TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of...

24
Page 1 of 24 May 19, 2017 The Texas A&M University System Workday Training Course Catalog and Video Help Release Schedule

Transcript of TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of...

Page 1: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

Page 1 of 24 May 19, 2017

The Texas A&M University System Workday Training Course Catalog and Video Help Release Schedule

Page 2: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

Workday Training Course Catalog

Page 2 of 24 May 19, 2017

OverviewThis curriculum includes training courses focused on Core HR, Payroll, and Benefits employees, HR Departmental Processors / Liaisons and managers, and is organized by Workday security roles, which may differ slightly from current system access.

This just-in-time curriculum will introduce The Texas A&M University System (TAMUS) members to Workday through a blended approach of the following learning opportunities and materials:

eLearning courses (TrainTraq)Instructor-Led courses (On-Site)Virtual Instructor-Led courses (WebEx) Video Help (Workday Help Site)Job Aids (Workday Help Site)

Training StrategyOur training strategy is based on Prosci’s ADKAR model describing how individuals change and iscomprised of the following:

Awareness courses to introduce topics and provide a general level of understanding of a topicSkills courses to help employees gain knowledge and build skills on how to use business processes in Workday Readiness activities to help employees become more familiar with Workday

Using this CatalogThis catalog is organized by stakeholder group, and includes sections for Core HR, Payroll and Benefits employees, HR Departmental Processors / Liaisons, Managers and Employees / Retirees, and a section of finance-related courses.

The “Security Roles” column denotes security roles that are required to complete the course, unless thesecurity role is denoted with an “optional” tag.

This catalog also includes the video help release schedule, for those who wish to include these videosin member-developed training materials. Please see pages 23 and 24.

Please remember that all training material and video help is in DRAFT form until after Workday 29.

Page 3: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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7

Cou

rse

Cat

alog

The

follo

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sco

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ise

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anag

er

Page 4: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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Cou

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Title

Purp

ose

Ove

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kday

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C

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pts

for

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yrol

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purp

ose

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cour

seis

toin

trodu

ce

Wor

kday

sta

ffing

m

odel

s an

d ho

w th

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appl

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US

Def

ine

staf

fing

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ffere

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man

agin

g de

lega

tions

for b

usin

ess

proc

esse

s an

d de

lega

ting

a si

ngle

task

60 M

inut

esel

earn

ing

Cor

e H

R, P

ayro

ll an

d Be

nefit

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rtner

sAb

senc

e Pa

rtner

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kday

’s

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oach

to

HR

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ines

s Pr

oces

ses

for

Cor

e H

R,

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efits

and

Pa

yrol

l

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purp

ose

of th

is

cour

seis

to p

rovi

de a

n ov

ervi

ew o

f HR

bu

sine

ss p

roce

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fro

m th

e em

ploy

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tiple

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proc

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late

d to

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ly

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ract

ions

in W

orkd

ayIn

trodu

ce W

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term

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60 M

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e H

R, P

ayro

ll an

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vide

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view

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cide

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porti

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ail k

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pts

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ted

to s

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g sa

fety

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dent

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porti

ng

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tner

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ty P

artn

er

Wor

kers

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ompe

nsat

ion

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erSa

fety

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A Fo

rum

Th

e pu

rpos

e of

this

fo

rum

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vide

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rtici

pant

s w

ith th

e op

portu

nity

to a

sk

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n M

cGin

nis

ques

tions

dire

ctly

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cilit

ated

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&AH

R P

artn

erSa

fety

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tner

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orke

rs

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pens

atio

n Pa

rtner

Page 5: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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Cou

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Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

Posi

tions

and

R

equi

sitio

ns

The

purp

ose

of th

is

cour

seis

to p

rovi

de a

n un

ders

tand

ing

of th

e re

quis

ition

and

pos

ition

m

anag

emen

t fun

ctio

ns

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ail p

ositi

on m

anag

emen

t pr

oces

ses,

incl

udin

g cr

eatin

g an

d ed

iting

a p

ositi

on

Dis

cuss

job

requ

isiti

on

proc

esse

s, in

clud

ing

crea

ting

a ne

w p

ositi

on a

nd a

ssig

ning

co

stin

g al

loca

tion

180

Min

utes

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nsat

ion

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er

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lty P

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artn

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ose

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cour

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proc

esse

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purp

ose

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view

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ail t

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evie

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for

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iring

, suc

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the

Form

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culty

Par

tner

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duat

e St

udie

s Pa

rtner

HR

Par

tner

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ruiti

ng P

artn

er

Page 6: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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Cou

rse

Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

Ben

efits

Th

e pu

rpos

e of

this

co

urse

is to

pro

vide

an

over

view

of b

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its

and

life

even

ts

Rev

iew

key

ben

efits

con

cept

s an

dte

rmin

olog

yD

etai

l cha

nges

for e

mpl

oyee

s an

d re

tiree

s, s

uch

as c

hang

e be

nefit

s D

etai

l the

man

agem

ent o

f M

edic

are

info

rmat

ion

Rev

iew

rela

ted

repo

rts fo

r be

nefit

s an

d lif

e ev

ents

120

Min

utes

Cla

ssro

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rtner

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efit

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ort

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ff an

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utes

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rtner

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er

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oll

The

purp

ose

of th

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ail k

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atio

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ole

Page 7: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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7

Cou

rse

Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

Job

and

Org

aniz

atio

nal

Cha

nges

The

purp

ose

of th

is

cour

seis

to p

rovi

de a

pr

oces

s ov

ervi

ew

rela

ted

to jo

b an

d or

gani

zatio

nal c

hang

es

Det

ail i

tem

s tri

gger

ed b

y Em

ploy

ee S

elf-S

ervi

ce, s

uch

as p

erso

nal d

ata

and

cont

act

info

rmat

ion

Det

ail t

erm

inol

ogy

and

chan

ges

rela

ted

to s

taffi

ng,

incl

udin

g st

affin

g an

d in

itiat

ing

a ch

ange

in jo

b D

etai

l les

s fre

quen

t pro

cess

es

rela

ted

to m

ovin

g a

wor

ker

and

chan

ging

an

orga

niza

tion

assi

gnm

ent

Rev

iew

rela

ted

repo

rts fo

r job

an

dor

gani

zatio

nch

ange

s

180

Min

utes

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ssro

omFa

culty

Par

tner

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duat

e St

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s Pa

rtner

H

R P

artn

erPa

yrol

l Par

tner

Tale

ntTh

e pu

rpos

e of

this

co

urse

is to

pro

vide

an

over

view

for t

he ta

lent

pr

oces

s

Expl

ain

tale

nt m

anag

emen

t re

late

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ms,

suc

h as

m

anag

e aw

ards

and

man

age

inte

rnal

pro

ject

s R

evie

w re

late

d re

ports

for

tale

nt, i

nclu

ding

wor

ker

expi

ring

certi

ficat

ions

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inut

esC

lass

room

Tale

nt P

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er

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it an

d C

ompe

nsat

ion

The

purp

ose

of th

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cour

seis

to p

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de a

n ov

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it an

d co

mpe

nsat

ion

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ail t

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ted

to c

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nsat

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h as

pr

opos

ing

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nsat

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ge

Rev

iew

the

proc

ess

rela

ted

to

requ

estin

g a

com

pens

atio

n ch

ange

and

one

-tim

e pa

ymen

t

60 M

inut

esC

lass

room

Com

pens

atio

n Pa

rtner

Fa

culty

Par

tner

HR

Par

tner

Page 8: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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7

Cou

rse

Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

Sepa

ratio

n Th

e pu

rpos

e of

this

co

urse

is to

pro

vide

an

over

view

of s

epar

atio

n

Det

ail i

tem

s re

late

d to

se

para

tion,

incl

udin

g C

OBR

A an

d M

edic

are

info

rmat

ion

Prov

ide

an u

nder

stan

ding

of

the

proc

esse

s re

late

d to

te

rmin

atio

n an

d en

ding

a

cont

inge

nt w

orke

r con

tract

60 M

inut

esC

lass

room

Abse

nce

Partn

er*

HR

Par

tner

Pa

yrol

l Par

tner

Perf

orm

ance

M

anag

emen

t Th

e pu

rpos

e of

this

co

urse

is to

pro

vide

an

over

view

of

perfo

rman

ce

man

agem

ent

Dis

cuss

item

s re

late

d to

team

pe

rform

ance

, suc

h as

the

perfo

rman

ce re

view

pro

cess

an

d go

als

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iew

per

form

ance

item

s re

late

d to

new

hire

s,

prom

otio

ns a

nd tr

ansf

ers

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exc

eptio

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r les

s fre

quen

t eve

nts

on c

ance

l and

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scin

d, s

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as g

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g an

aw

ard

and

feed

back

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evie

w re

ports

rela

ted

to

perfo

rman

ce m

anag

emen

t

60 M

inut

esC

lass

room

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nt P

artn

er

Page 9: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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Cou

rse

Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

Wor

kday

Life

4 Pa

rt S

erie

s

The

purp

ose

of th

ese

even

ts is

to p

rovi

de

Cor

e H

R, P

ayro

ll an

d Be

nefit

s Pa

rtner

s w

ith

an o

verv

iew

ofc

hang

e im

pact

s re

late

d to

the

Wor

kday

tran

sitio

n

Def

ine

secu

rity

role

s an

d su

perv

isor

y or

gani

zatio

ns

Des

crib

e ch

ange

s th

at w

ill co

me

abou

t with

Wor

kday

D

etai

l var

ious

cha

nge

impa

cts

as th

ey re

late

to k

ey

func

tiona

l are

as

Prov

ide

a ge

nera

l aw

aren

ess

ofke

y co

ncep

ts w

ithin

W

orkd

ay

Web

ExC

ore

HR

, Pay

roll

and

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fits

Partn

ers

Budg

et P

artn

erC

ost C

ente

r Ap

prov

erSp

onso

red

Res

earc

h Se

rvic

es

* D

enot

es a

full-

time

HR

, Ben

efits

and

/or P

ayro

ll em

ploy

ee

** D

enot

es a

full-

time

HR

Dep

artm

enta

l Pro

cess

or o

r Lia

ison

em

ploy

ee

Page 10: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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4M

ay 1

9, 2

017

HR D

epar

tmen

tal P

roce

ssor

s and

Lia

ison

s

Cou

rse

Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

TAM

US

Wor

kday

C

ore

Con

cept

s fo

r Em

ploy

ees

The

purp

ose

of th

is

cour

se is

to p

rovi

de a

n in

trodu

ctio

n to

Wor

kday

in

clud

ing

func

tiona

lity

and

proc

esse

s

Prov

ide

user

s w

ith a

bas

ic

unde

rsta

ndin

g of

Wor

kday

Prov

ide

an u

nder

stan

ding

of

the

use

of s

uper

viso

ry

orga

niza

tions

Det

ail t

he im

pact

s an

d us

age

of s

elf-s

ervi

ce w

ithin

Wor

kday

60 M

inut

esel

earn

ing

All e

mpl

oyee

se

curit

y ro

les

(opt

iona

l)C

ore

HR

, Pay

roll

and

Bene

fits

Partn

ers

HR

Dep

artm

enta

l P

roce

ssor

/Li

aiso

nse

curit

y ro

les

Man

ager

Nav

igat

ing

Wor

kday

for

Empl

oyee

s

The

purp

ose

of th

is

cour

se is

to o

verv

iew

th

e ba

sic

func

tiona

lity

of W

orkd

ay w

ith a

sp

ecifi

c fo

cus

on

navi

gatio

n

Dem

onst

rate

how

to n

avig

ate

the

hom

e pa

ge a

nd w

orkl

ets

Expl

ain

the

Inbo

x an

d no

tific

atio

ns, a

nd h

ow to

use

th

e se

arch

and

mob

ile

feat

ures

60 M

inut

esel

earn

ing

All e

mpl

oyee

se

curit

y ro

les

(opt

iona

l) C

ore

HR

, Pay

roll

and

Bene

fits

Pa

rtner

sH

R D

epar

tmen

tal

Proc

esso

r/Li

aiso

nse

curit

y ro

les

Man

ager

Page 11: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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kday

Tra

inin

g C

ours

e C

atal

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Page

11

of 2

4M

ay 1

9, 2

017

Cou

rse

Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

Wor

kday

C

ore

HC

M

Con

cept

s fo

r H

RD

epar

tmen

tal

Proc

esso

rs /

Liai

sons

The

purp

ose

of th

is

cour

se is

to p

rovi

de a

n in

trodu

ctio

n to

te

rmin

olog

y an

d ke

y co

ncep

ts a

s w

ell a

s an

ov

ervi

ew o

f bus

ines

s pr

oces

ses

Rev

iew

Wor

kday

bas

ics,

suc

h as

sec

urity

role

s an

d re

al ti

me

data

D

etai

l get

ting

wor

k do

ne

thro

ugh

self-

serv

ice

Det

ail t

he p

roce

ss o

f de

lega

ting

wor

k an

d re

ques

ting

a de

lega

tion

chan

ge

Prov

ide

an o

verv

iew

of

com

mon

Wor

kday

pro

cess

es,

such

as

thos

e re

late

d to

re

crui

ting

and

tale

nt

man

agem

ent

120

Min

utes

Web

ExH

R C

onta

ct

I-9 P

roce

ssor

Rec

ruiti

ng

Coo

rdin

ator

Ta

lent

Ana

lyst

Ti

mek

eepe

r

Rec

ruiti

ngTh

e pu

rpos

e of

this

co

urse

is to

pro

vide

an

over

view

of t

he

recr

uitin

g pr

oces

s

Det

ail i

tem

s re

late

d to

pos

ition

m

anag

emen

t and

co

mpe

nsat

ion,

suc

h as

cre

ate

posi

tion

and

requ

est

com

pens

atio

n ch

ange

R

evie

w c

ost a

lloca

tion

and

the

job

appl

icat

ion

proc

ess

Det

ail p

roce

sses

for s

taff

and

ever

gree

n re

quis

ition

as

wel

l as

exc

eptio

ns

120

Min

utes

Web

ExH

R C

onta

ctR

ecru

iting

C

oord

inat

or

Page 12: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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inin

g C

ours

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Page

12

of 2

4M

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9, 2

017

Cou

rse

Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

Staf

fing

and

Onb

oard

ing

The

purp

ose

of th

is

cour

se is

to p

rovi

de a

n ov

ervi

ew o

f onb

oard

ing,

hi

ring,

sta

ffing

and

se

curit

y ro

les

Det

ail o

nboa

rdin

g ite

ms,

in

clud

ing

proc

esse

s re

late

d to

th

e Fo

rm I-

9D

etai

l hiri

ng a

nd s

taffi

ng, s

uch

as h

ire e

mpl

oyee

or c

ontra

ct

cont

inge

nt w

orke

r and

add

ad

ditio

nal j

ob

Rev

iew

of a

ssig

ning

role

s an

d ch

angi

ng o

rgan

izat

ion

assi

gnm

ents

120

Min

utes

Web

ExH

R C

onta

ctI-9

Pro

cess

or

Goa

ls a

nd

Perf

orm

ance

Th

e pu

rpos

e of

this

cour

se is

to p

rovi

de a

ge

nera

l ove

rvie

w o

f the

pr

oces

ses

rela

ted

to

goal

s an

d pe

rform

ance

m

anag

emen

t

Det

ail i

nitia

ted

proc

esse

s,

such

as

casc

ade

goal

s D

iscu

ss s

teps

that

mus

t be

take

n by

em

ploy

ees

and

man

ager

s fo

r bot

h go

al

setti

ng a

nd p

erfo

rman

ce

revi

ews

30 M

inut

esW

ebEx

Tale

nt A

naly

st

Trac

king

Ti

me

The

purp

ose

of th

is

cour

se is

to p

rovi

de a

n ov

ervi

ew o

f tim

e tra

ckin

g

Det

ail i

tem

s re

late

d to

tim

e tra

ckin

g, in

clud

ing

ente

ring

time

and

assi

gnin

g a

wor

k sc

hedu

le

Rev

iew

exc

eptio

ns re

late

d to

tim

e tra

ckin

g, in

clud

ing

canc

el

and

resc

ind

assi

gned

wor

k sc

hedu

le

Rev

iew

repo

rts re

late

d to

tim

e tra

ckin

g

30 M

inut

esW

ebEx

Tim

ekee

per

Page 13: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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kday

Tra

inin

g C

ours

e C

atal

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Page

13

of 2

4M

ay 1

9, 2

017

Cou

rse

Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

Man

agin

g Ti

me

Off

and

Leav

e

The

purp

ose

of th

is

cour

se is

to p

rovi

de a

n ov

ervi

ew o

f how

to

man

age

time

off a

nd

leav

e

Det

ail p

roce

sses

rela

ted

to

time

off,

such

as

canc

el

requ

est t

ime

off

Det

ail p

roce

sses

rela

ted

to

leav

e, in

clud

ing

corr

ectin

g an

d ca

ncel

ing

a le

ave

of a

bsen

ce

or re

turn

ing

from

leav

e R

evie

w re

ports

rela

ted

to ti

me

off a

nd le

ave

30 M

inut

esW

ebEx

Abse

nce

Partn

er**

HR

Con

tact

Answ

erin

g C

omm

on

Empl

oyee

Q

uest

ions

The

purp

ose

of th

is

sess

ion

is to

pro

vide

an

swer

s an

d tip

s fo

r co

mm

on q

uest

ions

from

em

ploy

ees

Prov

ide

a lis

t of q

uest

ions

and

an

swer

s fo

r com

mon

qu

estio

ns a

sked

by

empl

oyee

s

60 M

inut

esW

ebEx

HR

Con

tact

I-9

Pro

cess

or

Rec

ruiti

ng

Coo

rdin

ator

Ta

lent

Ana

lyst

Ti

mek

eepe

rAn

swer

ing

Com

mon

M

anag

er

Que

stio

ns

The

purp

ose

of th

is

sess

ion

is to

pro

vide

answ

ers

and

tips

for

com

mon

que

stio

ns fr

om

man

ager

s

Prov

ide

a lis

t of q

uest

ions

and

an

swer

s fo

r com

mon

qu

estio

ns a

sked

by

man

ager

s

60 M

inut

esW

ebEx

Abse

nce

Partn

er**

HR

Con

tact

Rec

ruiti

ng

Coo

rdin

ator

Tale

nt A

naly

stTi

mek

eepe

rAb

senc

e Pa

rtne

r Tr

aini

ng fo

r H

RD

epar

tmen

tal

Proc

esso

rs

and

Liai

sons

The

purp

ose

of th

is

cour

se is

to p

rovi

de a

n ov

ervi

ew o

f the

pr

oces

ses

that

are

es

sent

ial t

o pe

rform

ing

job

dutie

s re

late

d to

this

se

curit

y ro

le

Prov

ide

an u

nder

stan

ding

of

the

time

off a

nd le

ave

proc

esse

s th

at re

late

to th

e Ab

senc

e Pa

rtner

sec

urity

role

Pr

ovid

e an

ove

rvie

w o

f the

st

affin

g pr

oces

ses

that

rela

te

spec

ifica

lly to

the

Abse

nce

Partn

er ro

le

30 M

inut

esel

earn

ing

Abse

nce

Partn

er**

Page 14: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

Wor

kday

Tra

inin

g C

ours

e C

atal

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Page

14

of 2

4M

ay 1

9, 2

017

Cou

rse

Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

Dro

pIn

Le

arni

ng L

ab

for H

R

Dep

artm

enta

l Pr

oces

sors

an

d Li

aiso

ns

The

purp

ose

of th

is

lear

ning

opp

ortu

nity

is

to re

info

rce

train

ing

by

allo

win

g pa

rtici

pant

s to

lo

g in

to W

orkd

ay p

rior

to G

o Li

ve a

nd w

alk

thro

ugh

com

mon

ac

tions

they

will

pe

rform

Parti

cipa

nts

will

be p

rovi

ded

with

acc

ess

to a

live

tena

nt a

s w

ell a

s a

scrip

t to

disc

over

ke

y el

emen

ts in

Wor

kday

15 M

inut

esSe

lf-Pa

ced

Lear

ning

HR

Con

tact

View

ing

Rep

orts

in

Wor

kday

The

purp

ose

of th

is

cour

se is

to p

rovi

de a

n ov

ervi

ew o

f rep

orts

sp

ecifi

c to

the

view

onl

y se

curit

y ro

le

Prov

ide

parti

cipa

nts

with

an

unde

rsta

ndin

g of

how

to

acce

ss a

nd ru

n re

ports

in

Wor

kday

Pr

ovid

e an

und

erst

andi

ng o

f th

e re

ports

that

are

ava

ilabl

e to

thos

e as

sign

ed to

a v

iew

on

ly s

ecur

ity ro

le

30 M

inut

esel

earn

ing

Imm

igra

tion

Serv

ices

for

Facu

lty &

Sch

olar

s (IS

FS) V

iew

Onl

yIn

tern

atio

nal

Stud

ent S

ervi

ces

(ISS)

Vie

w O

nly

Inte

rnat

iona

l Tax

Vi

ew O

nly

ISSG

TAM

US

Rep

ort E

xecu

tion

Gro

up

* D

enot

es a

full-

time

HR

, Ben

efits

and

/or P

ayro

ll em

ploy

ee

** D

enot

es a

full-

time

HR

Dep

artm

enta

l Pro

cess

or o

r Lia

ison

em

ploy

ee

Page 15: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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inin

g C

ours

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15

of 2

4M

ay 1

9, 2

017

Man

ager

s

Cou

rse

Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

TAM

US

Wor

kday

C

ore

Con

cept

s fo

r Em

ploy

ees

The

purp

ose

of th

is

cour

se is

to p

rovi

de a

n in

trodu

ctio

n to

Wor

kday

in

clud

ing

func

tiona

lity

and

proc

esse

s

Prov

ide

user

s w

ith a

bas

ic

unde

rsta

ndin

g of

Wor

kday

Prov

ide

an u

nder

stan

ding

of

the

use

of s

uper

viso

ry

orga

niza

tions

Det

ail t

he im

pact

s an

d us

age

of s

elf-s

ervi

ce w

ithin

Wor

kday

60 M

inut

esel

earn

ing

All e

mpl

oyee

se

curit

y ro

les

(opt

iona

l)C

ore

HR

, Pay

roll

and

Bene

fits

Partn

ers

HR

Dep

artm

enta

l P

roce

ssor

/Li

aiso

nse

curit

y ro

les

Man

ager

Nav

igat

ing

Wor

kday

for

Empl

oyee

s

The

purp

ose

of th

is

cour

se is

to o

verv

iew

th

e ba

sic

func

tiona

lity

of W

orkd

ay w

ith a

sp

ecifi

c fo

cus

on

navi

gatio

n

Dem

onst

rate

how

to n

avig

ate

the

hom

e pa

ge a

nd w

orkl

ets

Expl

ain

the

Inbo

x an

d no

tific

atio

ns, a

nd h

ow to

use

th

e se

arch

and

mob

ile

feat

ures

60 M

inut

esel

earn

ing

All e

mpl

oyee

se

curit

y ro

les

(opt

iona

l) C

ore

HR

, Pay

roll

and

Bene

fits

Partn

ers

HR

Dep

artm

enta

l Pr

oces

sor/

Liai

son

secu

rity

role

sM

anag

er

Page 16: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

Wor

kday

Tra

inin

g C

ours

e C

atal

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Page

16

of 2

4M

ay 1

9, 2

017

Cou

rse

Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

Wor

kday

C

ore

HC

M

Con

cept

s fo

r M

anag

ers

The

purp

ose

of th

is

cour

se is

to p

rovi

de a

n ov

ervi

ew o

f key

co

ncep

ts a

nd

term

inol

ogy

for

man

ager

s

Det

ail t

he u

sage

of s

taffi

ng

mod

els

Rev

iew

cal

cula

ting

over

time

and

dele

gatin

g w

ork

Rev

iew

func

tiona

lity

that

al

low

s em

ploy

ees

and

man

ager

s to

initi

ate

actio

ns

and

proc

esse

s on

thei

r ow

n D

etai

l the

spe

cific

s re

late

d to

in

itiat

ing,

revi

ew a

nd

appr

ovin

g pr

oces

ses

60 M

inut

esel

earn

ing

Man

ager

Mer

it an

d Pe

rfor

man

ce

Man

agem

ent

Proc

esse

s

The

purp

ose

of th

is

cour

se is

to p

rovi

de a

n ov

ervi

ew o

f the

pr

oces

ses

rela

ted

to

mer

it an

d pe

rform

ance

Det

ail k

ey c

once

pts

of

proc

esse

s re

late

d to

mer

it,

incl

udin

g em

ploy

ee m

erit

awar

d an

d m

erit

repo

rts

Rev

iew

the

perfo

rman

ce

man

agem

ent p

roce

sses

, in

clud

ing

vario

us p

hase

s of

th

e pe

rform

ance

revi

ew a

nd

perfo

rman

ce m

anag

emen

t re

ports

60 M

inut

esel

earn

ing

Man

ager

Man

agin

g Yo

ur In

box

The

purp

ose

of th

is

cour

se is

to p

rovi

de a

n ov

ervi

ew o

f ite

ms

rela

ted

to th

e In

box

Det

ail h

ow a

man

ager

will

man

age

thei

r Inb

ox, s

uch

as

dele

gatio

n as

wel

l as

notif

icat

ions

30 M

inut

esel

earn

ing

Man

ager

Page 17: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

Wor

kday

Tra

inin

g C

ours

e C

atal

og

Page

17

of 2

4M

ay 1

9, 2

017

Cou

rse

Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

Rec

ruiti

ngTh

e pu

rpos

e of

this

co

urse

is to

pro

vide

an

over

view

of v

ario

us

proc

esse

s th

e m

anag

er

may

be

invo

lved

in

rela

ted

to re

crui

ting

Det

ail t

he jo

b ap

plic

atio

n pr

oces

s R

evie

w p

roce

sses

incl

udin

g th

ose

rela

ted

to jo

b re

quis

ition

an

d ev

ergr

een

requ

isiti

on

30M

inut

esel

earn

ing

Man

ager

Staf

fing

and

Sepa

ratio

nTh

e pu

rpos

e of

this

co

urse

is to

pro

vide

m

anag

ers

with

an

over

view

of s

taffi

ng a

nd

sepa

ratio

n pr

oces

ses

Rev

iew

the

proc

ess

of

initi

atin

g an

d ap

prov

ing

new

hi

res,

title

cha

nges

and

sw

itchi

ng a

prim

ary

job

Det

ail t

he p

roce

ss o

f te

rmin

atio

n an

d ap

prov

ing

a re

sign

atio

n

30 M

inut

esel

earn

ing

Man

ager

Tim

e O

ff an

d Le

ave

/ Tim

e Tr

acki

ng

The

purp

ose

of th

is

cour

se is

to p

rovi

de a

n ov

ervi

ew o

f var

ious

pr

oces

ses

the

man

ager

m

ay in

itiat

e or

per

form

re

late

d to

tim

e of

f and

le

ave

Prov

ide

an o

verv

iew

of t

ime

track

ing

and

rela

ted

proc

esse

s D

etai

l the

diff

eren

ce b

etw

een

time

off a

nd le

aves

as

wel

l as

prov

ide

an u

nder

stan

ding

of

rele

vant

bus

ines

s pr

oces

ses

30 M

inut

esel

earn

ing

Man

ager

Dro

p In

Le

arni

ng

Labs

for

Man

ager

s

The

pur

pose

of t

his

lear

ning

opp

ortu

nity

is

to re

info

rce

train

ing

by

allo

win

g pa

rtici

pant

s to

lo

g in

to W

orkd

ay p

rior

to G

o Li

ve a

nd w

alk

thro

ugh

com

mon

ac

tions

they

will

pe

rform

Parti

cipa

nts

will

be p

rovi

ded

with

acc

ess

to a

live

tena

nt a

s w

ell a

s a

scrip

t to

disc

over

key

el

emen

ts in

Wor

kday

15 M

inut

esSe

lf-Pa

ced

Lear

ning

Man

ager

(rea

dine

ss m

etric

is

30%

of m

embe

rm

anag

ers

atte

ndin

g th

e la

b)

Page 18: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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18

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017

Cou

rse

Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

Man

ager

Q

&A

Rea

dine

ss

Foru

m

The

purp

ose

of th

is

sess

ion

is to

pro

vide

a

mea

ns fo

r Man

ager

s to

ge

t ans

wer

s to

fre

quen

tly a

sked

qu

estio

ns th

at w

ill pr

epar

e th

em fo

r the

ir jo

b re

spon

sibi

litie

s in

W

orkd

ay

Det

ail t

he m

embe

r’s a

nsw

er

as to

wha

tman

ager

s ar

e ex

pect

ed to

do

in W

orkd

ay

(from

the

“Who

Doe

s W

hat”

activ

ity)

Answ

er q

uest

ions

not

an

swer

ed b

y re

quire

d tra

inin

gEx

plai

n ho

w m

anag

ers

get

help

TBD

Faci

litat

ed

Q&A

m

anag

ed b

y th

e m

embe

r

Man

ager

(rea

dine

ss m

etric

is

30%

of m

embe

rm

anag

ers

atte

ndin

g th

e Q

&A

sess

ion)

Vide

o H

elp

for M

anag

ers

The

purp

ose

of th

ese

mat

eria

ls is

tode

mon

stra

te h

ow to

pe

rform

Wor

kday

fu

nctio

ns

Ref

eren

ce th

e su

pple

men

tal

cata

log

for m

ore

deta

iled

info

rmat

ion

3–

5M

inut

es p

er

vide

o

Vide

oM

anag

er

Perf

orm

ance

M

anag

emen

t Th

e pu

rpos

e of

this

co

urse

is to

pro

vide

an

in-d

epth

revi

ew o

f the

pe

rform

ance

m

anag

emen

t pro

cess

es

Det

ail a

nd re

view

the

goal

se

tting

pro

cess

D

etai

l the

per

form

ance

m

anag

emen

t pro

cess

in

clud

ing

prov

idin

g a

ratin

g

TBD

elea

rnin

gAl

l Em

ploy

ee,

secu

rity

role

s

* D

enot

es a

full-

time

HR

, Ben

efits

and

/or P

ayro

ll em

ploy

ee

** D

enot

es a

full-

time

HR

Dep

artm

enta

l Pro

cess

or o

r Lia

ison

em

ploy

ee

Page 19: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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19

of 2

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017

Fina

nce

Cou

rse

Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

TAM

US

Wor

kday

C

ore

Con

cept

s fo

r Em

ploy

ees

The

purp

ose

of th

is

cour

se is

to p

rovi

de a

n in

trodu

ctio

n to

Wor

kday

in

clud

ing

func

tiona

lity

and

proc

esse

s

Prov

ide

user

s w

ith a

bas

ic

unde

rsta

ndin

g of

Wor

kday

Prov

ide

an u

nder

stan

ding

of

the

use

of s

uper

viso

ry

orga

niza

tions

Det

ail t

he im

pact

s an

d us

age

of s

elf-s

ervi

ce w

ithin

Wor

kday

60 M

inut

esel

earn

ing

All e

mpl

oyee

se

curit

y ro

les

(opt

iona

l)C

ore

HR

, Pay

roll

and

Bene

fits

Partn

ers

HR

Dep

artm

enta

l P

roce

ssor

/Li

aiso

nse

curit

y ro

les

Man

ager

Nav

igat

ing

Wor

kday

for

Empl

oyee

s

The

purp

ose

of th

is

cour

se is

to o

verv

iew

th

e ba

sic

func

tiona

lity

of W

orkd

ay w

ith a

sp

ecifi

c fo

cus

on

navi

gatio

n

Dem

onst

rate

how

to n

avig

ate

the

hom

e pa

ge a

nd w

orkl

ets

Expl

ain

the

Inbo

x an

d no

tific

atio

ns, a

nd h

ow to

use

th

e se

arch

and

mob

ile

feat

ures

60 M

inut

esel

earn

ing

All e

mpl

oyee

se

curit

y ro

les

(opt

iona

l) C

ore

HR

, Pay

roll

and

Bene

fits

Pa

rtner

sH

R D

epar

tmen

tal

Proc

esso

r/Li

aiso

nse

curit

y ro

les

Man

ager

Page 20: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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g C

ours

e C

atal

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20

of 2

4M

ay 1

9, 2

017

FAM

IS

Cha

nges

The

purp

ose

of th

is

inst

ruct

ion

is to

pro

vide

fin

ance

team

s w

ith a

n ov

ervi

ew o

f cha

nge

impa

cts

and

new

pr

oces

ses

for d

aily

w

ork

Det

ail c

hang

es to

who

ov

erse

es A

A C

odes

and

de

fine

certa

in n

ew c

odes

and

w

hat t

hey

will

mea

nEx

plai

n th

e ch

ange

s in

co

mpl

etin

g a

payr

oll c

ost

trans

fer

Det

ail p

ayro

ll su

spen

se

acco

unt

Det

ail m

anua

l ven

dor

paym

ents

Encu

mbr

ance

sPa

y H

isto

ry

30 M

inut

esTB

DTB

D

SRS

Cos

t Al

loca

tion

Foru

m

The

purp

ose

of th

is

foru

m is

to p

rovi

de a

n op

portu

nity

to le

arn

abou

t cos

t allo

catio

n sp

ecifi

c to

Spo

nsor

ed

Res

earc

h S

ervi

ces

Cos

t allo

catio

n TB

DTB

DTB

DSp

onso

red

Res

earc

h S

ervi

ces

TBD

Cos

t Al

loca

tion

and

Del

egat

ion

The

purp

ose

of th

is

cour

se is

to p

rovi

de a

n ov

ervi

ew o

f the

cos

t al

loca

tion

proc

ess

and

dele

gatio

n

TBD

30 M

inut

esel

earn

ing

Budg

et P

artn

erC

ost C

ente

r Ap

prov

erH

R C

onta

ct

SRS

Bud

get P

rep

Cha

nges

TBD

TBD

TBD

TBD

Budg

et P

artn

erTB

D

Bud

get a

nd

Mer

it Pr

oces

s C

hang

es

TBD

TBD

TBD

TBD

Budg

et P

artn

erTB

D

Page 21: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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21

of 2

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9, 2

017

Empl

oyee

s and

Ret

irees

Cou

rse

Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

TAM

US

Wor

kday

C

ore

Con

cept

s fo

r Em

ploy

ees

The

purp

ose

of th

is

cour

se is

to p

rovi

de a

n in

trodu

ctio

n to

Wor

kday

in

clud

ing

func

tiona

lity

and

proc

esse

s

Prov

ide

user

s w

ith a

bas

ic

unde

rsta

ndin

g of

Wor

kday

Prov

ide

an u

nder

stan

ding

of

the

use

of s

uper

viso

ry

orga

niza

tions

Det

ail t

he im

pact

s an

d us

age

of s

elf-s

ervi

ce w

ithin

Wor

kday

60 M

inut

esel

earn

ing

All e

mpl

oyee

se

curit

y ro

les

(opt

iona

l)C

ore

HR

, Pay

roll

and

Bene

fits

Partn

ers

HR

Dep

artm

enta

l P

roce

ssor

/Li

aiso

nse

curit

y ro

les

Man

ager

Nav

igat

ing

Wor

kday

for

Empl

oyee

s

The

purp

ose

of th

is

cour

se is

to o

verv

iew

th

e ba

sic

func

tiona

lity

of W

orkd

ay w

ith a

sp

ecifi

c fo

cus

on

navi

gatio

n

Dem

onst

rate

how

to n

avig

ate

the

hom

e pa

ge a

nd w

orkl

ets

Expl

ain

the

Inbo

x an

d no

tific

atio

ns, a

nd h

ow to

use

th

e se

arch

and

mob

ile

feat

ures

60 M

inut

esel

earn

ing

All e

mpl

oyee

se

curit

y ro

les

(opt

iona

l) C

ore

HR

, Pay

roll

and

Bene

fits

Partn

ers

HR

Dep

artm

enta

l Pr

oces

sor/

Liai

son

secu

rity

role

sM

anag

er

Page 22: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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inin

g C

ours

e C

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22

of 2

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9, 2

017

Cou

rse

Title

Purp

ose

Ove

rvie

wD

urat

ion

Del

iver

ySe

curit

y R

oles

Dro

p In

Le

arni

ng L

ab

(Em

ploy

ee)

The

pur

pose

of t

his

lear

ning

opp

ortu

nity

is

to re

info

rce

train

ing

by

allo

win

g pa

rtici

pant

s to

lo

g in

to W

orkd

ay p

rior

to G

o Li

ve a

nd w

alk

thro

ugh

com

mon

ac

tions

they

will

pe

rform

Parti

cipa

nts

will

be p

rovi

ded

with

acc

ess

to a

live

tena

nt a

s w

ell a

s a

scrip

t to

disc

over

key

el

emen

ts in

Wor

kday

15 M

inut

esSe

lf-Pa

ced

Lear

ning

All E

mpl

oyee

s(r

eadi

ness

met

ric

is 1

0% o

f mem

ber

empl

oyee

s at

tend

ing

the

lab)

Firs

t Log

in,

Day

1

Che

cklis

t (E

mpl

oyee

)

The

purp

ose

of th

is

chec

klis

t is

to p

rovi

de

empl

oyee

s w

ith a

gui

de

to lo

g in

to W

orkd

ay fo

r th

e fir

st ti

me

and

verif

y ke

y pe

rson

al

info

rmat

ion

Prov

ide

a st

ep-b

y-st

ep li

st o

f ac

tions

that

pro

vide

nav

igat

ion

supp

ort t

o he

lp e

mpl

oyee

s le

arn

how

to u

se W

orkd

ay a

nd

let t

he e

mpl

oyee

ver

ify th

at

certa

in p

erso

nal a

nd fi

nanc

ial

info

rmat

ion

is re

flect

ed

corr

ectly

Prov

ide

dire

ctio

ns o

n ho

w to

ch

ange

inco

rrec

t inf

orm

atio

n

N/A

Job

Aid

All E

mpl

oyee

s

Vide

o H

elp

for

Empl

oyee

s

The

purp

ose

of th

ese

vide

os is

to

dem

onst

rate

how

to

perfo

rm W

orkd

ay

func

tions

Ref

eren

ce th

e su

pple

men

tal

cata

log

for m

ore

deta

iled

info

rmat

ion

3–

5M

inut

es /

per v

ideo

Vide

oAl

l Em

ploy

ees

Page 23: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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ours

e C

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23

of 2

4M

ay 1

9, 2

017

Vide

o H

elp

Rel

ease

Sch

edul

eVi

deo

help

cou

rses

hav

e be

en id

entif

ied

to d

emon

stra

te s

peci

fic W

orkd

ay fu

nctio

ns o

f com

mon

Em

ploy

ee, R

etire

e an

d M

anag

ers

actio

ns.

Vide

o H

elp

(Em

ploy

ee) T

opic

sD

raft

(Pre

-Wor

kday

29)

Fina

l (Po

st W

orkd

ay 2

9)C

hang

e Pe

rson

al In

form

atio

nJu

ly 1

7Se

ptem

ber 2

5C

hang

e Em

erge

ncy

Con

tact

sJu

ly 1

7Se

ptem

ber 2

5C

onta

ct C

hang

eJu

ly 1

7Se

ptem

ber 2

5En

ter T

ime

July

17

Sept

embe

r 25

Assi

gn W

ork

Sche

dule

Ju

ly 1

7Se

ptem

ber 2

5R

eque

st T

ime

Off

July

17

Sept

embe

r 25

Cor

rect

Tim

e O

ffJu

ly 1

7Se

ptem

ber 2

5R

eque

st L

eave

of A

bsen

ceJu

ly 1

7Se

ptem

ber 2

5R

eque

st R

etur

n fr

om L

eave

of A

bsen

ceJu

ly 1

7Se

ptem

ber 2

5U

pdat

e yo

ur W

ork

Sche

dule

July

17

Sept

embe

r 25

Man

age

Inte

rnal

Car

eer A

pply

Ju

ly 1

8Se

ptem

ber 2

6C

ompl

ete

Fede

ral W

ithho

ldin

g El

ectio

nsJu

ly 1

8Se

ptem

ber 2

6C

ompl

ete

Stat

e an

d Lo

cal W

ithho

ldin

g El

ectio

nsJu

ly 1

8Se

ptem

ber 2

6Ed

it W

orke

r Add

ition

al D

ata

Even

t Ju

ly 1

8Se

ptem

ber 2

6C

hang

e B

enef

icia

ry

July

18

Sept

embe

r 26

Cha

nge

Ben

efits

July

18

Sept

embe

r 26

Cha

nge

Ben

efits

for L

ife

July

18

Sept

embe

r 26

Dep

ende

nt E

vent

July

18

Sept

embe

r 26

Cas

cade

Goa

ls (v

iew

)Ju

ly 1

8Se

ptem

ber 2

6M

anag

e G

oals

July

18

Sept

embe

r 26

Com

plet

e Se

lf Ev

alua

tion

for P

erfo

rman

ce R

evie

wJu

ly 1

9Se

ptem

ber 2

7G

ive

Feed

back

Ju

ly 1

9Se

ptem

ber 2

7G

et F

eedb

ack

on E

mpl

oyee

July

19

Sept

embe

r 27

Subm

it R

esig

natio

nJu

ly 1

9Se

ptem

ber 2

7R

epor

t Saf

ety

Inci

dent

Ju

ly 1

9Se

ptem

ber 2

7Ac

cess

the

Wor

kday

Mob

ile A

pplic

atio

nJu

ly 1

9Se

ptem

ber 2

7M

anag

e a

Del

egat

ion

July

19

Sept

embe

r 27

Page 24: TAMUS Training Course Catalog - Texas A&M University · Workday Training Course Catalog Page 2 of 24 May 19, 2017 Overview This curriculum includes training courses focused on Core

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24

of 2

4M

ay 1

9, 2

017

Vide

o H

elp

(Man

ager

) Top

ics

Dra

ft (P

re-W

orkd

ay 2

9)Fi

nal (

Post

Wor

kday

29)

Scre

en c

andi

date

sJu

ly 2

4O

ctob

er 2

Man

age

inte

rvie

ws

July

24

Oct

ober

2C

usto

miz

e th

e ho

me

land

ing

page

Ju

ly 2

4O

ctob

er 2

View

and

nav

igat

e th

e m

y te

am w

orkl

et

July

24

Oct

ober

2W

here

to fi

nd a

nd g

ener

al n

avig

atio

n of

a b

usin

ess

proc

ess

stat

us

July

24

Oct

ober

2

Del

egat

e to

som

eone

suc

h as

an

assi

stan

t Ju

ly 2

5O

ctob

er 3

Con

vert

a c

ontin

gent

wor

ker t

o an

em

ploy

eeJu

ly 2

5O

ctob

er 3

Ente

r tim

e fo

r an

empl

oyee

(und

er re

view

)Ju

ly 2

5O

ctob

er 3

Appr

ove

a tim

e of

f req

uest

Ju

ly 2

5O

ctob

er 3

Man

ager

wor

klet

s an

d vi

ewin

g re

port

s Ju

ly 2

5O

ctob

er 3