For employees looking to use the Workday Mobile Application, this document will guide you through the following tasks and processes:
Workday Mobile App Set-Up and Logging In - How to login to Workday Mobile App.
Workday Mobile App Navigation - How to find and use the following features on the Mobile App: Homepage, Applications, My Tasks, the Find function.
Accessing your Personal Information - How to view and edit personal information such as Job, Compensation, Pay, Contacts, Personal Data, Performance and Career information.
Viewing your Org Chart - How to access a hierarchical overview of your organization, including your peer colleagues and supervising Manager.
Differences Between Desktop View and Mobile App - Learn about a couple of key differences between Workday’s Desktop View and the Mobile App.
Workday Mobile App Set-Up and Logging In
- To get started, download the Workday application from the Google Play Store or Apple App Store.
- When you open the app, click Log In. You will be prompted to Enter or Scan your Organization ID. Your organization ID is medline . Or you can scan your company QR code (shown below).
- You can also access your Organization ID through the Workday website. Click the Avatar () icon in the top right-hand corner. Select My Account. Select Organization ID to see your organization’s QR code.
- You will be prompted to sign in using your Medline single sign-on (SSO) credentials.
Workday Mobile App Navigation
Once you have signed on to the Workday app on your mobile device, you can access applications such as Announcements, Org Chart, Personal Information, My Tasks and more!
- When you log on, you will see your Workday Homepage. Here you will see suggested apps.
- To toggle between the Homepage, Applications, My Tasks, the Find function and your Workday Profile by clicking the icons at the bottom of your screen.
- Click the My Tasks icon in the bottom of your screen. You will be directed to your My Tasks Inbox to view tasks requiring your approval or items to complete.
- To access all other Workday applications, click the Apps icon in the bottom left-hand corner. Select which app you would like to use by clicking on it.
Accessing Personal Information
- Access your Workday Profile by clicking on the Profile icon in bottom right-hand corner.
- Once you are on your Workday Profile, scroll down to view information related to your Job, Compensation, Pay, Contacts, Personal Data, Performance and Career.
- From your Profile page, click the Edit icon (
) next to your name.
- Here you will see options to modify your Personal Information such as Change My Legal Name, Change My Name Pronunciation, Change My Personal Information, Change My Photo and Change My Preferred Name. Select an option to make changes.
- To edit or add information, click on the Edit icon () next to the personal information listed. Please note any field with a red asterisk (*) is required to proceed.
- Once you have completed all sections, click Submit to finalize or Save for Later to complete at a later time.
- You will receive a message that your change has been submitted. Your changes may need to go through an approval process. Once your change has been approved, you will receive a notification.
Viewing your Org Chart
- From your Workday Profile, you can access your organization chart by clicking on the Team button under your name.
- Once selected, the Org Chart will show you a hierarchical overview, including your peer colleagues and supervising Manager.
- To learn more about a colleague, simply select their name and you will be brought to their Workday Profile.
Difference Between Desktop View and Mobile App
There are some differences in how you view information and perform tasks between the Workday desktop application and the Workday mobile application. Luckily, these differences are minor, and Workday maintains much of the same look and feel between mobile and desktop versions.
Here are a couple of key differences to note:
- In the desktop application you will click the Medline logo in the top left-hand corner to return to the Workday Homepage. Meanwhile in the mobile application, you will click on the Home icon that appears in the bottom left-hand corner to return to the Homepage.
- In the desktop application, your tasks appear in your My Tasks Inbox in the top right corner. However, in the mobile application, your Tasks can be accessed from the bottom of the screen.
- Finally, in the desktop application the Search function can be found at the top of the screen. In the mobile app, the search function is called Find and it can be found at the bottom of the screen.
- To view all Apps in the mobile application, click on View All or click on the Apps icon at the bottom of the screen.