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WORKDAY ® KNOWLEDGE MANAGEMENT 1 TRAINING CATALOG APRIL 2014

February 2013

April 18, 2014


Table of ContentsWorkday Knowledge Management…learning made easy. ................................................... 9

How This Catalog is Organized ......................................................................................................... 9 Training Options ................................................................................................................................. 9 Subscription Libraries ........................................................................................................................ 9 How to Contact Us ............................................................................................................................ 13 Purchasing Training ......................................................................................................................... 14

Workday Basics ...................................................................................................................... 15 Business Process Overview (Free) ................................................................................................. 15 Configurable Security Overview (Free) .......................................................................................... 15 Grants Management Award (Free until June 2, 2014) ................................................................... 15 Grants Management Revenue & Billing (Free until June 2, 2014) ................................................ 16 Introduction to Grants Management (Free until June 2, 2014) ..................................................... 16 Manager Self-Service Overview (Free) ........................................................................................... 16 Navigation (Free) .............................................................................................................................. 17 Organizations and Security (Free) .................................................................................................. 17 Procurement Overview (Free) .......................................................................................................... 17 Report Writer Overview (Free) ......................................................................................................... 17 Staffing Models Overview (Free) ..................................................................................................... 18 Troubleshooting and Resolving Studio Integration Errors (Free) ............................................... 18 Workday Core Concepts .................................................................................................................. 18 Workday Expenses Overview (Free) ............................................................................................... 18 Workday Integration Overview (Free) ............................................................................................. 19 Workday Learning Center: Navigation Basics ............................................................................... 19 Workday Project Success (Free) ..................................................................................................... 19

Deploying Workday ................................................................................................................ 20

Absence Management: Configuration and Administration .......................................................... 20 Benefits Fundamentals .................................................................................................................... 20 Benefits: Passive Events Overview (Free) ..................................................................................... 21 Business Process Fundamentals ................................................................................................... 21 Compensation Fundamentals ......................................................................................................... 22 Configurable Security Fundamentals ............................................................................................. 22 Core Connectors and Document Transformation ......................................................................... 23 Custom Fields: Configuration and Administration ....................................................................... 23 Custom Fields: Implementation Considerations (Free) ................................................................ 24


Deployment Roles and Responsibilities (Free) ............................................................................. 24 EIB Integrations Using Spreadsheet Import Templates (Free) ..................................................... 24 Financials Fundamentals ................................................................................................................. 25 HCM Fundamentals .......................................................................................................................... 25 Introduction to Delivery Assurance (Free) ..................................................................................... 25 Introduction to Workday Studio ...................................................................................................... 26 Payroll Fundamentals ...................................................................................................................... 26 Preparing for Benefits Discovery (Free) ......................................................................................... 27 Preparing for Business Process Discovery (Free) ........................................................................ 27 Preparing for Compensation Discovery (Free) .............................................................................. 27 Preparing for Global Design Discovery (Free) ............................................................................... 27 Preparing for Project Kick-off (Free) ............................................................................................... 28 Procure-to-Pay Fundamentals ......................................................................................................... 28 Purpose and Setup of Custom Labels (Free) ................................................................................. 29 Secure Data and the sFTP Server (Free) ........................................................................................ 29 Time Tracking: Configuration and Administration ........................................................................ 29 Translations and Language Support in Workday (Free) ............................................................... 30 Understanding Data Validation (Free) ............................................................................................ 30 Understanding Tenant Management (Free) .................................................................................... 30 Understanding the Initial Prototype (Free) ..................................................................................... 30 Workday Calculated Fields .............................................................................................................. 31 Workday Customer Center: Tenant Management (Free) .............................................................. 31 Workday Integration System Fundamentals .................................................................................. 32 Workday Report Designer (BIRT) .................................................................................................... 33 Workday Report Writer ..................................................................................................................... 33 Workday Reporting: Basics to Analytics ....................................................................................... 34 Workday Studio Install (Free) .......................................................................................................... 34 Workday Simple Integrations .......................................................................................................... 35 Workday Web Services Overview (Free) ........................................................................................ 35

Life in Production ................................................................................................................... 36 Advanced Reporting and Analytics ................................................................................................ 36 Advanced Workday Studio .............................................................................................................. 37 Asset Tracking Overview (Free) ...................................................................................................... 37 Business Process Event: Understanding the Full Process Record (Free) ................................. 38 Commodity Code Classification Overview (Free) .......................................................................... 38 Customer Channel (On Workday Community) ............................................................................. 38


HCM Transactions ............................................................................................................................ 39 Onboarding in Workday ................................................................................................................... 39 Payroll Interface: Change Detection (Free) .................................................................................... 39 Payroll Interface: Using the Audit Files (Free) ............................................................................... 40 Performance Management .............................................................................................................. 40 Position Budgets Overview (Free) .................................................................................................. 41 Troubleshooting and Resolving Unassigned Tasks (Free) .......................................................... 41 U. S. Year End Payroll Processing .................................................................................................. 41 Workday Customer Center: How to Create a Case (Free) ............................................................ 42 Workday Customer Center: Workday Support and Troubleshooting Processes (Free) ........... 42 Workday Enablement Workshop – Job Change ............................................................................ 42 Workday Enablement Workshop – OnBoarding ............................................................................ 42 Workday Enablement Workshop – Reporting and Analytics ....................................................... 43 Worker Trending Overview (Free) ................................................................................................... 43

Subscription Libraries ............................................................................................................ 44 HCM Core (54 Titles) ............................................................................................................................. 44

Absence Management: Adjusting and Overriding Accruals ........................................................ 44 Absence Management: Overriding Time-Off Plan Balances ........................................................ 44 Absence Management: Termination Process ................................................................................ 45 Academic Appointments: Configure .............................................................................................. 45 Academic Appointments: Manage .................................................................................................. 45 Academic Pay: Configure ................................................................................................................ 45 Academic Pay: Manage .................................................................................................................... 46 Adding Reports to a Business Process ......................................................................................... 46 Additional Job or International Assignment (Benefits) ................................................................ 46 Additional Job or International Assignment (HCM) ...................................................................... 46 Benefits: Coordination of Events .................................................................................................... 47 Benefits: Dependent Event Configuration ..................................................................................... 47 Benefits: Open Enrollment Checklist ............................................................................................. 48 Benefits: Open Enrollment Processing .......................................................................................... 48 Benefits: Passive Events Benefit Plans and Eligibility Rules ...................................................... 48 Benefits: Passive Events Enrollment Events ................................................................................. 48 Benefits: Passive Events Rules ...................................................................................................... 49 Bonus Process .................................................................................................................................. 49 Building a Time Off Plan .................................................................................................................. 49 Compensation Changes ................................................................................................................... 49


Converting Contingent Workers ..................................................................................................... 50 Creating Applicants .......................................................................................................................... 50 Defining and Using Eligible Earnings ............................................................................................. 50 Employee Review Template Introduction ....................................................................................... 50 Endowment Accounting Series ....................................................................................................... 51 Evidence of Insurability: Manage the Process .............................................................................. 51 Evidence of Insurability: Setup ....................................................................................................... 51 Form I-9 & E-Verify Integration Overview ....................................................................................... 51 Goal Setup and Management .......................................................................................................... 52 HCM and Mobile Series .................................................................................................................... 52 Health Savings and Flexible Spending Accounts Setup .............................................................. 52 How to Configure E-Verify Integration ............................................................................................ 52 Individual Rates ................................................................................................................................ 52 Managing International Jobs In HCM .............................................................................................. 53 Merit: Coordination of Events ......................................................................................................... 53 Merit Process .................................................................................................................................... 53 Move Manager’s Team ..................................................................................................................... 53 Performing a Job Change ................................................................................................................ 54 Period Activity Pay Series ............................................................................................................... 54 Processing Hires and Contingent Workers .................................................................................... 54 Processing Terminations ................................................................................................................. 54 Reorganization: Assign Superior .................................................................................................... 55 Reorganization: Create Subordinate .............................................................................................. 55 Reorganization: Divide Organization .............................................................................................. 55 Reorganization: Events .................................................................................................................... 55 Reorganization: Inactivate Organization ........................................................................................ 56 Reorganization: Move Workers ....................................................................................................... 56 Staffing Positions: Creating Positions ........................................................................................... 56 Staffing Positions: Job Profiles ...................................................................................................... 56 Staffing Positions: Managing Positions ......................................................................................... 56 Talent Management: Competencies ............................................................................................... 57 Talent Succession: Assessing Potential ........................................................................................ 57 Talent Succession: Business Processes, Security, and Worklets .............................................. 57 Talent Succession: Succession Planning ...................................................................................... 57

Financials (26 Titles) ............................................................................................................................ 58 Asset Tracking Lifecycle Events and Reports ............................................................................... 58


Budgets With Approvals and Amendments ................................................................................... 58 Budgets Without Approvals and Amendments ............................................................................. 58 Commodity Code Classification ...................................................................................................... 58 Configuring Workday Expenses: Cost Controls ........................................................................... 59 Configuring Workday Expenses: Expense Items .......................................................................... 59 Configuring Workday Expenses: Prerequisites ............................................................................ 59 Configuring Workday Expenses: Segmented Security ................................................................. 59 Create and Approve a Spend Authorization .................................................................................. 60 Create and Approve an Expense Report ........................................................................................ 60 Expense Analytics and Reporting ................................................................................................... 60 Financials Terminology for Education and Government .............................................................. 60 Procurement for Contingent Labor ................................................................................................. 60 Procure-to-Pay for Deliverable Services ........................................................................................ 61 Procure-to-Pay for Goods: Requisition .......................................................................................... 61 Procure-to-Pay for Goods: Purchase Order ................................................................................... 61 Procure-to-Pay for Goods: Receipt of Goods ................................................................................ 61 Procure-to-Pay for Goods: Invoice ................................................................................................. 62 Procure-to-Pay for Goods: Payment ............................................................................................... 62 Revenue Management: Customer Contracts ................................................................................. 62 Revenue Management: Customer Contracts Billing ..................................................................... 62 Revenue Management: Revenue Recognition Overview .............................................................. 63 Sourcing Goods From Storage ....................................................................................................... 63 Workday Endowment Accounting Terminology for Education and Government ...................... 63 Workday Grants Management Crossword Puzzle ......................................................................... 63 Workday Grants Management Report Data Sources and Class Report Fields .......................... 63

Payroll/Absence/Time Tracking (33 Titles) ......................................................................................... 64 Absence Management: Adjusting and Overriding Accruals ........................................................ 64 Absence Management: Overriding Time-Off Plan Balances ........................................................ 64 Absence Management: Termination Process ................................................................................ 64 Building a Time Off Plan .................................................................................................................. 64 Commitment Accounting ................................................................................................................. 64 Create a Deduction ........................................................................................................................... 65 Create an Earning ............................................................................................................................. 65 Effort Certification ............................................................................................................................ 65 Payroll - Adding Payroll Input ......................................................................................................... 66 Payroll - Gross Up Calculations ...................................................................................................... 66


Payroll - Off Cycle Processes: Manual Payments ......................................................................... 66 Payroll - Off Cycle Processes: Reversals ....................................................................................... 66 Payroll - On Demand Payments ...................................................................................................... 67 Payroll - Pay Calculation Results Audit Report ............................................................................. 67 Payroll - Payroll Input Using EIB ..................................................................................................... 67 Payroll - Reprint Advices ................................................................................................................. 67 Payroll - Running Payroll Calculation, Complete, and Settlement .............................................. 68 Payroll - Running Pre-note Authorizations .................................................................................... 68 Payroll - Viewing Payroll Results and Payslips ............................................................................. 68 Record Voided Checks ..................................................................................................................... 68 Reprint Checks and Reassign Check Numbers ............................................................................. 68 Time Tracking: Adjusting Calculated Time .................................................................................... 69 Time Tracking: Configuring the Time Entry Template .................................................................. 69 Time Tracking: Configuring Time Entry Codes and Time Code Groups ..................................... 69 Time Tracking: Defining a Period Schedule ................................................................................... 69 Time Tracking: Defining the Work Schedule Calendar ................................................................. 70 Time Tracking: Entering and Time Off for a Worker ..................................................................... 70 Time Tracking: Enter Time and Time Off ........................................................................................ 70 Time Tracking: Manually Advancing the Enter time Business Process ..................................... 70 Time Tracking: Overview of Configuring the Calendar ................................................................. 71 Year-End Payroll: Audit W-2s .......................................................................................................... 71 Year-End Payroll: Configure W-2s .................................................................................................. 71 Year-End Payroll: Create & Print W-2s ........................................................................................... 71

Cross Application Technology (21 Titles) .......................................................................................... 72 Advanced Report Writer: Analytic Indicator Overview ................................................................. 72 Advanced Report Writer: Creating Alerts Using Standard Reports ............................................ 72 Advanced Report Writer: Creating Custom Worklets ................................................................... 72 Advanced Report Writer: Filters and Multi-Value Fields ............................................................... 73 Advanced Report Writer: Scheduling Reports & the W: Drive ..................................................... 73 Advanced Report Writer: Sharing and Security ............................................................................ 73 Advanced Report Writer: Web Services ......................................................................................... 73 Cloud Connect for Benefits: Launch Parameters .......................................................................... 74 Configurable Security: Service Centers ......................................................................................... 74 Combinations of Security Groups .................................................................................................. 74 Create and Deploy Security Groups ............................................................................................... 74 Inbound EIB: High Volume Hire ...................................................................................................... 75


Integration Options: Picking the Right Tool .................................................................................. 75 Integration Security Overview ......................................................................................................... 76 Introduction to Document Transformation .................................................................................... 76 Introduction to Integration Systems ............................................................................................... 76 Location and Organization Membership Security Groups ........................................................... 76 Loading Period Schedules Through EIB ........................................................................................ 77 Segment-Based Security Groups .................................................................................................... 77 Understanding Integration IDs ........................................................................................................ 77 Workday Business Object Model .................................................................................................... 77


Workday Knowledge Management…learning made easy.

We are dedicated to providing training that is relevant, comprehensive, timely and cost-effective. Our goal is to maximize the ROI and adoption of Workday by delivering training that prepares your organization and your workforce to successfully deploy and use Workday products. With Workday Training, you can:

Successfully plan for your Workday deployment Take advantage of flexible training options including classroom and virtual options Keep up to date on new features Ensure a successful rollout of Workday to managers and end users with pre-packaged roll-out kits

How This Catalog is Organized The Knowledge Management Training Catalog is organized according to where you may be in the Workday lifecycle: Workday Basics - Are you a new Workday user? This collection of courses will provide you with the

foundation you need to become familiar with the basic functions of Workday before you begin your deployment.

Deploying Workday - As you begin to deploy Workday in your organization, this collection of courses will provide you with the knowledge needed to be successful.

Life in Production - Once you have successfully deployed Workday, where do you go from there? This collection of courses will expose you to other aspects of Workday to maximize the full potential of this powerful tool.

Training Options In Classroom - Workday provides comprehensive instructor-led in classroom training to prepare students to

meet their job role requirements. Our classes combine cohesive lectures and product demonstrations with hands-on exercises to reinforce student learning. Workday has training facilities at our headquarters in Pleasanton, California, as well as in Atlanta, Chicago, Dallas, London and Hong Kong. Workday also offers on-site training at an additional cost. Please contact us for details.

Virtual Classroom - Workday’s Virtual Classroom offers the advantages of live instructor-led training without the expense and time associated with travel. These courses are a combination of lecture, demonstration and hands-on activities to reinforce learning. Attendees participate remotely through WebEx and connect to our training environment via the internet to complete the hands-on activities..

On-Demand Training (Self-paced) - Workday On-Demand training is a cost effective alternative to traditional education delivery, providing access to training 24/7 from any computer. Created in short, targeted segments, on-demand training is perfectly suited for system administrators who need immediate access to specific training.

Subscription Libraries These On-Demand Education Libraries are subscription-based offerings and are listed in the back of the training catalog. These courses are a cost effective alternative to traditional education delivery, providing access to training 24/7 from any computer. Created in short, targeted segments, On-Demand Education is perfectly suited for system administrators who need immediate access to specific training. To inquire about a subscription, email [email protected]

The tables on the following pages list the titles sold under each library.


HCM Core (54 Titles) In this ODE library are topics designed to teach key Workday principles and functionality. Subjects in a wide variety of functional areas including Benefits, Expenses, Core HR, and Compensation are covered.

Workday Basics Staffing Positions: Creating Positions Staffing Positions: Job Profiles

Staffing Positions: Managing Positions

Deploying Workday Academic Appointments: Configure Academic Pay: Configure Adding Reports to a Business Process Benefits: Dependent Event Configuration Benefits: Open Enrollment Checklist Benefits: Open Enrollment Processing Benefits: Passive Events Benefit Plans and

Eligibility Rules Benefits: Passive Events Enrollment Events Benefits: Passive Events Rules Bonus Process Building a Time Off Plan Converting Contingent Workers Creating Applicants Defining and Using Eligible Earnings Employee Review Template Introduction Endowment Accounting Series Evidence of Insurability: Manage the Process Evidence of Insurability: Setup Form I-9 & E-Verify Integration Overview Goal Setup and Management HCM and Mobile Series

Health Savings and Flexible Spending Accounts Setup

How to Configure E-Verify Integration Individual Rates Merit: Coordination of Events Merit Process Period Activity Pay Series Processing Hires and Contingent Workers Processing Terminations Reorganization: Assign Superior Reorganization: Create Subordinate Reorganization: Divide Organization Reorganization: Events Reorganization: Inactivate Organization Reorganization: Move Workers Talent Management: Competencies Talent Succession: Assessing Potential Talent Succession: Business Processes,

Security, and Worklets Talent Succession: Succession Planning

Life in Production Absence Management: Adjusting and Overriding

Accruals Absence Management: Overriding Time-Off

Plan Balances Absence Management: Termination Process Academic Appointments: Manage Academic Pay: Manage Additional Job or International Assignments

(Benefits)

Additional Job or International Assignments (HCM)

Benefits: Coordination of Events Compensation Changes Managing International Jobs In HCM Move Manager’s Team Performing a Job Change


Financials (26 Titles) In this ODE library are topics related to Expenses, Analytics and Reporting, and Revenue Management.

Workday Basics Financials Terminology for Education and

Government Workday Endowment Accounting Terminology

for Education and Government

Workday Grants Management Crossword Puzzle

Workday Grants Management Report Data Sources and Class Report Fields

Deploying Workday Configuring Workday Expenses: Cost Controls Configuring Workday Expenses: Expense Items Configuring Workday Expenses: Prerequisites

Configuring Workday Expenses: Segmented Security

Life in Production Asset Tracking Lifecycle Events and Reports Budgets and Forecasts: Budgets with Approval

and Amendments Budgets without Approvals and Amendments Create and Approve a Spend Authorization Create and Approve an Expense Report Commodity Code Classification Expense Analytics and Reporting Procurement for Contingent Labor Procure-to-Pay for Deliverable Services

Procure-to-Pay for Goods: Requisition Procure-to-Pay for Goods: Purchase Order Procure-to-Pay for Goods: Receipt of Goods Procure-to-Pay for Goods: Invoice Procure-to-Pay for Goods: Payment Revenue Management: Customer Contracts Revenue Management: Customer Contracts

Billing Revenue Management: Revenue Recognition

Overview Sourcing Goods from Storage


Payroll/Absence/Time Tracking (33 Titles) In this ODE library are topics specific to Payroll, Absence, and Time Tracking and including On Demand

Payments, Gross Up Calculations, Payroll Using EIB, and Adjusting Time Off and Accruals. Workday Basics Effort Certification

Deploying Workday Building a Time Off Plan Commitment Accounting Create a Deduction Create an Earning Time Tracking: Adjusting Calculated Time Time Tracking: Configuring a Time Entry

Template Time Tracking: Configuring Time Entry Codes

and Time Code Groups Time Tracking: Defining a Period Schedule

Time Tracking: Defining the Work Schedule Calendar

Time Tracking: Manually Advancing the Enter time Business Process

Time Tracking: Overview Configuring the Calendar

Year-End Payroll: Audit W-2s Year-End Payroll: Configure W-2s Year-End Payroll: Create & Print W-2s

Life in Production Absence Management: Adjusting and Overriding

Accruals Absence Management: Overriding Time-Off

Plan Balances Absence Management: Termination Process Payroll - Adding Payroll Input Payroll - Gross Up Calculations Payroll - Off Cycle Processes: Manual Payments Payroll - Off Cycle Processes: Reversals Payroll - On Demand Payments Payroll - Pay Calculation Results Audit Report Payroll - Payroll Input Using EIB

Payroll - Reprint Advices Payroll - Reprint Checks and Reassign Check

Numbers Payroll - Running Payroll Calculation, Complete,

and Settlement Payroll - Running Pre-note Authorizations Payroll - Viewing Payroll Results and Payslips Record Voided Checks Time Tracking: Entering and Approving Time

and Time Off for a Worker Time Tracking: Entering Time and Time Off


Cross Application Technology (21 Titles) In this ODE library are topics related to Workday technology that crosses all of our functional areas – including Workday Report Writer, Security, and Web Services.

Workday Basics Create and Deploy Security Groups Integration Security Overview Introduction to Document Transformation

Introduction to Integration Systems Location and Organization Membership Security

Groups Workday Business Object Model

Deploying Workday Combinations of Security Groups Configurable Security: Service Center Inbound EIB: High Volume Hire

Integration Options: Picking the Right Tool Loading Period Schedules Through EIB Segment-Based Security Groups

Life in Production Advanced Report Writer: Analytic Indicator

Overview Advanced Report Writer: Creating Alerts Using

Standard Reports Advanced Report Writer: Creating Custom

Worklets Advanced Report Writer: Filters and Multi-

Instance Fields

Advanced Report Writer: Scheduling Reports & the W: Drive

Advanced Report Writer: Sharing and Security Advanced Report Writer: Web Services Cloud Connect for Benefits: Launch Parameters Understanding Integration ID

Learning Management System The Workday Learning Center is our Learning Management System where you can search for topics, enroll in classes, and launch training all in one place. If you do not already have an account and would like to request access, please contact your Training Coordinator or ask your Engagement Manager for more information.

How to Contact Us We are committed to your success and regularly update our offerings to provide you with the latest training on Workday functionality. Please visit the Workday Community for up-to-the-minute news and information about Knowledge Management offerings.

If you have any questions about our offerings, please contact your Engagement Manager or email [email protected].


Purchasing Training Classroom and Virtual Training - Classroom and Virtual training can be purchased at a cost of $600USD per day of classroom instruction and $300USD per day of virtual instruction per student.

These trainings can also be purchased at a cost of 1 training unit per day of classroom instruction per student; 1/2 training unit per day of virtual instruction per student. The advantage of training units is they can be purchased in bulk at a discount. Training units are good for one year after the purchase date. The discount table is shown below:

Pre-Paid Training Unit Costs

Number of Units Purchased Cost Per Unit

0 – 25 $600USD

26 – 50 $580USD

51 – 75 $560USD

76 – 100 $540USD

101 - 249 $520USD

250+ $500USD

On-Demand Training - On-Demand Training from Workday is available as a subscription service. The cost is $5,000 per year for a block of 5 licensed users to access one of the available libraries. Workday currently offers four training libraries:

Cross-Application Technology - covering technology that crosses all functional areas including reporting, business process framework, and security.

HCM Core- covering application functionality in Human Capital, Payroll, Benefits, Compensation, Expenses, and other areas

Payroll/Absence/Time Tracking - These offerings are topic specific to Payroll, Absence, and Time Tracking and including On Demand Payments, Gross Up Calculations, Payroll Using EIB, and Adjusting Time Off and Accruals.

Financials - This ODE library contains topics related to Expenses, Analytics and Reporting, as well as Revenue Management.

Self-Service Training -The Workday Adoption Toolkit (WAT) is a subscription service. The cost of the toolkit is calculated by multiplying the number of employees times $.50 and then adding $5,000 per subscription year. The minimum subscription length is the number of remaining years on your Workday license. For example, if you have 25,000 employees and 3 years remaining on your Workday license, your price would be (.50 x 25,000) + 5,000 = $17,500 per year x 3 = $52,500

For more information on purchasing training, email [email protected].


Are you a new Workday user? This collection of courses will provide you with the foundation you need to become familiar with the basic functions of Workday before you begin your deployment.

Business Process Overview (Free) Delivery Mode: Audience:

On-Demand Education Executive, Administrator, Lead, Generalist, Security.

Prerequisites: None

Length: 11 Minutes Description: A business process is the definition of business tasks that need to be performed in order for an event to occur, the sequence in which they must be done, and who must do them. Over four videos, this curriculum covers the basics of configuring and managing business processes. This training is designed for anyone with responsibility for Workday configuration, such as mangers, system implementers and project team leaders active in Workday implementations.

Covered topics: Business Process Definitions Locate and Edit Business Process Definitions Add Notifications to a Business Process Create a Business Process Condition Rule

Configurable Security Overview (Free) Delivery Mode: Audience:

On-Demand Education Executive, Administrator, Generalist, Security, Lead

Prerequisites: None

Length: 3 Minutes Description: In this demonstration you will learn where to find information about configurable security, including domains, business processes, and functional areas.

Covered topics: Domains Business Process Security Policy

Grants Management Award (Free until June 2, 2014) Delivery Mode: Audience:

On-Demand Education Administrator, Lead, IT, Generalist

Prerequisites: None

Length: 17 Minutes Description: MOVING TO THE EDUCATION & GOVERNMENT LIBRARY ON JUNE 2, 2014. Workday Grants Management Award is part of the Grants Management Overview series, designed to aid you in your preparation for deployment of Workday Grants Management. This training is an introduction to the award as a core concept in Workday Grants Management. This curriculum consists of two presentations and one job aid.

Covered topics: Award Overview Award Lines Award Amendments and Corrections

WORKDAY BASICS


Grants Management Revenue & Billing (Free until June 2, 2014) Delivery Mode: Audience:

On-Demand Education Administrators.

Prerequisites: None

Length: 11 Minutes Description: MOVING TO THE EDUCATION & GOVERNMENT LIBRARY ON JUNE 2, 2014. This module is the third and final in a series of three sessions designed to aid in your preparation for deployment of Workday Grants Management. Upon completion of this training, you will be able to identify when Workday recognizes revenue for both cost reimbursable and fixed amount types. You will also be familiar with the option Workday offers to schedule billing to run automatically, as well as independently of revenue recognition.

Covered topics: Revenue Recognition Overview Cost Reimbursable Fixed Amount Billing Letters of Credit Draw Down

Introduction to Grants Management (Free until June 2, 2014) Delivery Mode: Audience:

On-Demand Education Executive, Administrator, Generalist, Lead.

Prerequisites: None

Length: 6 Minutes Description: MOVING TO THE EDUCATION & GOVERNMENT LIBRARY ON JUNE 2, 2014. This presentation is the first in a series of three sessions designed to aid you in your preparation for deployment of Workday Grants Management. Upon completion of this training, you will be able to describe the benefits of Workday Grants Management.

Covered topics: Features Overview The Workday Difference Grants Lifecycle The Workday Strategy Unified Approach

Manager Self-Service Overview (Free) Audience: Executive, Administrator,

Generalist, Managers/Employees

Prerequisites: None

Length: 5 Minutes Description: This on-demand course will explore the specific capabilities of the Manager role in Workday HCM. If you're interested in training related to manager self-service, Workday offers a manager self-service kit, The Workday Adoption Toolkit. For more information, visit our Community page: https://community.workday.com/wat

Covered topics: My Team Page Worklets

o My Team, Hiring, Employee Changes, Headcount, Compensation, Team Performance, Favorites

Edit Tenant Setup


Navigation (Free) Delivery Mode: Audience:

On-Demand Education Executive, Administrator, Generalist, Project Manager, Lead.

Prerequisites: None

Length: 11 Minutes Description: This curriculum focuses on Workday HCM navigation as it applies to search features, landing pages, worklets, links and related actions in the Workday system.

Covered topics: Search Features Landing Pages Worklets Links and Related Actions

Organizations and Security (Free) Delivery Mode: Audience:

On-Demand Education Executive, Administrator, Generalist, Managers/Employees, Project Manager, Lead

Prerequisites: None

Length: 13 Minutes Description: In this presentation, you will learn about the different types of organizations offered in the Workday system, with a focus on the Supervisory organization. We will discuss how security groups relate to your Supervisory Organizations and other organizational types.

Covered topics: Organization Types Security Groups

Procurement Overview (Free) Delivery Mode: Audience:

On-Demand Education Project Manager

Prerequisites: None

Length: 15 Minutes Description: You will learn about Workday's Procurement options and how they fit into Workday's Business Process Framework, Security, and other applications. Included is a discussion of the events included in a procurement process and the types of spend Workday supports.

Covered topics: Overview of Workday Procurement Types of Spend Procurement Process Flow Procurement Business Processes Supplier Collaboration Concept Security In Procurement

Report Writer Overview (Free) Delivery Mode: Audience:

On-Demand Education Project Manager, Human Capital Management Lead, Payroll Lead

Prerequisites: None

Length: 10 Minutes Description: Report Writer is a built-in, easy-to-use, custom solution for actionable reporting. This training provides a basic introduction to Workday Report Writer functionality and demonstrates how to copy an existing report, use the output, and also create a custom report from scratch.

Covered topics: Report Writer Introduction Copy and Edit Reports Using Report Output Create Custom Report


Staffing Models Overview (Free) Delivery Mode: Audience:

On-Demand Education Executive, Administrator, Generalist, Lead

Prerequisites: None

Length: 7 Minutes Description: This training is designed to explain the three staffing models available in Workday: Position Management, Headcount Management, and Job Management. Watch this module to prepare for the Staffing Workshop, in which customers select a staffing model.

Covered topics: Staffing Model Definition Types of Staffing Models Hiring Restrictions

Troubleshooting and Resolving Studio Integration Errors (Free) Delivery Mode: Audience:

On-Demand Education Administrator, IT, Lead

Prerequisites: None

Length: 12 Minutes Description: Are you experiencing issues with integrations created using Workday Studio? Learn how to troubleshoot using the Studio Log File and the Consolidated Report. This training will walk through a common error scenario, demonstrating how to retrieve these log files in order to obtain information about the error. In addition, you will learn best practices for troubleshooting, and access links to other helpful resources.

Covered topics: Integration Components Common Error: Expiring Job Studio Log file and Consolidated Report Best Practices Additional Resources

Workday Core Concepts Delivery Mode: Audience:

Virtual Classroom (WebEx), Project Managers, Benefits Team, Partners, Compensation Partners, Managers, HCM & Business Staffing Business Analysts, Workday Administrators

Prerequisites: None

Length: 90 Minutes Description: This class is an overview of Navigation, Organizations, Business Process Framework, and Security. PLEASE NOTE: If you do not show up for this class and do not notify us in advance that you will not be able to attend, you will be charged a cancellation fee.

Covered topics: Navigation Organizations Business Process Framework Security Next Steps

Workday Expenses Overview (Free) Audience: Executive, Administrator, Lead,

Generalist

Prerequisites: None

Length: 6 Minutes Description: Do you need an overview of the features and configuration options that are available to you in Workday Expenses? If so, this course is the place to begin as you explore Workday's solution for recording, monitoring and controlling expenses.

Covered topics: Workday Expenses Related Business Processes Spend Authorization Credit Card Import Expense Report Payment Processing Implementation Considerations


Workday Integration Overview (Free) Delivery Mode: Audience:

On-Demand Education, Executive, Administrator, Lead, Generalist, IT

Prerequisites: Configurable Security Overview

Length: 10 Minutes Description: Do you want to learn about Workday’s strategy and solutions for system integration? This ODE presents an overview of Workday's integration solution, discussing each item in the toolkit, its function, and how it fits into Workday's integration strategy.

Covered topics: The Integration Challenge Web Services APIs Workday Integration Tools Community as a Resource

Workday Learning Center: Navigation Basics Delivery Mode: Audience:

On-Demand Education Everyone

Prerequisites: None

Length: 5 Minutes Description: This course provides an introduction to the Workday Learning Center.

Covered topics: Navigating the Home Page Search for Training View Transcript Helpful Resources

Workday Project Success (Free) Delivery Mode: Audience:

On-Demand Education Customer Project Managers Implementation Team

Prerequisites: None

Length: 15 Minutes Description: This course details the elements that enable a successful Workday deployment and provides insight into the key roles, activities, and deliverables that pave the way for success

Covered topics: Elements of a Successful Deployment Accelerated Deployment Methodology


As you begin to deploy Workday in your organization, this collection of courses will provide you with the knowledge needed to be successful.

Absence Management: Configuration and Administration Delivery Mode: Audience:

Classroom Absence Administrators Absence Calculations Administrators

Prerequisites: None Important! Although there are no specific prerequisites, this class requires a high level of technical proficiency and the ability to define complex time off and leave calculations. It is not suitable for those who are not comfortable with basic programming logic.

Length: 4 Days Description: This four-day course consists of lectures, demonstrations, and individual /group activities covering absence setup and administration. You will learn the core concepts of Workday Absence Management, and learn how to set up time off and leave calculations using Workday’s Calculation Engine and Calculated Fields, configure business processes, and administer time off and leave plans.

Note: This class focuses on configuring the Workday application; it does not focus on running absence transactions.

Covered topics: Time Off and Leave Setup Calculation Engine Calculated Fields Business Process Configuration Reporting Time Off and Leave Administration

Benefits Fundamentals Delivery Mode: Audience:

Classroom Implementation Team, Benefits Team, Partners, Developers, Integration Team, Benefits Business Analysts, Workday Administrators

Prerequisites: HCM Fundamentals (suggested) Workday Core Concepts (suggested)

Length: 4 Days Description: Through presentations, demonstrations and hands-on activities this course provides an excellent overview of Workday Benefits with in depth coverage of Benefits configuration, maintenance, and processing.

Covered topics: Benefit foundation set up Setting up benefit groups Creating benefit plans and rates Configuration of enrollment event types and

rules Benefit business processes Enrollment event processing and coordination of

events Passive events Evidence of insurability Processing Open Enrollment

DEPLOYING WORKDAY


Benefits: Passive Events Overview (Free) Delivery Mode: Audience:

On-Demand Education Executive, Administrator, Generalist, Lead

Prerequisites: General familiarity with Workday navigation is recommended

Length: 4 Minutes Description: This course is designed to assist Benefits professionals with an overview of passive events.

Covered topics: What is a Passive Event? Business Process for Passive Event Who can do what? Steps to Set Up and Schedule a Passive Event

Business Process Fundamentals Delivery Mode: Audience:

Virtual Classroom (WebEx) Business Process Administrators Deployment Team

Prerequisites: Navigation (ODE)

Length: 2 Sessions, 10 Hours Total Description: Business Process definitions are used to automate business events in Workday. Through instructor led demos and activities you will learn about the different types of process steps, such as Action, Approval, Approval Chain and Checklist, and how they work and integrate with security groups. Also covered will be the creation of notifications and the use of condition rules within a business process. As part of this course, there is also a LAB section where we will run reports to help answer some everyday business process questions.

Covered topics: Definition of a Business Process Organizations and Business Processes Configurable Security Overview Maintain Business Processes Approvals for Business Processes Notifications of Business Processes Alert Notifications Additional Business Process Functionality Event Management Lab Questions


Compensation Fundamentals Delivery Mode: Audience:

Classroom Project Managers , Compensation Team, Partners, Compensation Partners, HCM & Business Staffing Business Analysts, Workday Administrators

Prerequisites: HCM Fundamentals (suggested) OR Workday Core Concepts (suggested)

Length: 3 Days Description: This three day course consists of lectures, demonstrations, and hands-on activities covering Workday Compensation fundamentals. You will learn the core concepts of Compensation as well as deep dive into advanced functionality such as Market Salary Data and step progression.

Covered topics: Compensation Basics (Eligibility Rules and

Elements) Compensation Package and Plan Set-up Stock Grants and Updates Bonus Event Processing and Future Payment

Plans Consolidated Merit Processing Total Compensation Reporting Market Salary and Benchmark Jobs Managing New and Existing Plans

Configurable Security Fundamentals Delivery Mode: Audience:

Virtual Classroom (WebEx) Implementation Team

Prerequisites: None

Length: 2 Sessions, 10 Hours Total Description: Security gives you greater control over your Workday implementation. This virtual course will explore in depth the concepts of Workday’s Configurable Security model. You will learn about Configurable Security principals, basic setup and terminology.

For understanding of how security relates to organizations, it is recommended to attend the free On Demand Education offering called Organizations and Security prior to attending the Configurable Security Fundamentals course.

Covered topics: Overview of Configurable Security Understand Security Landscape Domain Security Policies Business Process Security Policies Steps to Configure Create & Modify Security Groups Security Group Types Security Tips Security Related Reports


Core Connectors and Document Transformation Delivery Mode: Audience:

Virtual Classroom (WebEx) This course is designed for developers who will be creating and maintaining integration systems using document transformation and Core Connectors. Participants will receive a course workbook included with the session.

Prerequisites: Workday Integration System Fundamentals

Length: 2 Sessions, 10 Hours Total

Description: Designed for a developer, this workday integration course looks at using pre-built integration templates called Core Connectors to build integrations systems. While not always end-to-end like packaged integrations, connectors address the majority of the integration effort required to connect to third-party end points. By using Connectors, you can provide a rapid, flexible, and repeatable method for integrating with Workday, and ensure that all external systems receive only the data that you want to expose. Additionally, the course will cover Integration Document Transformation. Element Transformation and Validation (ETV) and XML To Text (XTT) enables you to add Workday-specific processing instructions to an XSLT file's elements using attributes. ETV and XTT provide a number of different ways to transform and validate elements in an XML document. Workday Studio will not be covered.

Covered topics: Integration Architecture Overview Integration System Tools

Integration Cloud Connect Integration System Building Blocks

Core Connectors Overview Core Connectors Core Connector: Worker Core Connector: Inbound Organization Integration System Security Document Transformation

XTT (XML To Text) ETV (Element Transformation and Validation)

Custom Fields: Configuration and Administration Delivery Mode: Audience:

Virtual Classroom (WebEx) Designed for technical administrators who will create custom fields and use them across Workday applications to build reports, calculated fields, and condition rules.

Prerequisites: Workday Calculated Fields

Length: 2 Sessions, 10 Hours Total Description: With custom fields, Workday has re-imagined customization by enabling customers to store, track, and manage data for which Workday does not provide ready-made fields. Custom fields are available throughout the application, across all devices—desktop, smartphone, and tablet—and in integrations, condition rules, and reports. Most importantly, custom fields are designed to persist through every future update without additional cost or effort. Designed for technical administrators, this 2-day course combines lectures, demonstrations, and hands-on activities to teach the basics of custom field setup and administration. You will learn how to configure custom fields and incorporate them in reports, calculated fields, and condition rules to meet unique business requirements

Covered topics: Overview of Custom Fields Configuring Custom Fields Viewing and Recording Custom Field Data Advanced Security for Custom Fields Using Custom Fields in Reports, Calculated

Fields and Condition Rules Defining Integrations Managing and Administering Custom Fields Implementation Considerations


Custom Fields: Implementation Considerations (Free) Delivery Mode: Audience:

On-Demand Education Designed for consultants and technical administrators with some basic knowledge of Workday and Custom Fields.

Prerequisites: None

Length: 22 Minutes Description: This training will help consultants and technical administrators determine whether custom fields can be used to meet requirements for storing and tracking data for which Workday does not provide ready-made fields. Using this feature, you can define fields associated with key business objects and view the information captured in these fields across the Workday platform. The training consists of three video presentations and one job aid, enabling you to drill into the details about the use of custom fields.

Deployment Roles and Responsibilities (Free) Delivery Mode: Audience:

On-Demand Education Workday and Customer project teams.

Prerequisites: None

Length: 11 Minutes Description: A successful Workday deployment involves effort from every member of both the Workday project team and the customer project team. Watch this module to understand the various roles and responsibilities of individuals associated with supporting the overall implementation

Covered topics: Workday Project Team Customer Project Team

EIB Integrations Using Spreadsheet Import Templates (Free) Delivery Mode: Audience:

On-Demand Education Administrator, Lead, IT

Prerequisites: None

Length: 9 Minutes Description: Load data into Workday in bulk using spreadsheet import templates. These templates can be generated based on a Workday Web Service operation and used to load data directly into Workday business processes. The template model can also be edited to simplify the data entry process. This training provides an introduction to spreadsheet templates by describing the structure of the template model and listing guidelines for using the spreadsheets.


Financials Fundamentals Delivery Mode: Audience:

Classroom Project Managers, Implementation Team, Financials Team, Report Writers, Partners, Technical Integration Analysts, Developers, Integration Team, Managers, Business Analysts, Technical Analysts, Workday Administrators

Prerequisites: Workday Core Concepts

Length: 4 Days Description: Learn the fundamentals necessary to begin your Workday Financials* implementation. This in-person instructor led course we will teach you how to execute the major Financial events (transactions), perform administrative activities, and perform setup of the core system functionality. The four days will consist of lecture, demonstration, and individual hands-on activities. *This course does not cover Workday Expenses, Workday Procurement, Workday Initiatives, Customer Contracts functionality.

Covered topics: Financials Organizations Financial Accounting Customer Activity Supplier Activity Settlements and Banking Business Assets Business Plans Financial Reporting

HCM Fundamentals Delivery Mode: Audience:

Classroom Project Managers Benefits Team Partners Compensation Partners Managers HCM & Business Staffing Business Analysts Workday Administrators

Prerequisites: Workday Core Concepts (suggested)

Length: 4 Days Description: This four day course consists of lectures, demonstrations, and individual / group activities covering Workday HCM fundamentals. You will learn the core concepts of HCM, how to configure business processes, set up core functionality and use Report Writer.

Covered topics: System Set-up and Configuration System Administration Business Processes

Introduction to Delivery Assurance (Free) Delivery Mode: Audience:

On-Demand Education Project Managers, Executives

Prerequisites: None

Length: 5 Minutes Description: The purpose of this training is to introduce how Delivery Assurance fits into the Workday Methodology and is executed throughout the life cycle of a project. Upon completion of this module you will be able to define Delivery Assurance, explain the types of checkpoints, and identify the role of the Delivery Assurance Manager.

Covered topics: Delivery Assurance Overview Why do Delivery Assurance? Delivery Assurance Checkpoints The Delivery Assurance Manager


Introduction to Workday Studio Delivery Mode: Audience:

Virtual Classroom (WebEx) Technical Integration Analysts Integration Team

Prerequisites: Workday Report Writer, Workday Integration System Fundamentals, Workday Simple Integrations

Length: 2 Sessions, 10 Hours Total Description: Workday Studio is a unified Eclipse-based development environment that allows Workday customers and third parties to develop, deploy, debug, and support their own complex integrations running in the Workday Cloud. This course is for developers and will introduce the Workday Studio development environment and show you how to begin working with Assemblies. Through hands-on activities and demonstrations, the course will introduce building Workday Studio Assembly projects and using Assembly Components and Steps. Knowledge of Workday Web Services and Reporting as a Service (RaaS) is required to complete this course. General experience developing using web services and XML technologies like XSLT and XSD is helpful. Prior to taking this course, you must complete the Pre-Class Lab, which includes installing Workday Studio from the Workday Community. Additionally, there will be a required connectivity test that must be confirmed by the instructor. This Pre-Class Lab will be sent to registered students three business days prior to the start of the course. Installation and connectivity will not be covered in the course. Covered topics: Features and Navigation of Workday Studio Workday Studio Assemblies (integration

systems) Components Basic Flow of Control Between Assembly

Components Basics of Web Services, XSLT, and MVEL in

Workday Studio.

Payroll Fundamentals Delivery Mode: Audience:

Classroom Payroll Deployment Team Payroll Administrators Payroll Partners

Prerequisites: Workday Core Concepts (suggested)

Length: 4 Days Description: The course focuses on payroll input, running pay calculations and reports using Workday’s Payroll. The course employs a variety of lectures, demonstrations, and hands-on activities. Participants completing this course will leave with a comprehensive view of the day-to-day activities in the Workday payroll cycle.

Covered topics: Welcome to Workday Introduction to Discovery Document Overview of Payroll Setup and Processing Payroll Processing Framework Roles and Security Calculation Engine Net Pay Validation and Arrears Payroll Input and Processing Payroll Accounting Federal, State, and Local Tax Reporting Withholding Orders Banking and Settlement Business Processes Self Service Reporting in Workday


Preparing for Benefits Discovery (Free) Delivery Mode: Audience:

On-Demand Education Executive, Project Manager

Prerequisites: None Length: 20 Minutes Description: Designed to explain the goals of the Benefits Discovery session, how to prepare for it, and what to expect during it. Covered topics: Benefits Designs and Requirements Benefits Overview Configuring Workday to Meet Your Needs Workday Benefit Terminology Gathering Current Elections

Preparing for Business Process Discovery (Free) Delivery Mode: Audience:

On-Demand Education Executive, Project Manager, Security

Prerequisites: None

Length: 8 Minutes Description: This presentation is created by Workday to assist customers during deployment. It is designed to help customers understand the goals of the business process discovery workshop and how to prepare to get the most out of it..

Covered topics: Preparing for Business Process Discovery What to Expect in your Business Process

Preparing for Compensation Discovery (Free) Delivery Mode: Audience:

On-Demand Education Executive, Project Manager

Prerequisites: None

Length: 20 Minutes Description: This training is designed to provide customers a high level overview of compensation functionality and terminology in Workday. In addition it explains the goals of the Compensation Discovery session, how to prepare for it, and what to expect during it.

Covered topics: Current Business Practice Documentation Compensation Discovery Workshop Logistics Definition of Compensation Grades, Profiles,

Rules, Elements, Plans The Compensation Framework in Workday The Compensation Bonus Plan Framework in

Workday

Preparing for Global Design Discovery (Free) Delivery Mode: Audience:

On-Demand Education Executive, Project Manager, Security

Prerequisites: None

Length: 6 Minutes Description: This training is designed to help customers understand the goals of the Global Design Workshop and how to prepare to get the most out of it.

Covered topics: Global Design Workshop Country-Specific Personal Data Global Configuration Options


Preparing for Project Kick-off (Free) Delivery Mode: Audience:

On-Demand Education Customer Project Managers, Workday Engagement Managers, Partner Project Managers

Prerequisites: None

Length: 17 Minutes Description: The purpose of this module is to prepare Workday customers for a successful project initiation and kickoff meeting. Learn what to expect from the kickoff meeting, as well as details about the various tasks associated with key elements such as the initial prototype tenant.

Covered topics: Customer Documentation Customer Education/Training Initial Prototype Kick-Off Meeting Project Communication

Procure-to-Pay Fundamentals Delivery Mode: Audience:

Classroom Project Managers, Implementation Team, Financials Team, Report Writers, Partners, Technical Integration Analysts, Developers, Integration Team, Managers, Business Analysts, Technical Analysts, Workday Administrators

Prerequisites: Navigation (ODE)

Length: 3 Days Description: Learn the fundamentals necessary to begin your Workday Procurement implementation. This in-person instructor led course we will teach you how to execute the major Procurement events (transactions), perform administrative activities, and perform setup of the core system functionality. The three days will consist of lecture, demonstration, and individual hands-on activities.

Covered topics: Organizations Procuring Goods Procuring Services Procuring Contract Labor Creating Requisitions, Purchase Orders,

Receipts, Invoices, and Payments Business Assets Supplier Collaboration Spend Reporting


Purpose and Setup of Custom Labels (Free) Delivery Mode: Audience:

On-Demand Education Administrator, Lead

Prerequisites: None

Length: 5 Minutes Description: This presentation provides information about replacing Workday field labels with labels that more accurately reflect the way you do business.

Covered topics: Purpose of Custom Labels Term Context Setup Custom Labels

Secure Data and the sFTP Server (Free) Delivery Mode: Audience:

On-Demand Education Project Managers Integration Lead

Prerequisites: None

Length: 13 Minutes Description: This ODE is one in a series created by Workday to assist customers during deployment. It is designed to explain to customers the importance of securing data and the mechanisms that Workday uses to transfer data in a secure manner.

Covered topics: Terms to Know The sFTP Server Public and Private Key Generation sFTP Lifespan Links

Time Tracking: Configuration and Administration Delivery Mode: Audience:

Classroom Internal Consultants, Services Ecosystem, Customers

Prerequisites: None. Important! Although there are no specific prerequisites, this class requires a high level of technical proficiency and the ability to define complex time calculations. It is not suitable for those who are not comfortable with basic programming logic or who have no experience defining calculations

Length: 4 days Description: Workday Time Tracking is Workday's new, modern time and labor management solution ("time tracking"). It is built on a global core and designed for organizations to collect, process, and distribute time data for its global workforce. Workday Time Tracking is unified with Workday HCM and Workday Payroll and offers the following functionalities: web time entry, time approval, configurable calculation rules, basic scheduling, and project time entry.

Covered topics: Features and benefits System set-up and usage Administration


Translations and Language Support in Workday (Free) Delivery Mode: Audience:

On-Demand Education Executive, Project Manager, Generalist

Prerequisites: None

Length: 15 Minutes Description: Designed to explain to customers what functionality is provided around multiple language support and translations in Workday and how implementing that functionality is accomplished during a deployment.

Covered topics: Multi-language support defined Benefits of maintaining Considerations/decisions to make Tenanted vs. non-tenanted data Deployment activities Business as usual activities

Understanding Data Validation (Free) Delivery Mode: Audience:

On-Demand Education Project Managers Business Analysts

Prerequisites: None

Length: 16 Minutes Description: Designed to explain what Workday means by Data Validation, who is expected to assist in Data Validation actives during a deployment, and the tools available.

Covered topics: Data Validation Tasks Approaches to Data Validation Tools Used to Track Data Validation

Understanding Tenant Management (Free) Delivery Mode: Audience:

On-Demand Education Customer Project Team members, Customer Named Support Contacts, Workday Engagement Managers, Partner Project Managers

Prerequisites: None

Length: 13 Minutes Description: A Workday tenant is an instance of the Workday software, including data that exists independently of other tenants. There are many types of deployment and production tenants, each intended for a specific use. Complete this module to achieve a better understanding of both deployment and production tenants, and how to best manage them throughout the deployment lifecycle.

Covered topics: What is a Tenant? Deployment Tenants Production Tenants Tenant Management Tenant Maintenance Requests

Understanding the Initial Prototype (Free) Delivery Mode: Audience:

On-Demand Education Project Managers Business Analysts Technical Analysts Workday Administrators

Prerequisites: None

Length: 17 Minutes Description: Designed to explain the goals and process of the Initial Prototype.

Covered topics: Definition of an Initial Prototype Purpose of the Initial Prototype Data Gathering Workbook Tips for Data Gathering


Workday Calculated Fields Delivery Mode: Audience:

Virtual Classroom (WebEx) Report Writers, Integration Team

Prerequisites: Workday Report Writer

Length: 3 Sessions, 15 Hours Total Description: In this class, you will learn how to unleash the power of Workday’s Calculated Fields. Calculated fields allow users to perform arithmetic and date calculations, text concatenation, logical expressions, data retrieval, and transformations of their existing data. You can use calculated fields in reporting, business processes, integrations, scheduling recurring processes and other areas within Workday.

Through hands-on activities and demonstrations learn how to develop rich, customized reports without coding or programming, using simple field configurations.

Covered topics: Basic, Intermediate and Advanced field

calculations. Difference between Global fields and fields that

are aligned with a particular business object. Build Intermediate Calculations used to build

other calculated fields. Learn how to share your created fields with

other report developers. Class participants will build multiple reports and

implement various calculated fields. Calculated Field Functions:

o Format Date o Increment or Decrement Date o Date Difference o Build Date o True/False Condition o Convert Currency o Evaluate Expression o Text Constants o String and Number Functions o Lookup Related Value o Extract Single Instance / Multi-Instance o Lookup Value as of Date o Arithmetic Calculation o Count and Sum Related Instance o Aggregate Related Fields

Workday Customer Center: Tenant Management (Free) Delivery Mode: Audience:

On-Demand Education This training is targeted towards employees assigned to the Named Support Contact role, for their company.

Prerequisites: None

Length: 31 Minutes Description: This video is designed to help Named Support Contacts understand Tenant Management using the Workday Customer Center.

Covered topics: Tenant Visibility Historical and Pending Requests Tenant Management Request Additional Resources


Workday Integration System Fundamentals Delivery Mode: Audience:

Virtual Classroom (WebEx) This course is designed for analyst and developers who will be creating and maintaining integration systems in Workday. Anyone taking additional integration courses including Simple Integrations, Workday Studio and Core Connectors & Document Transformation will need to complete this course.

Prerequisites: Workday Report Writer

Length: 1 Session, 8 Hours Total Description: This class will introduce Workday Users to tools and concepts needed to build and maintain Workday integration systems. We will introduce the different technologies used to integrate with Workday, help understand strengths and limitations of each and how to consider using certain technologies. This class will also introduce basic concepts of XML technologies and how they are using in Workday integrations.

We will not build specific integrations in this class. The class is designed to prepare you to understand the Workday Integration Architecture and associated integration technologies.

Understand the Workday Integration Framework Learn core concepts needed to used Workday

Integration Tools and Technology Learn about the different tools and technologies

used to integrate with Workday Understand strengths and limitations of those

tools Understand how to determine which tools to use

in an integration scenario

Covered topics: Workday Integration Architecture and Overview

of Tools Integration Systems Workday Web Services XML Overview Transformations using XSLT Integration System Security Integration IDs Business Process Framework Integration Tools

Participants will receive a course workbook included with the session.

You will need to download and install SOAP UI to complete activities in this course.

“The one exclusive sign of thorough knowledge is the power of teaching.”


Workday Report Designer (BIRT) Delivery Mode: Audience:

Virtual Classroom (WebEx) Designed for accomplished report writers familiar with Workday Report Writer and Calculated Fields.

Prerequisites: Workday Report Writer; Workday Calculated Fields

Length: 2 Sessions, 10 Hours Total Description: Designed for accomplished Workday report writers, this class takes reports written using Workday Report Writer and formats them using the Workday Report Designer (BIRT). When you run your custom report in the tenant, Workday displays the report results and you can download a PDF version of the report. Workday allows you to associate layouts with your custom reports, which it uses to generate PDF files. In Workday, these designs are known as business form layouts. You can define a business form layout using the Report Designer provided as part your Workday Studio Eclipse development environment. This class will cover how to format the report design using various properties, expressions, report items and data sets. IMPORTANT: Three-business days prior to the start date of your session, you will receive an email with instructions to download Workday Studio and connect to your training tenant. This must be completed and confirmed by the instructor in order to participate in the training session. No Exceptions.

Covered topics: Building Custom Reports Report Designer

o Project o Data Source o Data Set o Report Design o Formatting o Expressions o Deploying to Workday

Workday with Multiple Business Objects and Data Sets

Aggregates, Sorting and Grouping Working with delivered Report Designs

Report Designer is a development tool that runs on the Eclipse Platform. Participants will receive a course workbook included with the session.

Workday Report Writer Delivery Mode: Audience:

Virtual Classroom (WebEx) Report Writers, Integration Team

Prerequisites: None

Length: 2 Sessions, 10 Hours Total Description: This virtual course will introduce the concepts and fundamentals of the Workday Report Writer tool. Through a series of demonstrations and hands-on activities, the Workday Report Writer virtual course will teach you how to create custom reports for deployment throughout your organization.

Covered topics: Report Writer terminology, concepts, navigation,

and tasks Understanding Report Data Sources, Primary

and Related Business objects and Class Report Fields

Running and Copying Delivered Reports Creating and editing Simple, Advanced and

basic Matrix Custom Reports Creating custom reports using Contextual

reporting Sorting and Filtering results Grouping and Totaling results Sharing Reports and Report Security basics Scheduling Reports Enabling reports as Worklets Managing and tracking Custom Reports Reporting Resources


Workday Reporting: Basics to Analytics Delivery Mode: Audience:

Classroom Report Writers, Business Intelligence Team Members, HRIS Team Members, Business Analysts and anyone who is looking to understand the fundamentals of report writing in Workday

Prerequisites: Workday Core Concepts

Length: 5 Days Description: This five day training workshop is delivered in a classroom environment to enhance student learning through participation. It consists of lectures, demonstrations and hands-on activities covering reporting, calculated fields and analytic functionality in Workday. Topics take the student from basic reporting concepts through development of calculated fields and all the way to building advanced reports that include the use of analytic indicators.

The course is designed for customers who prefer face-to-face training over the online WebEx sessions. In addition to the subject matter delivered in the virtual classes, the last day of this workshop includes a comprehensive review of the concepts and a hands-on project to put them into practice.

Workday Studio Install (Free) Delivery Mode: Audience:

On-Demand Education Individuals interested in installing Workday Studio.

Prerequisites: None

Length: 10 Minutes Description: This module includes step-by-step instructions for installing Workday Studio and a demonstration of launching the application. Upon completion of this module, Workday Studio will be ready to use on your computer. This training is targeted towards individuals interested in installing Workday Studio.

Covered topics: Install Java Development Kit Download Java Cryptography Extension Files Download Workday Studio Launch Workday Studio


Workday Simple Integrations Delivery Mode: Audience:

Virtual Classroom (WebEx) Designed for business analyst and developers who will be using generated templates to import data into workday and using Workday Reports as a Service (RaaS) for outbound data.

Prerequisites: Workday Report Writer, Workday Integration System Fundamentals

Length: 3 Sessions, 15 Hours Total Description: This Workday simple integrations course focuses on mechanisms for using custom report results in integrations and loading data though generated template models. The course also touches briefly upon using the Workday Web Services for simple outbound integrations. These inbound integration systems are used to load bulk data into the Workday tenant using generated spreadsheet models based on Public Web Services (WWS) that are generated then populated in MS Excel. Through a series of presentations, demonstrations and activities, you will learn how to build and launch an integration that extracts data out of Workday and sends it to an external system, learn about the different template models with the different functional areas and how to generate, customize and populate those templates for inbound transactions. You will also learn how to use a business process to trigger an outbound integration and custom XSLT to transform report data. This class will stress the importance of business processes, Reference IDs, and data structure when you are working with both inbound and outbound data.

This class will also prepare you for Workday Studio by teaching the importance of business processes, reference IDs and data structure for both inbound and outbound integrations.

Participants will receive a course workbook included with the session.

Covered topics: The 3-step EIB Design Pattern Workday Public Web Services

Enterprise Interface Builder (EIB) Inbound Integration Systems

o Understand the Business Process associated with the Inbound Data

o Understanding Reference IDs o Generating Templates o Loading Bulk Transactions o Viewing and Validating Inbound Integration

System Results o Customizing Templates o Troubleshooting

Outbound Integration Systems o Use both Reports as a Service (RaaS) and

Workday Web Services to extract data o Integration Systems and Event Results o Scheduling Integrations o Integrations within a Business Process o Using Sequence Generators o Delivering Notifications o Using Custom XSLT o Introduction Document Transform and

ETV/XTT

Workday Web Services Overview (Free) Delivery Mode: Audience:

On-Demand Education Executive, Generalist, IT, Administrator, Lead, Security

Prerequisites: None

Length: 17 Minutes Description: Building integrations using Workday Web Services? Watch this training to learn how to navigate Workday’s Public Web Services. This training includes a discussion of how to access the Web Service API’s Web Service Description Language (WSDL) for Workday’s delivered Public Web Services and Custom APIs. This training is designed for users active in building integrations into and out of the Workday product suite.

Covered topics: Overview of Workday Integration Architecture Workday Public Web Services Understanding WSDL Reporting As A Service (RAAS) Custom APIs Workday Studio Web Service Tester


Once you have successfully deployed Workday, where do you go from there? This collection of courses will expose you to other aspects of Workday to maximize the full potential of this powerful tool.

Advanced Reporting and Analytics Delivery Mode: Audience:

Virtual Classroom (WebEx) Workday Report Writers Business Intelligence Team HRIS Team Finance IS Team Business Analysts

Prerequisites: Workday Report Writer Workday Calculated Fields

Length: 3 Sessions, 15 Hours Total Description: This three day course consists of lectures, demonstrations and individual activities covering reporting, calculated fields and analytical functionality in Workday. Leveraging the Report Writer fundamentals and Calculated Fields prerequisites, by the end of this course you will know how to build advanced reports that can be used for analytic reporting. This course will cover additional report types, including Matrix, Search, Transposed and nBox reports, and will also explore how to deploy completed reports into Workday as Worklets, and embed Worklets into Business Processes.

This course is setup as a workshop that includes scenario based activities, rather than fully guided activities. Participants will receive a course workbook included with the session.

Covered topics: Report Types Analytic Reporting Features

o Analytic Data Sources o Analytic Indicators o Drill Down Reporting o Summary Calculations in Matrix Reports o Calculated Fields in Matrix Reports o Summary Fields in Matrix Reports

Worklets Embedded Analytics Change Detection Report using Calculated

Fields Workday Alerts

LIFE IN PRODUCTION


Advanced Workday Studio Delivery Mode: Audience:

Virtual Classroom (WebEx) Technical Integration Analysts Integration Team

Prerequisites: Introduction to Workday Studio

Length: 3 Sessions, 15 Hours Total Description: Workday Studio is a unified Eclipse-based development environment that allows Workday customers and third parties to develop, deploy, debug, and support their own complex integrations running in the Workday Cloud. Advanced Workday Studio is for developers who understand Workday Studio Assembly projects and using Assembly Components and Steps. Additionally, in-depth knowledge of Workday Business Objects, Workday Business Processes, Workday Web Services and Workday Reporting is necessary to successfully complete this class. General experience developing using web services and XML technologies like XSLT and XSD is strongly recommended. After taking this course you will know how to use Workday-In transport services including Launch Parameters, Integration Attributes and Integration Attribute Maps. Developers will learn how to use the Mediation Context to access properties and variables using MVEL expressions that may be used throughout the integration system and XSLT. Advanced Studio will also introduce the Workday Studio Debugger and Error Handling Best Practices. This course includes workshop activities that will be completed outside of the assigned session time.

Covered topics: Workday Web Services Reporting as a Service (RaaS) Integration System Services

o Launch Parameters o Integration Attributes and Maps o Sequence Generators

Mediation Context o Mediation Message, Properties and

Variables MVEL Expressions Sub Assemblies Workday Studio Debugger Error Handling Best Practices Launching Workday Integrations from External

Triggers

Asset Tracking Overview (Free) Delivery Mode: Audience:

On-Demand Education Administrator

Prerequisites: None

Length: 5 minutes Description: Workday has a unique view on Business Assets where the business asset accounting is separate from the business asset tracking. Whether the asset is a zero cost item or an item that is of substantial in value, Workday provides the ability to physically track an asset. In this course you will learn about Business Assets Tracking, how to configure, and how it is used in business.

Covered topics: Explaining Workday's approach to Asset

Tracking Identify the key Asset Configurations needed for

HCM


Business Process Event: Understanding the Full Process Record (Free) Delivery Mode: Audience:

On-Demand Education Administrator, Security

Prerequisites: None

Length: 12 minutes Description: Have you experienced a business process event that stalled unexpectedly? Or found that a Workfeed task or e-mail notification was not received? Learn how to troubleshoot these common issues using the Full Process Record of a Business Process Event. The Full Process Record provides helpful information by automatically tracking all activities related to the execution of a business process. This training will teach you how to interpret it effectively.

Covered topics: Business Process Events Troubleshooting with the Full Process Record.

Commodity Code Classification Overview (Free) Delivery Mode: Audience:


Prerequisites: None

Length: 4 Minutes Description: This presentation provides an overview of how Commodity Codes are used within Workday.

Covered topics: Spend Analytics Commodity Code Taxonomy UN/SPSC Code Structure Spend Category Hierarchy

Customer Channel (On Workday Community) Delivery Mode: Audience:

On-Demand Education Open to all customers

Prerequisites: None

Length: Varies Description: The Customer Channel provides programs to build your Workday knowledge base in addition to the training Knowledge Management already offers.

Stay tuned to these programs:

In the Know - Be in "In the Know" by watching these feature spotlight videos with Workday Product Managers. These short interviews will give you a quick look at some of the new features within Workday.

The Next Level - This series of focused, in-depth one-hour online demonstrations led by Strategic Services helps customers reach “The Next Level” with Workday and its features. See firsthand the level that Workday can take you.

Framework for Success Series - Customer Success is partnering with Knowledge Management to deliver a series of 1-hour online presentations to help customers prepare for life in production. The Framework for Success Series will be delivered on a recurring weekly schedule.

Coffee Break with HCM Product Strategy Enjoy a "Coffee Break" with HCM Product Strategy to hear their latest update.


HCM Transactions Delivery Mode: Audience:

Virtual Classroom (WebEx) HR Business Users

Prerequisites: None

Length: 2 Sessions, 6 Hours Total Description: Designed for a user that will be very “hands on” after going live, this 2 day virtual class will teach you how to work in Workday. This class will go over both tasks and business processes necessary to successfully utilize Workday HCM on a day to day basis. This will include tracking and hiring applicants, creating positions, contracting contingent workers, proposing compensation and event management. We will briefly touch on core HCM concepts, yet the main focus will be on navigating in the system and executing transactions in Workday. The class will be made up of lectures, demonstrations and many hands on activities.

Covered topics: Core Concepts Navigation Business Process/Tasks Running Common Reports

Onboarding in Workday Delivery Mode: Audience:

Virtual Classroom (WebEx) Business Process Administrators, Customers

Prerequisites: None

Length: 2 Sessions, 8 Hours Total Description: This curriculum is intended to provide customers with an understanding of Workday’s Onboarding functionality, and the ability to configure Workday Onboarding for new hires and pre-hires.

Covered topics: Organize Onboarding tasks to guide workers

through a checklist of actions Communicate relevant corporate and job-related

information Distribute documents to new hires and track

acknowledgements or electronic signatures Create electronic Form I-9s for U.S. employment

verification Transfer the Form I-9 to E-Verify using

Workday's web services

Payroll Interface: Change Detection (Free) Delivery Mode: Audience:

On-Demand Education Administrators

Prerequisites: None

Length: 10 Minutes Description: This training will explain the impact of launch parameters, including change detection, on the data included in a payroll extract.

Covered topics: Change Detection Overview Change Detection Pattern and Staffing Events Launch or Schedule an Integration Run View a Primary Integration System Change Detection FAQ


Payroll Interface: Using the Audit Files (Free) Delivery Mode: Audience:


Prerequisites: None

Length: 2 minutes Description: The purpose of this training is to demonstrate how to use the Payroll Interface Audit files. You will learn how to use the audit files to find out which workers were on the payroll file, which ones were not included, and why.

Covered topics: How to enable Auditing View Audit files The Change Audit file The Diagnostic Audit file The Message Audit file

Performance Management Delivery Mode: Audience:

Virtual Classroom (WebEx) Partners Managers Talent Administrators Workday Administrators

Prerequisites: None

Length: 3 Sessions, 12 Hours Total Description: This 3 day virtual class consists of lectures, demonstrations, and several individual activities covering Workday Performance Management. You will learn the core concepts of Performance Management in both the Ongoing Feedback and Event Driven Review models. Participants will learn how to create and configure review templates and launch employee reviews, as well as how to manage goals, feedback, and competencies outside of a review event. You will also learn how to use Workday to calibrate your organization’s performance ratings. The course wraps up with Pay for Performance, where students learn how to tie their performance data into a compensation event, such as Merit or Bonus.

Covered topics: Types of Performance Reviews Goal Management Anytime Feedback Performance Review Template Configuration Rating and Weighting Performance Review Business Process Calibration Pay for Performance Performance Reporting

“Education is not the

filling of a pail, but

the lighting of the

fire”


Position Budgets Overview (Free) Delivery Mode: Audience:


Prerequisites: None

Length: 6 minutes

Description: A Position Budget is the planned spend for a position in a fiscal year. It allows managers to track the payroll spend against a position.

Covered topics: Overview of Position Budget Functionality in

Workday Configuration Prerequisites in HCM, Payroll and

Financials

Troubleshooting and Resolving Unassigned Tasks (Free) Delivery Mode: Audience:

On-Demand Education Administrator, Generalist

Prerequisites: None

Length: 4 minutes

Description: This demonstration will discuss how to troubleshoot and resolve some of the more common unassigned tasks.

Covered topics: Troubleshooting a Disabled Account Troubleshooting a Missing Role

U. S. Year End Payroll Processing Delivery Mode: Audience:

Virtual Classroom (WebEx) This class is for Workday Payroll for the U.S. customers that are responsible for reviewing and creating W-2 and W-2C’s.

Prerequisites: IMPORTANT! Must have taken the Payroll Fundamentals course and/or been processing Workday Payroll for at least 6 months.

Length: 1 Session, 4 Hours Total Description: This class will provide you with the process surrounding the creation of W-2 and W-2C's. We will review the important steps listed in the Year End Checklist.

Covered topics: W-2 Set-up and Configuration Mapping Earnings and Deductions to W-2 Boxes Opting out of Paper Copies Define and Maintain Sort Order of W-2's Reviewing Errors Prior to W-2 Creation Creating W-2 Data View W-2 Form Data Cancel W-2 Creating W-2 forms W-2 Stock Publishing W-2's and W-2C's Employee Self Service


Workday Customer Center: How to Create a Case (Free) Delivery Mode: Audience:


Prerequisites: None

Length: 25 minutes

Description: In this module, you will be walked through a demonstration of how to create a case for the Workday Customer Center.

Covered topics: How to gain access to the Workday Customer

Center. How to navigate the Workday Customer Center. How to Create a Case. How to maintain existing cases.

Workday Customer Center: Workday Support and Troubleshooting Processes (Free) Delivery Mode: Audience:


Prerequisites: None

Length: 14 minutes Description: In this module, you will learn about the Workday Customer Center's, Workday support and troubleshooting process.

Covered topics: Overview of Workday Support Outline roles and responsibilities of Named

Support Contacts. Troubleshooting Process

Workday Enablement Workshop – Job Change Delivery Mode: Audience:

Classroom HR Administrators and Partners Managers

Prerequisites: None

Length: 2 Days Description: This hands-on two day workshop consists of education, demonstrations and activities covering the new Job Change functionality introduced in Workday 17. With the assistance of Workday consultants, you will learn the purpose and design of the features, and recommended configurations to begin configuration in your own customer sandbox tenant - everything you need to start preparing to use the new Job Change functionality at your own organizations!.

Covered topics: Create & Configure the Job Change business

process. Request Transfers, Set up Common Condition Rules, consolidated

template, and security. User Interface Updates for Managers.

Workday Enablement Workshop – OnBoarding Delivery Mode: Audience:


Prerequisites: Form I-9 & E-Verify Integration Overview

Length: 2 Days Description: This hands-on two day workshop consists of demonstrations and activities covering the new Onboarding functionality introduced in Workday 16 as well as the Onboarding enhancements in Workday 17. With the assistance of Workday consultants, you will learn the purpose and design of the features, recommended configurations and will begin to configure your own customer sandbox tenant.


Workday Enablement Workshop – Reporting and Analytics Delivery Mode: Audience:


Prerequisites: None

Length: 2 Days Description: This hands-on two day workshop consists of lectures, demonstrations, and activities covering Reporting and Analytics functionality in Workday HCM . With assistance from Workday consultants, you will learn how to create advanced report types using calculated fields.

Covered topics: Advanced Matrix Reports Transposed Reports nBox and Faceted Search Reports Analytic Indicators Embedded Analytics for Business Processes

Worker Trending Overview (Free) Delivery Mode: Audience:

On-Demand Education Executive, Administrator, Generalist

Prerequisites: None

Length: 5 minutes Description: This training introduces the major concepts associated with worker trending, including the trended workers data source and the Workday-delivered trending reports. Upon completion of this curriculum, you will be able to complete the steps for implementing worker trending.

Covered topics: Worker Trending Overview Implement Worker Trending


HCM Core (54 Titles) In this ODE library are topics designed to teach key Workday principles and functionality. Subjects in a wide variety of functional areas including Benefits, Expenses, Core HR, and Compensation are covered.

Absence Management: Adjusting and Overriding Accruals Audience: Administrator

Prerequisites: None

Length: 16 Minutes Description: Accrual adjustments allow you to add to or subtract from an employee’s standard accrual, while overrides are used to replace the standard accrual calculation. This training introduces common uses cases and explains the prerequisites. Upon completion of this curriculum, you will be able to enter an accrual adjustment and an accrual override. This training also demonstrates how to adjust or override an accrual for which an employee is not eligible.

Covered topics: Overview and Prerequisites Enter and Verify an Accrual Adjustment Enter and Verify an Accrual Override Modify Accruals for Employees without Eligibility Important Considerations for Accrual

Modifications

Absence Management: Overriding Time-Off Plan Balances Audience: Absence Administrators

Prerequisites: None

Length: 10 Minutes

Description: This module explains how time off plan overrides can be used to replace the calculated balance for a time off plan. It outlines the prerequisites that must first be completed as well as includes key considerations regarding overrides. Upon completion of this training, you will be able to enter an override and verify that is has been successfully executed.

Covered topics: Use Cases Prerequisites Enter and Verify an Override Additional Considerations

SUBSCRIPTION LIBRARIES


Absence Management: Termination Process Audience: Administrators

Prerequisites: None

Length: 3 Minutes

Description: Would you like to minimize the amount of time spent paying out time off balances for terminated employees? Discover how to configure the termination business process and time off plans to zero out balances. In addition to this function, the termination adjustment process automatically accounts for changes made to the time off after the adjustment has been created.

Covered topics: Termination Process Tasks and Considerations Termination Adjustment Results

Academic Appointments: Configure Audience: Administrator, Generalist, Lead,

Project Manager

Prerequisites: None

Length: 14 Minutes Description: Academic Appointments allow you to track an academic employee’s time at your University. This training covers how to configure academic appointments for your institution. This curriculum consists of one presentation and two demonstrations.

Covered topics: Academic Appointments Overview Academic Appointments Configurations Academic Units and Unit Hierarchies

Configurations

Academic Appointments: Manage Audience: Administrator, Generalist, Lead

Prerequisites: None

Length: 12 Minutes Description: Academic Appointments allow you to track an academic employee’s time at your University. This training covers how to manage academic appointments for your institution post go-live. This curriculum consists of four demonstrations.

Covered topics: Add Academic Appointments Update Academic Appointments End Academic Appointments Academic Appointment Reports

Academic Pay: Configure Audience: Administrator, Lead, Project

Manager

Prerequisites: None

Length: 16 Minutes Description: In this training, we will review how to configure the payment of employees who receive annual salaries, yet work fewer than 12 months in a year. This curriculum consists of one overview presentation and 4 demonstrations.

Covered topics: Academic Pay Overview Academic Pay Periods Academic Pay Eligibility Academic Pay Compensation and Earnings Academic Pay FTE Dimensions


Academic Pay: Manage Audience: Administrator, Generalist,

Executive, Project Manager

Prerequisites: None

Length: 4 Minutes Description: In this training, we will review how to manage the payment of employees who receive annual salaries, yet work fewer than 12 months in a year. We will assign Academic Pay on a hiring event and look at Academic Pay reports. This curriculum consists of 2 demonstrations.

Covered topics: Assign Academic Pay Access Academic Pay Reports

Adding Reports to a Business Process Audience: Administrator, Security

Prerequisites: None

Length: 5 Minutes Description: In this demonstration, you will learn how to add reports to a business process to make your business run more effectively and efficiently.

Covered topics: Editing Business Processes Adding a Report Adding a To Do Configuring a Report Step Running a Business Process

Additional Job or International Assignment (Benefits) Audience: Administrators

Prerequisites: General familiarity with Workday navigation is recommended.

Description: This Job Aid will discuss how to assign an additional job or international assignment to employees and how they can enroll in benefit plans, while on an international assignment.

Covered topics: Edit Tenant Setup for Additional Jobs Required Configuration Business Processes Enrollment Events Eligibility Rules Benefit Coverage Type Enrolling in New Plans

Additional Job or International Assignment (HCM) Audience: Employees, Internal

Consultants, Services Ecosystem, Customers.

Prerequisites: None

Length: 6 Minutes Description: This presentation will discuss Additional Jobs and International Assignments for HCM.

Covered topics: Maintain International Assignment Types Switching Primary Jobs Request Compensation Change for International

Assignment Security for Multiple Jobs


Benefits: Coordination of Events Audience: Administrators.

Prerequisites: None

Length: 7 Minutes Description: How does Workday process multiple benefit events for one employee? This course will explain the logic behind coordination of events, detailing several common scenarios. You will learn how events entered on separate dates are processed differently depending on coverage type and the order in which they were submitted. You will learn how a hybrid event is created, and finally, the implications associated with preventing events from being reprocessed.

Covered Topics: Two Events on Different Days How multiple events are processed in Workday

Benefits The way multiple Benefit events are managed in

Workday Hybrid events.

Benefits: Dependent Event Configuration Audience: Administrator

Prerequisites: General familiarity with Workday navigation.

Length: 6 Minutes Description: In this series, we will discuss Dependent Event configuration, why the Dependent Event business process was created, how this business process works with other processes such as Change Benefit Elections, and what optional steps can be included. Using the Dependent Event business process allows employees to add a dependent to their list of eligible dependents. There are a few suggestions/best practices we can provide that will help to optimize this small but important business process, such as the Maintain To Do task options that can link Dependent Event to the Change Benefit business process.

Covered topics: Dependent Event Business Process Security Considerations Business Process Security for the Benefits Area Business Process Configuration Options

“Knowledge has to be improved, challenged, and

increased constantly, or it vanishes.” -‐ Peter F. Drucker


Benefits: Open Enrollment Checklist Audience: Administrators

Prerequisites: None Description: This Job Aid is designed to assist Benefits professionals with the set up and deployment of Open Enrollment in the Workday system. We will review and discuss what you need to consider as you prepare for open enrollment in the coming benefit plan year.

Covered topics: Tips to Help You Avoid Problems During Open

Enrollment Planning Before the Open Enrollment Process

Benefits: Open Enrollment Processing Audience: Administrators

Prerequisites: None Description: This Job Aid is designed to assist Benefits professionals with the set up and deployment of Open Enrollment in the Workday system. It provides detailed information on the multiple tasks that comprise the Open Enrollment process, with the assumption that your benefit plans, plan year definitions and open enrollment events have been setup in your Workday system.

Covered topics: Review of the Open Enrollment Process Security Considerations Managing Enrollments Close and Finalize Open Enrollments Ability to Extend Open Enrollment

Benefits: Passive Events Benefit Plans and Eligibility Rules Audience: Administrator

Prerequisites: None

Length: 7 Minutes Description: This training will discuss Benefit Plans and Eligibility Rules.

Covered topics: Benefit Eligibility Rules Benefit Eligibility Rules Criteria Benefit Plans Create a Benefit Eligibility Rule Create a Benefit Plan

Benefits: Passive Events Enrollment Events Audience: Administrator

Prerequisites: None

Length: 4 Minutes Description: This training is designed to assist Benefits professionals with enrollment event types and what a benefit event type is.

Covered topics: Enrollment Event Types Benefit Event Types Enrollment Event Rule Editing Enrollment Event Rules


Benefits: Passive Events Rules Audience: Administrator

Prerequisites: None

Length: 5 Minutes Description: This series will discuss Passive Event Rules and scheduling a Passive Event.

Covered topics: What is a Passive Event Rule? Create a Passive Event Rule Schedule a Passive Event

Bonus Process Audience: Administrators

Prerequisites: None

Length: 24 Minutes Description: This curriculum provides a high level overview of the bonus awards process. You will walk through each of the steps in the bonus process, as well as perform various tasks to prepare for the process.

Covered topics: Introduction to the Bonus Process Create Compensation Eligibility Rules Create Time Proration and Waiting Period

Rules Create Bonus Plans Rollout Compensation Plan Initiate Bonus Process Manage Impacted Employees Configure, Distribute, and Launch Bonus

Awards Propose Bonus Awards

Building a Time Off Plan Audience: Administrators

Prerequisites: None

Length: 16 Minutes Description: This curriculum contains three videos that take you through the process of building a time off plan. In this training, you will learn how to create a calculation, an accrual, and a time off, in order to configure a unique time off plan.

Covered topics: Time Off Plan Prerequisites Generate Time Off Plan Time Off Plan Requirement End Result

Compensation Changes Audience: Administrators

Prerequisites: None Description: This job aid outlines the basic functions of compensation, such as how to view compensation and request a compensation change for a direct report. Covered topics: View Compensation Request Compensation Change


Converting Contingent Workers Audience: Administrators

Prerequisites: None

Length: 4 Minutes Description: In this demonstration, you will learn how to initiate the process of converting contingent workers to employees of your organization. You will also see how to verify the hire by using the View Organization as of feature.

Covered topics: Initiating Conversion Specify Department Enter Job Details Submission and Approval Verify the hire

Creating Applicants Audience: Administrators

Prerequisites: None

Length: 4 Minutes Description: This video addresses creating applicants in the Workday system.

Covered topics: Hiring in Workday Creating Applicants Tips on Adding Applicants

Defining and Using Eligible Earnings Audience: Administrators

Prerequisites: None

Length: 9 Minutes Description: This course focuses on the compensation basis type of Eligible Earnings, which can be entered for individual employees to be used in calculating bonus amounts. Learn how to define and how to use Eligible Earnings in your Compensation configuration.

Covered topics: Eligible Earnings in Workday Create an Eligible Earnings Override Period Enter Eligible Earnings Override Amounts Identify Employees without Eligible Earnings

Entered Bonus Calculation Using Eligible Earnings

Employee Review Template Introduction Audience: Administrator

Prerequisites: None

Length: 4 Minutes Description: Want to learn more about how the employee review template is built? This presentation is designed to introduce you to the Employee Review Template. In this presentation, you will look at:

Covered topics: The 4 Review Categories Review Types Review Template Workday-Delivered Sections This module does not include a demo of the functionality, but rather explains the concept of the employee review template


Endowment Accounting Series Audience: Administrator, Lead, Generalist,

Project Manager

Prerequisites: None

Length: 33 Minutes Description: This series will assist you in setting up your institutions endowment accounting in Workday.

Covered topics: Introduction to Endowment Accounting Setting Up Investment Pools Manage Gifts and Donors Manage Pool Transactions Manage Pool Valuation and Payout Workday Delivered Reports

Evidence of Insurability: Manage the Process Audience: Administrator

Prerequisites: None

Length: 7 Minutes Description: The purpose of this training is to review how to use the, manage evidence of insurability status task, to track the status of insurance enrollments over the guaranteed issue amount. It is important that you are familiar with the set up, and configuration of the insurance plans, and levels of change in the Enrollment Event Rules.

Covered topics: Overview of Manage Evidence of Insurability

Status task Running the Task Updating Status

Evidence of Insurability: Setup Audience: Administrator

Prerequisites: None

Length: 10 Minutes Description: This course is designed to assist Benefits professionals with the setup of evidence of insurability rules and processing options. This course provides information about where to set up evidence of insurability rules, which include the Enrollment Event Rules, Maintain Benefit Defaults, and the Benefit Group.

Covered topics: Overview - Evidence of Insurability Enrollment Event Rules Levels of Change Setup

Form I-9 & E-Verify Integration Overview Audience: Administrator, IT Prerequisites: None Length: 10 Minutes Description: This presentation presents a basic overview of the Form I-9 and E-Verify Integration process within Workday. It also covers Workday's I-9 business process and integration with E-Verify, while finally explaining the benefits of Workday Form I-9. Covered topics: What is Form I-9? What is E-Verify? New Form I-9 Changes Workday's Form I-9 Business Process Workday Form I-9 and E-Verify Integration Benefits of Workday Form I-9


Goal Setup and Management Audience: Administrators

Prerequisites: None

Length: 11 Minutes Description: Watch this training to learn to manage team and individual goals within Workday and to understand the basics of goal setup and management, including the differences between organization and personal goals. By the end of this presentation, you will learn how to copy goals, link personal goals to organization goals, and how to cascade goals.

Covered topics: Goals Overview Goal Set Up Organization Goals Personal Goals Talent Management

HCM and Mobile Series Audience: Administrator, Lead, Executive Prerequisites: None Length: 7 Minutes Description: This presentation will discuss some of the getting started features with HCM for mobile devices.

Covered topics: Enabling Mobile Usage Creating Custom Reports Dashboard View Initiate Job Change

Health Savings and Flexible Spending Accounts Setup Audience: Administrator, Lead

Prerequisites: None Description: This job aid is an overview of FSA and HSA plans.

Covered topics: Overview HAS Plan Setup Targets

How to Configure E-Verify Integration Audience: Customers, Internal Consultants

and Services Ecosystem. Prerequisites: None Length: 17 Minutes Description: This recorded presentation demonstrates how to configure Workday's integration with E-Verify Web Services. It covers how to set up the integration for both test and production environments, and how to change a password. Covered topics: How to configure E-Verify integration for a test

environment How to configure E-Verify integration for a

production environment How to change a password

Individual Rates Audience: Administrators Prerequisites: None Length: 11 Minutes Description: This presentation will discuss individual rates and how they are used with benefit plans. Covered topics: What are Individual Rates Plan Types Allowing Individual Rates Configuring Individual Rates Managing Individual Rates after Enrollment


Managing International Jobs In HCM Audience: Administrator

Prerequisites: None

Length: 9 Minutes Description: This series discusses how to manage various tasks for International Jobs with regards to HCM.

Covered topics: Start an International Assignment task Maintain International Assignment Types task How to run International Assignment reports View International Job data Propose compensation for an International

Assignment Security levels for multiple jobs Terminate an employee on International

Assignment

Merit: Coordination of Events Audience: Administrator

Prerequisites: Familiarity with merit processes within Workday is recommended.

Length: 15 Minutes Description: This presentation provides a detailed overview and demo of how coordination of events for merit functions in the Workday system. You will learn how to create participation rules, as well as manage terminated employees, and employees with pending compensation processes during a merit, bonus and stock process processes during a merit, bonus and stock rollout.

Covered topics: Introduction to Coordination of Events for Merit Create Participation Rule Examples of Coordination of Events for Merit

Merit Process Audience: Administrators

Prerequisites: None

Length: 28 Minutes Description: This collection of training is designed to assist Compensation Administrators with the Merit Compensation Process. It is recommended that you watch this curriculum in the order listed below.

Covered topics: Introduction to the Merit Process Compensation Matrices Create a Merit Plan Compensation Process Template Rollout Compensation Plan Initiate Merit Process Manage Impacted Employees Configure, Distribute, and Launch Pools Propose Employee Awards Release Merit Statement

Move Manager’s Team Audience: Administrators

Prerequisites: None

Length: 8 Minutes Description: In this training you will learn to use the change job business process. It includes a demonstration on how to move managers and their teams to a new organization.

Covered topics: Move Manager to New Organization Move Teams that Report to Manager Change Job Business Process Staffing Actions: Move Manager’s Team Domain Demonstration


Performing a Job Change Audience: Administrators

Prerequisites: None

Length: 10 Minutes Description: The Change Job process asks questions that will help guide managers through the details of a job change. This training delivers the reasons and change types associated with the Change Job functionality, and ultimately, how to perform a job change for a worker.

Covered topics: Change Job Task Change Job Sections Reasons & Change Types Change Job Security Consolidated Template

Period Activity Pay Series Audience: Administrator, Lead, Project

Manager, Generalist

Prerequisites: None

Length: 21 Minutes Description: In this series, we will cover the payment of fixed term faculty with Workday's Period Activity Pay feature. You will learn the core configurations needed to get started with Period Activity Pay and the associated business processes to manage Period Activity Pay post go-live. This curriculum consists of one presentation and six demonstrations.

Covered topics: Period Activity Pay Overview Period Activity Pay Enablement Period Activities and Period Activity Tasks The Period Activity Rate Matrix Manage Period Activity Pay Assignments Assign Eligible Period Activities for Employee Period Activity Reports

Processing Hires and Contingent Workers Audience: Administrator

Prerequisites: None

Length: 11 Minutes Description: This training will discuss how to complete the hire process for an applicant as well as how to contract a worker as a contingent worker in Workday.

Covered topics: Initiate a Hire Process Approve a Hire Initiate a Contract for a Contingent Worker

Processing Terminations Audience: Administrators

Prerequisites: None

Length: 4 Minutes Description: This demonstration covers how to initiate the process of terminating an employee and create a termination package in Workday.

Covered topics: Initiate a termination Create a termination package Perform an Exit Interview


Reorganization: Assign Superior Audience: Administrators

Prerequisites: None

Length: 3 Minutes Description: When an existing organization needs to report to a different organization, as a Workday administrator, you may be responsible for assigning the new superior organization. This demonstration will walk you through the process, as well as offer some important items to consider when undergoing this change.

Covered topics: Considerations Assign Superior Organization Assign Superior Organization Completed

Reorganization: Create Subordinate Audience: Administrators

Prerequisites: None

Length: 2 Minutes Description: As changes to your business occur, existing supervisory organizations may need to reflect new management relationships, including new subordinate organizations. In this demonstration, you will learn how to create a subordinate organization and assign roles.

Covered topics: Considerations Create Subordinate Organization

Reorganization: Divide Organization Audience: Administrators

Prerequisites: None

Length: 5 Minutes Description: If you need to create a new organization that will use some or all of the workers in an existing organization, consider dividing the existing organization. The new organization will inherit roles from the original, but you can easily make adjustments. This demonstration will help you to make informed reorganizational decisions.

Covered topics: Considerations Dividing an Organization Divide Organization Complete

Reorganization: Events Audience: Administrators

Prerequisites: None Description: An introduction to organization management, defined as any type change to your supervisory organization hierarchy, this job aid provides an overview of reorganization. You will learn why reorganization events are the first step to organizational change, as well as understand the roles and responsibilities of the groups involved in initiating these changes.

Covered topics: Organization Management Definition Reorganization Events Definition Roles in Supervisory Organizations Create Reorganization Event


Reorganization: Inactivate Organization Audience: Administrators

Prerequisites: None

Length: 4 Minutes Description: This demonstration will help you make the preparations required to inactivate an organization, such as moving the workers and positions out of the organization, and concluding all pending events. Lastly, you will see a demonstration of the inactivation process.

Covered topics: Initiate the Inactivate Organization Process Move Filled and Unfilled Positions Complete the Inactivate Organization Process

Reorganization: Move Workers Audience: Administrators

Prerequisites: None

Length: 3 Minutes Description: This demonstration discusses reorganization of workers as a business process. The importance of recognizing the staffing model of the organizations involved will also be discussed.

Covered topics: Move Workers - Reorganization

Staffing Positions: Creating Positions Audience: Administrators

Prerequisites: None

Length: 7 Minutes

Description: Every supervisory organization is tied to a distinct staffing model. In this training, you will build new positions under the Position Management staffing model.

Covered topics: Create a Position Using Position Management

Staffing Positions: Job Profiles Audience: For new and existing employees

with responsibility for performing HCM transactions in Workday.

Prerequisites: None

Length: 4 Minutes Description: In order to create and fill positions within a supervisory organization a generic definition, or a job profile, must first be defined. This presentation provides an introduction to the Workday job catalog, offering a closer look at job profiles. You will also observe how hiring restrictions are used in conjunction with job profiles to define new positions.

Covered topics: What is a Job Profile? Job Catalog Hierarchy Hiring Requirements Combining Profiles and Requirements

Staffing Positions: Managing Positions Audience: Administrators

Prerequisites: None

Length: 6 Minutes Description: This training will help you to best manage existing positions and headcount groups in the face of a variety of circumstances. You will learn how to edit either filled or unfilled positions when a situational change occurs, close positions in the case of terminations or transfers, and manage a hiring freeze.

Covered topics: Change an Employee Location Close a Position Freeze a position


Talent Management: Competencies Audience: Administrators

Prerequisites: None

Length: 12 Minutes Description: A competency is a set of defined behaviors that provide a structured guide, enabling the identification, evaluation, and development of the behaviors in individual employees. In Workday, worker competencies are rated as part of performance. Upon completion of this training, you will understand how competencies tie into the Talent Profile, and will be able to create, edit, and update competencies for employees.

Covered topics: Overview and Set Up Create/Edit Competency Updating Competencies Comparisons Talent Card Supporting Functionality

Talent Succession: Assessing Potential Audience: Administrators

Prerequisites: None

Length: 5 Minutes Description: In order to better focus the future of your workforce, this training will enable you to identify employees' potential, achievable promotion level, retention risk, and loss impact. You will learn how to configure the set up codes for these items and then perform the assessment..

Covered topics: Configure Potential Codes Enable Nomination Tracking Complete an Assessment Assess Potential in Volume

Talent Succession: Business Processes, Security, and Worklets Audience: Administrator, Security

Prerequisites: None

Length: 7 Minutes Description: Take charge of talent succession by learning to configure the related business processes, such as assess potential and manage succession plan. This training will help you make sure that the right people have access to the right tasks through coordination of the domain and business process security policies.

Covered topics: Business Processes Domain and Business Process Security Policies Configure Worklets for Succession and Talent

Talent Succession: Succession Planning Audience: Administrators

Prerequisites: None

Length: 11 Minutes Description: A succession plan helps to organize employees who are candidates to fill a position, based on their readiness for that position. This module will broaden your understanding of talent succession by detailing the production of readiness codes and the subsequent creation of a succession plan. In addition, you will learn about the reports available for effective succession management.

Covered topics: Creating a Succession Plan Viewing Succession Reports


Financials (26 Titles) In this ODE library are topics related to Expenses, Analytics and Reporting, as well as Revenue

Management.

Asset Tracking Lifecycle Events and Reports Audience: Administrator

Prerequisites: None

Length: 3 Minutes Description: In this job aid, you will learn how to assign the role of Business Asset Tracking Specialist to a worker. You will also learn about the four main events in the life cycle of an asset, and what reports you can use in Workday to track assets.

Budgets With Approvals and Amendments Audience: Administrator

Prerequisites: None

Length: 3 Minutes Description: This presentation will discuss using budgets with amendments and approvals.

Covered topics: Creating a Budget Structure Submitting a Budget Creating a Budget Amendment Viewing Budget Reports Finding Budget Amendments

Budgets Without Approvals and Amendments Audience: Administrator

Prerequisites: None

Length: 4 Minutes Description: This module will discuss how to create a budget that will not require amendments and approvals.

Covered topics: How to create and maintain a Financial budget

in Workday Demonstrate how to edit a budget structure Create budget templates

Commodity Code Classification Audience: Administrator, Security

Prerequisites: None Description: This training discusses how Commodity Codes are used within the Workday system.

Covered topics: Setup Spend Category Hierarchies Setup Maintain Spend Categories Setup Supplier Create Supplier Request Setup Account Posting Rules Process Requisitions Create a Purchase Order


Configuring Workday Expenses: Cost Controls Audience: Administrators

Prerequisites: None

Length: 8 Minutes Description: This presentation will discuss managing cost controls within Workday.

Covered topics: Cost controls Validation Rules Business Processes Instructional Text

Configuring Workday Expenses: Expense Items Audience: Administrators.

Prerequisites: None

Description: This job aid will address configuring Workday expense items. Designed for anyone with broad responsibility for Workday Compensation, Implementation Team and Workday Administrators. General familiarity with Workday navigation is recommended.

Covered topics: Expense Setup: Expense Items Expense Item Groups Reimbursement Rates Item Attributes

Configuring Workday Expenses: Prerequisites Audience: Administrators

Prerequisites: None

Length: 12 Minutes Description: Are you interested in learning the prerequisites for configuring Workday expenses? Upon completion of this curriculum, you will be able to explain the setup components of Workday expenses, and successfully make changes to your expenses setup.

Covered topics: Expenses Setup Overview Spend Categories Ledger Accounts Account Posting Rules Bank Accounts Payment Elections Settlement Process Additional Setup Tasks

Configuring Workday Expenses: Segmented Security Audience: Administrator, Security

Prerequisites: None

Length: 5 Minutes Description: This presentation will discuss configuring Workday Segmented Security. General familiarity with Workday navigation is recommended.

Covered topics: Segment Security Create Security Group Associate Security Groups with Domain Activate Security Policy Testing Security Policy


Create and Approve a Spend Authorization Audience: Administrators

Prerequisites: None Description: Spend authorizations enable employees to obtain pre-approval for anticipated expenses, before they enter their actual expenses in the system. This training demonstrates how to create and approve a spend authorization from the perspective of employees and managers involved in the transaction.

Covered topics: Completing a Spend Authorization Request Attaching Supporting Documents to a Spend

Authorization Request Submitting a Spend Authorization Request for

Approval Approving a Spend Authorization Denying a Spend Authorization Request Sending a Spend Authorization Request Back to

an Employee for Rework

Create and Approve an Expense Report Audience: Administrators

Prerequisites: None

Length: 7 Minutes Description: Expense reports are the primary means by which employee’s request reimbursement for their expenses. This course demonstrates how to create and approve an expense report from the perspective of employees and managers involved in the transaction.

Covered topics: Requesting Reimbursement for Expenses Itemizing Expenses Attaching Electronic Receipts to an Expense

Report Submitting an Expense Report for Approval

Expense Analytics and Reporting Audience: Administrator

Prerequisites: None

Length: 16 Minutes Description: This presentation will discuss expense related reports and reporting tools.

Covered topics: Spend Analytic Reports Expense Audit Reports and Tools Customizable Standard Reports Alerts and Notifications

Financials Terminology for Education and Government Delivery Mode: Job Aid Description: A glossary of Workday financials terminology for Education and Government.

Procurement for Contingent Labor Audience: Administrators

Prerequisites: None Description: Procure-to-pay functionality for contracting contingent labor will be covered in this training including creating job requisitions, contracting a contingent worker, issuing purchase orders, logging time, invoicing, and settling of payment. The topics to be covered include a brief discussion of set up needed required for the requisitioning functionality, demonstrations of Workday's Procure-to-pay functionality.

Covered topics: Creating a Requisition for a job Creating a Purchase Order from a contract Issuing the Purchase Order to the Supplier or

Contingent Worker Invoicing based on the timesheet Payment to the supplier


Procure-to-Pay for Deliverable Services Audience: Administrator

Prerequisites: None

Length: 13 Minutes Description: Procurement functionality for task related projects will be covered in this training. The topics to be covered include a brief discussion of set up needed required for the requisitioning functionality, demonstrations of Workday's Procure-to-pay functionality.

Covered topics: Requisition Sourcing/Purchase Order Receipt Invoice Payment

Procure-to-Pay for Goods: Requisition Audience: Managers, Implementation

Team, Report Writers, Partners, Integration Analysts, Developers, Administrators

Prerequisites: None

Length: 5 Minutes Description: Procure-to-pay functionality for goods will be covered in this training, specifically examining the procurement business process, and the steps involved in creating a requisition.

Covered topics: Requisition Event Business Process Creating a Requisition for Goods Approving a Goods Requisition

Procure-to-Pay for Goods: Purchase Order Audience: Managers, Implementation


Prerequisites: None

Length: 4 Minutes Description: Procure-to-pay functionality for goods will be covered in this training, specifically examining the procurement business process, and the steps involved in creating purchase orders and receipts.

Covered topics: Sourcing Goods Creating a Purchase Order for Goods Issuing a Purchase Order

Procure-to-Pay for Goods: Receipt of Goods Audience: Managers, Implementation


Prerequisites: None

Length: 2 Minutes Description: Procure-to-pay functionality for goods will be covered in this training, specifically examining the procurement business process, and the steps involved in creating purchase orders and receipts.

Covered topics: Creating a Receipt of Goods


Procure-to-Pay for Goods: Invoice Audience: Managers, Implementation


Prerequisites: None

Length: 4 Minutes Description: Procure-to-pay functionality for goods will be covered in this training, specifically examining the procurement business process, and the steps involved in creating invoices and making payments.

Covered topics: Creating an Invoice

Procure-to-Pay for Goods: Payment Audience: Managers, Implementation


Prerequisites: None

Length: 4 Minutes Description: Procure-to-pay functionality for goods will be covered in this training, specifically examining the procurement business process, and the steps involved in creating invoices and making payments.

Covered topics: Creating a Settlement Run Printing a Check for Payment

Revenue Management: Customer Contracts Audience: Project Manager

Prerequisites: None

Length: 10 Minutes Description: Customer contracts record the operational details of customer sales agreements, such as sales items or projects, payment schedules, and milestones. This training provides an overview of customer contracts and how they fit into Workday Revenue Management, and the customer contract business process.

Covered topics: Customer Contracts Create and Approve a Customer Contract Customer Contract Work Area

Revenue Management: Customer Contracts Billing Audience: Project Manager

Prerequisites: Revenue Management: Customer Set-Up

Length: 10 Minutes Description: This training will discuss Customer Contract Billing functionality and how it fits into Workday's Revenue Management solution.

Covered topics: Retrieving Customer Contracts Billing Schedules Generating and Submitting Invoices The Impact of Billing on Contract Reporting


Revenue Management: Revenue Recognition Overview Audience: Administrators

Prerequisites: Revenue Management: Customer Set-Up

Length: 6 Minutes Description: In this training, we will explore the Customer Contract Revenue Recognition functionality, a key component of Revenue Management.

Covered topics: Overview of the Customer Contract Revenue

Recognition functionality. Review of an existing customer contract, and

billing schedule. How to create a revenue recognition schedule

from a contract. Generating accounting journal entries for the

revenue recognition. View the result of revenue recognition on

contract reporting. Customer Contract Work area, and the Deferred

Revenue Waterfall Report.

Sourcing Goods From Storage Audience: Administrator, Lead, IT,

Generalist, Managers/Employees, Security, Executive, Project Manager

Prerequisites: None

Length: 3 Minutes Description: In this series, you will learn how to Source Goods from Storage. Sourcing Goods from Storage allows you to assign physical locations to assets, place the assets into a storage location, and fill requisitions from resources available in storage. This series takes you through the steps from the purchase order, receipt, requisition, and finally sourcing from storage.

Covered topics: Order and Receive Goods Source a Requisition from Storage Configuration Considerations for Sourcing

Workday Endowment Accounting Terminology for Education and Government Delivery Mode: Job Aid Description: A glossary of Workday accounting terminology for Education and Government.

Workday Grants Management Crossword Puzzle Delivery Mode: Job Aid Description: This crossword puzzle is a pre-course activity for the Workday Grants Management Fundamentals: Post Award course. It is intended to “test” your knowledge of Workday and Workday Grants Management.

Workday Grants Management Report Data Sources and Class Report Fields Delivery Mode: Job Aid Description: A listing of report data sources (RDSs) and class report fields (CRFs) for Workday Grants Management.


Payroll/Absence/Time Tracking (33 Titles) In this ODE library are topics specific to Payroll, Absence, and Time Tracking and including On Demand Payments, Gross Up Calculations, Payroll Using EIB, and Adjusting Time Off and Accruals.

Absence Management: Adjusting and Overriding Accruals Audience: Absence Administrators

Prerequisites: None

Length: 24 Minutes Description: Accrual adjustments allow you to add to or subtract from an employee’s standard accrual, while overrides are used to replace the standard accrual calculation. Upon completion of this module, you will understand the situations that require accrual adjustments and overrides, and the prerequisites that need completed before modifying an accrual. Finally, you will learn how to adjust or override an accrual for which an employee is not eligible.

Covered topics: Overview and Prerequisites Enter and Verify Adjustments and Overrides Modify Accruals for Employees without Eligibility Tips and Tricks

Absence Management: Overriding Time-Off Plan Balances Audience: Administrators

Prerequisites: None

Length: 5 Minutes

Description: This training explains how time off plan overrides can be used to replace the calculated balance for a time off plan. It outlines the prerequisites and also includes important considerations regarding overrides. Upon completion of this training, you will be able to enter an override and verify that is has been successfully executed.

Covered topics: Override Balances: Use Cases Enter and Verify an Override

Absence Management: Termination Process Audience: Absence Administrators

Prerequisites: None

Length: 10 Minutes

Description: Would you like to minimize the amount of time spent paying out time off balances for terminated employees? Discover how to configure the termination business process and time off plans to zero out balances. In addition to this function, the termination adjustment process automatically accounts for changes made to the time off after the adjustment has been created.

Covered topics: Termination Adjustment Configure Business Process Edit Time Off Plan Terminate Employee Additional Considerations

Building a Time Off Plan Audience: Professional Services, Partners,

Principal and Partner Consultants, Absence Implementation Team, Absence Administrator

Prerequisites: None

Length: 17 Minutes Description: This presentation will detail the creation of a time off plan. In this training, you will learn how to create a calculation, an accrual, and a time off, in order to configure a unique time off plan.

Covered topics: Set Up: Period Schedule and a Calculation Create Accrual and Time Off Generate Time Off Plan View Requirement End Result

Commitment Accounting


Audience: Administrator

Prerequisites: None

Length: 2 Minutes Description: This presentation will introduce you to the Commitment Accounting process. In this training you will learn how to configure Workday for Commitment Accounting, including defining commitment rules, running initial commitments, and adjusting commitments.

Covered topics: Fringe Benefit and Payroll Commitment Rules Initial Commitments Commitment Adjustments Related Reports

Create a Deduction Audience: Administrators

Prerequisites: None

Length: 2 Minutes Description: Need to create a new deduction for payroll processing? This training, designed as a refresher for those who have completed the Workday Payroll Fundamentals course, will guide you through each tab of the Create Deduction task.

Covered topics: Deduction overview Create Deduction task, including review of

related tabs

Create an Earning Audience: Administrator

Prerequisites: None

Length: 2 Minutes Description: Need to add a new earning for payroll processing? This curriculum will walk you through each step of the Create Earning task, and is recommended for learners who have completed the Workday Payroll course and need a refresher on creating an earning.

Covered topics: Create Earning task, including related tabs Earnings reports

Effort Certification Audience: Project Manager

Prerequisites: None

Length: 15 Minutes Description: Effort certification is often required by funding organizations to confirm they are correctly billed for and reimburse only those payroll expenses, which fall within the scope of their funding agreements. Workday gives salaried employees a historical view of their payroll costing; they must either approve the costing or change the percentages of their time distribution so that it represents actual time worked. Effort certification for hourly employees occurs during the time entry process and prior to the running of payroll. Upon completion of this training, you will be able to configure and manage effort certification for salaried employees and certify effort for hourly employees.

Covered topics: Overview of Effort Certification Effort Certification for Salaried Employees

o Configuration o Run Effort Certification

Effort Certification for Hourly Employees o Configuration o Certify Effort


Payroll - Adding Payroll Input Audience: Administrators

Prerequisites: None

Length: 4 minutes Description: This course demonstrates how to add payroll input for a worker. Designed for Payroll Administrators and employees with responsibility for administering payroll.

Covered topics: How to Add Payroll Input for a Worker Run Payroll Calculation View Calculation Results

Payroll - Gross Up Calculations Audience: Administrator

Prerequisites: None

Length: 10 minutes

Description: In this training, you will learn about gross up calculations, how they are used and how they can affect payments. You will also learn how to set-up and implement gross up calculations as well as learn about their tax limitations.

Covered topics: Definition & Example Setup Restrictions Implementation

Payroll - Off Cycle Processes: Manual Payments Audience: Administrator

Prerequisites: None

Length: 5 minutes Description: This curriculum covers Off Cycle Processes: Manual Payments.

Covered topics: What is a Manual Payment? Create Manual Payments Calculate Manual Payments Complete Manual Payments

Payroll - Off Cycle Processes: Reversals Audience: Administrator

Prerequisites: None

Length: 7 minutes Description: In this curriculum, you will learn how to process completed and not completed reversal entries in Workday payroll.

Covered topics: Define Reversals Run the Pay Calculation Results for Worker

Report Process a Reversal in Current Pay Period

(Already Completed) Run the Pay Calculation Results for Group of

Workers Report Process a Reversal in Current Pay Period (Not

Completed)


Payroll - On Demand Payments Audience: Administrator

Prerequisites: None

Length: 5 minutes Description: This On-Demand Education for end users highlights transactional processes in Workday Payroll. This curriculum is intended to bring Workday Payroll users quickly up to speed on On Demand Payments.

Covered topics: Create On Demand Payment Run On-Cycle Payroll Complete the Off-Cycle Payment Recalculate the Payroll Complete the Payroll

Payroll - Pay Calculation Results Audit Report Audience: Administrator

Prerequisites: None

Length: 5 minutes Description: In this curriculum, you will learn how to run and configure the Pay Calculation Results for a Period Audit report. Audit reports are configurable so you can create your own audit reports within the parameters of the report template.

Covered topics: Run an Audit Report Modify Audit Parameters Test Report Changes

Payroll - Payroll Input Using EIB Audience: Administrator

Prerequisites: None

Length: 6 minutes Description: This curriculum focuses on using the Enterprise Interface Builder to input payroll into the Workday system.

Covered topics: What is an EIB? Create an EIB and Generate a Spreadsheet

Template Payroll Input Spreadsheet Template Launch Payroll Input Integration

Payroll - Reprint Advices Audience: Administrators

Prerequisites: None Description: If you need to reprint an advice that has already been generated, this brief job aid details how to locate and reprint advices.

Covered topics: Locate Advices Reprint Advices


Payroll - Running Payroll Calculation, Complete, and Settlement Audience: Administrator

Prerequisites: None

Length: 2 minutes Description: This curriculum demonstrates how to run Payroll Pay Calculation, complete a payroll, and create a settlement run for payroll using the Payroll Work Area worklet.

Covered topics: Run a Payroll Pay Calculation Complete a Payroll Complete a Settlement Run

Payroll - Running Pre-note Authorizations Audience: Administrators

Prerequisites: None Description: Want to learn how to successfully run a pre-note authorization? This job aid covers how to set-up and process pre-note authorizations.

Covered topics: Create a Pre-note Run Update Pre-note Information for an Individual

and for Multiple Payees Maintain Payment Elections Examine Payment Election Business Process

Payroll - Viewing Payroll Results and Payslips Audience: Administrator

Prerequisites: None

Length: 3 minutes Description: This On-Demand Education highlights transactional processes in Workday Payroll. This curriculum uses simulation to bring Workday Payroll users quickly up to speed on Viewing Payroll Results and Payslips.

Covered topics: View a Worker's Payslip View the Payroll Results for a Worker

Record Voided Checks Audience: Administrators

Prerequisites: None Description: This job aid provides information about recording voided checks in Workday.

Covered topics: Record Voided Checks Task Select Banks Account Check Number, Date, and Reason

Reprint Checks and Reassign Check Numbers Audience: Payroll Team

Settlement Team

Prerequisites: None Description: For instances in which the Workday assigned check number and the number on the check stock are out of sync, check numbers can be reassigned and the checks reprinted. This job aid details the options for reprinting checks.

Covered topics: Reprint Check Using Same Check Numbers Reprint Checks: Next Check Number in Printer Manually Enter Check Numbers Manually Enter Range of Check Numbers


Time Tracking: Adjusting Calculated Time Audience: Administrators

Prerequisites: None

Length: 5 Minutes Description: This training covers when and how to use the Adjust Calculated Time task. The demonstration covers how to adjust time using Calculation tags.

Covered topics: Use cases How to adjust calculated time Cautions to consider when performing this task

Time Tracking: Configuring the Time Entry Template Audience: Administrator, Lead

Prerequisites: None

Length: 10 Minutes Description: The purpose of the time entry template is to control the appearance and behavior of the time entry calendar. Watch this training to learn how to configure a time entry template to meet your business needs, as well as better understand how the template affects time entry. This curriculum consists of two demonstrations.

Covered topics: Define and Create a Time Entry Template View, Edit, and Delete a Time Entry Template

Time Tracking: Configuring Time Entry Codes and Time Code Groups Audience: Administrator, Lead

Prerequisites: None

Length: 8 Minutes Description: Time entry codes are essential to time tracking Time entry codes are essential to time tracking because they define the units for entering time as well as specify the entry method. Time entry codes belong to time code groups, which are used to define eligibility requirements. This training details the function and configuration of these time tracking elements. This curriculum consists of two demonstrations and one job aid.

Covered topics: Time Entry Codes Time Code Groups Increment For Hours Entry

Time Tracking: Defining a Period Schedule Audience: Administrator, Lead

Prerequisites: None

Length: 8 Minutes Description: Period schedules define consecutive periods for payroll processing, time tracking, or both. In combination with the pay period schedule, they determine when employees are paid for time worked. This training delivers the major components of a period schedule, including the function of several critical dates for time entry. It includes demonstrations on editing a period schedule and security policies for time tracking.

Covered topics: Purpose of the Period Schedule Alignment of the Time Period Schedule and

Payroll Period Schedule Edit a Period Schedule Adjust Time Tracking Domain Security Policies


Time Tracking: Defining the Work Schedule Calendar Audience: Administrator, Lead

Prerequisites: None

Length: 4 Minutes Description: The work schedule calendar defines the days workers are scheduled to work, the work week start day, and the day breaker, or the time of day that one day ends and the next begins. Upon completion of this training you be able to create a work schedule calendar and add events, as well as copy and edit a calendar. This curriculum consists of one presentation and one job aid.

Covered topics: Introduction to the Work Schedule Calendar Create and Edit a Work Schedule Calendar

Time Tracking: Entering and Time Off for a Worker Audience: Administrators

Prerequisites: None

Length: 3 minutes

Description: The purpose of this training is to demonstrate how to use the Time Tracking calendar features to enter, edit and submit time and time off for a worker, and how to approve time and time off for a worker.

Covered topics: Enter, Edit and Delete Time for a Worker Enter Time Off for Worker Manage Requests in the Inbox

Time Tracking: Enter Time and Time Off Audience: Administrators

Prerequisites: None

Length: 4 minutes

Description: The time entry calendar allows you to enter time in a variety of ways, as well as easily edit or delete blocks of time. Upon completion of this training, you will be able to utilize time tracking to enter, edit, and submit time and time off. Designed for employees who are required to track their time using the time tracking time entry calendar.

Covered topics: Access the Time Entry Calendar Enter Time View Time Request Time Off

Time Tracking: Manually Advancing the Enter time Business Process Audience: Administrators.

Prerequisites: None

Length: 3 Minutes Description: In this training you will learn how to advance a business process and the security policy changes needed to advance the Enter Time business process. This training reviews how to use the Mass Advance Business Process task to move the Enter Time business process to the next step or to completion.

Covered topics: Determine Use Cases Modify the Enter Time Business Process

Security Policies Manually Advance the Enter Time Business

Process.


Time Tracking: Overview of Configuring the Calendar Audience: Administrator

Prerequisites: None

Length: 2 Minutes Description: This module introduces the major components involved in configuring the calendar for time tracking, such as time entry codes, time code groups, and time entry templates. Watch this module to gain a basic understanding of the function of these elements.

Covered topics: Work Schedule Calendar Time Entry Codes Time Code Groups Time Entry Templates

Year-End Payroll: Audit W-2s Audience: Administrators

Prerequisites: None Description: Once you have configured the W-2 boxes and selected your sort and split print options, it's time to start looking at the year-end payroll data. In this job aid you will learn how to audit W-2 data prior to the W-2 print. You will learn how to view and correct errors, which we recommend you do at least quarterly.

Covered topics: View W-2 Company Data View W-2 Employee Errors Preview W-2 Employee Data

Year-End Payroll: Configure W-2s Audience: Administrator

Prerequisites: None

Length: 6 Minutes Description: The first step to running your year-end payroll is configuration. In this on demand education module, you will learn how to view and configure the W-2 boxes, and setup the sort and split options for the print data. You'll also look at the tax documents from an employee's perspective, and learn how to modify the self-service settings as an administrator.

Covered topics: W-2 Setup Configuration Selecting Print Sort Order Employee Self-Service Configuration

Year-End Payroll: Create & Print W-2s Audience: Administrators

Prerequisites: None Description: Once the year-end payroll data has been previewed, and all errors have been corrected, it's time to create and view the W-2 data. In this job aid, you will learn how to create and publish W-2 forms, and how to cancel, or create a W-2C if necessary.

Covered topics: Create & View W-2 Data Cancel W-2 Data Create W-2 Forms & the Employee Address

Hierarchy Publish W-2s W-2Cs


Cross Application Technology (21 Titles) In this ODE library are topics related to Workday technology that crosses all of our functional areas – including Workday Report Writer, Security and Web Services.

Advanced Report Writer: Analytic Indicator Overview Audience: Administrator, IT

Prerequisites: Report Writer

Length: 6 Minutes Description: Do you have a passion for Business Intelligence? Do you want to learn how to make your reports more interesting and easier to comprehend? Analytic indicators are used in Workday to visually categorize and illustrate data, indicate status, display ratings, and monitor thresholds. This training will cover the various indicators that are available to you, and provide the steps to set up your own indicators using real world examples.

Covered topics: Definition of an Analytic Indicator When and Why to Use an Analytic Indicator Workday delivered indicators Configuring an Analytic Indicator Adding an Analytic Indicator to a Custom Report

Advanced Report Writer: Creating Alerts Using Standard Reports Audience: Administrator, IT


Length: 11 Minutes Description: This Advanced Report Writer curriculum will demonstrate how to create alerts and notifications from Workday standard reports.

Covered topics: Definition of alerts An overview of the Workday notification

framework Workday standard reports used in notifications Configuring prompt values Configuring an alert using custom reports

Advanced Report Writer: Creating Custom Worklets Audience: Administrator, IT


Length: 9 Minutes Description: worklet is a report that can be displayed in a "tile" on Workday home pages and provides quick access to frequently referenced data and tasks. As a tiny custom report, they are a convenient way to share information within your organization. This course is designed for Workday users who wish to create custom reports for distribution as worklets. Completion of the Workday Report Writer Overview is strongly recommended.

Covered topics: What is a Custom Worklet? Designing a Custom Worklet Security Settings Deploying and Validating the Worklet Configuring My Team Page


Advanced Report Writer: Filters and Multi-Value Fields Audience: Administrator, IT

Prerequisites: Completion of the Workday Report Writer Overview is strongly recommended.

Length: 12 Minutes Description: This curriculum covers advanced Workday Report Writer topics related to the use of objects and multi-instance fields, demonstrating how filter operators can be used with various Class Report Fields.

Covered topics: Filter Terminology Data sources and Related Object Differences Class Report Field Types Filtering on single and multi-instance fields Filtering on Numeric, Date and Boolean class

report fields

Advanced Report Writer: Scheduling Reports & the W: Drive Audience: Administrator, IT


Length: 15 Minutes Description: Report scheduling is a powerful productivity tool that employs Workday's background processing to run and store reports on the W: Drive. This curriculum will teach you to use the W: Drive to manage all your Workday and custom reports.

Covered topics: Overview of report scheduling and the W: Drive The report scheduling process Report recurrence Using date variables Validation using the Process Monitor Accessing report output

Advanced Report Writer: Sharing and Security Audience: Administrator, IT, Security


Length: 5 Minutes Description: All reports created in Report Writer inherit powerful Workday security. By default, a custom report is visible only to its owner. You can choose to share your report with other Workday users, and then anyone meeting your sharing criteria will have access to your report.

Covered topics: Impact of Workday Security on Reports Shared

Across an Enterprise Security Groups and Field Level Security Sharing Custom Reports Security Groups and Data Sources Effect of Security on Report Output

Advanced Report Writer: Web Services Audience: Administrator, IT


Length: 8 Minutes Description: Want to create custom reports and expose those reports to applications outside of the Workday system? This presentation will demonstrate how to publish a custom report as a web service. Designed for Workday users who wish to create custom reports and expose those reports to applications outside of the core Workday system. Completion of the Workday Report Writer Overview is strongly recommended.

Covered topics: Web services terminology Why turn a report into a web service? Steps involved in turning a report into a web

service Exposing the REST based URL Accessing the URL with Excel Objects and Instance IDs


Cloud Connect for Benefits: Launch Parameters Audience: Administrator, Lead, IT

Prerequisites: None

Length: 4 Minutes Description: Cloud Connect for Benefits (CCB) is a collection of pre-built integrations to benefit providers, built using templates based specifically on each vendor’s requirements. Data that includes benefit events is typically sent to providers on a predefined schedule. To correctly set up a schedule for passing data, it is important to understand how the launch parameters drive integration results.

Covered topics: Understanding Launch Parameters CCB Date Parameters and Benefit Events

Configurable Security: Service Centers Audience: Executive, Administrator,

Generalist, Security, Lead


Length: 10 Minutes Description: In this curriculum, you will learn about the Workday enabled configurable security group, Service Centers. Service Centers allow your organization to grant third-party contracted organizations, access to your organization's Workday system, without allowing the representatives to view sensitive and personal data. This ODE should act as a refresher course for users who are familiar with configurable security.

Covered topics: Service Center Overview Create Service Centers and Representatives Configure Service Center Security Define the Service Center Manager Role Activate and Test Security Policy Changes

Combinations of Security Groups Audience: Administrator, Security


Length: 5 Minutes Description: This training focuses on intersection and aggregation security.

Covered topics: Combinations of Security Groups Aggregate Security Groups Intersection Security Groups Creating an Intersection Security Group Activate and Test Security Policy Changes

Create and Deploy Security Groups Audience: Administrator, Generalist,

Security

Prerequisites: None

Length: 3 Minutes Description: This training introduces the basics of creating and deploying security groups. Upon completion of this curriculum, you will be able to add a user-based security group to a domain security policy, activate the policy change, and then assign users to the group.

Covered topics: Create User-Based Security Group Activate and Assign User-Based Security Group


Inbound EIB: High Volume Hire Audience: Administrator, Lead, IT

Prerequisites: None

Length: 9 Minutes Description: Generate a spreadsheet template for importing Hire data into Workday using an EIB integration. The spreadsheet allows you hire many employees at one time, by providing the data required to complete your Hire business process. This presentation outlines the relationship between the spreadsheet import template and the Hire process in Workday. Upon completion of this training, you will be able to populate the Hire spreadsheet with data. Please first view the EIB Integrations Using Spreadsheet Import Templates training, for an overview of spreadsheet import templates.

Covered topics: Hire Business Process and Web Service Comparison of the Hire Process to the

Spreadsheet Existing Applicant vs. Create Applicant Hire Employee Sample Spreadsheet

Integration Options: Picking the Right Tool Audience: Integration Consultants,

Workday employees, Engagement Managers, Functional Consultants

Prerequisites: None

Length: 9 Minutes Description: Are you unsure which of Workday’s many integration tools best suit your business needs? This training will help you pick the right tool for the right task. In this module, you will learn about the various strengths of Integration Cloud Connect and our Custom Integration tools, as well as common use cases for each option.

Covered topics: Considerations Integration Cloud Connect Document Transformation Enterprise Interface Builder Workday Studio


Integration Security Overview Audience: Administrator, Security, IT,

Executive, Lead, Generalist

Prerequisites: None

Length: 10 Minutes Description: Learn the basics of integration systems security, including how the security of integrations is configured on an Integration System User (ISU). This training also reviews general Workday security fundamentals in order to explain how ISUs fit into security groups and thus security policies. Finally, we address EIB integrations, and how their security differs from that of other integrations.

Covered topics: Integration System Security Edit Security for EIB Integrations

Introduction to Document Transformation Audience: Executive, Administrator,

Generalist, IT

Prerequisites: None

Length: 10 minutes Description: Document Transformation can be used to transform the output of an integration to meet the needs of the target system. It leverages ETV and XTT attributes to perform a variety of functions. ETV stands for Element Transformation and Validation; XTT stands for XML to Text. Thus, you can add Workday-specific processing instructions, such as fixed length formatting, to an XSLT file's elements. This training situates Document Transformation in relation to other Workday tools and provides instructions on two ways to create a basic DT Integration: one that displays prompts at integration run-time and another that does not.

Covered topics: Document Transformation Concepts Document Transformation Without Prompts Document Transformation With Prompts

Introduction to Integration Systems Audience: Administrator, IT

Prerequisites: None

Length: 9 Minutes Description: This training provides an overview of integration systems, including an outline of the most common features. We discuss the role of integration systems within the Workday Integration Architecture and then demonstrate how to launch an integration and view the resulting event, including relevant statuses and messages.

Covered topics: Integrations Systems Concepts Launch an Integration System Schedule a Recurring Integration

Location and Organization Membership Security Groups Audience: Administrator, Security


Length: 4 Minutes Description: This training focuses on location and organization membership security groups, and provides steps on how to create a location membership security group.

Covered topics: Location Membership Security Groups

Examples. Organization Membership Groups Examples. Creating a Location Membership Security Group


Loading Period Schedules Through EIB Audience: Administrator, IT


Length: 6 Minutes Description: Workday products like Payroll and Absence use period schedules, which can require that hundreds of lines of information be populated into Workday before going live. Using the Enterprise Interface Builder (EIB) can streamline this data processing. In this training session we will demonstrate how to upload Period Schedules using an EIB.

Covered topics: Populate Period Schedules Spreadsheet Create an EIB and Generate a Spreadsheet

Template Launch the Period Schedule EIB upload and

validate

Segment-Based Security Groups Audience: Administrator, Security


Length: 10 Minutes Description: This curriculum focuses on segment based security groups. Through presentation and demonstrations the learner should be able to configure, activate and test segment based security groups.

Covered topics: Segment-Based Security Overview Configure Segment Based Security Activate and Test Security Policy Changes

Understanding Integration IDs Audience: Administrator, Lead, IT

Prerequisites: None

Length: 12 Minutes Description: Integration IDs are an integral aspect of Workday’s cross application functionality, because they ensure that data is mapped accurately during integrations. This training will help you learn how to use Reference IDs and Workday IDs within your EIB and Workday Studio Integrations.

Covered topics: Integration ID Overview Reference IDs in EIB Integrations IDs in Inbound for XSLT

Workday Business Object Model Audience: Executive, Administrator, Lead,

Security

Prerequisites: None

Length: 12 Minutes Description: Workday stores all information in business objects. Business objects link together, and are thus related to one another. The Workday business object model is the definition of these relationships. Upon completion of this training, you will be able to identify the purpose of business objects, and how they relate to one another, as well as apply your knowledge of the business object model.

Covered topics: Object Management System Business Objects Class Report Fields Workday Business Object Model Application of the Model Helpful Reports


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