Creating Shortcuts in Workday
This user guide provides instructions on how to view, add, and edit Shortcuts in Workday. Shortcuts help you directly access commonly used tasks and reports.
Viewing Applications and Shortcuts
Step 1: To view your applications and shortcuts, from Workday Stevens home screen, click View All Apps on the Global Navigation Menu.
Step 2: From the Global Navigation Menu, you can click the Apps tab or Shortcuts tab at the top of the screen or the Add Shortcuts button.
Add an Application or Shortcut
To add an application or shortcut:
Step 1: Navigate to the appropriate tab (Apps or Shortcuts).
Step 2: On the tab, click the Add Apps or Add Shortcuts button.
Step 3: In the menu search, enter a key term or the name of the required application or shortcut (i.e., enter ‘Expense’ to select the Expenses application).
Step 4: Click the (+) to add the app or shortcut.
Step 5: Click Back to the Menu to view your new change.
Edit an Application or Shortcut
To edit an application or shortcut:
Step 1: Navigate to the appropriate tab (Apps or Shortcuts).
Step 2: Click Edit.
Step 3: Identify the app or shortcut you would like to edit.
Step 4: To rearrange the order of their display, press Click and drag & drop it desired location.
Step 5: To remove an app or shortcut, click the (-).
Note: (-) displays next to apps or shortcuts you can remove. Some default applications cannot be removed.
Step 6: Click Save Changes.
Step 7: Once finished, click (x) to close the menu.
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