Workday Course Catalog

ServiceNow – Use and Navigation

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in Osprey Ascend ONLINE COURSE
in Osprey Ascend

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.

Workday Essentials/Getting Started

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in Osprey Ascend ONLINE COURSE
in Osprey Ascend

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. 

Workday Time and Absence

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in Osprey Ascend

OPS/Student
ONLINE COURSE
in Osprey Ascend Non-Exempt
ONLINE COURSE
in Osprey Ascend

Workday Basics for Managers

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in Osprey Ascend

HCM - 101 Guidebook

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This self-paced guidebook gives you a general overview of the following HCM functions: 
Supervisory Organizations, Job Catalog, Position Management, Hiring Process, Job Changes, Compensation, Position Costing and Terminations

Managers, Office Managers, Unit Partners, and those that participate in these functions.

HCM - Hiring Staff in Workday

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in Osprey Ascend

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

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in Osprey Ascend

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

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in Osprey Ascend

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

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in Osprey Ascend

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 

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in Osprey Ascend

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

Workday - Finance 101 Guidebook

VIEW GUIDEBOOK HERE

This self-paced guidebook gives you a general overview of the following finance functions:
FDM, terminology, transactions, financial reports and financial approvals.

Managers, Office Managers, Cost Center Managers

Workday - Budget 101 Guidebook

VIEW GUIDEBOOK HERE

This self-paced guidebook gives you a general overview of the following finance budget:
budget and roles, terminology and regulations, budget reports and budget tasks.

Managers, Office Managers, Cost Center Managers

Workday - Approving Tasks

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This self-paced guidebook gives you a general overview of many different types of approvals you may receive depending on the roles to which you have been assigned. However, no matter the kind of approval, all tasks for your approval will appear in the same ‘My Tasks’ inbox.

Managers, Office Managers, Cost Center Managers

Workday - Expense: Spend Authorizations and Reports

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in Osprey Ascend

Managers, Office Managers, Cost Center Managers

Workday - Expense: Creating Supplier Invoice (Direct Pay)

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in Osprey Ascend

Managers, Office Managers, Cost Center Managers

Workday - Expense: Rules for Travelers

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in Osprey Ascend

Managers, Office Managers, Cost Center Managers, Travelers

Workday - Expense: General Ledger and Journals

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in Osprey Ascend

Managers, Office Managers, Cost Center Managers

Workday - Procurement: Creating Requisitions and Change Orders

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in Osprey Ascend

Managers, Office Managers, Cost Center Managers

Workday - Procurement: New Purchasing or Travel Card Requests

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in Osprey Ascend

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

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in Osprey Ascend

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

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in Osprey Ascend

Covers 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

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in Osprey Ascend

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

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in Osprey Ascend

Review the asset management process for tracking the non-technology-related assets for your department.

Managers, Office Managers, Cost Center Managers