Welcome to the Workday Watch — your central source for everything Workday, including important news and helpful insights. Whether you’re navigating new processes, looking for clarity on recent changes, or staying up to date on the latest developments, Workday Watch provides the guidance and information you need when you need it most.
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Stay Up to Date: Workday Notifications and Task Management |
All W&M employees are reminded to regularly log in to Workday, just as you would check email or Teams, and to ensure that notifications are configured to your work preference. This will allow you to remain informed and avoid missed or delayed tasks.
To effectively manage assignments, it is recommended to enable push notifications on your mobile device and/or email. A job aid is available to help with the setup process if needed. If you would like to get a daily digest with all your notifications, change the frequency to “daily” instead of “immediate.”
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Missed last week's Town Hall? Check out the recording to catch up on all the discussions and updates. Whether you couldn't attend or want to revisit key topics, the session is available for you to view at your convenience.
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Goal Management & Check-ins Now Available in Workday |
We’re excited to share that individual goal management and check-ins are now available in Workday.
Employees can create, view, edit, delete, and archive their goals, and managers can create goals for their direct reports and approve submitted updates.
Check-ins provide an easy way for employees and managers to document conversations, track progress, and share feedback throughout the year, supporting ongoing development, performance, and career growth.
These functions will also support the performance evaluation process for the review period May 1, 2026, to April 30, 2027.
Job aids to help you navigate these new features are available in the section below.
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Costing Allocation Assignment: This job aid summarizes the steps to assign a costing allocation in Workday. It also applies to business processes that include Assign Costing Allocation as a subprocess, such as Costing Allocation for Hire, Costing Allocation for Promotion, and Costing Allocation for Create Position.
- Costing Allocation Assignment at the Worker, Position, and Earning Level: This job aid summarizes the steps to assign a costing allocation in Workday at the worker, position, and earning level. This process is used to allocate payroll costs to specific funding sources for a particular earning type.
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Managing Your Goals (Employee): This job aid provides employees with step-by-step instructions for managing their personal goals in Workday. It covers how to create new goals, edit existing goals, delete goals that are no longer needed, and archive completed goals for recordkeeping. By following this guide, employees will be able to maintain accurate, up-to-date goals that support performance planning and development throughout the year.
- Manage Goals for Worker: This job aid provides step-by-step guidance for managers, detailing steps required to create, edit, delete, archive, and assign employee goals in Workday.
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Create, Edit, and Archive Check-Ins: This job aid provides step-by-step instructions for creating a new check-in, editing an existing check-in, and archiving completed check-ins in Workday. It also includes best practices for maintaining accurate and professional records of employee-manager conversations.
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Here’s what’s new:
Attachment guidance (where documents appear)
Supporting documents can be attached in two locations on an expense report:
Attachments tab – Use this location when approvers are expected to review supporting documentation (for example, approvals or documentation provided by another person).
Expense line level – Use this location for receipts or documentation that applies only to a specific expense line.
Documents attached at the expense line level will not appear on the Attachments tab.
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How to Find your Cardinal ID in Workday
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A Cardinal ID is required to log in and update health insurance or flexible spending accounts for the new plan year after DHRM issues finalized information about open enrollment. Stay tuned for more communication from UHR about this year’s open enrollment.
How to find your Cardinal ID in Workday:
1. Select your profile photo in the top right corner and select “View Profile."
2. Select Personal in the left menu.
3. Select the IDs tab and find your State Benefits ID (Cardinal).
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UHR Tip of the Month - Sup Orgs & Cost Centers |
This short, practical UHR tip is designed to help employees navigate common questions and complete tasks in Workday more efficiently.
This month, we’re breaking down the difference between supervisory organizations and cost centers—two key concepts that play an important role in how Workday functions.
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Position & Job Requisition Locations |
When creating positions:
Use the specific building where the employee works and receives mail (e.g., Bell Hall, Discovery 1). Do not use “William & Mary.”
When creating job requisitions:
Primary Location: Should automatically match the position’s building (enter it if blank).
Primary Job Posting Location: Select an approved posting location (e.g., Posting Location - William & Mary, Posting Location - VIMS Gloucester, or Posting Location - James Monroe's Highland). Do not use building or room numbers.
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