Overview
This knowledge base article serves as a centralized reference for all TAMU Customized Workday job aids. These job aids guide HR Contacts, HR Partners, and other functional roles through our specific processes for routing and completing Workday actions through institution-specific business processes and approvals. These job aids reflect TAMU-specific routing and approvals and differ from generic Workday Services documentation.
When to Use This Resource
Use this article when you need to:
- Identify the correct Workday business process for a request
- Provide customers or technicians with step-by-step guidance aligned with TAMU requirements
- Validate whether an action should be completed by an Employee, Manager, HR Contact, or HR Partner
Job Aid Index
Job & Position Management
Add Additional Job (TAMU)
- Outlines the process for an HR Contact or HR Partner to initiate adding an additional job for an employee in Workday.
Switch Primary Job (TAMU)
- Guides HR Contacts and HR Partners through switching an employee’s additional job to their primary job.
Create Position (TAMU)
- Details the steps for HR Partners, HR Contacts, and Managers to create a new position.
Edit Position Restrictions (TAMU)
- Explains how to update Hiring Restrictions and Qualifications for a position.
Recruiting & Hiring
Create Job Requisition and Post Job (TAMU)
- Describes how Managers, Recruiting Coordinators, and Recruiting Partners create requisitions and post jobs internally and/or externally.
Create Evergreen Requisition and Post Job (TAMU)
- Outlines how to create and manage evergreen requisitions for ongoing recruitment needs.
Job Application Process (Manager – TAMU)
- Walks through the job application process from the Manager’s perspective, including candidate review and progression.
Job Application Process (Recruiting – TAMU)
- Provides instructions for Recruiting Partners and Recruiting Coordinators to move candidates through the hiring process.
Hire (TAMU)
- Covers the primary activities and responsibilities for various security roles during the Hire business process.
Compensation, Payroll & Costing
Assign Costing Allocations (TAMU)
- Explains how to add or edit costing allocations for a position and/or worker.
- Applicable to Payroll Partners, HR Contacts, HR Partners, Budget Contacts, and Managers.
Request Compensation Change (TAMU)
- Guides authorized roles through requesting ad hoc compensation changes.
Request One-Time Payment (TAMU)
- Used for awards, additional work, reimbursements, and lump-sum vacation payouts.
Flexible Work Arrangements & Delegations
Add Flexible Work Arrangement for Worker (TAMU)
- For HR Partners to request flexible work arrangements on behalf of a worker, including alternate work locations, flexible schedules, or workplace accommodations.
Request Flexible Work Arrangement (Employee – TAMU)
- Enables Employees to submit their own flexible work arrangement requests.
Manage Delegations (TAMU)
- Explains how to assign delegations so another user can temporarily complete Workday tasks on someone’s behalf.
Employment Changes & Terminations
Job Overlap Period (TAMU)
- Describes how to place an employee pending termination into a temporary training position to support knowledge transfer.
Termination – Voluntary (TAMU)
- Covers the steps for HR Contacts and HR Partners to process voluntary terminations.
Termination – Involuntary (TAMU)
- Outlines the involuntary termination process, including special guidance when the termination reason is death.