Representative Work Product · Employee self-service job aid

Employee Quick Reference Guide

A public portfolio sample demonstrating how I would structure employee- and manager-facing People Systems enablement.

Portfolio sample—not tenant-ready instructions. This artifact uses fictitious scenarios and placeholders. Workday navigation, labels, security, policy, eligibility, dates and support routes must be verified in the client’s actual tenant before operational use.

Updating Your Personal Information in Workday

Quick Reference Guide — Employee Self-Service
Audience: All employees
Sample / Representative Work Product


What This Guide Covers

This guide walks you through updating your personal contact information in Workday, including your home address, phone number, and emergency contacts. Keeping your information current ensures payroll, benefits, and company communications reach you accurately.

Who this applies to: All active employees with Workday access.
Before you start: You will need your Workday login credentials. If you cannot log in, contact IT or your HR contact.


Part 1: Update Your Home Address

Why this matters: Your home address is used for tax filing (W-2), payroll, and benefits correspondence. Update it as soon as your address changes.

Steps:

  1. Log in to Workday at [Tenant-specific URL — confirm before publication]

  2. Click your profile photo or initials in the top-right corner

  3. Select View Profile from the dropdown menu
    [Tenant-specific navigation — verify in production before publication]

  4. Click the Personal tab (or Personal Information — label may vary by configuration)
    [Confirm tab label in your organization's Workday environment]

  5. Under Contact Information, locate the Home Address section

  6. Click Edit (pencil icon)

  7. Update the following fields:

    • Address Line 1 (street address)
    • Address Line 2 (apartment, suite — if applicable)
    • City
    • State/Province
    • Postal Code
    • County(required for U.S. addresses — enter the county name where you live)
      [Confirm whether County is required in your organization's configuration]
    • Country (pre-populated; update only if your country has changed)
  8. Click Save (or Submit — button label may vary)
    [Verify button label in your organization's environment]

  9. You should see a confirmation message. Your address update is now saved.


What to expect:


Part 2: Update Your Phone Number

  1. Follow steps 1–4 above to reach your Personal Information section

  2. Under Contact Information, find the Phone section

  3. Click Edit or the + (add) button to add a new phone number

  4. Select the phone type (Home, Mobile, Work)

  5. Enter your phone number including area code

  6. Check the box to mark as Primary if this should be your main contact number
    [Confirm field label in your environment]

  7. Click Save


Part 3: Update Emergency Contacts

  1. Follow steps 1–4 above

  2. Scroll to or select the Emergency Contacts section
    [Confirm section name and location in your environment]

  3. Click Add or Edit as appropriate

  4. Enter:

    • Contact name
    • Relationship (e.g., Spouse, Parent, Sibling)
    • Phone number
    • Address (optional)
  5. Click Save


Common Questions

Q: My address won't save and I'm getting an error. What do I do?
Look carefully at the error message — it will usually indicate which field has a problem (for example, a required field left blank). If you cannot determine the cause, contact People Systems support at [support contact — confirm].

Q: Can my manager see my home address?
Manager access to personal information is controlled by your organization's security settings. Contact HR or People Systems if you have questions about what information is visible to your manager.
[Do not make claims about default visibility — this is tenant-configured]

Q: I moved to a different state. Do I need to do anything else?
Yes — contact Payroll to update your state tax withholding (W-4 or equivalent). A Workday address change alone does not automatically update tax elections.

Q: My name changed. Can I update it here?
Legal name changes typically require HR documentation (such as a court order or updated Social Security card). Contact HR for the name change process — this is usually not a self-service action.
[Confirm your organization's process]


Need Help?


Content note: Navigation labels and field names in this guide reflect standard Workday self-service patterns. Your organization's Workday environment may use different labels, menus, or field arrangements depending on configuration. All steps should be validated in your production environment before distribution.

Version: Sample v1.0 | Last validated: [Date — confirm upon publication]
Technical reviewer:[Workday administrator name — confirm before publication]


Sample / Representative Work Product — Warren Sanders