Unlock Your Workday Potential with Self-Paced Learning
Our On-Demand Computer-Based Training (CBT) courses, accessible through Workday Learning, are your key to unlocking the full potential of Workday. Whether you’re looking to refresh your skills or learn new ones, these courses cater to various learning styles and schedules, ensuring you can navigate and use Workday with confidence and ease.
Features and Benefits:
Learn at Your Own Pace: Our CBT videos are designed for convenience and flexibility, allowing you to absorb demonstrations of Workday’s features, functions, and processes whenever and wherever suits you best.
Comprehensive Course Descriptions: Each course is meticulously crafted to cover specific aspects of Workday, ensuring you gain the knowledge and skills necessary to navigate and utilize Workday effectively.
Security Roles Defined: For every course, we outline the required security roles, making it clear who should enroll to maximize job performance and data security within Workday.
Access Through the Learning App in Workday: All computer-based training courses are accessible directly through Workday in the Learning App under the Menu.
Training Made Exciting: Every user will find CBTs tailored to their training needs, transforming mandatory learning into an engaging, enriching experience.
Easy Enrollment: Enroll in courses through the Learning app in Workday to unlock the content. A few clicks will set you on the journey to mastering Workday, enhancing your job performance, and achieving your career goals.
Essential Computer-Based Training Courses for All Employees and Managers
The following courses represent the building blocks of using Workday, and are recommended for all employees and managers new to MD Connect:
Workday Basics 101: A foundational course for all users to understand the essentials of navigating Workday. Supplement this course with the Workday Basics 101 Learning Lab Recording.
Manage Personal Information: Critical for all users to learn how to manage their personal information effectively in Workday.
- Enter, View, and Submit Time: Important course for non-exempt, exempt, and 12-month faculty to learn how to record and submit time correctly in Workday.
- Absence and Time Off Management: Critical for all employees to learn how to request and manage absences in Workday.
- Expenses: Essential for all users to navigate and manage expenses in Workday efficiently.
- Reports & Dashboards: Key course for understanding how to effectively use reports and analyze data.
Additionally, all managers are required to take Workday Basics 102 to gain deeper insights into managing teams and resources in Workday.
Identifying Your Security Roles
To tailor your learning experience to your specific role within Workday, refer to the Training Pathways by Role page. This resource will guide you in identifying the courses aligned with your security roles, ensuring you receive the training most relevant to your job functions and responsibilities.
Quick Links
Workday Basics Computer Based Training Courses
| Course | Course Description | Required Security Roles | Prerequisite | Required For |
|---|---|---|---|---|
| Workday Basics 101 | This is the first course employees should take to learn how to navigate and use Workday. In this course, employees receive an overview on Workday, understand Workday fundamental features, such as search, My Tasks, notifications, your Worker Profile, and more. | - Employee as Self | N/A | All CBTs |
| Workday Basics 102 | Employees with the Manager role receive training on advanced Workday features. These include advanced search options; using dashboards and reports; and managing your team. Depending on your role, some of these videos will be more applicable than others; not all videos are required for every employee. | - Manager | - Workday Basics 101 CBT | All CBTs |
| Reports & Dashboards in Workday | Employees delve into effectively using dashboards and reports within Workday. This includes understanding how to drill into data for further analysis, as well as mastering the skills to sort and filter data and execute various reports. Participants are also introduced to the different components that make up dashboards in Workday. | - Employee as Self | - Workday Basics 101 CBT | All CBTs |
| Workday Mobile (Job Aid) | Employees receive an overview on the Workday Mobile app and its features and learn how to access Workday from their mobile devices. | - Employee as Self | N/A | N/A |
Human Capital Management (HCM) Computer Based Training Courses
| Course | Course Description | Required Security Roles | Prerequisite | Required For |
|---|---|---|---|---|
| Absence and Time Off Management | Learn how to request absences, correct absence requests, request leaves of absence, request return from leaves of absence, view absence balances, and view the Absence Calendar. | - Employee as Self | Workday Basics 101 CBT | |
| Academic Appointments | Learn how to add, update, and end an academic appointment. | - Academic Action Initiator - Academic Partner - Academic Chair/Manager | Workday Basics 101 CBT | Please complete this CBT before viewing the Academic Appointments ILT. Please note: Those holding the security role of Academic Chair/Manager do not need to take the Academic Appointments ILT. |
| Enter, View, and Submit Time | Learn how to enter time worked (for both exempt and non-exempt employees), enter time using Workday mobile application, request overtime for non-exempt employees, submit time, and view time. | - Employee as Self | Workday Basics 101 CBT | |
| HR Fundamentals | Overview of several HR processes related to hiring, position management, job management, managing workers, and compensation. | - HR Partner - Compensation Partner - HCM Action Initiator | Workday Basics 101 CBT | Please complete this CBT before viewing the HR Fundamentals ILT. |
| Job Application & Candidate Management Process for Central HR | Overview on Job Application & Candidate Management Process for Central HR, including how to Create Job Application; View Candidate’s Job Application; and Navigate and Complete the Candidate Management Process for a Job Requisition. | - Recruiter - Primary Recruiter | Workday Basics 101 CBT | N/A |
| Job Application & Candidate Management Process for Search Chair and Manager | Overview on view job application and the candidate management process for search chairs, managers, and search committee; learn how to view candidate’s job application; and navigate and complete the candidate management process for a job requisition. | - Search Chair - Manager - Search Committee Member - Recruiting Support Initiator | Workday Basics 101 CBT | N/A |
| Job Requisition Process for Non-HR Employees | Learn how to create a job requisition for academic and non-academic positions. | - HCM Action Initiator | Workday Basics 101 CBT | N/A |
| Manage Personal Information in Workday | Overview on Managing Personal Information in Workday, learn how to locate, edit and update your Personal Information in Workday. This course also covers how to verify your Personal Information Changes in Workday. | - Employee as Self | Workday Basics 101 CBT | |
| Non-Paid Worker (Contingent Worker) Management | Learn how to contract a contingent worker, edit a contract for a contingent worker, and ending a contract for a contingent worker. | - HR Partner - HCM Action Initiator | Workday Basics 101 CBT | N/A |
| Performance Improvement Plan and Disciplinary Action for Managers | Learn new key concepts and consideration for performance improvement plans and disciplinary actions; start a performance improvement plan and disciplinary action; and complete the manager’s evaluation. | - Manager | Workday Basics 101 CBT | N/A |
| Performance Review Process for Employees | Learn performance reviews key points and new concepts; how to complete the employee self-evaluation; and acknowledgement of a performance review. | -Employee as Self | Workday Basics 101 CBT | N/A |
| Performance Review Process for Managers | Learn new key concepts and consideration for performance improvement plans and disciplinary actions; start a performance improvement plan and disciplinary action; and complete the manager’s evaluation. | - Manager | Workday Basics 101 CBT | N/A |
| Talent and Performance Management for HR | Learn how to initiate a performance review; initiate a performance improvement plan; and initiate a disciplinary action. | - HR Partner - Talent Partner | Workday Basics 101 CBT | N/A |
| Termination | Overview on Termination; learn how to process a resignation for an employee; understand how disciplinary actions can lead to termination; how to end a job for an employee with multiple jobs; and how to terminate an employee. | - HR Partner - Manager - HCM Action Initiator - HR Specialist | Workday Basics 101 CBT | N/A |
| Time, Absence, and Time Off Approvals for Managers | Learn how to approve submitted time; approve absence requests; approve requests for leaves of absence and return from a leave of absence; approve overtime requests; and correct submitted time. | - Manager - Timekeeper | - Workday Basics 101 CBT - It is highly recommended to watch Enter, View, and Submit Time CBT and Absence and Time Off Management CBT prior to watching this CBT. | N/A |
| Workday Learning - Getting Started | Learn how to enroll in content; drop enrollment; and view your Workday Learning transcript. | - Employee as Self | Workday Basics 101 CBT | N/A |
| Recruiting: Job Requisition Process | Overview on job requisition; job requisition change; evergreen requisition; evergreen requisition change; close evergreen requisition; close job requisition; freeze job requisition; post job; update job posting; and supplementary questionnaires for job requisitions. | - Recruiter - Primary Recruiter | Workday Basics 101 CBT | N/A |
Finance (FIN) Computer Based Training Courses
| Course | Course Description | Required Security Roles | Prerequisite | Required For |
|---|---|---|---|---|
| Ad Hoc Events | Overview on Ad Hoc events; includes how to create Ad Hoc Payments; Ad Hoc Bank Transaction Event; and how to create Ad Hoc events and templates. | -Accounts Payable Settlement Specialist -Settlement Specialist -Accounting Operations Lead - Accounts Payable Operations Lead - Cash Specialist -Bank Reconciliation Specialist | - Workday Basics 101 CBT | N/A |
| Award Event for Grants | Learn how to complete Award Events in Workday. Topics include how to create new awards, billing schedules, award schedules, and new grants. | -Sponsored Programs Manager (optional) -Award Contract Specialist - Award Billing Specialist | - Workday Basics 101 CBT | N/A |
| Bank Account Management | Overview on Bank Account Management; learn how to create and edit bank accounts; view bank statements; and view bank statement lines. | -Bank Reconciliation Specialist - Bank Configurator | - Workday Basics 101 CBT | N/A |
| Budget Amendment | Overview on creating a budget amendment. | -Central Budget Managers | - Workday Basics 101 CBT | N/A |
| Budget Amendment for Organization | Overview on creating a budget amendment. | -Budget Analyst - Driver Worktag Manager | - Workday Basics 101 CBT | N/A |
| Customer Events | Overview on various customer tasks, including creating a customer, customer contracts, and customer amendments; invoices, invoice emails, and invoice maintenance; interest and late fees; Dunning letter emails; schedule printing of a customer invoice; and customer statements. | -Customer Billing Specialist -Customer Collections Specialist -Collections Manager -Accounts Receivable Operations Lead -Customer Contract Specialists - Customer Refund Specialist | - Workday Basics 101 CBT | Please complete this CBT before viewing the Customer Events ILT. |
| Customer Change Events | Overview on how to edit the information for a customer’s banking, payment, summary, and credit information on their account. | -Customer Billing Specialist -Customer Collection Specialist | - Workday Basics 101 CBT - Customer Events CBT | Please complete this CBT before viewing the Customer Events ILT. |
| Customer Payments | Overview on Customer Events; learn how to create customer overpayment events, customer payment application events, and customer deposit events. | -Customer Payment Specialist -Customer Collections Specialist -Collections Manager -Accounts Receivable Operations Lead | - Workday Basics 101 CBT - Customer Billing Specialist and Customer Collections Specialist should complete Customer Events CBT first. | Please complete this CBT before viewing the Customer Events ILT. |
| Edit Purchase Orders and Change Orders | Overview on how to edit a purchase order, and how to create a change order. | - Buyer - Procurement Operations Lead | - Workday Basics 101 CBT - Receipts & Requisition Events CBT | Please complete this CBT before viewing the Customer Events ILT. |
| Grants Lifecycle Companion Guide | Overview of the Grants Lifecycle in Workday. | -Sponsored Programs Manager -Grants Manager -Business Managers | Workday Basics 101 CBT | N/A |
| Internal Services | Overview on Internal Services; learn how to create and edit Internal Service Deliveries; and create and edit Internal Service Providers. | -Internal Service Delivery Data Entry Specialist -Accountant -Accounting Operations Lead | Workday Basics 101 CBT | N/A |
| Payroll Accounting | Learn how to assign costing allocations and create payroll accounting adjustments. Note: HCM Action Initiators only need to watch Assign Costing Allocation video. | -Central Office Payroll Costing Specialists -Sponsor Program Manager -Departments Payroll Costing Specialist -HCM Action Initiator -Payroll Accounting Adjustment Specialist Please note: security roles for this course may change. | Workday Basics 101 CBT | Please complete this CBT before viewing the Payroll Accounting ILT. |
| Payment Management & Settlement | Overview on payment management and settlement; learn how to create positive pay files, settlement runs, payment returns, payment return statements; print checks; and stop items. | -AP Settlement Specialist -Settlement Specialist | Workday Basics 101 CBT | N/A |
| P-Card Verification | Learn how to find and verify P-Card transactions in Workday. | TBD | Workday Basics 101 CBT | N/A |
| Receipt & Requisition Events | Overview on how to create and edit receipts and requisition sourcing. | -Requester -Receiver -Buyers -Procurement Operation Lead | Workday Basics 101 CBT | Please complete this CBT before viewing the Purchase Orders and Requisitions for Buyers ILT. |
| Spend Authorization & Expense Reports | Learn how to create a spend authorization; view spend authorizations; and create expense reports. Expense Data Entry Specialists will also learn how to create spend authorizations and expense reports for other workers. | -Employee as Self -Expense Data Entry Specialist | Workday Basics 101 CBT | N/A |
| Supplier Accounts Management | Overview of supplier events, prepaid spend amortization event, and prepaid spend amortization schedule event. Employees will also learn how to process supplier invoices, look up invoices, and identify payment statuses. | -Supplier Coordinator -Subaward Specialist -Supplier Subaward Approver -AP Data Entry Specialist -Buyer | Workday Basics 101 CBT | Please complete this CBT before viewing the Supplier Accounts ILT. |
| Supplier Invoice Requests | Overview on Supplier Invoice Requests in Workday; includes how to create a supplier invoice request, as well as viewing, editing, or cancelling supplier invoice requests. | -Employee as Self | Workday Basics 101 CBT | N/A |