New Student Onboarding 

This tutorial covers the tasks you’ll need to complete in Workday as a new WashU student. You’ll receive instructions to complete school-specific onboarding tasks once you’re given WashU key access. However, some tasks, like completing the Bear Beginnings Online Orientation, will be completed outside of Workday.

Step-by-Step Instructions

Jump to: Overview | Onboarding steps

Overview

Student onboarding steps appear in your Workday My Tasks inbox in stages. You’ll likely see a group of tasks appear together. After you’ve completed one group of tasks, later groups will appear in your inbox. Some onboarding tasks only appear after a time delay, and so you might see additional tasks weeks after you’ve completed the initial onboarding process. View the Navigating Workday Student tutorial to configure your system notifications and be alerted when time-delayed tasks become available.

Start by navigating to your My Tasks inbox:

1. In Workday, click the My Tasks inbox. 
   • Tip: My Tasks inbox items appear newest first, so we recommend switching your My Tasks inbox filter to display oldest to newest as some tasks depend on earlier ones being completed first. 
2. Click on each item under the Actions tab. 
3. Complete the forms on the right side of the screen.  

Onboarding steps

Below are some common steps you may need to complete during onboarding. Depending on your program of study, you may be assigned some or all of these steps.

• Remember that before you click Submit on individual tasks, you must first save any included links/documents.

• In the Review My Home Contact Informataion task, you’ll update your addresses, phone number, and email.
  0. Even if you have entered your contact information before, you must verify that you’ve entered a mobile phone number, a local address, and a permanent address in Workday, which many students are missing.
  1. To make updates, click Edit.
  2. Begin with your address. If you’ve already entered an address, verify the Usage, which identifies what the address is for. You must have an address tagged as a Student Local Address, and an address tagged as a Permanent, or you’ll receive a hold on your account preventing registration.
  3. If the address is both your local and permanent address, you can select both usages. If not, enter another address and select its usage. 
  4. Next, verify you’ve entered your phone number with a Phone Type of Mobile, as well as an email address where you can be reached.
  5. For more information, visit the Student Addresses in Workday page on the Office of the University Registrar website.

Usage	Definition	Required?
Student Local Address	Your residential address while attending classes.     *If you live in a university-managed residence hall or apartment, your local address will be automatically entered as your institutional address, and you will not need to enter a local address.	Yes
Permanent	Your residential address during vacation and break periods.	Yes
Study Away Address	Your residential address while participating in an academic experience outside of St. Louis (e.g., study abroad, internship/practicum, research). Enter this address once you know where you’ll be living.	Only if you’re studying or working outside of St. Louis.

• Review Personal Information and click Approve if there are no changes. 
  1. Click Edit to view and make changes.  
  2. Click Submit, then click Done. 
• Review the Relationship Types. If at least one emergency contact is entered, and all other information is correct, click Submit. If you need to add an emergency contact, click Add. Your emergency contact does not need to be in St. Louis or even the United States. 
  1. For Relationship Type, select Emergency Contact.  
  2. Complete the required fields on the Name tab. Don’t click OK yet! 
  3. Navigate to the Contact Information tab. 
  4. Click Add to enter the phone number and either mailing address or email address. If you plan to set up friends and family access to your Workday account, you must provide an email address.  
  5. Click OK to confirm, then return to the inbox to approve your changes. 
• Review the instructions for submitting an official transcript. Once instructions have been followed, click Submit. 
• Review instructions for creating an academic plan. Once instructions have been followed, click Submit. 
• Review instructions for registering for your first semester courses. Once instructions have been followed, click Submit. 
• If applicable, follow instructions to complete the Disability Resources Accommodation Request Form. Click Submit. 
• Review steps for receiving a WashU ID Card. Click Submit. 
• Review Permissions for My Third Party.  If you do not wish to add third-party access to a friend or family member, click Submit.  If you wish to add third -party access, follow the steps outlined in the Set up Friends and Family in Workday and Manage Third-Party Permissions tutorial. 
• Review Privacy Settings and click Submit if there are no changes. 
  • Indicate whether you would like to be included or excluded from the Public Graduate Student Directory. Name, photo, institution, and social media links are all public by default. 
  • Read the help text on the screen carefully before making your selection. 
• Review the instructions and complete the Sexual Assault Prevention Training. Click Submit once completed. 
• The first form is the Student Responsibility Agreement. Complete this form first. 
  1. Download and review the Student Financial Responsibility Acknowledgement PDF. 
  2. Scroll down to click the I Agree checkbox. 
  3. Click Submit to complete the task. 
  4. Refresh the inbox for the next group of tasks. 
• Consent to receive Form 1098-T electronically (shows if not previously elected). If you prefer a paper copy, leave the box unchecked and WashU will mail the 1098-T form to your student profile address (Home).

Additional Context

Related Resources

• Update Personal and Contact Information tutorial
• Update a Student’s Personal and Contact Information reference guide
• Set up Friends and Family and Manage Third-Party Permissions tutorial