Manager Guide: Reviewing Your Team & Acting on Time-Sensitive Tasks in Workday

Quick Reference Guide — Manager Self-Service
Audience: People managers with direct reports in Workday
Sample / Representative Work Product

What This Guide Covers

As a manager, your Workday experience includes your own employee profile plus a set of team management capabilities — viewing your team's information, acting on approval tasks, and initiating transactions for your direct reports. This guide covers the most common manager-initiated actions.

Who this applies to: Active people managers with one or more direct reports in Workday.
Prerequisite: You must have the manager security role assigned in Workday. If you do not see your team, contact People Systems at [support contact].

Part 1: Accessing Your Team

View Your Team / Org Chart

1. Log in to Workday at [Tenant-specific URL]

2. From the Workday home screen, locate the My Team worklet or navigate to your team via the search bar
   [Confirm worklet name in your organization's configuration — may appear as "My Team Management" or similar]

3. You will see a list of your current direct reports with their name, job title, and department

4. Click any team member's name to view their worker profile (the information visible depends on your security configuration)
   [Note: compensation, personal contact information, and certain HR data may be restricted depending on your role]

Check Your Workday Inbox / Action Items

Your Workday inbox contains tasks that require your action — approvals, acknowledgments, and information requests. Time-sensitive items may include:

• Compensation change approvals
• Job change (transfer, promotion) approvals
• Time-off requests
• Performance review submissions
• Benefits change approvals (during qualifying events)

To access your inbox:

1. Click the Inbox icon (envelope or bell — [confirm icon in your environment]) in the top navigation bar

2. Review items in the Actions tab — these require your decision

3. Review items in the Archive tab to see previously completed actions

4. For each action item, read the details carefully before approving, sending back, or denying

Tip: Set up Workday email notifications so you receive an alert when new inbox items require your attention. Contact your Workday administrator or People Systems to confirm notification settings for managers.
[Notification configuration is tenant-specific]

Part 2: Initiating a Job Change for a Direct Report

A job change in Workday captures changes to a worker's role, title, location, cost center, or similar employment attributes. This section covers initiating a standard job change request.

Before you begin: Confirm with HR or your HRBP that the job change has been approved through your organization's approval process. Workday records the change — it does not replace your organization's approval workflow.

Steps:

1. Navigate to the employee's worker profile (see Part 1)

2. Click the Actions button on the worker profile
   [Button label may vary — confirm in your environment]

3. Select Job Change (or the appropriate action name in your organization's configuration)
   [Confirm the exact menu path in your organization — this action may be named differently]

4. Select the type of change (Transfer, Promote, Lateral Move, etc.)
   [Available options depend on your organization's configured business process]

5. Complete the required fields on the job change form:

   • Effective date — the date the change takes effect in Workday (not necessarily the date you are entering it)
   • Reason — select from the dropdown
     [Options are configured by your organization]
   • New position / job profile — select from available options
   • Organization — update department/cost center if applicable
   • Location — update if the work location is changing

6. Review the summary and click Submit to route the change for approval
   [Routing follows your organization's configured approval chain — confirm who will receive the approval task]

7. You will receive a confirmation and can track the status of the change in your Workday inbox

Part 3: Approving a Direct Report's Time-Off Request

[Note: Time-off configuration varies widely. The following describes common patterns — validate in your environment.]

1. Open your Workday Inbox

2. Locate the time-off approval task

3. Click the task to open it — you will see the employee's name, the dates requested, the time-off type, and any note from the employee

4. Review the request in the context of your team's schedule and your organization's time-off policy

5. Select Approve or Deny

   • If denying, you may be required to enter a reason [confirm whether a reason is required in your configuration]

6. Click Submit

The employee will receive a notification of your decision.

Part 4: Initiating a Compensation Change

Important: Compensation changes in Workday must follow your organization's compensation guidelines and approval process. Consult your HRBP or Total Rewards team before initiating a compensation change in Workday.
[Do not interpret compensation eligibility rules — always refer to HR policy]

[The specific steps for initiating a compensation change depend on your organization's Workday configuration. Contact your HRBP or People Systems to confirm the correct process and the approval chain for your team.]

Manager Tips

Common Questions

Q: Can I see my direct reports' salary in Workday?
Manager visibility to compensation information depends on your organization's security configuration. Contact your HRBP or People Systems if you need compensation data for your team.

Q: A team member I manage is not showing in my Workday team view. Why?
This is usually a reporting structure issue — either the employee is not yet reporting to you in the system, or a recent change has not been processed. Contact People Systems with the employee's name and your name, and they will investigate.

Q: How do I run a report on my team?
[Reporting capabilities for managers are configured per organization. Contact People Systems or refer to your organization's manager reporting guide.]

Need Help?

• People Systems support:[Support contact]
• HRBP (policy questions):[Contact your assigned HRBP]
• Payroll (pay-related questions):[Payroll contact]

Content note: This guide reflects standard Workday manager self-service patterns. Your organization's Workday configuration, menu labels, available actions, and approval routing will differ. All steps should be validated in your production environment by a Workday administrator or People Systems team member before this guide is distributed to managers.

Version: Sample v1.0 | Technical reviewer:[Confirm before publication]

Sample / Representative Work Product — Warren Sanders