Usage guide: Adopt - Workday essentials
The Adopt - Workday essentials library pack enables new hires to:
Navigate the Workday interface, and understand the layout, menus, and key action areas.
Change their personal email address.
Update their home contact information to help HR stay in touch.
Update their emergency contact information to ensure workplace safety and compliance.
Discover how to easily update their preferred name in their Workday profile.
Library pack uses
Use the library pack content for the following purposes.
Visibility
The Adopt - Workday essentials in-app guides are the starting point of this library pack. They provide an interactive process that empowers new hires to navigate and use the Workday platform confidently from day one.
Use cases
In addition to the relevant use cases covered below, you may uncover other troubleshooting scenarios specific to your environment.
Updating emergency contacts
For workplace security and compliance it is essential that HR have emergency contact information on file for each employee, and that this information is correct and up to date. As a new hire, this information must be entered into the Workday system but it may not be obvious how or where to do so.
From the Adopt menu interface in Workday:
Click on the Adopt menu and choose the guide "Add or change emergeny contacts" from the list.
The guide will proceed, guiding the employee step by step through the process.
At the form entry stage, the on-screen elements can be edited and saved without disturbing the flow of the guide.
Changing your preferred name
An employee's preferred name refers to the name that they choose to use when interacting with colleagues, clients, and individuals in their personal lives, which may differ from their legal name. This can include, but is not limited to, a shortened version of the employee's first name (e.g., Joe vs Joseph).
As a new hire, it may not be obvious how or where to change this information in Workday and it is better that this is changed as early as possible to avoid confusion.
From the Adopt menu interface in Workday:
Click on the Adopt menu and choose the guide "Change preferred name" from the list.
The guide walks you through the steps required to make this change.
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