Go-Live Checklist
Workday brings intuitive navigation, real-time access to information, and improved self-service tools right to your fingertips. Use this checklist to get started!
As you review information within the system, if you encounter any information that is incorrect, please enter a Workday Support Ticket.
A. Accessing Workday
Different options for accessing the Workday login:
- Navigate to Xavier Workday Landing Page (bookmark this page).
- Login to Workday on the Employee HUB - under “Systems”
- Login to Workday from the webpage: xavier.edu/workday
- Login to Workday through Xavier Experience – Employee or Student HUB
Log in with your SSO credentials.
B. Review your personal data:
- To access your Workday Profile, click the Profile Icon in the top right corner of your screen, then View Profile.
- Add or update your professional photo by clicking Actions > Change My Photo.
- Add or edit your contact information under the Contact tab.
- Add or edit your Emergency Contacts under the Contact tab.
- Add or edit your Personal Information by clicking the Personal tab.
- Add or edit your Preferred name
- Check to see if your Manager is correctly listed by selecting the Summary tab.
- Review your payment and withholding elections options by clicking the Pay tab
- Payment Elections – Payroll/Expenses payments or add/edit Direct Deposit information
- Tax Elections – federal, state and local withholdings
C. Review your Time Off Balances & Request Absence for Upcoming Planned Leave
- Request absences and review balances under your Profile by clicking Absence tab in the left menu.
- View time off balances by clicking Absence Balance.
- Submit upcoming Absence requests by clicking Absence > Request Absence.
- View the Request Absence job aid for step-by-step instructions.
D. MANAGERS ONLY: Review your Direct Reports
- Review your direct reports by going to the flyout Menu and selecting My Team.
- My Team displays the photo, name, job title, and work location of all employees you supervise.
- View the Getting Started for Managers job aid for more information.
E. Download and familiarize yourself with the Workday mobile app
- To download the Workday app, search for it on the Google Play Store (for Android) or the Apple App Store (for iOS). Once downloaded, open the app and enter our Organization ID “xavier”, then log in with your Xavier credentials.
F. Familiarize yourself with the Workday Support Webpage and SharePoint site
- Navigate to www.xavier.edu/workday
- If you experience issues completing any of the tasks in the checklist, please submit a ticket under “Workday Support” on the website.
- View the XU Forward! Workday Implementation SharePoint site for access to all job aids and support information.
