Wednesday, October 5, 2022

Use WalkMe for help with Workday Financials

Workday Digital Assist (WalkMe) provides immediate guidance in the Workday System itself.  Users must install WalkMe in their broswer to be able to utilize the full functionality of the tool.  


If you see Need Help? in the top right when you're in Workday, you have the extension and you're good to go!  If not, click this link and you can get the extension: https://hr.virginia.edu/workday-central/workday-digital-assist



WalkMe provides:
  • A Need Help Menu:  Menus on the Workday Homepage whener users can click on a topic (such as Expense) to find specific quick reference guide links (without having to visit the Workday Finance Training page)
  • WalkThrus: Popup instructions that guide users through business processes in real time
  • Launchers: Buttons that link to other help content like Smart Walk Thrus and QRGs directly in the task or transaction.
  • SmartTips:  Advanced tooltips that help users understand fields and steps in a business process.
Check out this helpful tool the next time you're in Workday!

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