours (categorial diff.) for SEU) | Open | 2020-08 |
Virtual classroom - Practice guide (step-by-step guide):
| Open | 2020-08 |