Workday Knowledge Management Training Catalog

WORKDAY ® KNOWLEDGE MANAGEMENT 1 TRAINING CATALOG MAY 2013

February 2013

May 10, 2013May 10, 2013


Table of ContentsWorkday Knowledge Management…learning made easy. ................................................... 8

How This Catalog is Organized ......................................................................................................... 8 Training Options ................................................................................................................................. 8 Subscription Libraries ........................................................................................................................ 8 How to Contact Us ............................................................................................................................ 11 Purchasing Training ......................................................................................................................... 11

Workday Basics ...................................................................................................................... 13 Business Process Overview (Free) ................................................................................................. 13 Configurable Security Overview (Free) .......................................................................................... 13 Grants Management Award (Free) .................................................................................................. 13 Grants Management Revenue & Billing (Free) ............................................................................... 14 Introduction to Document Transformation (Free) ......................................................................... 14 Introduction to Grants Management (Free) .................................................................................... 15 Navigation (Free) .............................................................................................................................. 15 Organizations and Security (Free) .................................................................................................. 15 Procure-to-Pay Overview (Free) ...................................................................................................... 16 Report Writer Overview (Free) ......................................................................................................... 16 Staffing Models Overview (Free) ..................................................................................................... 16 Workday Core Concepts .................................................................................................................. 17 Workday Integration Overview (Free) ............................................................................................. 17 Workday Learning Center: Enrollment Basics (Free) ................................................................... 17 Workday Learning Center: Navigation Basics (Free) .................................................................... 18 Workday Learning Center: Training Coordinator Basics (Free) .................................................. 18 Workday Project Success (Free) ..................................................................................................... 18 Workday Studio Install (Free) .......................................................................................................... 19 Workday Web Services Overview (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: Implementation Considerations (Free) ................................................................ 23 Financials Fundamentals ................................................................................................................. 24 HCM Fundamentals .......................................................................................................................... 24 Introduction to Workday Studio ...................................................................................................... 25 Payroll Fundamentals ...................................................................................................................... 25 Preparing for Benefits Discovery (Free) ......................................................................................... 26 Preparing for Business Process Discovery (Free) ........................................................................ 26 Preparing for Compensation Discovery (Free) .............................................................................. 26 Preparing for Global Design Discovery (Free) ............................................................................... 26 Preparing for Project Kick-off (Free) ............................................................................................... 27 Procure-to-Pay Fundamentals ......................................................................................................... 27 Secure Data and the sFTP Server (Free) ........................................................................................ 28 Time Tracking: Configuration and Administration ........................................................................ 28 Translations and Language Support in Workday (Free) ............................................................... 28 Understanding Data Validation (Free) ............................................................................................ 28 Understanding Staffing Models (Free) ............................................................................................ 29 Understanding Tenant Management (Free) .................................................................................... 29 Understanding the Initial Prototype (Free) ..................................................................................... 29 Workday Calculated Fields .............................................................................................................. 30 Workday Customer Center: Tenant Management (Free) .............................................................. 30 Workday Report Writer ..................................................................................................................... 31 Workday Reporting: Basics to Analytics ....................................................................................... 31 Workday Simple Integrations .......................................................................................................... 32

Life in Production ................................................................................................................... 33

Advanced Reporting and Analytics ................................................................................................ 33 Advanced Workday Studio .............................................................................................................. 34 Business Process Event: Understanding the Full Process Record (Free) ................................. 34 Customer Channel (On Workday Community) ............................................................................. 35 HCM Transactions ............................................................................................................................ 35 Onboarding in Workday ................................................................................................................... 36 Payroll Interface: Change Detection (Free) .................................................................................... 36 Payroll Interface: Using the Audit Files (Free) ............................................................................... 36 Performance Management ............................................................................................................... 37 Workday Customer Center: How to Create a Case (Free) ............................................................ 37 Workday Customer Center: Workday Support and Troubleshooting Processes (Free) ........... 37 Workday Enablement Workshop – Job Change ............................................................................ 38


Workday Enablement Workshop – OnBoarding ............................................................................ 38 Workday Enablement Workshop – Reporting and Analytics ....................................................... 38 Worker Trending Overview (Free) ................................................................................................... 38

Subscription Libraries ............................................................................................................ 39 HCM Core (48 Titles) ............................................................................................................................. 39

Adding Reports to a Business Process ......................................................................................... 39 Benefits: Coordination of Events .................................................................................................... 39 Benefits: Dependent Event Configuration ..................................................................................... 40 Benefits: Open Enrollment Checklist ............................................................................................. 40 Benefits: Open Enrollment Processing .......................................................................................... 40 Benefits: Passive Events Benefit Plans and Eligibility Rules ...................................................... 41 Benefits: Passive Events Enrollment Events ................................................................................. 41 Benefits: Passive Events Rules ...................................................................................................... 41 Bonus Process: Create Bonus Plans ............................................................................................. 41 Bonus Process: Initiate Bonus Plans ............................................................................................. 42 Bonus Process: Prepare for Bonus Awards .................................................................................. 42 Bonus Process: Propose Employee Bonus Awards ..................................................................... 42 Bonus Process: Rollout Bonus Plans ............................................................................................ 43 Compensation Changes ................................................................................................................... 43 Converting Contingent Workers ..................................................................................................... 43 Creating Applicants .......................................................................................................................... 43 Defining and Using Eligible Earnings ............................................................................................. 44 Employee Review Template Introduction ....................................................................................... 44 Evidence of Insurability: Manage the Process .............................................................................. 44 Evidence of Insurability: Setup ....................................................................................................... 45 Form I-9 & E-Verify Integration Overview ....................................................................................... 45 Goal Setup and Management .......................................................................................................... 45 Health Savings and Flexible Spending Accounts Setup .............................................................. 45 How to Configure E-Verify Integration ............................................................................................ 46 International Assignments with Benefits ....................................................................................... 46 Manager Self-Service Overview ...................................................................................................... 46 Merit Process: Compensation Matrices ......................................................................................... 46 Merit Process: Compensation Process Template ......................................................................... 47 Merit Process: Initiate ...................................................................................................................... 47 Merit Process: Merit Plans ............................................................................................................... 47 Merit Process: Propose Employee Awards .................................................................................... 47


Move Manager’s Team ..................................................................................................................... 48 Performing a Job Change ................................................................................................................ 48 Processing Hires and Contingent Workers .................................................................................... 48 Processing Terminations ................................................................................................................. 48 Reorganization: Assign Superior .................................................................................................... 49 Reorganization: Create Subordinate .............................................................................................. 49 Reorganization: Divide Organization .............................................................................................. 49 Reorganization: Events .................................................................................................................... 49 Reorganization: Inactivate Organization ........................................................................................ 50 Reorganization: Move Workers ....................................................................................................... 50 Staffing Positions: Creating Positions ........................................................................................... 50 Staffing Positions: Job Profiles ...................................................................................................... 50 Staffing Positions: Managing Positions ......................................................................................... 51 Talent Management: Competencies ............................................................................................... 51 Talent Succession: Assessing Potential ........................................................................................ 51 Talent Succession: Business Processes, Security, and Worklets .............................................. 51 Talent Succession: Succession Planning ...................................................................................... 52

Financials (14 Titles) ............................................................................................................................ 53 Configuring Workday Expenses: Cost Controls ........................................................................... 53 Configuring Workday Expenses: Expense Items .......................................................................... 53 Configuring Workday Expenses: Prerequisites ............................................................................ 53 Configuring Workday Expenses: Segmented Security ................................................................. 53 Create and Approve a Spend Authorization .................................................................................. 54 Create and Approve an Expense Report ........................................................................................ 54 Expense Analytics and Reporting ................................................................................................... 54 Procure-to-Pay for Contingent Labor ............................................................................................. 55 Procure-to-Pay for Deliverable Services ........................................................................................ 55 Procure-to-Pay for Goods ................................................................................................................ 56 Revenue Management: Customer Contracts ................................................................................. 56 Revenue Management: Customer Contracts Billing ..................................................................... 56 Revenue Management: Customer Contracts Revenue Recognition ........................................... 57 Workday Expenses Overview .......................................................................................................... 57

Payroll/Absence/Time Tracking (33 Titles) ......................................................................................... 58 Absence Management: Adjusting and Overriding Accruals ........................................................ 58 Absence Management: Adjusting Time-Off ................................................................................... 58 Absence Management: Overriding Time-Off Plan Balances ........................................................ 58


Building a Time Off Plan .................................................................................................................. 59 Commitment Accounting ................................................................................................................. 59 Create a Deduction ........................................................................................................................... 59 Create an Earning ............................................................................................................................. 59 Effort Certification ............................................................................................................................ 60 Payroll - Adding Payroll Input ......................................................................................................... 60 Payroll - Gross Up Calculations ...................................................................................................... 60 Payroll - Off Cycle Processes: Manual Payments ......................................................................... 61 Payroll - Off Cycle Processes: Reversals ....................................................................................... 61 Payroll - On Demand Payments ...................................................................................................... 61 Payroll - Pay Calculation Results Audit Report ............................................................................. 61 Payroll - Payroll Input Using EIB ..................................................................................................... 62 Payroll - Reprint Advices ................................................................................................................. 62 Payroll - Reprint Checks and Reassign Check Numbers ............................................................. 62 Payroll - Running Payroll Calculation, Complete, and Settlement .............................................. 62 Payroll - Running Pre-note Authorizations .................................................................................... 62 Payroll - Viewing Payroll Results and Payslips ............................................................................. 63 Record Voided Checks ..................................................................................................................... 63 Time Tracking: Adjusting Calculated Time .................................................................................... 63 Time Tracking: Configuring a Time Entry Template ..................................................................... 63 Time Tracking: Configuring Time Entry Codes and Time Code Groups ..................................... 64 Time Tracking: Defining a Period Schedule ................................................................................... 64 Time Tracking: Defining the Work Schedule Calendar ................................................................. 65 Time Tracking: Entering and Approving Time and Time Off for a Worker .................................. 65 Time Tracking: Entering Time and Time Off .................................................................................. 65 Time Tracking: Manually Advancing the Enter time Business Process ..................................... 65 Time Tracking: Overview Configuring the Calendar ..................................................................... 66 Year-End Payroll: Audit W-2s .......................................................................................................... 66 Year-End Payroll: Configure W-2s .................................................................................................. 66 Year-End Payroll: Create & Print W-2s ........................................................................................... 66

Cross Application Technology (15 Titles) .......................................................................................... 67 Advanced Report Writer: Analytic Indicator Overview ................................................................. 67 Advanced Report Writer: Creating Alerts Using Standard Reports ............................................ 67 Advanced Report Writer: Creating Custom Worklets ................................................................... 67 Advanced Report Writer: Filters and Multi-Instance Fields .......................................................... 68 Advanced Report Writer: Scheduling Reports & the W: Drive ..................................................... 68


Advanced Report Writer: Sharing and Security ............................................................................ 68 Advanced Report Writer: Web Services ......................................................................................... 68 Combinations of Security Groups .................................................................................................. 69 Create and Deploy Security Groups ............................................................................................... 69 Document Transformation With Prompts ...................................................................................... 69 Document Transformation Without Prompts ................................................................................. 70 Integration Security Overview ......................................................................................................... 70 Introduction to Integration Systems ............................................................................................... 71 Location and Organization Membership Security Groups ........................................................... 71 Segment-Based Security Groups .................................................................................................... 71


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 (48 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 § 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: Create Bonus Plans § Bonus Process: Initiate Bonus Plans § Bonus Process: Prepare for Bonus Awards § Bonus Process: Propose Employee Bonus

Awards § Bonus Process: Rollout Bonus Plans § Converting Contingent Workers § Creating Applicants § Defining and Using Eligible Earnings § Employee Review Template Introduction § Evidence of Insurability: Manage the Process § Evidence of Insurability: Setup § Form I-9 & E-Verify Integration Overview § Goal Setup and Management

§ Health Savings and Flexible Spending Accounts Setup

§ How to Configure E-Verify Integration § Manager Self-Service Overview § Merit Process: Compensation Matrices § Merit Process: Compensation Process Template § Merit Process: Initiate § Merit Process: Merit Plans § Merit Process: Propose Employee Awards § 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 § Benefits: Coordination of Events § Compensation Changes § International Assignments with Benefits

§ Move Manager’s Team § Performing a Job Change

Financials (14 Titles) In this ODE library are topics related to Expenses, Analytics and Reporting, as well as Revenue Management.

Workday Basics § Workday Expenses Overview

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

§ Configuring Workday Expenses: Segmented Security

Life in Production § Create and Approve a Spend Authorization § Create and Approve an Expense Report § Expense Analytics and Reporting § Procure-to-Pay for Contingent Labor § Procure-to-Pay for Deliverable Services § Procure-to-Pay for Goods

§ Revenue Management: Customer Contracts § Revenue Management: Customer Contracts

Billing § Revenue Management: Customer Contracts

Revenue Recognition


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: Adjusting Time-Off § Absence Management: Overriding Time-Off

Plan Balances § 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 (15 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 Integration Systems

§ Location and Organization Membership Security Groups

Deploying Workday § Combinations of Security Groups § 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 § Document Transformation With Prompts § Document Transformation Without Prompts


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

Pre-Paid Training Credit Costs

Number of Credits Purchased Cost Per Credit

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].

§ Benefits: Coordination of Events § Compensation Changes § Performing a Job Change


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 Designed for anyone with responsibility for Workday configuration, such as mangers, system implementers and project team leaders active in Workday implementations. General familiarity with Workday navigation is recommended.

Prerequisites: None

Length: 16 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. Watch this overview module to learn the basics regarding configuring and managing business processes.

Covered topics: § Business Process Definitions § Locate Business Process Definitions § Edit a Business Process and Set the Completion

Step § Add Notifications § Create a Condition Rule § Locate and Copy a Business Process § View Completed Business Process

Configurable Security Overview (Free) Delivery Mode: Audience:

On-Demand Education Project Managers Implementation Team Workday Administrators

Prerequisites: None

Length: 5 Minutes Description: In this course you will learn about the relationship between Functional Areas and Domains, and explore the concept of Security Policies..

Covered topics: § Functional Areas and Domains § Business Process Security Policy § Configurable Security Education

Grants Management Award (Free) Delivery Mode: Audience:

On-Demand Education Customers involved in grants management. Professional Services and Partners who support customers as they configure and deploy grants management.

Prerequisites: None

Length: 20 Minutes Description: This module is the second in a series of three sessions designed to aid you in your preparation for deployment of Workday Grants Management. Upon completion of this module, you will become familiar with where to specify the terms and conditions which govern the award agreement with your sponsor.

Covered topics: § Sponsor § Award Amounts § Award Calendar § Proposal § Award Line Details § Facilities and Administration § Amend an Award § Award Budget

WORKDAY BASICS


Grants Management Revenue & Billing (Free) Delivery Mode: Audience:


Prerequisites: None

Length: 10 Minutes Description: This module is the third and final 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 know more about Grants Management Revenue and Billing.

Covered topics: § Revenue Recognition § Billing § Letters of Credit § Drawdown

Introduction to Document Transformation (Free) Delivery Mode: Audience:

On-Demand Education Integration Consultants, Workday project team members, Workday employees, Engagement Managers, Functional Consultants

Prerequisites: None

Length: 12 Minutes Description: Before Workday released Document Transformation, the choice of which tool to use for building outbound Workday integrations was mostly limited to two options: EIB and Workday Studio. Document Transformation fits in between, such that it is more powerful than EIB but less powerful than Workday Studio. This training provides an introduction to Document Transformation, including a review of Workday integration architecture and an example of the 4-step document transformation pattern.

Covered topics: § Integration Architecture § DT / EIB Comparison § EIB vs DT vs Workday Studio § Review the 4-step Pattern


Introduction to Grants Management (Free) Delivery Mode: Audience:


Prerequisites: None

Length: 10 Minutes Description: This module 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 module, 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

Navigation (Free) Delivery Mode: Audience:

On-Demand Education For new and existing employees with responsibility for performing HCM transactions in Workday.

Prerequisites: None

Length: 19 Minutes Description: This course focuses on Workday HCM navigations basics, exploring the multiple ways you can find and HCM locate tasks and reports.

Covered topics: § Landing Pages § Links and Related Actions § Search Feature § Slide Out Tabs

Organizations and Security (Free) Delivery Mode: Audience:

On-Demand Education For new and existing employees with responsibility for performing HCM transactions in Workday.

Prerequisites: None

Length: 14 Minutes Description: In this module, 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 § Supervisory Organizations § Security Groups


Procure-to-Pay Overview (Free) Delivery Mode: Audience:

On-Demand Education Project Managers Implementation Team Financials Team Report Writers Technical Integration Analysts Developers Integration Team Managers Business Analysts Technical Analysts Workday Administrators

Prerequisites: None

Length: 19 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 procure-to-pay process and the types of spend Workday supports.

Covered topics: § Overview of Workday Procure-to-Pay § Types of Spend § Procure-to-Pay Process Flow § Procurement Business Processes § Supplier Collaboration Concept § Security In Procurement

Report Writer Overview (Free) Delivery Mode: Audience:

On-Demand Education Report Writers

Prerequisites: None

Length: 18 Minutes Description: Report Writer is a built-in, easy-to-use, custom solution for actionable reporting. This module provides a basic introduction to Workday Report Writer functionality.

Covered topics: § What is Report Writer § Basic Navigation § Copying and Editing Existing Reports § Using Report Output § Creating a New Report § Contextual Reporting

Staffing Models Overview (Free) Delivery Mode: Audience:

On-Demand Education HCM & Business Staffing, Business Analysts.

Prerequisites: None

Length: 6 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: § Definition of a Staffing Model § Types of Staffing Models § Hiring Restrictions


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 Integration Overview (Free) Delivery Mode: Audience:

On-Demand Education Workday project team members Workday employees Engagement managers Functional consultants Integrations consultants

Prerequisites: Configurable Security Overview

Length: 9 Minutes Description: This course presents an overview of Workday's integration solution, discussing each item in the toolkit, its function and how it fits into Workday' integration strategy.

Covered topics: § Workday Web Services APIs § Enterprise Integration Builder (EIB) § Document Transformation (DT) § Workday Studio § Integration Cloud Connect

Workday Learning Center: Enrollment Basics (Free) Delivery Mode: Audience:

On-Demand Education Everyone

Prerequisites: None

Length: 8 Minutes

Description: This course provides an introduction to the Workday Learning Center. Covered topics: § Overview of the Course Completion Process § Enroll in Online and Instructor-Led Courses § Navigate an ODE § Complete an ODE Series


Workday Learning Center: Navigation Basics (Free) Delivery Mode: Audience:


Prerequisites: None

Length: 7 Minutes

Description: This course provides an introduction to the Workday Learning Center. Covered topics include: § Navigate the Welcome Page § Search for Current Offerings § View Upcoming Classes § View your Transcript § Locate Helpful Resources

Workday Learning Center: Training Coordinator Basics (Free) Delivery Mode: Audience:


Prerequisites: None

Length: 10 Minutes

Description: This course provides an introduction to the Training Coordinator role within the Workday Learning Center. Covered topics: § Approve Users § Manage Users Training § Delegate Responsibilities § Generate Reports § 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


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 how to connect to the environment. Upon completion of this module, Workday Studio will be ready to use on your computer.

Covered topics: § Install Java Development Kit § Download Java Cryptography Extension Files § Download Workday Studio § Connect to Environment

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

On-Demand Education Integration Team (Advanced)

Prerequisites: None

Length: 16 Minutes Description: Building integrations using Workday Web Services? You will learn about Workday’s Public Web Services and how to navigate to view them. Included is 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.

Covered topics: § Overview of Workday Integration Architecture § Workday Public Web Services § Reporting As A Service (RAAS) Custom APIs § Calling web services using Workday Studio

SOAP Tester

“The one exclusive sign of thorough knowledge

is the power of teaching.” -‐ Aristotle


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 or who have no experience defining calculations.

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: 3 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 Designed for professionals with responsibility for Workday Benefits, including Partners and Business Analysts. General familiarity with Workday navigation is recommended.

Prerequisites: None

Length: 5 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.

Covered topics: § Overview of Configurable Security § Guiding Principles § Terminology § Big Picture § Steps to Configure § Security Groups § Security Group Types § New User-Based Security Groups § Editing Security Groups for Functional Areas § Security Policies § Domain and Sub-Domain § Business Process Security Policies


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 Report Writer; Workday Calculated Fields, Workday Simple Integrations

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: 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: 25 Minutes Description: This presentation 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. It does not include step by step instructions for creating custom fields, and is not meant to introduce Custom Fields to a general audience.

Covered topics: § Purpose of Custom Fields § Strengths and Limitations § Relationship to other Extensibility features § Alternative options


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 Workday Studio Delivery Mode: Audience:

Virtual Classroom (WebEx) Technical Integration Analysts Integration Team

Prerequisites: Workday Report Writer Workday Calculated Fields 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 Business Analysts

Prerequisites: None

Length: 25 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 Project Managers Business Analysts

Prerequisites: None

Length: 13 Minutes Description: 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

Discovery

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

On-Demand Education Business Analysts

Prerequisites: None

Length: 43 Minutes Description: 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: § 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:


Prerequisites: None

Length: 13 Minutes Description: 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: § Preparing for the Global Design Workshop § Workshop Expectations § Global Functionality


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


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

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

Prerequisites: None

Length: 13 Minutes Description: 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

Time Tracking: Configuration and Administration Delivery Mode: Audience:

Classroom Internal Consultants, Services Ecosystem, Customers

Prerequisites: None

Length: 4 days (Customers), 5 days (Consultants)

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:


Prerequisites: None

Length: 21 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: § Key considerations When Leveraging Multiple

Languages § Key Language Support Activities During

Deployment § Key Language Support Activities After Go-Live

Understanding Data Validation (Free) Delivery Mode: Audience:


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 Staffing Models (Free) Delivery Mode: Audience:

On-Demand Education HCM & Business Staffing Business Analysts

Prerequisites: None

Length: 14 Minutes Description: Designed to explain the three staffing models available in Workday, and prepare customers for the Staffing Workshop where they will select a staffing model.

Covered topics: § Staffing Models and How They Relate to

Supervisory Organizations § Position Management § Headcount Management § Job Management § Characteristics of Organizations

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: 15 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: 24 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

“Education is not the

filling of a pail, but the

lighting of the fire”

-‐ William Butler Yeats


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 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 Calculated Fields

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


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

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

On-Demand Education Business Process Administrators

Prerequisites: None

Length: 17 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 module will teach you how to interpret it effectively.

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


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 Payroll Team Implementation Team

Prerequisites: None

Length: 20 Minutes Description: Confused about how change detection works during a payroll integration? This module explains the impact of launch parameters, including change detection, on the data included in a payroll extract. Wrap-up the module by learning how to address some of the most frequently asked questions.

Covered topics: § Change Detection Overview § Launch Parameters § Change Detection Pattern § Frequently Asked Questions

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

On-Demand Education Payroll Team Implementation Team

Prerequisites: None

Length: 14 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 find 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: 2 Sessions, 6 Hours Total Description: This 2 day virtual class consists of lectures, demonstrations, and several individual activities covering Workday Performance Management. You will learn the core concepts of Performance Management but will focus mostly on Employee Performance Reviews. Participants will learn how to create review templates, kick off employee reviews as well as learn the many different configuration options within each template. The participants in this class will be provided with a supplemental guide that will help them fully understand the suggested configurations for Performance Business Processes.

Covered topics: § Types of Performance Reviews § Template Configuration § Rating and Weighting § Running Performance Reviews § Reporting and Performance

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 Designed for Workday Report Writers, Business Intelligence Team Members, HRIS Team Members, and Business Analysts.

Prerequisites: None

Length: 8 minutes Description: This presentation will discuss Worker Trending.

Covered topics: § What is Worker Trending? § Discuss Data Sources § How to Implement Worker Trending § Limitations


HCM Core (48 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.

Adding Reports to a Business Process Audience: Implementation Team

Workday Administrators

Prerequisites: None

Length: 7 Minutes Description: Business Processes link together actions, reports, to dos, notifications, etc. Learn how to add reports to any 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

Benefits: Coordination of Events Audience: Benefit Partners, Benefit

Administrators, Partners, Workday Administrators.

Prerequisites: None

Length: 16 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: § What is coordination of events? § Managing two events for the same employee on

different days § Do Not Reprocess options § Hybrid events.

SUBSCRIPTION LIBRARIES


Benefits: Dependent Event Configuration Audience: Designed for anyone with broad

responsibility for Workday Benefits. General familiarity with Workday navigation is recommended.

Prerequisites: General familiarity with Workday navigation.

Length: 10 Minutes Description: In this lesson, 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 § Demonstration of Functionality

o Security Policy o Business Process Configuration Options o Dependent Event To Dos o Running the Dependent Event Process

§ Summary and Next Steps § Additional Information

Benefits: Open Enrollment Checklist Audience: Benefits Team

Benefits Business Analysts Workday Administrators

Prerequisites: None

Length: 8 Minutes Description: This course 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: Benefits Team

Partners Benefits Business Analysts Workday Administrators

Prerequisites: None

Length: 25 Minutes Description: This course is designed to assist Benefits professionals with the set up and deployment of Open Enrollment in the Workday system. This course 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: Designed for professionals with

responsibility for Workday Benefits, including Partners and Business Analysts. General familiarity with Workday navigation is recommended.

Prerequisites: None

Length: 10 Minutes Description: This course is designed to assist Benefits professionals with benefit plans and benefit eligibility rules.

Covered topics: § What is a Benefit Eligibility Rule? § Types of Benefit Eligibility Rules § Benefit eligibility rules criteria § Example of a benefit eligibility rule § Benefit Plan or Dependent Eligibility Rule § Create a Benefit Eligibility Rule § Create a Benefit Plan

Benefits: Passive Events Enrollment Events Audience: Designed for professionals with


Prerequisites: None

Length: 9 Minutes Description: This course is designed to assist Benefits professionals with enrollment event types and what a benefit event type is.

Covered topics: § Enrollment Event Types § What is a Benefit Event Type? § Examples of Benefit Event Types § Create a Benefit Event Type § Enrollment Event Rule § Edit Enrollment Event Rule

Benefits: Passive Events Rules Audience: Designed for professionals with


Prerequisites: None

Length: 7 Minutes Description: This course is designed to assist Benefits professionals with passive event rules.

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

Bonus Process: Create Bonus Plans Audience: Compensation Partners, HR

Managers and any other employees involved with creating and distributing Bonus Plans.

Prerequisites: None

Length: 13 Minutes Description: This ODE is the second installment in the Bonus Process Series. It covers how to create the two types of bonus plans, as well as look at other important options and rules involved with creating bonus plans.

Covered topics: § Create an Amount Based Plan § Create a Waiting Period § Create a Percent-Based Plan § Create a Time Proration Rule


Bonus Process: Initiate Bonus Plans Audience: Compensation Partners, HR


Prerequisites: None

Length: 14 Minutes Description: This ODE is the fourth installment in the Bonus Process series. It covers the multiple steps of how to Initiate a Bonus Plan.

Covered topics: § Bonus Process Flow § Initiate Bonus Process § Manage Impacted Employees § Configure Bonus Pools § Distribute Bonus Pools § Review & Launch

Bonus Process: Prepare for Bonus Awards Audience: Compensation Partners, HR

Managers and anyone else involved in releasing Bonus Awards.

Prerequisites: None

Length: 6 Minutes Description: This ODE is the first installment of the Bonus Process Series and provides a high level overview of the bonus awards process. You will also learn how to create an eligibility rule for a bonus plan.

Covered topics: § What is a Bonus Process § Who can do what? § Create a Compensation Eligibility Rule

Bonus Process: Propose Employee Bonus Awards Audience: Compensation Partners, HR


Prerequisites: None

Length: 7 Minutes Description: This ODE is the fifth and final installment in the Bonus Process Series. It covers how to Propose and allocate Bonus Award funding to employees.

Covered topics: § Propose Employee Bonus Awards § Approvals

“Knowledge has to be improved, challenged,

and increased constantly, or it vanishes.”

-‐ Peter F. Drucker


Bonus Process: Rollout Bonus Plans Audience: Compensation Partners, HR


Prerequisites: None

Length: 7 Minutes Description: This is the third installment in the Bonus Process Series. This ODE covers how to rollout and view a Compensation Plan.

Covered topics: § Rollout a Compensation Plan § View the Compensation Rollout Process § View an Employee’s Pay Change History

Compensation Changes Audience: For new and existing employees

with responsibility for performing HCM transactions in Workday.

Prerequisites: None

Length: 12 Minutes Description: Learn about the compensation process and the major components of compensation, such as compensation grades and grade profiles. Upon completion of this module, you will be able to view an employee’s compensation and initiate compensation events Covered topics: § Compensation Overview § View Compensation § Compensation Events § Request Compensation Change

Converting Contingent Workers Audience: For new and existing employees


Prerequisites: None

Length: 6 Minutes Description: In this presentation, you will learn how to initiate the process of converting contingent workers to employees of your organization.

Covered topics: § Initiating Conversion § Specify Department § Enter Job Details § Submission and Approval

Creating Applicants Audience: For new and existing employees


Prerequisites: None

Length: 6 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: Implementation Team

Partners Compensation Partners Business Analysts Compensation Business Analysts Workday Administrators

Prerequisites: None

Length: 11 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: Employees, Internal

Consultants, Services Ecosystem, Customers

Prerequisites: None

Length: 5 Minutes Description: Want to learn more about how the employee review template is built? This module is designed to introduce you to the Employee Review Template. In this module, we will look at:

Covered topics: § The 4 Review Categories § Review Types § Review Template (& the Workday-Delivered

Sections)

Evidence of Insurability: Manage the Process Audience: Benefits Team, Partners, Benefits

Business Analysts, Workday Administrators

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 § Email Notification § Updating Status


Evidence of Insurability: Setup Audience: Benefits Team

Partners Benefits Business Analysts, Workday Administrators

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

Form I-9 & E-Verify Integration Overview Audience: This presentation is a

prerequisite of the Onboarding class, so it should be viewed by people attending the course.

Prerequisites: None Length: 11 Minutes Description: This module 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: Project Managers/Engagement

Managers, Principal and Partner Consultants, Implementation Team, Workday Administrators.

Prerequisites: None

Length: 17 Minutes Description: Would you like to manage team and individual goals within Workday, but are unsure how to get started? Watch this training to understand the basics of goal set up and management, including the differences between organization and personal goals. By the end of this presentation, you will know how to copy goals, how to link personal goals to organization goals, and how to cascade goals. Additionally, see where goals fit within an employee’s talent profile.

Covered topics: § Goals Overview and Set Up § Organization Goals § Personal Goals § Goals and Talent Management § Supporting Functionality

Health Savings and Flexible Spending Accounts Setup Audience: Benefits Team, Partners,

Benefits Business Analysts, Workday Administrators

Prerequisites: None

Length: 13 Minutes Description: This course is designed to assist Benefits professionals with the setup and deployment of Health Savings and Spending Accounts in the Workday system.

Covered topics: § Overview § Setting up the Plans § Cross Plan Dependency § Period Schedules and Pay Groups


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

International Assignments with Benefits Audience: Designed for anyone with broad

responsibility for Workday Compensation. General familiarity with Workday navigation is recommended.

Prerequisites: None

Length: 12 Minutes Description: This presentation will discuss how employees can enroll in benefit plans, while on an international assignment.

Covered topics: § Required Configuration § Business Processes § Enrollment Events § Eligibility Rules § Benefit Coverage Type § Enrolling in New Plans

Manager Self-Service Overview Audience: Managers

Prerequisites: None

Length: 8 Minutes Description: Organization roles ensure that users only access those functions for which they are authorized. The Manager role in Workday HCM is responsible for performing critical tasks, and contains role security to facilitate the managing of direct reports. This on-demand course will explore the specific capabilities of the Manager role in Workday HCM.

Covered topics: § My Team Page Worklets

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

§ Dashboards

Merit Process: Compensation Matrices Audience: Compensation Partners

Managers

Prerequisites: None

Length: 9 Minutes Description: Upon completion of this module, you will be able to create and understand Compensation Matrices.

Covered topics: § Create Compensation Matrix § View Single-Target Compensation Matrix § View Multiple-Target Compensation Matrix


Merit Process: Compensation Process Template Audience: Compensation Partners

Managers

Prerequisites: None

Length: 9 Minutes Description: Upon completion of this module, you will be able to recognize the benefits of building a compensation process template, and you will be able to configure one on your own.

Covered topics: § Purpose and Benefits of Template § Create Compensation Process Template

Merit Process: Initiate Audience: Compensation Partners

Managers

Prerequisites: None

Length: 25 Minutes Description: Upon completion of this module, you will be able to follow through each step of the Initiate Merit Process.

Covered topics: § Merit Process Flow § Initiate Merit Process § Manage Impacted Employees § Configure Pools § Distribute Pools § Review and Launch § Approvals § Release Merit Statement

Merit Process: Merit Plans Audience: Compensation Partners

Managers

Prerequisites: None

Length: 14 Minutes Description: Upon completion of this module, you will have a greater understanding of compensation, and you will be able to build a merit plan, and roll out a compensation plan.

Covered topics: § Compensation Overview § Compensation Partners and Administrators § Build Merit Compensation § Create a Merit Plan § Rollout a Compensation Plan

Merit Process: Propose Employee Awards Audience: Compensation Partners

Managers

Prerequisites: None

Length: 11 Minutes Description: Upon completion of this module, you will be able to successfully propose, and approve employee merit awards.

Covered topics: § Domain Security Policy Settings § Propose Employee Awards § Approvals


Move Manager’s Team Audience: Workday Administrators

Prerequisites: None

Length: 10 Minutes Description: Upon completion of this module, you will be able to use the change job business process, to move managers to a new organization, as well as the teams, that report to that manager.

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: Managers and Workday

Administrators.

Prerequisites: None

Length: 11 Minutes Description: The Change Job process asks questions that will help guide managers through the details of a job change. Watch this module to learn about 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 § Move Manager's Team § Demonstration

Processing Hires and Contingent Workers Audience: For new and existing employees


Prerequisites: None

Length: 15 Minutes Description: This presentation will discuss how to initiate the hire process for an applicant and approve the contract.

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

Processing Terminations Audience: For new and existing employees


Prerequisites: None

Length: 9 Minutes Description: In this presentation, you will learn about how to initiate the process of terminations for an employee.

Covered topics: § Creation of a Termination Package § Creating an Exit Interview


Reorganization: Assign Superior Audience: Workday 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 module 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: Workday Administrators

Prerequisites: None

Length: 5 Minutes Description: As changes to your business occur, existing supervisory organizations may need to reflect new management relationships, including new subordinate organizations. In this training, you will learn how to create a subordinate organization and assign roles.

Covered topics: § Considerations § Create Subordinate Organization

Reorganization: Divide Organization Audience: Workday 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 module will help you to make informed reorganizational decisions.

Covered topics: § Considerations § Dividing an Organization § Divide Organization Complete

Reorganization: Events Audience: Workday Administrators

Delivery Mode: Prerequisites:

None

Length: 6 Minutes Description: An introduction to organization management, defined as any type change to your supervisory organization hierarchy, this training 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: § Introduction to Organization Management § Reorganization Roles § Create Reorganization Event § Organization Tasks


Reorganization: Inactivate Organization Audience: Workday Administrators

Prerequisites: None

Length: 5 Minutes

Description: This presentation 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. You will also go through a demonstration of the inactivation process.

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

Reorganization: Move Workers Audience: Workday Administrators

Prerequisites: None

Length: 3 Minutes

Description: This module 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 § Move Workers - Business Process

Staffing Positions: Creating Positions Audience: For new and existing employees


Prerequisites: None

Length: 15 Minutes

Description: Every supervisory organization is tied to a distinct staffing model. In this training, you will tackle the differences between staffing models so that you will be able to successfully hire an employee into a variety of organizations. You will build new positions under the position staffing model, create a headcount group in order to hire using headcount management, and set hiring restrictions for job management.

Covered topics: § Create a Position § Create a Headcount Group § Set Hiring Restrictions

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


Prerequisites: None

Length: 5 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 module 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: For new and existing employees


Prerequisites: None

Length: 8 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: § Editing a position § Closing a Position § Managing a Hiring Freeze

Talent Management: Competencies Audience: Talent Administrator, Talent

Partner, Project Manager/Engagement Manager, Principal and Partner Consultants, Implementation Team.

Prerequisites: None

Length: 18 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 module, 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: Benefits Team


Prerequisites: None

Length: 11 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 Codes § Complete an Individual Assessment § Assess Employee Potential in Volume § Related Business Processes § Domain & Business Process Security Policies

Talent Succession: Business Processes, Security, and Worklets Audience: Benefits Team


Prerequisites: None

Length: 9 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 Security Policies § Business Process Security Policies § Worklets


Talent Succession: Succession Planning Audience: Benefits Team


Prerequisites: None

Length: 12 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 (14 Titles) In this ODE library are topics related to Expenses, Analytics and Reporting, as well as Revenue Management.

Configuring Workday Expenses: Cost Controls Audience: Designed for anyone

responsible for maintaining Workday Expenses after deployment. General familiarity with Workday navigation is recommended.

Prerequisites: None

Length: 17 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: Designed for anyone with broad

responsibility for Workday Compensation, Implementation Team and Workday Administrators. General familiarity with Workday navigation is recommended.

Prerequisites: None

Length: 11 Minutes Description: This presentation will discuss configuring Workday expense items.

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

Configuring Workday Expenses: Prerequisites Audience: Finance Team, Partners,


Prerequisites: None

Length: 22 Minutes Description: This course is designed to help you understand HCM and Financials setup steps, which are prerequisites for using Workday Expenses. This course provides detailed information on the multiple tasks that comprise configuring Workday Expenses process.

Covered topics: § Expense Items and Item Attributes § Instructional Text § Reimbursement Rates § Security § Cost Controls

Configuring Workday Expenses: Segmented Security Audience: Designed for anyone with broad

responsibility for Workday Financials, Implementation Team and Workday Administrators. General familiarity with Workday navigation is recommended.

Prerequisites: None

Length: 8 Minutes Description: This presentation will cover configuring Workday Segmented Security.

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: Expense Managers


Prerequisites: None

Length: 8 Minutes Description: Spend authorizations enable employees to obtain pre-approval for anticipated expenses, before they enter their actual expenses in the system. This course demonstrates how to create and approve a spend authorization from the perspective of employees and managers involved in the transaction. It is targeted to Workday Expense Managers and Administrators, but also can be used (as part of the ESS/MSS Kit) as a deployment and training aid.

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

Authorization Request § Submitting a Spend Authorization Request for

Approval § Reviewing Spend Authorization Business

Process Steps § 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: Expense Managers


Prerequisites: None

Length: 10 Minutes Description: Expense reports are the primary means by which employees 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. It is targeted to Workday Expense Managers and Administrators, but also can be used (as part of the ESS/MSS Kit) as a deployment and training aid.

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

Report § Submitting an Expense Report for Approval § Reviewing Expense Report Business Process

Steps § Approving an Expense Report § Viewing Receipts Attached to an Expense

Report § Denying an Expense Report § Sending an Expense Report Back to an

Employee for Rework

Expense Analytics and Reporting Audience: Implementation Team

Workday Administrators Report Writers

Prerequisites: None

Length: 22 Minutes Description: This presentation will discuss defining and using eligible earnings.

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


Procure-to-Pay for Contingent Labor Audience: Project Managers

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

Prerequisites: None

Length: 26 Minutes 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: § Contingent Labor Procure-to-Pay Overview § Required Set Up including staffing models,

positions, and spend categories § Creating a Requisition for a job § Creating a Purchase Order from a contract § Issuing the Purchase Order to the Supplier or

Contingent worker § Logging time § Invoicing based on the timesheet § Payment to the supplier

Procure-to-Pay for Deliverable Services Audience: Project Managers


Prerequisites: None

Length: 22 Minutes Description: Procure-to-pay functionality for task related projects will be covered in this training including creating deliverable service requisitions, sourcing and issuing purchase orders, logging completed tasks, 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: § Deliverable Services Procure-to-Pay Overview § Required Set Up including projects, suppliers,

and spend categories § Creating a Requisition for a task based

deliverable service § Creating a Purchase Order from the requisition § Issuing the Purchase Order to the Supplier § Logging tasks completed § Invoicing based on the purchase order or task

log § Payment to the supplier


Procure-to-Pay for Goods Audience: Project Managers


Prerequisites: None

Length: 24 Minutes Description: Procure-to-pay functionality for goods will be covered in this training including creating requisitions, sourcing and issuing purchase orders, receiving goods, 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: § Goods Procure-to-Pay Overview § Required Set Up including procurement items,

suppliers, and supplier contracts § Creating a Requisition for a purchase item § Creating a Purchase Order from the requisition § Issuing the Purchase Order to the Supplier § Receiving the goods § Invoicing based on the receipt § Payment to the supplier

Revenue Management: Customer Contracts Audience: Managers

Implementation Team

Prerequisites: None

Length: 19 Minutes Description: This presentation will discuss customer contracts.

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

Revenue Management: Customer Contracts Billing Audience: Designed for Managers and

Implementation Teams. General familiarity with Workday navigation is recommended

Prerequisites: Revenue Management: Customer Set-Up

Length: 16 Minutes Description: This presentation 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: Customer Contracts Revenue Recognition Audience: Managers

Implementation Team

Prerequisites: Revenue Management: Customer Set-Up

Length: 11 Minutes Description: In this session, 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.

Workday Expenses Overview Audience: Implementation Team

Workday Administrators Expense Managers

Prerequisites: None

Length: 7 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


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: Adjusting Time-Off Audience: Absence Administrators

Prerequisites: None

Length: 27 Minutes

Description: By the end of this course, you will understand the situations that require time off adjustments. You will understand prerequisites you need to complete before entering an adjustment, and how to enter and verify an adjustment. You will also understand how to adjust time off for which an employee has lost eligibility.

Covered topics: § Purpose of Time-Off Adjustments § Common Scenarios § Steps for Adjusting Time Off

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

Prerequisites: None

Length: 10 Minutes

Description: By the end of this course, you will understand the situations that require overrides to a plan balance, as well as the prerequisites you need to complete before entering overrides. You will also understand how to enter, and verify balance overrides for your employees.

Covered topics: § Purpose of Overrides § Common Scenarios § Steps for Overriding Time-Off Plan Balances


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: Payroll Implementation- those

specializing in Higher Education Implementations.

Prerequisites: None

Length: 15 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: This course is intended for

learners who have completed the Workday Payroll course, and need a refresher on creating a deduction.

Prerequisites: None

Length: 18 Minutes Description: Need to create a new deduction for payroll processing? This module, designed as a refresher for those who have completed the Workday Payroll Fundamentals course, will walk you through each tab of the Create Deduction task.

Covered topics: § Deduction overview § Create Deduction task, including related tabs

Create an Earning Audience: This course is intended for

learners who have completed the Workday Payroll course, and need a refresher on creating a earning.

Prerequisites: None

Length: 18 Minutes Description: Need to add a new earning for payroll processing? This module, designed as a refresher for those who have completed the Workday Payroll Fundamentals course, will walk you through each tab of the Create Earning task.

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


Effort Certification Audience: Customers involved in effort

certification transactions. Professional Services and Partners who support customers as they configure and deploy effort certification.

Prerequisites: None

Length: 20 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 module, 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: For Payroll Administrators and

employees with responsibility for administering payroll.

Prerequisites: None

Length: 11 minutes Description: This course demonstrates how to add payroll input for a worker.

Covered topics: § Hourly Pay § United Way Deduction § Loan & Loan Repayment § Special Entries § Run Payroll Calculation § View Calculation Results

Payroll - Gross Up Calculations Audience: Payroll Team

Implementation Team

Prerequisites: None

Length: 10 minutes

Description: This On-Demand Education for end users highlights transactional processes in Workday Payroll. This short tutorial is intended to bring Workday Payroll users quickly up to speed on Gross Up Calculations.


Payroll - Off Cycle Processes: Manual Payments Audience: Payroll Team

Implementation Team

Prerequisites: None

Length: 10 minutes Description: This short tutorials is intended to bring Workday Payroll users quickly up to speed on 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: Payroll Administrators, Payroll

Managers

Prerequisites: None

Length: 11 minutes Description: In this module, you will learn how reversals are used to "back out" a recorded check entry 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: Payroll Team

Implementation Team

Prerequisites: None

Length: 11 minutes Description: This On-Demand Education for end users highlights transactional processes in Workday Payroll. This short tutorial 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: Payroll Team

Implementation Team

Prerequisites: None

Length: 10 minutes Description: In this module, 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: Payroll Team

Implementation Team

Prerequisites: None

Length: 14 minutes Description: This On-Demand Education for end users highlights transactional processes in Workday Payroll. This short tutorial is intended to bring Workday Payroll users quickly up to speed on Payroll Input Using EIB.

Payroll - Reprint Advices Audience: Payroll Team

Settlement Team

Prerequisites: None

Length: 2 minutes Description: If you need to reprint an advice that has already been generated, this brief training details how to locate and reprint advices.

Covered topics: § Locate Advices § Reprint Advices

Payroll - Reprint Checks and Reassign Check Numbers Audience: Payroll Team

Settlement Team

Prerequisites: None

Length: 7 minutes 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 training details the options for reprinting checks.

Covered topics: § Overview of Reprinting and Reassigning § Check Reprint Options § Manually Enter Check Numbers

Payroll - Running Payroll Calculation, Complete, and Settlement Audience: HR managers, HR Executives,

and Payroll managers.

Prerequisites: None

Length: 8 minutes Description: This module 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

Payroll - Running Pre-note Authorizations Audience: Payroll Team

Implementation Team

Prerequisites: None

Length: 8 minutes Description: This On-Demand Education for end users highlights transactional processes in Workday Payroll. This short tutorial is intended to bring Workday Payroll users quickly up to speed on Running Pre-note Authorizations.


Payroll - Viewing Payroll Results and Payslips Audience: Payroll Team

Implementation Team

Prerequisites: None

Length: 10 minutes Description: This On-Demand Education for end users highlights transactional processes in Workday Payroll. This short tutorial 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 § View a Worker's Pay Information from Worker's

Profile Page

Record Voided Checks Audience: Cash Managers, Implementers

Prerequisites: None

Length: 2 minutes Description: This presentation will show you how to view and record voided checks.

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

Time Tracking: Adjusting Calculated Time Audience: Time Tracking Administrators

responsible for managing Time Tracking, Payroll Administrators responsible for processing Payroll.

Prerequisites: None

Length: 7 Minutes Description: The purpose of this training is to review how to use the Adjust Calculated Time task.

Covered topics: § When it is appropriate to use the Adjust

Calculated Time task § How to adjust calculated time

Time Tracking: Configuring a Time Entry Template Audience: Time Tracking Administrators

responsible for managing Time Tracking,

Prerequisites: None

Length: 12 Minutes Description: The purpose of the time entry template is to control the appearance and behavior of the time entry calendar. Watch this module 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.

Covered topics: § Function of the Time Entry Template § Configure the Template § Enter Time using the Template § View, Edit, and Delete a Template


Time Tracking: Configuring Time Entry Codes and Time Code Groups Audience: Time Tracking Administrators


Prerequisites: None

Length: 12 Minutes Description: 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 module details the function and configuration of these time tracking elements. Upon completion of this training, you should be able to create and maintain time entry codes and time code groups.

Covered topics: § Overview of Time Entry Codes and Time Code

Groups § Create and Delete a Time Entry Code and Time

Code Group

Time Tracking: Defining a Period Schedule Audience: Time Tracking Administrators


Prerequisites: None

Length: 10 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. Learn the major components of a period schedule, including the function of several critical dates for time entry. Upon completion of this module, you should be able to understand and make adjustments to a period schedule.

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

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


Time Tracking: Defining the Work Schedule Calendar Audience: Time Tracking Administrators


Prerequisites: None

Length: 9 Minutes Description: The work schedule calendar defines the days workers are scheduled to work, the workweek start day, and the day breaker, or the time of day that one day ends and the next begins. View this module to discover how to create a work schedule calendar and add events, as well as how to copy and edit a calendar. You will also learn about the importance of synchronizing the calendar with the one payroll uses to calculate the FLSA overtime rate.

Covered topics: § Purpose of the Work Schedule Calendar § U.S. Fair Labor Standards Act (FLSA) § Create, Copy, and Edit the Calendar

Time Tracking: Entering and Approving Time and Time Off for a Worker Audience: Managers responsible for

managing their team's time entries approving their time and time off.

Prerequisites: None

Length: 19 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 enter and approve time and time off for a worker.

Covered topics: § Accessing a Worker's Time Entry Calendar § Entering Time for Worker § Editing and Deleting Time for a Worker § Submitting Time for a Worker § Entering Time Off for a Worker § Approving, Denying, and Sending Back Time

Submittals and Time Off Requests.

Time Tracking: Entering Time and Time Off Audience: Employees required to track

their time using the Time Tracking time entry calendar.

Prerequisites: None

Length: 20 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.

Covered topics: § Accessing the Time Entry Calendar § Entering Time § Editing and Deleting Time § Submitting Time § Requesting Time Off

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


Prerequisites: None

Length: 7 Minutes Description: The purpose of this training is to review 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: § When it is Appropriate to Manually Advance the

Enter Time Business Process § Modifying the Enter Time Business Process

Security Policies § How to Manually Advance the Enter Time

Business Process


Time Tracking: Overview Configuring the Calendar Audience: Time Tracking Administrators


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: Payroll Team

Prerequisites: None

Length: 6.5 Minutes 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 module, 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: Payroll Team

Prerequisites: None

Length: 10.5 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: Payroll Team

Prerequisites: None

Length: 9 Minutes 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 module, 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 (15 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: Report Writers (Advanced)

Prerequisites: Report Writer

Length: 12 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? Then this course is for you. Analytic indicators are used in Workday to visually categorize and group data, indicate status, display ratings, monitor thresholds, illustrate progress, and highlight data exceptions. This course will provide the tasks, steps and different indicators that are available to you. This course will demonstrate a real world use case. Expand your reporting possibilities and wow your report consumers.

Covered topics: § Definition of an Analytic Indicator § When and Why to Use an Analytic Indicator § Configuring an Analytic Indicator

Advanced Report Writer: Creating Alerts Using Standard Reports Audience: Report Writers (Advanced)


Length: 17 Minutes Description: Workday Report Writer will allow you to create alerts using standard reports. This course will demonstrate the process for creating alerts within the system.

Covered topics: § Definition of Alerts § Workday Notification Framework § Workday Standard Reports Used in Expense

Reporting § Implementing Alerts and Notifications Based on

Custom Reports

Advanced Report Writer: Creating Custom Worklets Audience: Report Writers (Advanced)


Length: 14 Minutes Description: A worklet is a report that can be displayed in a "tile" on the Workday home pages My Workday, All About Me, and Dashboard. Worklets provide quick access to frequently referenced data and tasks. As a tiny custom report, they are a convenient way to share information within your organization.

Covered topics: § Designing a Custom Worklet § Security Settings § Deploying and Validating Worklets § Configuring My Team Page § Creation and Deployment of Custom Worklets

Using Workday Report Writer


Advanced Report Writer: Filters and Multi-Instance Fields Audience: Report Writers (Advanced)


Length: 15 Minutes Description: This course 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 § Objects and Multi-instance Fields § Numeric, Date and Boolean Filters

Advanced Report Writer: Scheduling Reports & the W: Drive Audience: Report Writers (Advanced)


Length: 18 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: § Improved Performance § Managing Report Criteria § Setting Output Options § Easy Navigation

Advanced Report Writer: Sharing and Security Audience: Report Writers (Advanced)


Length: 12 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: Report Writers (Advanced)


Length: 11 Minutes Description: Workday supports several different ways to share report data outside the Workday system, including REST-based and SOAP-based Web Services, as well as RSS feeds. This course will demonstrate how to publish a custom report as a web service.

Covered topics: § Web Services Technology § What is a Web Service § Why Expose a Report as a Web Service § Deploying a Report as a Web Service


Combinations of Security Groups Audience: Project Managers

Implementation Team Workday Administrators


Length: 8 Minutes Description: This course focuses on location and organization membership security groups. Through presentations and demonstrations this tutorial provides steps on how to create an intersection security group.

Covered topics: § Combinations of Security Groups § Aggregate Security Groups § Intersection Security Groups § Creating an Intersection Security Group

Create and Deploy Security Groups Audience: Project Managers


Prerequisites: None

Length: 10 Minutes Description: In this course, you will learn how to create and deploy security groups.

Covered topics: § Create Security Group § Edit Domain and Business Process Security

Policies § Activate Security Changes § Assign and test User-Based Security Group

Document Transformation With Prompts Audience: Integration Consultants,

Workday project team members, Workday employees, Engagement Managers, Functional Consultants

Prerequisites: None

Length: 14 minutes Description: This module demonstrates how to create a Document Transformation integration that displays prompt values when launched, thus allowing the default values to be changed at run-time. This ability became available as a result of the Workday 17 feature in which a business process can be linked with an integration step. The process for creating this integration varies significantly from the steps used to create Document Transformation integration that does not display prompts when launched. Learn the basics for generating a fixed-width output file, using an integration with changeable run-time prompts.

Covered topics: § DT / EIB Comparison § Other Approach: Without Prompts § Fixed-Width DT Example


Document Transformation Without Prompts Audience: Integration Consultants,

Workday project team members, Workday employees, Engagement Managers, Functional Consultants

Prerequisites: None

Length: 15 minutes Description: Document Transformation integrations can process ETV/XTT attributes, which can greatly simplify the XSLT used to create the target system data format, typically a delimited or fixed-width file. Unlike outbound EIB integrations, Document Transformation integrations can validate data and place messages on integration events, as well as access integration attributes and maps. In the example shown here, launch parameter default values are set at design-time and are therefore not displayed at run-time. Watch this module to learn how to create a Document Transformation integration that does not display prompt values when the integration is launched and outputs a fixed-width formatted file.

Covered topics: § DT / EIB Comparison § Document Transformation Overview § Fixed-Width DT Example § Review DT 4-Step Process

Integration Security Overview Audience: Integrations consultants

Workday project team members Workday employees Engagement managers Functional consultants

Prerequisites: None

Length: 16 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 Architecture and Systems § Integration System User § Security Fundamentals and Security Groups § View Security for Securable Items, EIB-Out

Integrations


Introduction to Integration Systems Audience: Integrations consultants

Workday project team members Workday employees Engagement managers Functional consultants

Prerequisites: None

Length: 14 Minutes Description: This training provides an overview of integration systems, including an outline of the most common features. We will 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 Overview § Integration Architecture and System Features § Launch an Outbound EIB, Schedule Launch,

Configure Notifications

Location and Organization Membership Security Groups Audience: Designed for anyone with broad

responsibility for Workday configuration, such as project managers, system implementers and project team leaders active in Workday implementations. General familiarity with Workday navigation is recommended.


Length: 6 Minutes Description: This course focuses on location and organization membership security groups. Through presentations and demonstrations this tutorial provides steps on how to create a location membership security group.

Covered topics: § Location Membership Security Groups, with

examples. § Organization Membership Groups, with

examples. § Creating a Location Membership Security Group

Segment-Based Security Groups Audience: Project Managers



Length: 12 Minutes Description: Through presentations and demonstrations this tutorial provides steps on how to create a segment-based security group.

Covered topics: § Segment-Based Security Groups § Security Segment Areas § Before Implementing Segmented Security § Examples of Segmented Security § Securing an Expense Item

Don’t forget to visit the Knowledge Management page in the Community for the latest copy of our Curriculum Roadmap!


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