to

A new HR, Payroll, and Recruiting tool

designed to make your life easier!
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Table of Contents
Introduction .......................................................................................................................................................................................................................................................... 3
Getting Started ...................................................................................................................................................................................................................................................... 1
Accessing Workday ...................................................................................................................................................................................................................................................... 1
Workday Mobile ........................................................................................................................................................................................................................................... 1
Computer Access........................................................................................................................................................................................................................................... 1
Basic Navigation and Essential Actions ....................................................................................................................................................................................................................... 1
Essential Actions ........................................................................................................................................................................................................................................... 1
Name Change ................................................................................................................................................................................................................................................ 1
Workday Inbox.............................................................................................................................................................................................................................................. 1
Time Worked and Absences .................................................................................................................................................................................................................................. 1
Time Tracking ................................................................................................................................................................................................................................................ 1
Absence ........................................................................................................................................................................................................................................................ 1
Pay ................................................................................................................................................................................................................................................................................ 1
Direct Deposit ............................................................................................................................................................................................................................................... 1
Workday: Payment Election ................................................................................................................................................................................................................................ 2
Payslips ......................................................................................................................................................................................................................................................... 2
Benefits ........................................................................................................................................................................................................................................................................ 2
Workday: Manage My Benefits ........................................................................................................................................................................................................................... 2
Employment ................................................................................................................................................................................................................................................................. 2
Workday: Find Beacon Jobs – Internal Applicants ............................................................................................................................................................................................... 2
Workday: Submitting a Referral .......................................................................................................................................................................................................................... 2
Have Questions? Ask Away!! ....................................................................................................................................................................................................................................... 2
Workday Assistant ............................................................................................................................................................................................................................................... 2
Workday Help ...................................................................................................................................................................................................................................................... 2
Additional Resources ................................................................................................................................................................................................................................................... 2

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Introduction
Welcome to the Workday Employee User Guide.
This user guide will teach you how to navigate Workday and complete tasks within it. Keep in min that processes are subject to change, so it is
recommended to use the online version of the user guide instead of printing. Save a bookmark to the Welcome to Workday! - Beacon page for quick
reference.

About the User Guide What is Workday?

This user guide provides step-by-step processes with visual aids to Workday is a new Human Resource tool that will simplify and
help you perform all task in Workday. streamline everything related to HR, including:
The Employee section includes step-by-step guidelines to tasks that • Requesting and scheduling time off
every employee can perform. • Viewing and changing paystubs and personal information
• Managing your teams
Quick Tips
• Coordinated Recruiting
Here are a few quick tips to help you get started: • eLearning resources to help you learn and grow

• A brief explanation about the task is provided at the beginning

of every process.
• Bolded words indicate they are an application or an action item
to click on.
• Orange outlined boxes in the screenshots show you where on
the page to click or fill in boxes.
• Every page of the manual has a header that includes the
section, title of the job aid and who can perform the task (i.e.
Employee or Manager)
• Return to the Table of Contents at any time by clicking Return
to Table of Contents at the bottom of each section page.
https://www.youtube.com/watch?v=FG46Fx17tAU

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Getting Started Name Change
Use the Workday: Name Change for instructions to update your legal
Accessing Workday or preferred name in Workday.
Workday Mobile Workday Inbox
Did you know you can access Workday with your mobile device? Check Review Workday: Inbox for instructions on how to complete tasks sent
out Workday Mobile: Getting Started – Installing Workday Mobile to you via the Workday Inbox.
Guide for set instructions and links to the Workday Apps for both
Android and iOS devices. Time Worked and Absences
Computer Access Time Tracking
Follow the link to find instructions for all desktop access- either on a Only applicable for MN hourly people and New England non-driver and
business device or personal home computer Workday: Getting Started non-monitor hourly people. You can reference Workday: Enter Time
– Workday on Your Desktop (Hourly Employees) for direction on entering time worked and meal
breaks.
Basic Navigation and Essential Actions
Please Note: Salaried employees are not required to document hours
Get familiar with Workday by reviewing Workday: Basic Navigation Job
worked within Workday. Other not entering their time in Workday can
Aid.
view their time even if they are tracking in Routingbox, Bytecurve,
Essential Actions Fleetwave etc.
Follow the four steps outlines below to set up your information within
Absence
Workday.
Need to schedule time off work in Workday? Review Workday:
1. Verify Direct Deposit Account (Payment Elections)- Absence Calendar for step-by-step directions. This resource also
Workday: Set Up Direct Deposits reviews how to cancel or correct your entries.
2. Update Contact Information- Workday: Update Contact
Information Pay
3. Add or Edit Emergency Contacts- Workday: Add or Edit Direct Deposit
Emergency Contacts What the Workday: Direct Deposit tutorial to learn how to set up your
4. Set Photo – Workday: Setting a Personal Photo direct deposit in Workday and verify your information and
5. Learning – Complete Required Training enrollments.

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Workday: Payment Election reviews completing the following tasks: Workday: Submitting a Referral gives instruction on how to refer a
candidate for Beacon Employment.
• Add Payment Elections (Direct Deposit)
• Add Payroll Distribution (sending a portion of your pay Have Questions? Ask Away!!
to a specific account) Workday Assistant
• Change or Edit Payment Elections (Direct Deposit)
Workday Help
Please Note: This function cannot be completed on your, phone please
go to the browser.

Payslips
The article below explains how to review your Workday Payslip and
find important information and benefits.
Instructions to view payslips (in Workday) Workday: Accessing
Payslips.

Benefits
Additional Resources
Workday: Manage My Benefits reviews completing the following Additional questions can be direct to your manager or
tasks workday@gobeacon.com
• Add a beneficiary from an existing dependent or
emergency contact
• Edit or Remove a Beneficiary
• Add New Beneficiary
• Edit Dependents

Employment
Workday: Find Beacon Jobs – Internal Applicants provides steps
enabling Beacon employees to apply for Beacon positions internally.
Know People Who want to work for Beacon? Look at open jobs and
“REFER” people through Workday.
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Workday: Getting Started-Mobile Workday Mobile Setup
Setting up your Workday app is simple. Follow the instructions below to set
This article walks you through how to get started using Workday
up the Workday mobile app:
Mobile, including the app setup and login process.
1. Open the Workday app that you just installed.
Workday Mobile Installation 2. Press Log in and Type “gobeacon” as your organization ID or scan
the QR code
To begin using the Workday mobile app, you must download it from
the app store for your device. Reach the Workday app page for your
device by scanning the QR code or inputting the link below or by
manually searching your device’s app store for “Workday”.
Android:
https://play.google.com/store/apps/details?id=com.workday.workdr
oidapp&hl=en

iOS: https://itunes.apple.com/us/app/workday/id316800034?mt=8 3. Next you will be prompted to sign into Workday.

Your Username will be Your First Name. Last Name.
Your Password will be:
Upper case first letter of your First Name
Upper case first letter of your Last Name
Last 6 of your Social Security Number.
Example: Employee Bob Young
Username: Bob.Young
Install the app once you have reached the Workday app page. Password: BY858930. BACK TO TOP

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4. Once you click sign in you can change your password. After you have logged in, you will be redirected to the Workday
Please Note: homepage.
New Password Criteria:
• Minimum number of characters required 8.
• The following character types must be represented:
alphabetic characters, uppercase characters, lowercase
characters, numeral 0-9, special characters
!"#$%&"()*+,-.?:;=>?@^_{}~.
• The password must not have been used within the
following number of days: 1.
• The password must not have been used within the
following number of last passwords: 4

5. Next your will be asked if you want to remember the device.

This allows you to sign in more easily in the future.

6. Next, select your Four-digit pin, which provides a fast

alternative way to login in the future then click the blue check
mark.

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Workday: Getting Started- Desktop Please Note:
This article walks you through instructions for all desktop access- New Password Criteria:
either on a business or personal home computer. • Minimum number of characters required 8.
• The following character types must be represented:
Workday On Your Desktop alphabetic characters, uppercase characters, lowercase
characters, numeral 0-9, special characters
1. Using your Computer Browser, Navigate to the following Web !"#$%&"()*+,-.?:;=>?@^_{}~.
address: https://www.myworkday.com/gobeacon/login.htmld • The password must not have been used within the
following number of days: 1.
• The password must not have been used within the
following number of last passwords:

4. After you have logged in, you will be redirected to the Workday
homepage.

2. Next you will be prompted to sign into Workday.

Your Username will be Your First Name. Last Name.
Your Password will be:
Upper case first letter of your First Name
Upper case first letter of your Last Name
Last 6 of your Social Security Number.
Example: Employee Bob Young
Username: Bob.Young
Password: BY858930.
3. Once you click sign in you can change your password.

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Workday: Basic Navigation - If you are unable to find what you’re looking for, selecting
More Categories will display results for every category.
This article walks you through utilizing and customizing the homepage
of Workday.

Workday Search
You can use the search bar for multiple pieces of information
including, but not limited to:
• Apps
• Employees
• Tasks
Apps
If you type a short phrase or keyword, the search bar will Apps (also referred to as worklets) are the primary method of
automatically provide recommendations based on what was typed. interacting with Workday. Numerous apps can be used, ranging from
timekeeping, reporting, and performance metrics.
Clicking on any of these redirects you to that page.
If you cannot immediately find what you are looking for, click
Enter/Return on your keyboard to search manually.

Manual Search
When performing a manual in-depth search, please note the following:
- Workday will display results based on your Saved Categories.
Apps are accessed from the homepage within the All Apps menu by clicking
Saved Categories are initially auto predicted but can be
View All Apps.
updated by following the instructions in the next section.
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Profile Options
You can access the profile options drop-down menu from any page
within Workday. This menu allows you to customize your profile and
provides quick and easy access to your high priority information.

My Account
Refer to the tabs below to see an explanation of some of the options The My Account menu provides options to manage your account.
found here. Some options available include:
• Change Personal Preferences
View Profile • Change Public Profile Preferences
Clicking View Profile provides an overview of your personal
• Manage Password Challenge Questions
information. This includes, but is not limited to:
• Manage Trusted Devices
• Job Details,
• Direct Manager
• Compensation
• Benefits
• Performance
• Contact Information
You can view/modify these pieces of information by clicking their
respective tab.

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Favorites
The Favorites section provides a list of popular and favorited reports
and tasks. To change what appears here, select Manage Favorites.

My Reports
The My Reports Section houses any reports you have created. For Example,
a downloaded payslip shows as a report.

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Workday: Direct Deposits for Payroll 3. Under the Actions Column, click Payment Elections. Click the
Add button if you do not already have a direct deposit account
Workday allows you to enter direct deposit accounts for your Beacon on file; otherwise click Edit if you simply wish to change the
Payroll. selection.
4. Select the Preferred Payment Method for your Payroll.
Please click any of the following tasks to be taken to their step-by-step
directions:
5. Enter an Account Nickname for your direct deposit account
(Optional).
Add Payment Elections (Direct Deposit Accounts) 6. Select Checking or Savings using the Account Type radio
Change or Edit Payment Accounts button.
7. Enter the Bank Name, Routing Transit Number, and Account
Add or Edit Payroll Distributions
Number.
Add Payment Elections (Direct Deposit Accounts) 8. The Bank Identification Code is a unique code to identify the
financial institution. This field is not needed to process a direct
1. Log In to your Workday Account. deposit.
https://www.myworkday.com/gobeacon/login.htmld 9. Click the OK button.
2. Click the Navigation menu in the top left corner (or View All 10. Click the Add button and follow steps 1 through 10 if you wish
Apps on the home page) and select the Pay application. to add additional payment elections.
Please Note: If you only have one account, your full paycheck will
go directly to that account. If you wish to divide your paycheck
into separate accounts, you will need to add each account first by
following the instructions above then use the Change or Edit
Payment Elections to determine the amount or percent that will
go to each account.

Change or Edit Payment Accounts

1. Log In to your Workday Account.
https://www.myworkday.com/gobeacon/login.htmld

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2. Click the Navigation menu in the top left corner (or View All 7. Enter the Balance/Amount/Percent you want to go into this
Apps on the home page) and select the Pay application. account.
8. To add an additional distribution, click the plus sign on the
3. Under the Actions column, click Payment Elections. title row. If you need to remove the distribution, click the
4. In the Account table, click Edit next to each account you wish minus sign to the left of the account. If you wish to remove all
to edit. You can also remove an account if it is not currently in distribution account(s), you must choose a Payment Type of
use by clicking the Remove button and then click OK. If the Check.
account is in use, create a new account first following the steps 9. If you have multiple allocations, the remaining Balance must
in the Add Payment Elections section. be on the bottom. Notice in the screen shot below, the
Please note: If you wish to remove a distribution that is already Balance radio button is selected on the last account.
in use, choose a payment type of Check and select the Balance
Please Note: In the example below, 15 percent of the paycheck is
radio button.
going into savings with the remaining balance going into checking.
5. You can Edit any information found on the Change Account
You can reorder accounts at any time by clicking the up and down
Information screen by entering the correct information in each
around under the Order field.
field. The Bank Identification Code is not needed to process a
direct deposit.
6. To add/edit/remove a distribution amount or percentage,
follow the Add or Edit Payroll Distributions instructions.
7. Click OK to Save.

Add or Edit Payroll Distributions

1. Log In to your Workday Account.
https://www.myworkday.com/gobeacon/login.htmld
2. Click the Navigation menu in the top left corner (or View All
Apps on the home page) and select the Pay application. 10. Click OK when finished. Your changes have been saved.
3. Under the Actions column, click Payment Elections.
4. Under the Payment Elections section, click Edit to the right of
Payroll Payment.
5. In the Payment Type field, select the desired payment type.
6. In the Account field, select the account for which you are
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setting the distribution amount or percent.
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Workday: Payslips
View Payslips
1. Log In to your Workday Account.
https://www.myworkday.com/gobeacon/login.htmld
2. Click the Navigation menu in the top left corner (or View All
Apps on the home page) and select the Pay application.

3. Under View Column, click on Payslips.

Click View or Print next to the Payslip you want to view

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Workday: Updating Contact Information 4. Verify your Home and Work Contact Information are correct.
This article explains how to update your personal contact information, such
as your home, address, personal email, and phone number in Workday.

Updating or Adding Contact Information

1. Log In to your Workday Account.
https://www.myworkday.com/gobeacon/login.htmld
2. Click the Navigation menu in the top left corner (or View All
Apps on the home page) and select the Personal Information
application.

Please Note: Your Primary address must be your street address. It

cannot be a PO Box. However, a PO Box may be added as an additional
address.
If it is necessary to change your home contact information, click Edit in
the top left corner.
Please Note: You CANNOT edit your work contact information. If this
information is incorrect, please email Workday@gobeacon.com

3. Under the Change column, click Contact Information.

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5. If you are editing home contact information, click the Edit

pencil button in the fields you wish to change or the Remove
button to delete the contact information.

6. Click Submit when finished or Save for Later to save in draft

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Workday: Add or Edit Emergency
Contacts
The following article provides instructions on how to add or edit your
emergency contacts in Workday.

Add or Edit Emergency Contacts

1. Log In to your Workday Account.
https://www.myworkday.com/gobeacon/login.htmld
2. Click the Navigation menu in the top left corner (or View All
Apps on the home page) and select the Personal Information
application. 5. Fill out the Primary Emergency Contact form. You must enter
all the required fields (*) and include at least one primary
phone number or email address.
6. Click Submit when finished or Save for Later to save in draft
format

3. Under the Change Column, click Emergency Contacts.

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4. Click the Add button to add an emergency contact.
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Workday: Setting a Personal Photo
This article explains how to set your main profile image in Workday.
Setting a Photo
1. Log In to your Workday Account.
https://www.myworkday.com/gobeacon/login.htmld
2. Click the Navigation menu in the top left corner (or View All
Apps on the home page) and select the Personal Information
application.

4. Set your profile picture by clicking Select Files or drag and

drop the file into the attachment box. Ensure that you follow
the guidelines for appropriate work photo
5. Click Submit when finished or Save for Later to save in draft
format.

3. Under the Change column, click Photo

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Workday: Complete Required Learning 5.
6.
Select the appropriate course to enroll in by clicking its title.
Click Enroll.
There are several ways to enroll in a course. You can enroll yourself, 7. From the Review page, click Submit. Then, click Done.
managers can enroll their teams, and learning administrators can 8. You can now Begin your course.
enroll anyone in the company. Dropping in a Course
Enrolling in a Course 1. Log In to your Workday Account.
https://www.myworkday.com/gobeacon/login.htmld
1. Log In to your Workday Account.
2. Click the Navigation menu in the top left corner (or View All
https://www.myworkday.com/gobeacon/login.htmld
Apps on the home page) and select the Learning application.
2. Click the Navigation menu in the top left corner (or View All
3. On the My Learning page, select menu
Apps on the home page) and select the Learning application.
4. The select drop learning enrollment
5. Search or select via the list icon the course you would like to
drop, select the course then click Next
6. From the Drop Reason prompt, select a reason, if applicable
then click Next.
7. In the review section select Submit.
8. You have successfully submitted your request to Drop the
course it is now in process of being reviewed by the learning
administrator.

3. Click Discover button, Browse Learning.

4. All available courses and lessons display. You can narrow down
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your results using the search bar.
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Workday: Name Change Note: All fields with a red asterisk * are required and must be
completed.
Records and information regarding each employee are kept ensuring 4. Required- Attach a copy of your Social Security Card that
compliance with government requirements and to support benefit displays your new legal name within the Attachment Field.
program and employment actions. It is important that records are You may drop an image of the card into this section or use
accurate and current. Therefore, employees are asked to notify their Select Files to upload the image of the card.
Human Resource representative of any changes to their legal name via
the Workday method below. Note: If you do not yet have your Social Security card, you may
attach the receipt from the Social Security Department that
Employees who wish to update their preferred name can follow the displays your new legal name.
instructions within the Change Preferred Name below.
5. Click Submit when finished entering your new information
Legal Name Change and attaching an image of your Social Security card.
Note: Employees must upload a copy of their social security card Change Preferred Name
that reflect the updated name information. Name changes must
reflect that of which is on an employee’s social security card for 1. Log In to your Workday Account.
IRS reporting purposed. https://www.myworkday.com/gobeacon/login.htmld
2. Within the Workday Search field, type “Change My Preferred
1. Log In to your Workday Account. Name” and click the Change My Preferred Name Task that
https://www.myworkday.com/gobeacon/login.htmld displays.
2. Within the Workday Search field, type “change my Legal 3. Uncheck the Use Legal name as preferred name option.
Name” and the Change Legal Name Task that displays. 4. Complete the fields with your new information.
Note: All fields marked with a red asterisk * are required and must be
completed.

5. Click Submit when finished.

3. Complete the fields with your new information.

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Workday: Inbox
The following is a brief explanation of the difference between your
Inbox and Awaiting Your Action tasks within Workday.

Understanding the Inbox

The Inbox in Workday can be accessed through two methods. The
easiest is using the Awaiting Your Action Section on the homepage as
shown below, but you can also click the Inbox icon
located in the upper banner from any page within Workday.
Please Note: Using either method will take you to the same place. Once in
the Inbox, you can view individual messages from the Inbox tab. Messages
displayed can be sorted in multiple ways.

Each message will display several options which include marking as a

Favorite, requesting a task to be reassigned, viewing all details (see
below for more information), or expanding the message view, among
other options that will vary based on the individual message.
Once the work from a message has been completed it will
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Workday: Enter Time (Hourly Employee)
Only applicable for MN hourly people and New England non-driver
and non-monitor hourly people.

Enter Time
Time Entry (Desktop)
Time Entry (Mobile)
Please Note:
Salaried employees are not required to document hours worked within
Workday. Other not entering their time in Workday can view their 3. Select the Check In option at the bottom of the screen. On this
time even if they are tracking in Routingbox, Bytecurve, Fleetwave etc. screen, you can also see your hours worked this week and last
week.
Employees follow the Enter Time daily and follow the Submit Time
instructions at the end of their work week.

Time Entry (Desktop)

1. Log In to your Workday Account.
https://www.myworkday.com/gobeacon/login.htmld
2. Click the Navigation menu in the top left corner (or View All
Apps on the home page) and select the Time application.

4. Enter Time Type

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Please Note: Time will default to Worked Time which accounts for your 3. Tap Allow
regular rate. Should you have a different job you are checking in for, 4. Tap Check In when you start working.
you are able to select from the drop down to select the appropriate 5. Confirm the Time Type from the prompt.
time type for example: Driving, Training, Snow Removal etc. 6. Tap Done.
7. Tale a break, tap Break and select a reason, such as Meal.
5. Click OK then Done.
8. When you are ready to start working again, tap Check Back
6. When you need to take a Meal break, be sure to select Check
In and repeat steps 5 and 6. Use the Check In/Out feature
Out option, select the Meal option either via your desktop or
as required throughout the day.
Phone.
9. Tap Check Out when you stop working.
7. Click OK then Done
10. Tap Done.

Submit Time (Desktop)

1. Log in to your Workday Account.
https://www.myworkday.com/gobeacon/login.htmld
2. Click the Navigation menu in the top left corner (or View All
Apps on the home page) and select the Time application.
8. Check In from Meal Break upon return 3. Select Submit Time. This option will appear only when there
9. Click OK then Done. are time blocks available to submit.
10. After you have completed your work, navigate back to the
Time Application and click Check out
11. Select Out, then click OK.
12. Click Done.

Time Entry (Mobile)

From the Time Tracking Application. 4. Select the week or period to submit and click OK.
1. Tap Check In/Out 5. Review your daily and weekly totals and click Submit.
2. Tap the Yes, Share my Location button.
Please Note: This feature prevents workers from checking in or
checking out using Workday mobile applications when they are
outside of a defined geofence.
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Workday: Absence Calendar Please Note: Each time off request must have the same
absence type and quantity of hours. To request different daily
Employee will use Workday for all time off requests including sick, quantities or absence types, create separate requests.
vacation and “unpaid time” off. Workday will display current time off
balances on the absence calendar. 5. Click the orange Request Absence button in the lower left-
hand corner of your screen.
Request Time Off
6. Select Absence Type and Click Next.
1. Log in to your Workday Account. 7. To edit the number of hours requested, click on Edit Quantity
https://www.myworkday.com/gobeacon/login.htmld per Day. The absence will default to the total number of hours
2. Click the Navigation menu in the top left corner (or View All based on the days selected.
Apps on the home page) and select the Absence application. 8. Click Submit when finished.
Please Note: The system does not replace the communication with
your manager for last minute time off. You must request time off at
least 72 hours in advance to ensure the location has enough time
to cover you.

Cancel or Correct an Unapproved Time Off Request

1. Click the Navigation menu in the top left corner (or View All
Apps on the home page) and select the Absence application.
2. Under the Request column, click Correct My Absence.
3. Click on the absence on the calendar that you wish to cancel.
Unapproved requests off will appear in gray font.
4. Click on Cancel This Request. If this request was done in error,
you will follow the Request Time Off steps request to enter a
3. Under the Request Column, click on Request Absence new time off request.
Please Note: Notice your time off balance is visible on the left – 5. Click Submit when finished.
hand side of the screen.
4. Using the Calendar, click any number of days or use the Select
Date Range button to request time off.
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Cancel or Correct an Approved Time Off Request
1. Click the Navigation menu in the top left corner (or View All
Apps on the home page) and select the Absence
application.
2. Under the Request column, click Correct My Absence.
3. Click on the absence on the calendar that you wish to
cancel. Approved requests off will appear in green font.
4. To cancel this time off request, click the minus sign next to
the approved time off.
5. To modify this request, select the absence line(s) you wish
to correct.
6. Enter the correct absence Type and/or correct number of
hours in the Quantity per Day field.
7. Click Submit when finished.

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Workday: Manage My Benefits 2. Click Add to add a new beneficiary
3. Select New Person as Beneficiary if you are selecting a
Employees can change benefits, manage beneficiaries, and update beneficiary that is not a current dependent or emergency
dependents in Workday. You may be required to provide contact.
documentation to support your change in benefits. 4. Click the OK button.
5. Complete the Beneficiary Personal Information for by clicking
Access Benefits Edit next to each section.
6. Click Submit when finished or Save for Later to save in draft
1. Log in to your Workday Account.
format.
https://www.myworkday.com/gobeacon/login.htmld
2. Click the Navigation menu in the top left corner (or View All Important: Completing the steps above only enters the information
Apps on the home page) and select the Benefits application. into Workday so it can be selected from your approved beneficiaries
list. Follow the steps in the section Beneficiary Designations to
designate your beneficiary as primary or contingent for the
appropriate benefits plans.

Add a Beneficiary from an Existing Dependent or

Emergency Contact
1. Under the Change column, click on Beneficiaries.
2. Click Add to add a new beneficiary.
3. Click in the Existing Dependent or Emergency Contact field. You
will notice a list of current dependent and/or emergency
contact. Click the circle next to your dependent or emergency
contact to add them as a beneficiary. Workday will only allow
you to select one at a time. Repeat this process to add
additional beneficiaries.
4. Click the OK button.

Add a New Beneficiary

1. Under the Change column, click on Beneficiaries. BACK TO TOP

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5. Click Submit to add them as a beneficiary. If you need to edit

the information on the dependent record, follow the Edit
Dependent Instructions.
6. Click Done when finished.

Edit or Remove a Beneficiary Profile 5. A new page will display. Click Open.
6. Click Let’s Get Started.
1. Under the Change column, click on Beneficiaries. 7. Your benefit information will display. Click Manage under the
2. Click Edit to edit personal information for a current beneficiary benefit plan you are looking to update.
or Delete to remove the existing beneficiary. If this person is 8. Click Confirm and Continue. From here, you will be able to
also a dependent, click cancel and follow the Edit Dependent designate or update your beneficiaries.
instructions. • Primary and Secondary Beneficiaries will be lister
3. Click Submit when finished or Save for Later to save in draft separately.
format.
• Use the plus icon to add multiple beneficiaries.
Beneficiary Designations • Use options to choose from Existing Beneficiary
Persons, Existing Trusts, or to Add New Beneficiary or
1. Under the Change column, click on Benefits.
Trust.
2. Select the radio button next to the Benefits Event Type to
• Assign associated percentages to each beneficiary.
Change Beneficiaries.
Percentages must equal 100% in order to proceed.
3. Enter the Benefits Event Date.
4. Click Submit.
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• Click Save to return to the main enrollment screen. 1. Under the Change column, click on Dependents.
2. Click Edit to update personal information for each of your
9. When finished making all changes, click Review and Sign. dependents.
10. Electronically sign the changes by checking the box next to I 3. Click Edit next to each field you wish to edit. You may have to
Agree and then click Submit or Save for Later. (x) out of existing contact information to continue editing the
11. You will have the opportunity to view and print your Benefits field.
Statement for your records, or you may click Done to complete 4. Click Submit when finished or Save for later to save in draft
the task. format.

Please Note: If you choose to Save for Later, the task will remain in What Happens Next…
your Workday Inbox and changes will not be finalized until submitted.
Be sure to return to your Workday Inbox and open the Benefits Certain updates to your dependent information may require
Change-Change Beneficiaries task to complete your Beneficiary supporting documentation before they can be approved. Please check
Designation. your Workday Inbox for any additional task.

What Happens Next…

Check your Workday Inbox for any pending tasks that have not yet
been submitted. Confirm your changes were successfully updated by
clicking the Benefits application on the Home Page, then selecting
Benefits elections from the View column.

Add New Dependent

1. Make the appropriate changes to each benefit title as needed.
Once all changes have been entered, click Review and Sign.
2. Review the submitted changes for accuracy. Select the box
stating I agree. You will not be able to submit your changes
without selecting this box.
3. Click Submit.

Edit Dependent Information

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Workday: Employment 6. Click the orange Apply button if you qualify for this position.

Finding Beacon Jobs- Internal Applicants

1. Log in to your Workday Account.
https://www.myworkday.com/gobeacon/login.htmld
2. Click the Navigation menu in the top left corner (or View All 7. Workday will populate section of the application with
Apps on the home page) and select the Career application. information from your Career & Talent Profile in Workday. To
update this information, please see Workday: Talent Profile or
Workday: Career Profile. (TBD) for more information.

8. Click Select Files to upload your resume or cover letter. You can
click upload again to add as many files as applicable.

9. Click Submit to finish or Save for Later to save your application

in draft format.

What Happens Next…

You will receive a notification that your application has been
submitted. To monitor the status of your application, click on the
Career Application on the home page of Workday and select My
Applications under the View column. You can withdraw your
application at any time by selecting Withdraw Application under the
Actions column in the Career application.
3. Under the View column, select Beacon Internal Career Site.
4. A full list of Open Positions will populate. You can narrow down
the list by using the search field at the top of your screen or
apply a filter on the left-hand side of your screen.
5. Click the Position Title hyperlink to view the Job Description
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Refer Candidate 6. If the position accepts referrals, a Refer button will display in
the top-right corner. Note: if the position is an internal only
Use Workday to refer candidates for open positions at Beacon. posting, the refer button will not be available.
1. Log in to your Workday Account.
https://www.myworkday.com/gobeacon/login.htmld
2. Click the Navigation menu in the top left corner (or View All 7. Fill out all required fields on the Referral Details form. These
Apps on the home page) and select the Career application. include the first name, last name, email address, and phone
number. If you have any additional information to add, please
use the comments section at the bottom of the form.
8. Click Submit to complete the referral form.

What Happens Next…

Your candidate will receive an emailed Invitation to Apply, containing a
direct link. Please highly encourage your referral to use this link, as it
properly facilitates our ability to pay the referral bonus if the candidate
is selected for hire. They must use this link to validate your referral.

3. Under the View column, select Find Beacon Mobility Jobs.

4. A list of Open Positions will populate. To narrow the list:
• Use the search field located under “Find Beacon
Mobility Jobs”, or
• Apply a filter from the left side of the screen.
5. Click the Position Title you wish to refer someone for, and the
Job Description and Job Details will display.
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Have Questions? Ask Away!
Workday: Assistant
Workday Assistant is a chat bot that allows you to request time off,
view payslips, check balances, and much more. The Workday Assistant
appears in the bottom right-hand corner of the screen in a blue circle
and next to your notification bell. Workday Assistant is also available
on mobile.

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The Workday Assistant is similar to most chatbots where you can type
a phrase or string of words and receive results. Below is a list of the
tasks the assistant can help with.

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Workday Help
Workday Help provides Case Management solutions that help you find
the information you need faster. When you have an HR question,
Payroll Question or something else, Workday Helps simplifies your
journey by providing you direct access in a single space to open a case
for additional assistance on your topic.
1. Log in to your Workday Account.
https://www.myworkday.com/gobeacon/login.htmld
2. Click the Navigation menu in the top left corner (or View All
Apps on the home page) and select the Help application.
1. Select Create Case
2. Select from the drop
down for Case Type
and enter Case Title
and Description.
3. You can add
attachments if you
need to.
4. Click Create Case.
5. You should receive a
notification that you
have created a case with a case number. You can select View
3. Select Create Case
Case or Your Cases to get further details.
6. If you go back to the Help Center you will see Your recent
cases where you can check the status.

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Workday: Additional Resources
One Page Tutorial Links:
Workday Getting Started- Workday On Your Desktop
Workday Getting Started-Workday On Your Desktop (Spanish)
Workday Getting Started- Installing Workday Mobile
Workday Getting Started- Installing Workday Mobile (Spanish)
Workday General Navigation Mobile
Workday Enroll and Complete Learning
Workday Manage Your Benefits
Video Tutorials:
TBD
Beacon Workday Learning Site:
Welcome to Workday! - Beacon

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