Training Deck Outline: Workday Self-Service for Employees

Format: 8–10 slide presentation (live session or recorded)
Audience: All employees, particularly new hires and employees unfamiliar with Workday
Duration: Approx. 20–30 minutes (live); 15–20 minutes (recorded)
Sample / Representative Work Product

How to use this outline: Build each slide from confirmed, validated content. All navigation and system behavior must be verified in your production environment by a Workday administrator before recording or presenting. AI tools may assist with drafting slide copy — all content must be reviewed for accuracy before use.

Slide 1: Title Slide

Title: Getting Started with Workday Self-Service
Subtitle: A Practical Guide for [Organization Name] Employees
Presenter / People Systems team name
Date / Version

Speaker note: Welcome participants. Clarify that this session covers the most common self-service tasks employees use — it is not a comprehensive Workday overview. Encourage questions throughout.

Slide 2: What You'll Learn Today

Objective: Set clear expectations for the session.

Bullets:

• How to log in and navigate Workday
• Where to find your personal information and pay details
• How to update your contact information
• How to request time off
• How to access your benefits information
• Where to go when you need help

Speaker note: This session assumes no prior Workday experience. If you have used Workday before, you may already know some of this — feel free to use the time to ask questions.

Slide 3: Logging In to Workday

Objective: Ensure all employees know how to access Workday.

Content:

• Your Workday URL: [Tenant-specific URL — confirm before publishing]
• Login method: [Single sign-on / username + password — confirm and describe your organization's method]
• How to reset your password: [Confirm process — SSO vs. Workday native]
• Mobile access: Workday Mobile app is available for iOS and Android
  [Confirm whether your organization uses Workday Mobile]

Speaker note: If you can't log in, contact IT first — most login issues are related to your network credentials, not Workday itself.

Visual: Screenshot of the Workday login screen [Capture from your organization's production environment — replace real employee data]

Slide 4: Your Workday Home Screen

Objective: Orient employees to the Workday interface.

Content:

• The home screen contains worklets (icons) for common tasks
• Your profile is accessible from the top-right corner
• The search bar helps you find tasks, people, and reports
• Your inbox contains tasks that require your action
  [Confirm worklet layout — home screen configuration is tenant-specific]

Speaker note: Your home screen may look slightly different than what's shown here — your organization may have customized the layout. The core areas we'll cover today are accessible from any standard employee home screen.

Visual: Annotated screenshot of Workday home screen with arrows pointing to: profile icon, search bar, inbox icon, and sample worklets [Annotate with red callout boxes]

Slide 5: Your Profile — Viewing & Updating Personal Information

Objective: Teach employees to access and update their personal information.

Content:

• Access: Profile icon > View Profile > Personal tab [confirm navigation]
• What you can update yourself:
  • Home address
  • Phone number
  • Emergency contacts
• What requires HR assistance:
  • Legal name change (requires documentation)
  • Date of birth corrections
  • National ID corrections
    [Confirm what is/is not self-service in your environment]

Key tip: If you move to a different state, also contact Payroll — your tax withholding may need to be updated separately.

Visual: Screenshot of Personal Information screen with key fields labeled [Annotate; remove any real employee data]

Slide 6: Finding Your Pay Information

Objective: Help employees locate pay statements and pay information.

Content:

• Navigate to the Pay worklet from your home screen [confirm worklet name]
• Pay Statements / Payslips: View and download current and past pay statements
• Payment Elections: View how and where you are paid
  [Do not describe how to change bank account — confirm whether this is self-service in your environment]

Speaker note: For questions about the amounts on your pay statement — deductions, taxes, hours — contact Payroll directly. People Systems can help you find your pay statement in the system, but cannot answer payroll calculation questions.

Visual: Screenshot of Pay worklet showing where pay statements are found [Annotate]

Slide 7: Requesting Time Off

Objective: Walk employees through the time-off request process.

Content:

• Navigate to the Time Off worklet from your home screen [confirm]
• Select Request > choose dates > select time-off type > add note (optional) > Submit
• Your manager receives a notification to approve or deny
• You receive a notification when a decision is made
• Your time-off balance is visible in the same worklet

Key tip: Submit time-off requests as early as possible. Check with your manager about your team's scheduling preferences before requesting.

Speaker note: The types of time off available to you depend on your employment type and tenure. If you don't see the right time-off type, contact People Systems.

Visual: Screenshot sequence: Time Off worklet > Request screen > date picker > type selection [Multi-step screenshot or annotated sequence]

Slide 8: Benefits — Enrollment & Information

Objective: Help employees know when and how to access benefits in Workday.

Content:

• Benefits enrollment happens through your Workday inbox during:
  • Your new hire window (within [X days] of start) [confirm]
  • Annual open enrollment (typically [Month] each year) [confirm]
  • Qualifying life events (contact Benefits within 30 days of the event)
• Navigate to the Benefits worklet to view your current elections [confirm worklet name and availability]
• For questions about coverage, eligibility, or costs: contact Benefits at [contact]

Speaker note: Workday shows you what you're enrolled in. For questions about what your plan covers, you'll need to contact your benefits provider or the Benefits team directly.

Visual: Screenshot of Benefits worklet showing election summary [Annotate; remove real employee data]

Slide 9: Getting Help

Objective: Ensure every employee knows exactly how to get support.

Content — three tiers:

Resources:

• Employee self-service guides: [link]
• Workday FAQ: [link]
• Upcoming office hours: [dates / link]

Speaker note: People Systems is your first call for "I don't know how to do this in Workday." For anything that involves the accuracy of your pay, taxes, or benefits elections, Payroll and Benefits are the right contacts.

Slide 10: Questions & Wrap-Up

Objective: Invite questions; close with key takeaways.

Key takeaways (3 bullets):

• Your Workday profile is your record — keep your contact information current
• Self-service for most routine tasks: address, phone, time off, pay stubs
• For pay accuracy, benefits, or legal name changes — contact the specialist team

Thank you + contact information for People Systems

Speaker note: We'll host office hours on [date/time] for any follow-up questions. The guides and FAQ are available on [intranet link]. We appreciate your feedback — there is a 3-question survey linked in the session chat.

Content note: All slide content and screenshots must be validated in your organization's production Workday environment before delivery. Navigation labels, worklet names, and available tasks are configuration-specific and may differ from this outline. AI tools were used to accelerate the structure and copy drafts for this outline; a Workday administrator and HR reviewer must confirm accuracy before publication.

Sample / Representative Work Product — Warren Sanders