Unlock Your Workday Potential with Self-Paced Learning
Embark on a transformative journey to learn Workday to be ready for go-live and beyond! Our On-Demand Computer-Based Training (CBT) courses, accessible through Workday Learning, are your key to unlocking the full potential of Workday. Designed with flexibility in mind, these courses cater to various learning styles and schedules, ensuring you can learn how to navigate and use Workday with confidence and ease.
Features and Benefits:
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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.
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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.
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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.
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Seamless Access Through Workday Learning: All courses are accessible directly through Workday Learning. Stay tuned for more details in May 2024 on how to access this valuable resource.
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Prerequisites for Advanced Learning: Some of our CBTs serve as prerequisites for Instructor-Led Training (ILT) sessions and learning labs, paving your path to advanced knowledge and expertise. Visit our ILT and Learning Labs page for more information.
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Mandatory Training Made Exciting: Every user will find CBTs tailored to their training needs, transforming mandatory learning into an engaging, enriching experience.
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Easy Enrollment: Enroll in courses through Workday Learning 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 Courses for All Employees and Managers
To ensure comprehensive readiness for go-live and beyond, there are specific courses every employee and manager must complete:
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Workday Basics 101: A foundational course for all users to understand the essentials of navigating Workday.
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Manage Personal Information in Workday: Critical for all users to learn how to manage their personal information effectively within 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.
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Expenses: Essential for all users to navigate and manage expenses in Workday efficiently.
- Reports & Dashboards in Workday: Key course for understanding how to effectively use reports and analyze data.
Additionally, all managers are required to take Workday Basics 201 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 Courses
| Course | Course Description | Required Security Roles | Prerequisite | Required For |
|---|---|---|---|---|
| Workday Basics 101 | This is the first course that employees will take to learn how to navigate and use Workday. In this course, employees will receive an overview on Workday, understand Workday fundamental features, such as search, My Tasks, notifications, your Worker Profile, and more. This is the first course that employees will take to learn how to navigate Workday. | - Employee as Self | N/A | All CBTs, ILTs, and Learning Labs |
| Workday Basics 102 | In this course, employees will 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 and not all videos are required for every employee. | - Manager | - Workday Basics 101 CBT | All CBTs, ILTs, and Learning Labs |
| Reports & Dashboards in Workday | In this course, employees will delve into learning how to effectively use 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 will also be introduced to the different components that make up dashboards in Workday. | - Employee as Self | - Workday Basics 101 CBT | All CBTs, ILTs, and Learning Labs |
| Workday Mobile | In this course, employees will receive an overview on the Workday Mobile app and its features, as well as learn how to access Workday from their mobile devices. This course will launch on or shortly after go- live. | - Employee as Self | N/A | N/A |
Human Capital Management (HCM) Courses
| Course | Course Description | Required Security Roles | Prerequisite | Required For |
|---|---|---|---|---|
| Absence and Time Off Management | In this course, employees will learn how request absence, correct absence requests, request leave of absence, request return from leave of absence, view absence balance and view absence calendar. | - Employee as Self | Workday Basics 101 CBT | N/A |
| Academic Appointments | In this course, employees will 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 taking 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 | In this course, employees will learn how to enter time for 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 | N/A |
| HR Fundamentals | In this course, employees will receive an overview on 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 taking the HR Fundamentals ILT. |
| Job Application & Candidate Management Process for Central HR | In this course, employees will receive an overview on Job Application & Candidate Management Process for Central HR, learn how to Create Job Application and 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 | In this course, employees will receive an 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 | In this course, employees will 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 | In this course, employees will receive an 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 | N/A |
| Non-Paid Worker Management | In this course, employees will 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 | In this course, employees will learn new key concepts and consideration for performance improvement plans and disciplinary actions, start a performance improvement plan and disciplinary action, complete the manager’s evaluation. | - Manager | Workday Basics 101 CBT | N/A |
| Performance Review Process for Employees | In this course, employees will learn performance reviews key points and new concepts, and how to complete the employee self evaluation and acknowledge a performance review. | -Employee as Self | Workday Basics 101 CBT | N/A |
| Performance Review Process for Managers | In this course, employees will learn new key concepts and consideration for performance improvement plans and disciplinary actions, start a performance improvement plan and disciplinary action, complete the manager’s evaluation. | - Manager | Workday Basics 101 CBT | N/A |
| Talent and Performance Management for HR | In this course, employees will 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 | In this course, employees will receive an 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 | In this course, employees will learn how to approve submitted time, approve absence request, approve request leave of absence and return from 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 |
| Using Workday Learning | In this course, employees will learn how to enroll in content, drop enrollment, and view their workday learning transcript. | - Employee as Self | Workday Basics 101 CBT | N/A |
| Recruiting: Job Requisition Process | In this course, employees will receive an 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) Courses
| Course | Course Description | Required Security Roles | Prerequisite | Required For |
|---|---|---|---|---|
| Ad Hoc Events | This course explains how to create an Ad Hoc Payment Event, Ad Hoc Bank Transaction Event, and an Ad Hoc Bank Transaction Template Event. In this course, employees will receive an overview on Ad Hoc Events, learn 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 | In this course, employees will receive instructions for completing Award Events in Workday. The topics covered are how to create a new award, a new billing schedule, a new award schedule, and a new grant. | -Sponsored Programs Manager (optional) -Award Contract Specialist - Award Billing Specialist | Workday Basics 101 CBT | N/A |
| Bank Account Management | In this course, employees will receive an 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 | In this course, employees will receive an overview on creating a budget amendment. | -Budget Analyst | Workday Basics 101 CBT | N/A |
| Customer Events | In this course, employees will receive an overview on various customer tasks, learn how to create a customer, customer contract, customer amendment, invoice, invoice email, invoice maintenance, interest and late fee, dunning letter email, and to schedule print customer invoice, and customer statement. | -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 taking the Customer Events ILT. |
| Customer Change Events | In this course, employees will receive an 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 taking the Customer Events ILT. |
| Customer Payments | In this course, employees will receive an overview on Customer Events, and learn how to create a customer overpayment event, create a customer payment application event, and create a customer deposit event. | -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 taking the Customer Events ILT. |
| Edit Purchase Orders and Change Orders | - Buyer - Procurement Operations Lead | - Workday Basics 101 CBT - Receipts & Requisition Events CBT | Please complete this CBT before taking the Customer Events ILT. | |
| Grants Lifecycle Companion Guide | This course provides an overview of the Grants Lifecycle in Workday. | -Sponsored Programs Manager -Grants Manager -Business Managers | Workday Basics 101 CBT | N/A |
| Internal Services | In this course, employees will receive an overview on Internal Services, learn how to create and edit Internal Service Deliveries, and how to create and edit Internal Service Providers. | -Internal Service Delivery Data Entry Specialist -Accountant -Accounting Operations Lead | Workday Basics 101 CBT | N/A |
| Payroll Accounting | In this course, employees will learn how to assign costing allocations, and create payroll accounting adjustments. 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 taking the Payroll Accounting ILT. |
| Payment Management & Settlement | In this course, employees will receive an overview on payment management and settlement, learn how to create positive pay files, create settlement runs, create payment returns, create payment return statement, print checks, and stop items. | -AP Settlement Specialist -Settlement Specialist | Workday Basics 101 CBT | N/A |
| P-Card Verification | In this course, learn how to find and verify Pcard transactions in Workday. | TBD | Workday Basics 101 CBT | N/A |
| Receipt & Requisition Events | In this course, employees will receive an 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 taking the Purchase Orders and Requisitions for Buyers ILT. |
| Return to Supplier Events | In this course, employees will learn how return to supplier and fun a requisition event. | -Requesters -Receivers -Buyer -Employee as Self | Workday Basics 101 CBT | Please complete this CBT before taking the Purchase Orders and Requisitions for Buyers ILT. |
| Spend Authorization & Expense Reports | In this course, employees will learn how to create a spend authorization, view spend authorizations, and create expense reports. Expense Data Entry Specialists will also learn how to create a spend authorization for worker and create an expense report for worker. | -Employee as Self -Expense Data Entry Specialist | Workday Basics 101 CBT | N/A |
| Supplier Accounts Management & Supplier Contract, Prepaid Spend, and Supplier Events | In this course, employees will receive an 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 taking the Supplier Accounts ILT. |
| Supplier Invoice Requests | In this course, employees will receive an overview on Supplier Invoice Requests in Workday. They will learn how to create a supplier invoice request, as well as viewing, editing, or cancelling their supplier invoice requests. | -Employee as Self | Workday Basics 101 CBT | N/A |