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Workday: Resources and Support

When Houston Methodist launches Workday on Jan. 1, many of our processes for human resources, finance and supply chain will change. Don’t worry, you’ll have plenty of resources to support you through the transition. Here’s what you can expect

Start with the Search: Self-Service at Your Fingertips

Most of your questions can be answered using the global search bar at the top of every Workday screen. Workday’s predictive search functionality uses machine learning and AI to deliver relevant results. As you begin typing in the search bar, Workday presents a drop-down list of top predictive results based on what’s been typed. Search results are organized into categories, which can be expanded for a more comprehensive view. This helps you quickly find what you need, whether it’s a person, task or report. Also, you can configure your search preferences by pinning or unpinning categories, allowing you to customize the search function to your specific job responsibilities.

Training Materials to Support You

There are more than 200 tip sheets, quick start guides, eLearnings and recorded demonstrations for completing common tasks in Workday available through the Workday training resources site on The HUB. Those same resources will show up as results in Workday search, along with a growing list of knowledge articles. Prior to Jan. 1, you can find the eLearnings within LMS by searching for “Workday.”

Learning for Leaders

Leadership sessions will be offered throughout December and January. Leaders will be invited to attend one of a series of “Getting Started with Workday for Leaders” information sessions. These virtual, two-hour sessions will cover:

  • A Workday overview and how it will be used at HM.
  • What leaders are expected to do in Workday.
  • Key policy changes as of Jan. 1.
  • High-level, guided demonstrations of common processes.
  • Opportunities for questions and discussion.

 

Follow-up eLearning training will provide additional details.

Change Champions and Super Users

A network of more than 800 employees throughout the system are available as Workday Change Champions to answer questions and help you navigate the change. Click here to view a list of all Change Champions, then sort by location. If you’re still left with questions post-launch, you’ll be able to visit any AskI.T. walk-up support station to get connected to answers promptly.

Starting Jan. 1 and throughout the rest of the month, IT team members and Workday Super Users will serve as “at-the-elbow” rounding support from 6 a.m.-6 p.m., seven days a week at all hospital locations and corporate buildings. Wearing easily recognizable red armbands with white lettering, these trained Workday generalists will answer questions and provide initial support on tasks most employees will perform. They’ll also participate in daily huddles to receive the latest information and assist you with entering a Workday Help case (a service request ticket) to escalate any unresolved items.

Create a Case with Workday Help

In Workday, reaching HR, Finance and Supply Chain for support will no longer mean sending an email or making a phone call. Instead, you’ll use case management, a feature that makes it easier to get help and track your requests. You’ll simply select Help under Workday’s main menu to complete a short form describing your request, and it will be routed to the right team. You’ll also be able to check the status of your case at any time and see updates until your case is resolved. This ensures your case is tracked and nothing slips through the cracks.

Getting comfortable using Workday will be a work in progress for everyone, but with help from the many support resources available, we’ll all make a smooth and quick transition to a powerful new platform that will help us work more efficiently and effectively.