oneColumn
Workday Course Catalog
Empower yourself to navigate Workday with greater ease with the course offerings in the training catalog.
This catalog offers a variety of resources designed to meet your specific needs, whether you're a new user or a seasoned pro.
Workday Training Tenant:
https://wd5-impl.workday.com/unf2/d/home.htmld
Important information:
- Workday training will be rolled out in 3 phases:
- General courses - beginning the week of May 13
- HCM (HR) courses - beginning the week of May 27
- Finance-related courses - beginning the week of June 17
- Additional sessions of the "general" courses will be opened up when the HCM and Finance classes become available.
- Online versions of the classes will become available in Osprey Ascend during the week the instructor-led (in-person) classes roll out in their respective phases. For example, online versions of the "general" courses will become available during the week of May 13.
- If necessary, we will offer some classes over ZOOM to accommodate larger groups of employees, but those will be facilitated in a demonstration style. The availability of those sessions will be communicated at a later date.
- We will extend the availability of Workday training for existing employees through July 5, or longer, depending on the resumption date of the Welcome to the Nest new employee orientation program.
- Detailed process/procedure documentation will be provided to employees during training and will also be available online. Information will be provided at a later date on where to access the online documentation.
- For Workday courses that will directly impact faculty, we will be offering instructor-led sessions (in-person and via ZOOM) during the month of August. The online versions of those classes will also be available in Osprey Ascend.
After go live, and when new employee orientation is resumed, we will be restructuring the way we offer employee training so that new employees can begin Workday training on their second day of employment. More information on this will be provided as we get closer to July 1.
|
|
|
Workday General Courses
| Course Title | Description | Audience |
|---|---|---|
ServiceNow – Use and Navigation |
In this course, we will review how to use ServiceNow to submit questions and tickets, use the knowledge base, and more for Workday and other issues. | All employees |
Workday Essentials/Getting Started |
In this course, we will review Workday's employee self-service functionality, which includes a basic overview of the system, navigation, employee profile, managing payroll options, etc. | All employees |
Workday Time and Absence |
In this course, we will review the time and absence application in Workday, including how to enter and review time (for timesheet) and how to request time off. | All employees |
Workday Basics for Managers |
In this course, we will review additional navigational tools, dashboards, team structures, managing tasks and approval processes for managers. | Any position that supervises employees or approves time or financial transactions. |
HCM - Registration Available May 28
| Course Title | Description | Audience |
|---|---|---|
HCM - Hiring Staff in Workday |
In this course, we will review the processes for creating job postings and requisitions for hiring staff, students and OPS employees and discuss the new employee onboarding process. | Managers, Office Managers, Unit Partners, and those that participate in the hiring process. |
HCM - Hiring Faculty in Workday |
In this course, we will review the processes for creating job postings and requisitions for hiring faculty and adjuncts. We will also discuss the new faculty onboarding process. | Managers, Office Managers, Unit Partners, and those who participate in the hiring process for faculty and adjuncts. |
HCM – Processing Job Changes for Staff in Workday |
In this course, we will review how to submit various actions that are classified as “job changes” in Workday, including reclassifications, compensation changes, one-time payments, promotions, terminations, transfers, and OPS/Student extensions. | Managers, Office Managers, Unit Partners |
HCM – Processing Period Activity Pay |
In this course, we will review how to handle/submit payments for employees in situations involving graduate assistants, supplementals, and service contracts. | Managers, Office Managers, Unit Partners, Cost Center Managers |
HCM – Processing Job Changes and Period Pay for Faculty |
In this course, we will review how to handle “job changes” for faculty, including reclassifications, one-time payments, promotions, and terminations. We will also discuss submitting payments for adjuncts and processing other faculty specific scenarios, such as sabbaticals, ADI, promotion and tenure, Leave of Absences, lump sum payments, etc. | Managers, Office Managers, Unit Partners, Cost Center Managers |
Finance - Registration Available June 17
| Course Title | Description | Audience |
|---|---|---|
Workday - Expense: Spend Authorizations and Reports |
In this course, we will review the process for submitting spend authorizations (travel authorizations), expense reports and non-travel-related expense reports. | Managers, Office Managers, Cost Center Managers |
Workday - Expense: Creating Supplier Invoice (Direct Pay) |
In this course, we will review the process for creating a supplier invoice not associated with a PO. This replaces the Direct Pay process in Banner. | Managers, Office Managers, Cost Center Managers |
Workday - Expense: Rules for Travelers |
Review the basic rules and requirements for anyone who will be traveling on university business. Covers both domestic and international travel. | Managers, Office Managers, Cost Center Managers, Travelers |
Workday - Expense: General Ledger and Journals |
Review the various types of journals in Workday, including operational journals, accounting adjustments (J09), payroll accounting adjustments (PHAREDS), manual journals (journal request forms) and interfund & intercompany exchanges. | Managers, Office Managers, Cost Center Managers |
Workday - Procurement: Creating Requisitions and Change Orders |
Review the process for creating requisitions, change orders and creating receipts with regard to purchases. | Managers, Office Managers, Cost Center Managers |
Workday - Procurement: New Purchasing or Travel Card Requests |
Review the process for requesting a new purchasing or travel credit card, along with how to handle card terminations, limit increases, etc. | Managers, Office Managers, Cost Center Managers |
| Workday - Procurement: P-Card & T-Card Policies and Procedures | Review the overall responsibilities associated with having a T-Card or P-Card. | Managers, Office Managers, Cost Center Managers, P-Card and/or T-Card holders |
| Workday - Procurement: T-Card & P-Card Training for Approvers | Review the process for approving transactions, purchases and reports made with either the T-Card or P-Card. | Managers, Office Managers, Cost Center Managers |
Workday - Procurement: P-Card Verification Event |
Review how to process reports for items purchased using the P-Card (procurement card). This is comparable to processing the old Concur expense reports for the P-Card. | Managers, Office Managers, Cost Center Managers |
Workday - Procurement: New Supplier Registration |
Review the process for getting new suppliers registered outside Workday. | Managers, Office Managers, Cost Center Managers |
Budgeting & Financial Basics in Workday |
In thi scourse, we will cover budget basics such as an overview of budget structures and fiscal years and the colors of money. We will also cover more detailed topics such as common financial reports and dashboards, running various types of budget queries, and information on certain types of financial transactions. | Managers, Office Managers, Cost Center Managers, Unit Partners |
Processing/Recording Cash Sales |
Review the process for recording and/or processing cash sales without an invoice. | Any employee that takes in or records money taken in for their department or for an event. |
Asset Management in Workday |
Review the asset management process for tracking the non-technology-related assets for your department. | Managers, Office Managers, Cost Center Managers |