How to Change Address in Workday

This guide explains how HR representatives can update an employee's personal information in Workday, including how to submit changes, track approval status, and confirm completion.

Prerequisites

• Access to the Workday portal with HR credentials.
• Appropriate permissions to view and edit employee personal information (the availability of certain options, such as the Edit button, depends on your permission level).

Overview of update methods

Workday allows personal information to be updated in two ways:

• Employees can update their own information directly.
• HR representatives can make changes on behalf of an employee.

This guide focuses on the HR process for updating employee personal information.

Step 1: Log in to the Workday portal

Access the Workday portal using your HR credentials.

Step 2: Search for the employee

Enter the employee's name in the search bar at the top of the Workday dashboard.

Step 3: Open the employee profile

Select the employee from the search results to open their profile.

Step 4: Locate the Personal option

In the employee profile, use the left-hand navigation menu and click Personal to access the employee's personal information.

Step 5: Edit employee information

On the Personal Information page, click the Edit button to begin making changes.

Note: The Edit button may not always be visible, depending on your permissions.

Step 6: Use the Actions menu if Edit is not visible

If the Edit button is not available, click Actions in the employee profile, then select Personal Data from the drop-down menu. This opens additional options for editing personal information.

Step 7: Select Edit Personal Information

In the expanded menu, click Edit Personal Information to change specific details such as date of birth or marital status.

Step 8: Update the required information

For example, to change the date of birth:

• Locate the Date of Birth field.
• Enter the new date (for example, changing from 11/06/1971 to the correct date).
• Use the calendar picker if needed.

After making the necessary changes, click Submit at the bottom of the page.

Step 9: Review and process the changes

Once submitted, review the updated details in the Details and Process section. Confirm that the employee name and the pending action are correct.

Step 10: Wait for employee approval

After submitting changes to personal information (such as date of birth), the process requires approval from the employee. In the Details and Process section, review the Process History table:

• Locate the row labeled "Personal Information Change."
• Check the Status column for "Awaiting Action."
• Confirm the Person column lists the employee's name (for example, "Aidan Mitzner (Employee As Self)").

This confirms the process is pending employee approval.

Step 11: Complete the HR task

Click Done at the bottom of the Details and Process screen to finish your part of the process.

Step 12: Verify the change in Worker History

Navigate to the employee's profile, click the Job tab in the left-hand menu, then select Worker History from the top navigation bar. In the Worker History table, locate the entry for "Personal Information Change" and check the Status column:

• "In Progress" means the change is still awaiting employee approval.
• "Successfully Completed" means the process is finished.

The Assigned To column displays the employee's name if action is still required.

Step 13: Wait for the employee to approve the change

The process remains "In Progress" until the employee logs in and approves the change. Once approved, the status updates to "Successfully Completed" in the Worker History.

Additional resources and support

For more guidance on Workday or HR processes, consider enrolling in practical HR training. CSPHR offers:

• 100% practical HR training with live online classes.
• Coverage of Core HR, Payroll, Excel, HR Analytics, and AI tools.
• Personalized guidance, resume support, and placement assistance.
• Job-readiness within 90 days of training completion.

Contact details:

• Website: www.csphr.co.in
• Phone: +91-9108617806
• Email: management@csphrglobal.com

If you are looking for specific HR training, visit the CSPHR website, reach out via WhatsApp or phone at +91-9108617806, or contact management@csphrglobal.com by email.

Summary

By following these steps, HR representatives can efficiently update and track changes to employee personal information in Workday, ensuring accuracy and compliance throughout the process. For additional guidance, revisit the contact information above or explore further training resources on the CSPHR website.