Instructor Led Training Information
All instructor-led training sessions are available as on-demand recordings through the Workday Learning app. Learn from our expert instructors and hear answers to commonly asked questions, all at your convenience.
Key Highlights:
- Prerequisites:
- Watch the comprehensive CBT (Computer-Based Training) video series before accessing the recorded sessions.
- This essential preparation provides a solid understanding of Workday basics.
- Tailored Learning:
- Training is organized around specific security roles for relevance.
- Use the Training Pathways by Role page on our program website to enhance your learning experience.
- Faculty Members:
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- Specialized training options are available, including a live faculty instructor-led session.
- Visit our Faculty Workday Supplemental Training Plan for more details.
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Quick Links
Instructor Led Training Courses - Recording Links
| Course | Course Description | Course Length | Required Security Roles | Prerequisite |
|---|---|---|---|---|
| Academic Appointments | Explores academic staffing processes in Workday; provides guidance on understanding the functionalities associated with adding, updating, and ending academic appointments. | 45 minutes | - Academic Faculty Action Initiator - Academic Partner | - Workday Basics 101 CBT - Academic Appointments Optional: HR Fundamentals |
| Customer Events | Addresses the nuances of customer account management and billing within Workday, including maintenance and management of customer accounts, as well as customer contracts and billing. | 45 minutes | - Customer Billing Specialist - Customer Collection Specialist - Collections Manager - Customer Contract Specialist - Customer Payment Specialist - Customer Refund Specialist - Accounts Receivable Operations Lead | - Workday Basics CBT - Customer Change Events CBT - Customer Events CBT - Customer Payments CBT |
| HR Fundamentals | Reviews processes related to managing jobs and compensation, including Hire Student; Add Job; End Job; and creating One Time Payments. | 1 hour 4 minutes | - HR Partner - Academic HR Partner - Compensation Partner - HCM Action Initiator - HR Specialist | - Workday Basics 101 CBT - HR Fundamentals CBT |
| Purchase Orders and Requisitions for Procurement Staff Only | Explores Workday's purchase requisitioning process, including critical topics such as issuing and modifying purchase orders, and delving into the nuances of requisition sourcing. | 1 hour 9 minutes | - Buyer - Procurement Operations Lead | - Workday Basics 101 CBT - Requisitions and Receipts CBT - Edit Purchase Orders and Change Orders CBT |
| Payroll Accounting | Discusses crucial payroll accounting information such as assigning costing allocations to contractual and PIN workers, ensuring precision in budgeting and financial planning. The course also delves into the creation of payroll accounting adjustments, empowering attendees with the skills to manage and rectify payroll discrepancies effectively. | 1 hour 12 minutes | - Central Office Payroll Costing Specialists - Sponsor Program Manager - Department Payroll Costing Specialists - HCM Action Initiator - Payroll Accounting Adjustment Specialist Note: subject to change. | - Workday Basics 101 CBT - Payroll Accounting CBT |
| Recruiting Fundamentals | Reviews key Recruitment-related concepts on job requisitions for both Academic and Staff positions. | 51 minutes | - HCM Action Initiator | - Workday Basics 101 CBT - Job Requisition Processes for Non-HR CBT |
| Supplier Accounts | Provides guidance on Workday's supplier invoice management in this dynamic course, including creating supplier invoices from purchase orders; generating invoice requests; and crafting invoices directly from contracts. The course also covers effective strategies for finding invoices, resolving match exceptions, troubleshooting payment issues, and identifying payment statuses. | 57 minutes | -Accounts Payable Data Entry Specialist - Accounts Payable Operations Lead - Accounts Payable Analyst - Accounts Payable Settlement Specialist | - Workday Basics 101 CBT - Supplier Accounts CBT |
Learning Labs - Recording Links
- Live Learning Labs have concluded, but recordings of select sessions can be accessed for additional support.
- These recordings offer practical demonstrations and insights to reinforce your Workday training.
| Learning Lab | Learning Lab Description | Learning Lab Length | Required Security Roles | Prerequisite |
|---|---|---|---|---|
| Workday Basics 101 | Employees ask questions about general navigation; Worker Profile; org chart; how to search; how to enter time and request time off; customizing the app menu; using reports and dashboards; and changing contact information. | 1 hour 7 minutes | - Employee as Self | - Workday Basics 101 CBT - Manage Personal Information CBT - Enter, View, and Submit Time CBT - Absence and Time Off Management CBT |
| Workday Basics for Managers | Focuses on enhancing skills in managing My Tasks, from mastering approvals to learning the Send Back and Save for Later features. | 60 minutes | - Manager | - Workday Basics 101 CBT - Workday Basics 102 CBT - Reports and Dashboards in Workday CBT |
| Requisitions and Punch Outs | Users with the Requester security role ask questions about creating requisitions and punch outs from places like Amazon. | 1 hour 16 minutes | - Requester | - Workday Basics 101 CBT - Receipt and Requisition Event CBT |