Workday Job Aids for HR

Changes

• Change Voluntary Retirement Elections – Updated 1/2025

Leave of Absence

• Request Leave of Absence

Tuition Waiver

• Tuition Waiver/Reimbursement Application Instructions for Undergraduate Degree – NEW!
• Tuition Waiver/Reimbursement Application Instructions for Graduate Degree – NEW!
• Tuition Waiver Application Instructions for Dependent, Spouse, or Civil Union Partner – NEW!

Vision Reimbursement

• Vision Reimbursement Request – Updated 2/2025

• Cancel a Business Process 
• Configure the Adjunct Worklet – Updated 06/2021
• Delegate Inbox Tasks 
• Perform Delegated Tasks 
• View Status of Business Process 

*Corrections and Security Role requests are handled by the IT Department. For help with these requests, please contact WCCsupport@montclair.edu.

• Correction Request Form: To submit employee reassignments within a unit and/or changes to employee titles.
• ‌Security Role Request: To request changes in Workday for supervisory roles and supervisory organizations.
• Title Change Request Form (PDF) – Updated 09/2024

• Direct Deposit Self-Service Instructions – Updated 08/2025
• Employee Self-Service Guide  * Contains information for adding and updating personal and emergency contacts, changing work space, updating federal and state withholdings, setting up Workday mobile, my shortcuts, and search preferences, viewing and printing pay-slips, adding worker documents, updating w-2 printing elections – Updated 06/2023

• Personal Information Change 
• Preferred Name Change 
• Request a Flexible Work Arrangement
• Reclassification Request (AFT) – Updated 10/2025

Add Recruiting Dashboard

• Add Recruiting Dashboard to Workday

Create/Revise Position + Create Job Requisition

• Create a Position: New Positions
• Edit Position Restrictions: Revise an Existing Position
• Create a Job Requisition: Post a Job and Advertise
• Create a Job Requisition for Adjuncts and Temporary Employees: External Posting 
• Create a Job Requisition: Direct Hire

Internal Candidates

• Apply for a Job Internally

Search & Hire Process

• How to Bundle Resumes (Job Applications)
• Search and Hire Process for Hiring Managers 
• Search and Hire Process for Search Committee Chairs/Assistants 
• Search and Hire Process for Search Committee Members 
• Find a Job Requisition and Review Candidates
• View Candidate Profile/Attachments

Hiring

• Hire an Adjunct Employee – Updated 12/2022
• Hire a Temporary Employee – Updated 6/2022
• Hire a Student Worker Employee – Updated 1/2024
• Hire a Federal Work Study Student Worker Employee – NEW!

Add Additional Job Process

• Add Adjunct Position for an Existing Employee  – Updated 6/2021
• Add Student Worker Position for an Existing Employee  – Updated 6/2024
• Add Temporary Employee Position for an Existing Employee – Updated 6/2022

Start Job Change Process

* Update/change existing positions for Student, Temporary, and Adjunct employees.

• Start Job Change for Adjunct Employees – New!
• Start Job Change for Student Employees – New!
• Start Job Change for Temporary Employees – New!

** IMPORTANT: Ending an assignment early through the job change process does not constitute termination of a temporary, student, or adjunct employee. Human Resources conducts a regular audit of all expired positions and processes a mass removal on the back end. For immediate removal of a position, please contact askHR@montclair.edu and provide the termination reason and the employees last working date.

Other Staffing Actions

• Change Cost Center for Adjuncts, Student Workers and Temporary Employees 
• Change Compensation for Student Workers and Temporary Employees 
• Configure the Adjunct Worklet  – Updated 06/2021
• Configure the My Staffing Actions Worklet – New 06/2022
• Run Report – End Date for Adjuncts, Student Workers and Temporary Employees 
• How to Assign a Costing Allocation for Adjuncts, Student Workers, and Temporary Employees

• Approving the Outside Activity Questionnaire – Updated 03/2021
• Change the Work Space for Workers You Support  – Updated 09/2020
• Initiate the Termination of a Full-time Employee – Updated 04/2021
• Tuition Waiver/Reimbursement Application Approval Instructions for Manager/Supervisor/Vice President  NEW!

Performance Review

• Annual Professional Staff Performance Review
• Managerial Performance Review 
• Multi-Year Professional Staff Performance Review 

Performance Management

• Civil Service Review Process Flow (read first)
• Civil Service PAR Process Flow (SUPERVISOR/MANAGER) – Self-Guided Training Module
• Civil Service PAR Initial Agreement
• Civil Service PAR Interim/Final Assessment (EMPLOYEE)
• Civil Service PAR Interim/Final Assessment (SUPERVISOR/MANAGER)

• Enter Reportable Hours – Period Activity Pay Assignments 
• How to Manage Period Activity Pay for a Worker (Adjuncts) – Updated 1/2024
• How to Manage Period Activity Pay for a Worker – Instructional (Full-time Employees Only) – Updated 6/2025
• How to Manage Period Activity Pay for a Worker – Grant-funded (Full-time Employees Only) – Updated 5/2025
• How to Manage Period Activity Pay for a Worker – Non-Instructional (Full-time Employees Only) – Updated 5/2025
• How to Manage Period Activity Pay for a Worker – Summer Salary (Full-time Employees Only) – Updated 6/2025
• View Your Period Activity Pay Information – Updated 10/2024

• Change Your W-2 Printing Elections
• View/Print Your W-2 Forms
• View Your 1095-C Forms

Time Entry

• Time Entry for Civil Service Employees (Not Using ZKTeco)  – Updated 02/2023
• Time Entry for Holidays (Campus is Open) – Updated 09/2024
• Time Entry for Student Workers  – Updated 02/2023
• Time Entry for Temporary Employees – Updated 02/2023

Time Off

• Request Absence – Updated 09/2025
• Manage Absence (Modify or Cancel) – Updated 09/2025

Timekeeper

• Approve Time – Updated 02/2023
• Create a Team Time Summary (Managers Only)  – Updated 02/2023
• Enter Time for a Worker – Updated 02/2023
• Assign Work Schedule (Facilities Only) – Updated 03/2023

Tips and Tools