A Glance at the Workday Training Catalog
Learning Workday Together
Throughout preparations for the shift to Workday, stakeholders have stressed the importance of providing ample training to the WSU community. As launch approaches, the Modernization Team works to ensure every WSU employee has the opportunity to access and engage with Workday’s training resources.
Sample from the Training Catalog
Below is a sample from the Workday training catalog. Understanding the need for diverse and accessible methods for accessing training, delivery methods may differ from module to module, and may include the following:
- Virtual Instructor-Led Training: Remote “virtual” classroom training led by an instructor covering in-depth functional information and complex processes.
- Practice Lab: Online training allowing learners to get hands-on experience performing transactions in a practice version of Workday.
- Micro-Learning: Self-led in-depth courses completed on Skillsoft. Micro-Learnings will cover a wide array of Workday topics and processes and may be repeated as needed.
- Reference Guides: Step-by-step guides to completing processes in Workday that will be available at the forthcoming Workday Support Desk. Available to all employees round the clock.
- Videos: Instructional videos covering a variety of Workday topics and processes.
- Workday Expert Panel: Question and answer session dedicated to a specific functional business area and topics.
Instructor-led courses and practice labs are designed for those who hold specific security roles.
Please be aware that this sample does not reflect the entire curriculum, which is currently in development, and that any information presented below is subject to change.
Workday Training Catalog
Work Area | Course Name | Channel | Course Description | Target Audience (coming soon!) |
---|---|---|---|---|
Payroll | Manage Your Payroll Options: Complete Payment Elections | Reference Guide | How to set up Payment Elections and Direct Deposit | |
HR | Workday Time and Absence Guide: Employee Request and Correct Time Off | Reference Guide | Employee: How to request time off and correct time off in Workday Manager: How to review/approve time off request and correction in Workday | |
HR | Workday Time and Absence Guide: Request a Leave of Absence | Reference Guide | Employee: Learn how to request a leave of absence Manager: Learn how to review/approve a leave of absence | |
HR | Workday Time and Absence Guide: Request Return from Leave of Absence | Reference Guide | Employee: Learn how to request a return from leave of absence Manager: Learn how to review/approve a return from leave of absence | |
HR | Workday Recruiting: Academic Appointment | Instructor-Led Training | This course will provide an overview of academic appointments in Workday. | |
HR | Workday Benefits Guide: View and Change Your Benefits | Reference Guide | How to view and change your benefits in Workday | |
HR | Workday Compensation: Period Activity Pay | Video | This video provides the steps to perform period activity pay in Workday. | |
HR | Workday Compensation: Overview | Instructor-Led Training | This course will provide information on the how to manage compensation including activities such as review worker compensation plans, packages, salary changes and salary ranges. Review compensation and staffing business processes in Workday. | |
HR | Workday Compensation Guide: Request One-Time Payment | Reference Guide | How to request and approve one-time payment in Workday | |
HR | Workday Compensation Guide: Request Compensation Change | Reference Guide | How to request compensation change for employees in Workday | |
HR | Workday Compensation Guide: Period Activity Pay | Reference Guide | How to assign an employee's period activity pay in Workday | |
HR | Workday Compensation Guide: Change Default Compensation | Reference Guide | How to change the default compensation for an employee's position. | |
HR | Workday Compensation: Change Default Compensation | Video | This video provides the steps to change a default compensation in Workday. | |
HR | Workday Compensation: Request Compensation Change | Video | This video provides the steps to request compensation change in Workday. | |
HR | Getting Started With Workday Guide: Workday for Mobile Devices | Reference Guide | How to access Workday via Mobile Device | |
HR | Workday Recruiting Guide: New Hire Onboarding (Employee and Contingent Worker) | Reference Guide | How to setup onboarding activities for new hire and Contingent worker. | |
HR | Workday Resignation Guide: Submit Resignation - Employee | Reference Guide | How to submit a resignation in Workday | |
HR | Workday Recruiting: Employee Movement | Instructor-Led Training | This course will provide information on how to manage job assignments, and change job in Workday. | |
HR | Workday Compensation Guide: Request Post Termination Compensation | Reference Guide | How to change compensation for a terminated employee under specific circumstances. | |
HR | Workday Recruiting: Create Position | Instructor-Led Training | This course will provide information on how to create positions in Workday. | |
General | Getting Started With Workday Guide: Modify Your Personal Information | Reference Guide | How to view and update personal information in Workday | |
General | Getting Started With Workday Guide: Tools and Navigation | Reference Guide | How to get started with Workday and and learn about the features that will help navigate the Workday system | |
General | Getting Started With Workday Guide: Use Your Inbox and Notifications | Reference Guide | How to access the Workday Inbox and view action items and notifications in Workday | |
General | Getting Started With Workday: Employee Self-Service | Online Micro-Learning | This course will provide an overview of Workday Navigation for Employees. | |
HR | Workday HR: Overview and Key Concepts | Auditorium Session | This course will provide an overview of the HR functionality in Workday. | |
General | Workday for Managers Guide: Manage Change Job | Reference Guide | Instructions to manage jobs and positions. Intended for Managers | |
General | Workday for Managers Guide: Enter Time on Behalf of Employee | Reference Guide | Initiate employee leave or request to return from leave. Intended for Managers | |
General | Workday for Managers Guide: Manage Separation | Reference Guide | Initiate employee separation. Intended for Managers | |
General | Workday Guide: How to Delegate Tasks | Reference Guide | How to delegate your inbox, assign other workers to start tasks on your behalf, delegate a task, stop delegation, and act on someone's behalf (instructions for delegates) | |
General | Getting Started With Workday: Manager Self-Service | Online Micro-Learning | This course will provide an overview of Workday Navigation for Managers. | |
HR | Workday Recruiting Guide: Hire (New Employee or Contingent Worker) | Reference Guide | TBD | |
HR | Enter and Correct Time | Video | This video provides the steps to enter and correct time in Workday. | |
HR | Workday Recruiting: Overview | Instructor-Led Training | This course will provide information on the recruitment process and how to create job requisitions (recruitments), review applicants for jobs and positions in Workday. | |
HR | Job Application | Video | This video provides the steps to move a candidate through the job application process in Workday. Review Candidate, Screen, Assess, Interview, Reference Check and Background Check. | |
HR | Workday Recruiting Guide: Create, Edit and Close Job Requisition | Reference Guide | How to create, edit and close job requisition in Workday. | |
HR | Workday Recruiting Guide: Create and Close Job Position | Reference Guide | How to create and close positions in Workday | |
HR | Workday Recruiting Guide: Freeze Job Requisition | Reference Guide | How to freeze and unfreeze a job requisition in Workday | |
HR | Workday Recruiting Guide: Post Job Requisition | Reference Guide | How to post job requisitions in Workday | |
HR | Workday for Managers Guide: Onboarding - Change Job and Add Job | Reference Guide | How to change and add job in Workday. | |
HR | Workday Recruiting Guide: Add and Update Academic Appointments | Reference Guide | How to add academic appointments in Workday | |
HR | Workday Recruiting: Onboarding Setup | Video | This video will provides the steps to perform onboarding setup. | |
HR | Workday Recruiting: Complete Form I-9 Section 3 | Video | Learn how to complete the I-9 form. Form I-9 is used for verifying the identity and employment authorization of individuals hired for employment in the United States. | |
HR | Workday Recruiting Guide: Apply for Internal Posting | Reference Guide | How to apply for an Internal Posting in Workday | |
HR | Workday Recruiting Guide: Manage Job Application | Reference Guide | HR: How to move a candidate through the job application process in Workday. Review Candidate, Screen, Assess, Interview, Reference Check and Background Check. | |
HR | Workday Recruiting Guide: Refer a Candidate | Reference Guide | How to refer a candidate for a job, posted both intenally and/or externally. | |
HR | Workday Compensation: Request One-Time Payment | Video | This video provides the steps to request one-time payment in Workday. | |
HR | Workday Time and Absence Guide: Request and Assign Work Schedule | Reference Guide | How to request and approve a change in work schedule and how to assign a work schedule to an employee in Workday | |
HR | Workday Time and Absence Guide: Enter Time | Reference Guide | How to enter time and approve time in Workday | |
HR | Workday Time and Absence | Virtual Instructor-Led Training | This course will provide information on how to manage time and absence in Workday. | Manager; HR Partner; Absence Partner |
HR | Workday Time and Absence Guide: Request Overtime | Reference Guide | How to request and approve overtime in Workday | |
Workday Foundation Data Model Overview | Online Micro-Learning | This course will provide information on the new Workday FDM dimensions and how to run financial reports in Workday. | ||
Finance | Workday Accounting: Accounting Journals | Instructor-Led Training | This course will provide information on the accounting journals process and how to create journals, accounting adjustments and reporting related to financial accounting in Workday. | WORKDAY ROLES: Cost Center Manager; Gift Manager; Grant Manager; Program Manager; Project Manager |
Finance | Workday Accounting Guide: Accounting Adjustment - Cost Transfer | Reference Guide | How to create an accounting adjustment to reclassify the cost center in an expense report in Workday. | |
Finance | Workday Accounting Guide: Create Accounting Journals | Reference Guide | How to create a manual journal entry in Workday. | |
Finance | Workday Accounting Guide: Accounting Journal - Reversal | Reference Guide | How to reverse an accounting journal entry in Workday | |
Finance | Workday Accounting: Accounting Journal Reversal | Video | This video provides the steps to perform accounting journal reversal. | |
Finance | Workday Expert Q&A: Accounting | Workday Expert Talk | No materials; expert-led Q&A | |
Finance | Workday Assets: Asset Accounting | Instructor-Led Training | This course will provide information on how to perform asset registration, issue, transfer, and disposal of asset. It will also cover reporting related to business assets in Workday. | |
Finance | Workday Assets Guide: Register Asset | Reference Guide | How to register and capitalize an asset in Workday | |
Finance | Workday Assets Guide: Issue Asset | Reference Guide | How to issue an asset in Workday | |
Finance | Workday Assets Guide: Transfer Asset | Reference Guide | How to transfer assets within department in Workday | |
Finance | Workday Assets Guide: Dispose Asset | Reference Guide | How to partially or completely dispose an asset in Workday | |
Finance | Workday Budgets: Manage Budget | Virtual Instructor-Led Training | This practice lab will provide information on how to manage budget activities in Workday. | WORKDAY ROLES: Cost Center Manager |
Finance | Workday Contracts and Receivables: Accounts Receivables | Instructor-Led Training | This course will provide information on the customer accounts receivable process in Workday. | |
Finance | Workday Revenue Guide: Create Customer Invoice | Reference Guide | How to create and find a customer in Workday | |
Finance | Workday Contracts and Receivables: Non-Grant Customer Contracts | Practice Lab | This practice lab will provide information on how to create and maintain customer contracts for all departments in Workday. | WORKDAY ROLES: Cost Center Manager; Gift Manager; Grant Manager |
Finance | Workday Revenue Guide: Create Customer Refund | Reference Guide | How to create a customer refund in Workday | |
Finance | Workday Revenue Guide: Create Customer Contract | Reference Guide | How to create a customer contract in Workday | |
Finance | Workday Endowments: Gifts and Endowments | Virtual Instructor-Led Training | This virtual Instructor led training will provide information on the Gifts process in Workday. It will introduce new terminology and roles, overview of Gifts administration at the University, and highlight key changes for departments. | |
General | Getting Started with Workday Guide: View and Print W-2 Year End form in Workday | Reference Guide | How to complete the following: - Complete Federal Witholding Elections - Complete State and Local Witholding Elections - View and print W-2 Year End Form | |
Finance | Workday Travel and Expenses: Manage Travel and Reimbursements for Self | Virtual Instructor-Led Training | This virtual Instructor led training will provide information on the expense process and how to create spend authorization and expense report in Workday. | WORKDAY ROLES: Cost Center Manager; Gift Manager; Grant Manager, Project Manager, Program Manager |
Finance | Workday Travel and Expenses Guide: Create Spend Authorization | Reference Guide | How to create a spend authorization in Workday. Use this reference guide to receive permission for future expenses. | |
Finance | Workday Travel and Expenses Guide: Create and View Expense Report | Reference Guide | How to create, edit and approve an expense report in Workday | |
Finance | WD Travel and Expenses Guide: Reconciling Expense Card Transactions (CTA & Fuel) | Reference Guide | How to reconciling Expense Card Transactions. | |
Finance | Workday Travel and Expenses: Create Spend Authorizations | Video | This video will provide information on how to create a spend authorization. | |
Finance | Procurement Card Transaction Verification | Video | This video provides the steps to verify a P-Card transaction. | |
Finance | Workday Travel and Expenses: Create Expense Report | Video | How to create expense reports in Workday | |
Finance | Workday Finance: Approving Transactions | Virtual Instructor-Led Training | This virtual Instructor led training will provide information on the activities performed by the Cost Center Manager in the finance business process and the reports available for financial accounting (for the cost center managed). | WORKDAY ROLES: Cost Center Manager |
Grants | Workday Grants: Overview | Virtual Instructor-Led Training | This virtual instructor led course will provide basic understanding of the Grants Management process from award creation and management to award billing and reporting in Workday. | WORKDAY ROLES: Grant Manager |
Grants | Workday Grants Guide: Effort Certification | Reference Guide | How to certify effort requested in the Workday system. | |
Grants | Effort Certification | Video | This video provides the steps to certify effort requested in the Workday system. | |
Grants | Workday Grants: Principal Investigators | Virtual Instructor-Led Training | This virtual Instructor led course will provide information on the awards and grants process in Workday for Principal Investigators and Faculty in Workday. | WORKDAY ROLES: Effort Certification Reviewer; Grant Principal Investigator; Grant Manager |
Grants | Workday Grants: Post-Award Research Administration | Instructor-Led Training | This instructor led course will provide information on the award and grants process in Workday and how to review/approve Grants related financial transactions. This course is for Grant Managers only. | WORKDAY ROLES: Grant Manager |
Grants | Workday Grants Guide: Award Budget to Actuals Dashboard Reports | Reference Guide | Run the Grants Cost Share Report. | |
Grants | Workday Expert Q&A: Grants | Workday Expert Talk | No materials; expert-led Q&A | WORKDAY ROLES: Grant Manager |
Finance | Workday Travel and Expenses: Verify Procurement Card (P-Card) Transaction | Virtual Instructor-Led Training | This virtual instructor led training will provide information on how to review and approve P-Card reconciliations for cardholders in Workday. This course is meant for P-Card Holders, Procurement Data Entry Specialist | WORKDAY ROLES: Cost Center Manager; Gift Manager; Grant Manager; Program Manager; Project Manager |
Payroll | Workday Payroll: Create Payroll Accounting Adjustments | Video | How to create Payroll Accounting Adjustment, complete the process using distribution percentage and more. Payroll accounting adjustment(salary journals)used to correct errors made when salary was posted to an incorrect Driver Worktag for pay periods | |
Payroll | Workday Payroll Guide: Assign Costing Allocation | Reference Guide | How to assign costing allocation in Workday. Costing allocations (salary distribution) allocates a worker's salary across one or more Driver Worktags. | |
Payroll | Getting Started with Workday Guide: Complete State & Local Withholding Elections | Reference Guide | How to complete state and local witholdings | |
Payroll | Getting Started with Workday Guide: Complete Federal Withholding Elections | Reference Guide | How to complete federal witholding elections | |
Payroll | Workday Payroll Guide: Create Payroll Accounting Adjustments | Reference Guide | How to create Payroll Accounting Adjustment, complete the process using distribution percentage, and more. Payroll accounting adjustment (salary journals) is used to correct errors made when salary was posted to an incorrect Driver Worktag for pay periods | |
Payroll | Workday Payroll Guide: Assign Pay Group for Position Restrictions Event | Reference Guide | How to assign pay group for position restrictions in Workday | |
Payroll | Workday Payroll: Assign Costing Allocation | Video | This video provides the steps to add costing allocations (salary distribution) in Workday. | |
Payroll | Workday Payroll: Payroll Accounting | Virtual Instructor-Led Training | This virtual Instructor led training will provide information on how to assign costing allocation and create payroll accounting adjustments in Workday. | WORKDAY ROLES: Gift Manager, Grant Manager, Project Manager, Program Manager |
Payroll | Workday Expert Q&A: Payroll | Workday Expert Talk | No materials; expert-led Q&A | WORKDAY ROLES: Gift Manager, Grant Manager, Project Manager, Program Manager |
Finance | Workday Procurement Guide: Internal Service Delivery | Reference Guide | How to create an internal service delivery in Workday. | |
Finance | Workday Procurement: Overview | Online Micro-Learning | This course will provide information on the procurement process to creating requisitions, create receipts and initate a return in Workday. | |
Finance | Workday Procurement Guide: Create Supplier Request | Reference Guide | How to initate a request to add a new supplier in Workday. | |
Finance | Workday Procurement Guide: Create Supplier Contract | Reference Guide | How to create a supplier contract in Workday. | |
Finance | Workday Procurement Guide: Create Supplier Contract Amendment | Reference Guide | How to create an amendment to an existing supplier contract. | |
Finance | Workday Procurement Guide: Create Requisition (Non-Catalog Goods/Service) | Reference Guide | How to create a requisition for catalog and non-catalog items in Workday. | |
Finance | Workday Procurement Guide: Create Return | Reference Guide | How to create a return for good received in Workday. | |
Finance | Workday Procurement Guide: Remit-To Supplier Connection | Reference Guide | How to create and maintain the supplier's remit-to connections (where payments should be sent and methods of payment) in Workday. | |
Finance | Workday Procurement Guide: Contract Request | Reference Guide | How to submit a contract request in Workday. | |
Finance | Workday Procurement Guide: Create and Change Purchase Order | Reference Guide | How to create a Purchase Order without an existing requisition and how to change a Purchase Order that has already been issued for goods and/or services. | |
Finance | Workday Procurement Guide: Create Supplier Invoice Request | Reference Guide | How to initiate a supplier invoice request in Workday. | |
Finance | Workday Procurement: Create and Maintain Supplier Contracts | Instructor-Led Training | This course will provide information on the procurement process and how to create and maintain supplier contracts in Workday. | |
Finance | Workday Procurement Guide: Supplier Accounts Match and Exception Handling | Reference Guide | How to review supplier accouts match exception, make corrections and submit an exception override in Workday. | |
Finance | Workday Procurement Guide: Create Receipt | Reference Guide | How to create a receipt for good received in Workday. | |
Finance | Workday Travel & Expenses: Expense Credit Card Reconciliation | Video | This video provides the steps to create expense credit card reconciliation. | |
Finance | Workday Procurement: Maintain Requisitions and Purchase Orders | Instructor-Led Training | This course will provide information on the how to perform sourcing activities like purchase items, requisitions, purchase orders, and receipts using Workday. This course is for Buyers (Central role) only. | |
Finance | Workday Projects Guide: Create and Edit a Capital Project | Reference Guide | How to create and edit a project in Workday | |
Finance | Workday Projects: Create and Maintain Projects | Practice Lab | This practice lab will provide information on how to create a capital project in Workday. | WORKDAY ROLES: Project Manager |
General | Workday Reporting Guide: Reports by Category | Reference Guide | Identify the list of Workday Reports Finance, HCM, Grants, Procurement and Payroll | |
Workday Guide: Requesting Updates to Security Assignments | Reference Guide | Guidance on process for Security Partners to request updates to security assignments. | ||
Workday Reporting Guide: Using Workday Reports | Reference Guide | Learn how to run reports in Workday and about Grant reports available by security role. | ||
HR |