Do you have a list of favorite Reports? Do you find yourself frequently searching for the same Tasks? Use Workday’s Favorites app to store links to your favorite reports or tasks and quickly access them via the Menu button.
First, if you haven’t already, add the “Favorites” app to your Workday Menu:
- From your Workday home screen, select Menu > Apps in the upper left corner
- At the bottom of the Menu, select the Add Apps button
- In the Find Apps search field, enter “Favorites,” then select the plus sign (“+”) icon to add the app to your Workday Menu
- Select the “Back to Menu” link to return to your main Workday Menu – the “Favorites” app will appear at the top by default, but you can use the Edit button to reorder the list
Next, add your favorite reports or tasks to your “Favorites” list:
- From your Workday home screen, select Menu > Apps > Favorites to open your Favorites page
- In the top right corner of the Favorites page, select the gear icon, then select Manage Favorites
- Use the different search fields to find and add your favorite reports and tasks – select OK at the bottom of the screen when you’ve added your desired reports and/or tasks
- Use the “Favorite Tasks/Reports” field to search for and add your most often completed tasks (e.g., Complete Form I-9) or your favorite Workday-delivered reports (e.g., your Time Off and Leave Calendar)
- Use the “Favorite Custom Reports” field to search for and add your favorite Workday custom reports (e.g., R0526 Gross Wages Comparison and Verification)
- Use the “Favorite Business Objects” field to search for and add your most commonly referenced business objects (e.g., your Sup Org or Cost Center)
- On the Manage Favorites screen, to add or remove any reports or tasks from your list, select the Manage Favorites button
- Select Done at the bottom of the screen
You can now run reports and tasks directly from your “Favorites” app.