workday knowledge management training catalog

WORKDAY KNOWLEDGE MANAGEMENT 1 TRAINING CATALOG AUGUST 2012


Table of Contents

How This Catalog is Organized ............................................................................................................... 5

Training Options ...................................................................................................................................... 5

Learning Management System ............................................................................................................... 6

How to Contact Us ................................................................................................................................... 6

Purchasing Training ................................................................................................................................. 7

WORKDAY BASICS ........................................................................................................................................... 8

Workday Core Concepts ......................................................................................................................... 8

Business Process Overview (Free) ......................................................................................................... 8

Organizations and Security (Free) .......................................................................................................... 8

Configurable Security Overview (Free) ................................................................................................... 9

Report Writer Overview (Free) ................................................................................................................ 9

Manager Self-Service Overview (Free) ................................................................................................... 9

Navigation (Free) ..................................................................................................................................... 9

Staffing Models Overview (Free) ........................................................................................................... 10

Workday Expenses Overview (Subscription) ........................................................................................ 10

Staffing Positions (Free) ........................................................................................................................ 10

Procure-to-Pay Overview (Subscription) ............................................................................................... 10

Workday Learning Center: Navigation Basics (Free) ........................................................................... 11

Workday Learning Center: Enrollment Basics (Free) ........................................................................... 11

Workday Learning Center: Training Coordinator Basics (Free) ........................................................... 11

Workday Web Services Overview (Free) .............................................................................................. 12

Workday Project Success (Free) .......................................................................................................... 12

Workday Integration Overview (Free) ................................................................................................... 12

DEPLOYING WORKDAY ................................................................................................................................. 13

Simple Report-Based Outbound Integrations ....................................................................................... 13

Loading Bulk Inbound Transactions using Enterprise Interface Builder (EIB-IN) ................................ 13

Introduction to Workday Studio ............................................................................................................. 14

Absence Management: Configuration and Administration ................................................................... 14

Workday Report Writer .......................................................................................................................... 15

Workday Calculated Fields .................................................................................................................... 15

HCM Fundamentals ............................................................................................................................... 16

Benefits Fundamentals .......................................................................................................................... 16

Payroll Fundamentals ............................................................................................................................ 17

Financials Fundamentals ...................................................................................................................... 17

Compensation Fundamentals ............................................................................................................... 18

Procure-to-Pay Fundamentals .............................................................................................................. 18

Business Process Fundamentals .......................................................................................................... 19


Configurable Security Fundamentals .................................................................................................... 19

Preparing for Benefits Discovery (Free) ................................................................................................ 19

Preparing for Business Process Discovery (Free) ................................................................................ 20

Preparing for Compensation Discovery (Free) ..................................................................................... 20

Preparing for Global Design Discovery (Free) ...................................................................................... 20

Preparing for Project Kick-off (Free) ..................................................................................................... 20

Secure Data and the sFTP Server (Free) ............................................................................................. 21

Translations and Language Support in Workday (Free)....................................................................... 21

Understanding Data Validation (Free) .................................................................................................. 21

Understanding Staffing Models (Free) .................................................................................................. 21

Understanding Tenant Management (Free).......................................................................................... 22

Understanding the Initial Prototype (Free) ............................................................................................ 22

Workday Tenant Automation (Free) ...................................................................................................... 22

Combinations of Security Groups (Subscription) .................................................................................. 22

Location and Organization Membership Security Groups (Subscription) ............................................ 23

Segment-Based Security Groups (Subscription) .................................................................................. 23

Configuring Workday Expenses (Subscription) .................................................................................... 23

Adding Reports to a Business Process (Subscription) ......................................................................... 23

Benefits: Dependent Event Configuration (Subscription) ..................................................................... 24

Benefits: Open Enrollment Checklist (Subscription) ............................................................................. 24

Benefits: Open Enrollment Processing (Subscription) .......................................................................... 25

Benefits: Passive Events (Subscription) ............................................................................................... 25

Bonus Process (Subscription) ............................................................................................................... 26

Merit Process (Subscription) ................................................................................................................. 26

Defining and Using Eligible Earnings (Subscription) ............................................................................ 26

Supervisory Organizations (Subscription) ............................................................................................. 27

Talent Succession (Subscription) .......................................................................................................... 27

Evidence of Insurability: Setup (Subscription) ...................................................................................... 28

Workday Onboarding Series (Free) ...................................................................................................... 28

LIFE IN PRODUCTION ..................................................................................................................................... 29

HCM Transactions ................................................................................................................................. 29

Performance Management .................................................................................................................... 29

Simple Report-Based Outbound Integrations ....................................................................................... 30

Loading Bulk Inbound Transactions using Enterprise Interface Builder (EIB-IN) ................................ 30

Introduction to Workday Studio ............................................................................................................. 31

Advanced Workday Studio .................................................................................................................... 31

Customer Channel (On Workday Community) .................................................................................... 32

Payroll Interface: Change Detection (Free) .......................................................................................... 32

Compensation Changes (Free) ............................................................................................................. 32

Performing a Job Change (Free) .......................................................................................................... 33


Requesting Time Off and Leave of Absence (Free) ............................................................................. 33

Advanced Report Writer: Analytic Indicator Overview (Subscription) .................................................. 33

Advanced Report Writer: Creating Alerts Using Standard Reports (Subscription) .............................. 34

Advanced Report Writer: Creating Custom Worklets (Subscription) .................................................... 34

Advanced Report Writer: Filters and Multi-Instance Fields (Subscription) ........................................... 34

Advanced Report Writer: Scheduling Reports & the W: Drive (Subscription) ...................................... 34

Advanced Report Writer: Sharing and Security (Subscription) ............................................................ 35

Advanced Report Writer: Web Services (Subscription) ........................................................................ 35

Create and Approve a Spend Authorization (Subscription) .................................................................. 35

Create and Approve an Expense Report (Subscription) ...................................................................... 36

Expense Analytics and Reporting (Subscription).................................................................................. 36

Procure-to-Pay for Contingent Labor (Subscription) ............................................................................ 37

Procure-to-Pay for Deliverable Services (Subscription) ....................................................................... 37

Procure-to-Pay for Goods (Subscription) .............................................................................................. 38

Revenue Management: Customer Contracts (Subscription) ................................................................ 38

Revenue Management: Customer Contracts Billing (Subscription) ..................................................... 38

Revenue Management: Customer Contracts Revenue Recognition (Subscription) ............................ 39

Absence Management: Adjusting and Overriding Accruals (Subscription) .......................................... 39

Absence Management: Adjusting Time-Off (Subscription) .................................................................. 39

Absence Management: Overriding Time-Off Plan Balances (Subscription) ........................................ 39

Payroll (Subscription) ............................................................................................................................ 40

Workday Enablement Workshop Job Change ................................................................................... 40

Workday Enablement Workshop OnBoarding ................................................................................... 41

Workday Enablement Workshop Reporting and Analytics ................................................................ 41

SUBSCRIPTION LIBRARIES ........................................................................................................................... 42

HCM Core Library (11 Titles) ................................................................................................................ 43

Financials Library (12 Titles) ................................................................................................................. 47

Payroll/Absence/Time Tracking Library (13 Titles) ............................................................................... 53

Cross-Application Technology (10 Titles) ............................................................................................. 55


Workday Knowledge Managementlearning 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.

Subscription Libraries - These On-Demand Education Libraries are subscription-based offerings and

are dispersed throughout 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]

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 two main training facilities:

Pleasanton, California; Oakbrook Terrace, Illinois. Workday also offers on-site training at an additional

cost. Please contact us for details.

Virtual Classroom - Workdays 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.


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+ $520USD

On-Demand Training - On-Demand Training from Workday is available as a subscription service. The cost is

$5,000 per year for a block of 5 licensed users to access one of the available libraries. Workday currently offers

four training libraries:

Cross-Application Technology - covering technology that crosses all functional areas including reporting,

business process framework, and security.

HCM Core- covering application functionality in Human Capital, Payroll, Benefits, Compensation,

Expenses, and other areas

Payroll/Absence/Time Tracking - These offerings are topic specific to Payroll, Absence, and Time

Tracking and including On Demand Payments, Gross Up Calculations, Payroll Using EIB, and Adjusting

Time Off and Accruals.

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

Revenue Management.

Self-Service Training -The Workday Adoption Toolkit (WAT) is a subscription service. The cost of the toolkit is

calculated by multiplying the number of employees times $.50 and then adding $5,000 per subscription year. The

minimum subscription length is the number of remaining years on your Workday license. For example, if you have

25,000 employees and 3 years remaining on your Workday license, your price would be (.50 x 25,000) + 5,000 =

$17,500 per year x 3 = $52,500

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


Are you a new Workday user? This collection of

courses will provide you with the foundation you

need to become familiar with the basic functions of

Workday before you begin your deployment.

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. The Core Concepts class is a prerequisite

for other classes. If you have taken ANY of our

Fundamentals courses than you do not need to sign

up for this class. 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

Business Process Overview (Free)

Delivery Mode:

Audience:

On-Demand Education

Project Managers

Implementation Team

Managers


Prerequisites: None

Length: 16 Minutes

Description:

A business process is a definition of business tasks

that need to be performed for an event to occur, and

control the sequence in which they must be

completed, and who must do them. Take this on-

demand course find out how to create or modify a

Business Process definition in the Workday system.

Covered topics:

Navigating to a Business Process Definition

Supervisory Organizations and Business

Processes

Copying a Business Process

Editing a Business Process

Adding and Deleting a Business Process

Step

Adding a Notification

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:

Take this module to learn how security groups relate

to your Supervisory organizations and other

organizational types.

WORKDAY

BASICS


Configurable Security Overview (Free)

Delivery Mode:

Audience:

On-Demand Education

Project Managers

Implementation Team


Prerequisites: None

Length: 17 Minutes

Description:

In this course you will learn how to create the three

most common types of security groups, understand

the special relationship between Functional Areas

and Domains, and explore the concept of Security

Policies.

Covered topics:

Functional Areas and Domains

Business Process Security Policy

Create and Deploy Security Group

Configurable Security Education

Report Writer Overview (Free)

Delivery Mode:

Audience:

On-Demand Education

Report Writers

Prerequisites: None

Length: 20 Minutes

Description:

Report Writer is a built-in, easy-to-use, custom

solution for actionable reporting. This course

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

Manager Self-Service Overview (Free)

Delivery Mode:

Audience:

On-Demand Education

Managers

Prerequisites: None

Length: 15 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:

Navigation

My Workday 2.0 and Dashboards

Using the Workfeed to filter requests

Bulk Approvals

Accessing Direct Report Information

Initiating Events, Transactions, and

Business Processes

Employee Changes

Hiring Employees

Performance and Compensation

Navigation (Free)

Delivery Mode:

Audience:

On-Demand Education


Prerequisites: None

Length: 19 Minutes

Description:

This course covers Workday 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


Staffing Models Overview (Free)

Delivery Mode:

Audience:

On-Demand Education


Prerequisites: None

Length: 7 Minutes

Description:

In this overview you will learn the definition of a

staffing model and basic staffing model concepts,

review all three staffing model types and the

differences between them.

Covered topics:

Definition of a Staffing Model and the 3

Types of Staffing Models

Setting Hiring Restrictions

Workday Expenses Overview (Subscription)

Delivery Mode:

Audience:

On-Demand Education

Implementation Team


Expense Managers

Prerequisites: None

Length: 36 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 Workdays solution for

recording, monitoring and controlling expenses.

Covered topics:

Expense Items

Spend Controls

Expense Reports

Settlement

Expense Analytics

Staffing Positions (Free)

Delivery Mode:

Audience:

On-Demand Education


Prerequisites: None

Length: 28 Minutes

Description:

Learn how to manage your positions and acquire a

deeper understanding of how job profile relate to

them.

Procure-to-Pay Overview (Subscription)

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


Prerequisites: None

Length: 19 Minutes

Description:

You will learn about Workdays Procurement options

and how they fit into Workdays 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


Workday Learning Center: Navigation Basics (Free)

Delivery Mode:

Audience:

On-Demand Education

Everyone

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: 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 include:

Overview of the Course Completion Process

Enroll in Online and Instructor-Led Courses

Navigate an ODE

Complete an ODE Series

Workday Learning Center: Training Coordinator Basics (Free)

Delivery Mode:

Audience:

On-Demand Education

Everyone

Prerequisites: None

Length: 10 Minutes

Description:

This course provides an introduction to the Training

Coordinator role within the Workday Learning

Center. Covered topics include:

Approve Users

Manage Users Training

Delegate Responsibilities

Generate Reports

Resources


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 Workdays Public Web Services

and how to navigate to view them. Included is a

discussion of how to access the web service APIs

Web Service Description Language (WSDL) for

Workdays 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

Workday Project Success (Free)

Delivery Mode:

Audience:

On-Demand Education

Project Managers

Implementation Team

Prerequisites: None

Length: 18 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 Workday Project

Workday Accelerated Deployment

Methodology

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


As you begin to deploy Workday in your

organization, this collection of courses will provide

you with the knowledge needed to be successful.

Simple Report-Based Outbound Integrations

Delivery Mode:

Audience:


Report Writers


Integration Team

Prerequisites: Workday Report Writer

Length: 2 Sessions, 8 Hours Total

Description:

This Workday simple report-based outbound (from

Workday) integrations course focuses on

mechanisms for using custom report results in

integrations. The course also touches briefly upon

using the Workday Web Services for simple

outbound integrations. 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. You will also learn how to use a

business process to trigger an outbound integration

and custom XSLT to transform report data. Lastly,

you will learn how to configure notifications for

integrations.

Covered topics:

Document Transform and ETV/XTT

Enterprise Interface Builder (EIB)

3-step integration Design Pattern

Integration Systems and Event Results

Scheduling Integrations

Using Sequence Generators

Using Custom XSLT

Workday Web Service Operations

Delivering Notifications

Loading Bulk Inbound Transactions using Enterprise Interface Builder (EIB-IN)

Delivery Mode:

Audience:


Report Writers


Integration Team



Description:

After taking this course you will know how to create

inbound EIBs, generate template models and load

bulk transactions into your Workday tenant. 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

instructor led demos and activities you will learn

about the different template models with the different

functional areas and how to generate, customize

and populate those templates.

Covered topics:

The 3-step EIB Design Pattern


Inbound Integration Systems

Generating Templates

Loading Bulk Transactions

Viewing and Validating Inbound Integration

System Results

Customizing Templates

Troubleshooting

Sandbox to Production

DEPLOYING

WORKDAY


Introduction to Workday Studio

Delivery Mode:

Audience:



Integration Team



Workday Calculated Fields


Description:

After taking this course you will know how to use

Workday Studio to create sophisticated integrations.

Unlike EIB, the Workday Studio is not limited to one

data source, one transformation and one

destination. Instead, Workday Studio can be used

to create integrations that use several reports and

Workday Web Services (WWS), several

transformations, and deliver results to several

destinations. Through hands-on activities and

demonstrations, and leveraging samples from the

Workday Community, you will learn how to develop

sophisticated integrations using Workdays most

powerful integration technology.

Covered topics:

Features of Workday Studio

Workday Studio Assemblies (integration

systems) Components

Patterns for Common Integration Solutions

Performance and Scalability

Basic Flow of Control Between Assembly

Components

Basics of Error Handling

Basics of Web Services, XSLT, and MVEL

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 Workdays 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


Workday Report Writer

Delivery Mode:

Audience:


Report Writers

Integration Team

Prerequisites: None


Description:

This virtual course will explore in depth the concepts

of Workdays Configurable Report Writer. Through a

series of demonstrations and hands-on activities,

Workday Report Writer will teach you how to

confidently create custom reports for deployment

throughout your organization.

Covered topics:

Building advanced filters

Copying, deleting, editing and transferring

ownership of custom reports

Data sources

Security Groups

Grouping and totaling report results

Sharing your custom reports

The W: Drive Navigation tab

Custom Worklets

SOAP and REST protocols

Contextual reporting


Delivery Mode:

Audience:


Report Writers

Integration Team



Description:

In this class, you will learn how to unleash the power

of Workdays Calculated Fields. Through hands-on

activities and demonstrations learn how to develop

rich, customized reports without coding or

programming, using simple field configurations.

Covered topics:

Arithmetic Calculations

Concatenation

Evaluate Expression

True False Condition

Date Difference

Extract Single Instance

Global fields

Created Fields

Building multiple reports


HCM Fundamentals

Delivery Mode:

Audience:

Classroom

Project Managers

Benefits Team

Partners


Managers



Prerequisites: None

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

Benefits Fundamentals

Delivery Mode:

Audience:

Classroom

Implementation Team

Benefits Team

Partners

Developers

Integration Team

Benefits Business Analysts


Prerequisites: Navigation (ODE)

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


Payroll Fundamentals

Delivery Mode:

Audience:

Classroom

Payroll Deployment Team

Payroll Administrators

Payroll Partners



Length: 4 Days

Description:

The course focuses on payroll input, running pay

calculations and reports using Workdays 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

Financials Fundamentals

Delivery Mode:

Audience:

Classroom

Project Managers

Implementation Team

Financials Team

Report Writers

Partners


Developers

Integration Team

Managers

Business Analysts

Technical Analysts




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


Compensation Fundamentals

Delivery Mode:

Audience:

Classroom

Project Managers

Compensation Team

Partners




Prerequisites: HCM Fundamentals OR

Workday Core Concepts

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

Procure-to-Pay Fundamentals

Delivery Mode:

Audience:

Classroom

Project Managers

Implementation Team

Financials Team

Report Writers

Partners


Developers

Integration Team

Managers

Business Analysts

Technical Analysts



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


Business Process Fundamentals

Delivery Mode:

Audience:


Business Process Administrators

Deployment Team

Prerequisites: HCM Essentials Navigation (ODE)


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

Configurable Security Fundamentals

Delivery Mode:

Audience:


Implementation Team

Prerequisites: None


Description:

Security gives you greater control over your

Workday implementation. This virtual course will

explore in depth the concepts of Workdays

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

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:

On-Demand Education

Project Managers

Business Analysts

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

Project Managers

Prerequisites: None

Length: 29 Minutes

Description:

Designed to explain to customers what is expected

of the customer prior to the project kick-off meeting,

and what to expect during it.

Covered topics:

Customer Documentation

Customer Education

Initial Prototype

Kick-Off Meeting

Communication


Secure Data and the sFTP Server (Free)

Delivery Mode:

Audience:

On-Demand Education

Project Managers

Business Analysts

Technical Analysts


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

Translations and Language Support in Workday (Free)

Delivery Mode:

Audience:

On-Demand Education

Project Managers

Business Analysts

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:

On-Demand Education

Project Managers

Business Analysts

Prerequisites: None

Length: 16 Minutes

Description:

Designed to explain what Workday means by Data

Validation, who is expected to assist in Data

Validation actives during a deployment, and the

tools available.

Covered topics:

Data Validation Tasks

Approaches to Data Validation

Tools Used to Track Data Validation

Understanding Staffing Models (Free)

Delivery Mode:

Audience:

On-Demand Education


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

Project Managers


Prerequisites: None

Length: 15 Minutes

Description:

This ODE is one in a series created by Workday to

assist customers during deployment. It is designed

for customer project team members. We will

navigate the often confusing world of tenant

management.

Covered topics:

Tenant Types

Use of Tenants

Tenant Management Process

Tenant Maintenance

Understanding the Initial Prototype (Free)

Delivery Mode:

Audience:

On-Demand Education

Project Managers

Business Analysts

Technical Analysts


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 Tenant Automation (Free)

Delivery Mode:

Audience:

On-Demand Education

Project Managers

Implementation Team


Prerequisites: None

Length: 9 Minutes

Description:

Need a copy of a tenant but not sure how to go

about it? The purpose of this training is to help the

project team understand the key concepts of tenant

automation, and the process to request tenant

maintenance. During a Workday implementation,

project team members and customers will need to

access and use many Workday tenants. Therefore,

understanding the tenant maintenance process is

critical to your project's success.

Covered topics:

Defining a Tenant

Submitting Tenant Maintenance Requests

Key Timelines

Resources for Additional Information

Combinations of Security Groups (Subscription)

Delivery Mode:

Audience:

On-Demand Education

Project Managers

Implementation Team



Length: 9 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


Location and Organization Membership Security Groups (Subscription)

Delivery Mode:

Audience:

On-Demand Education

Project Managers

Implementation Team



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 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 (Subscription)

Delivery Mode:

Audience:

On-Demand Education

Project Managers

Implementation Team



Length: 14 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

Configuring Workday Expenses (Subscription)

Delivery Mode:

Audience:

On-Demand Education

Implementation Team


Prerequisites: None

Length: 74 Minutes

Description:

This series contains four learning modules and a

final knowledge check. It is for implementation team

members who need to understand the key setup

tasks as they prepare for deployment, as well as for

administrators who are responsible for maintaining

Workday Expenses after deployment. Note that

some expense setups will not be covered in this

series: steps for importing credit card charges and

configuring rate tables for reimbursement amounts.

Covered topics:

Prerequisites

Expense Items

Segmented Security

Cost Controls

Adding Reports to a Business Process (Subscription)

Delivery Mode:

Audience:

On-Demand Education

Implementation Team


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: Dependent Event Configuration (Subscription)

Delivery Mode:

Audience:

On-Demand Education

Designed for anyone with broad responsibility for Workday Benefits.

Prerequisites: General familiarity with Workday navigation.

Length: 9 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

Business Process Configuration Options

Dependent Event To Dos

Running the Dependent Event Process

Summary and Next Steps

Benefits: Open Enrollment Checklist (Subscription)

Delivery Mode:

Audience:

On-Demand Education

Benefits Team



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 (Subscription)

Delivery Mode:

Audience:

On-Demand Education

Benefits Team

Partners



Prerequisites: None

Length: 25 Minutes

Description:


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 (Subscription)

Delivery Mode:

Audience:

On-Demand Education

Implementation Team

Benefits Team

Partners



Prerequisites: None

Length: 35 Minutes

Description:

Passive Events are used to process changes to

benefits triggered by the passage of time. Passive

Events can be used to manage an employee's loss

or gaining coverage due to length of service or age

as well as processing overage dependent

enrollments. This course is designed to assist

Benefits professionals with the set up and

scheduling of passive events in the Workday

system.

Covered topics:

The Passive Event Business Process

Steps to Setup and Schedule a Passive

Event

Enrollment Event Types and Rules

Benefit Eligibility Rules

Creating a Benefit Plan

Passive Event Rules


Bonus Process (Subscription)

Delivery Mode:

Audience:

On-Demand Education


Managers

Prerequisites: None

Length: 48 Minutes

Description:

This bonus process series contains 5 learning

modules and a final knowledge check. It is designed

to assist Compensation Administrators with creating

and rolling out bonus plans.

Covered topics:

Prepare for Bonus Awards

Create Bones Plans

Rollout Bonus Plan

Initiate Bonus Plan

Propose Employee Bonus Awards

Merit Process (Subscription)

Delivery Mode:

Audience:

On-Demand Education


Managers

Prerequisites: None

Length: 62 Minutes

Description:

This series of five learning modules is designed to

assist Compensation Administrators with the merit

process. Also included is a final knowledge check at

the end of the series.

Covered topics:

Merit Plans

Compensation Matrices

Compensation Process Template

Initiate

Compensate Employees

Defining and Using Eligible Earnings (Subscription)

Delivery Mode:

Audience:

On-Demand Education

Implementation Team

Partners


Business Analysts

Compensation Business Analysts


Prerequisites: None

Length: 13 Minutes

Description:

This course is focused on the compensation basis

type of Eligible Earnings, which can be entered for

individual employees or loaded through an inbound

integration. 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

View Bonus Calculation Using Eligible

Earnings


Supervisory Organizations (Subscription)

Delivery Mode:

Audience:

On-Demand Education


Prerequisites: None

Length: 31 Minutes

Description:

What exactly is a reorganization event and how is it

managed? While it is basically a change in the

structure of an organization, would you know how to

perform one if necessary or know if your role was

authorized to do so? This course covers everything

you need to know to change the structure of a

supervisory organization. In it you will learn what

administrative roles are responsible for managing

supervisory organizations and become familiar with

reorganization tasks and reports. In addition well

discuss the impact of a supervisory organization

hierarchy change to progress business processes,

such as hire and job changes and review reports

available to track these types of changes.

Covered topics:

Reorganization Events

Divide an Organization

Change Superior and Subordinate

Organizations

Move Workers

Inactivate an Organization

Talent Succession (Subscription)

Delivery Mode:

Audience:

On-Demand Education

Benefits Team

Partners



Prerequisites: None

Length: 28 Minutes

Description:

This talent succession series contains three learning

modules and a final knowledge check. The modules

cover a variety of topics around assessing potential

and succession planning. A potential assessment

documents an employees potential, achievable

level, loss impact, and retention risk at a given time.

A succession plan contains a list of employees who

are candidates to fill a position, their readiness to

step into the position, and whether they are

considered the top successor. You can add

employees to succession plans, change an

employee's readiness code, or change who is

considered the top successor.

Covered topics:

Assess Potential and Succession Planning

Setup

Completing a Potential Assessment

Creating a Succession Plan

Viewing Succession Reports

Related Business Processes and Security

Configurations

Using the Talent Succession Worklets


Evidence of Insurability: Setup (Subscription)

Delivery Mode:

Audience:

On-Demand Education

Benefits Team

Partners

Benefits Business Analysts,


Prerequisites: None

Length: 10 Minutes

Description:


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.

Series topics:

Overview - Evidence of Insurability

Enrollment Event Rules

Levels of Change

Setup

Workday Onboarding Series (Free)

Delivery Mode:

Audience:

On-Demand Education


Prerequisites: None

Length: 40 Minutes

Description:

This is a series of four courses designed for

employees with the responsibility for processing

applicant, hire, and termination activities.

Series topics:

The Workday Hiring Process

Creating Applicants

Processing Hires and Contingent Workers

Terminations


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.

HCM Transactions

Delivery Mode:

Audience:


HR Business Users

Prerequisites: None


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

Performance Management

Delivery Mode:

Audience:


Partners

Managers

Talent Administrators


Prerequisites: None


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

LIFE IN

PRODUCTION



Delivery Mode:

Audience:


Report Writers


Integration Team



Description:

This Workday simple report-based outbound (from

Workday) integrations course focuses on

mechanisms for using custom report results in

integrations. The course also touches briefly upon

using the Workday Web Services for simple

outbound integrations. In this virtual class,

participants will learn how to build and monitor

simple outbound integrations. 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. You will also learn how to use a

business process to trigger an outbound integration

and custom XSLT to transform report data. Lastly,

you will learn how to configure notifications for

integrations. After completing this course, to go

deeper into building Workday integrations, attend

the Introduction to Workday Studio class. Or, if you

want to use EIB-In to load data into Workday, attend

the Workday Inbound Enterprise Interface Builder

(EIB-In)

Covered topics:

Document Transform and ETV/XTT

Enterprise Interface Builder (EIB)

3-step integration Design Pattern

Integration Systems

Integration Event Results

Scheduling Integrations

Using Sequence Generators

Using Custom XSLT

Workday Web Service Operations

Delivering Notifications

Loading Bulk Inbound Transactions using Enterprise Interface Builder (EIB-IN)

Delivery Mode:

Audience:


Report Writers


Integration Team



Description:

After taking this course you will know how to create

inbound EIBs, generate template models and load

bulk transactions into your Workday tenant. 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

instructor led demos and activities you will learn

about the different template models with the different

functional areas and how to generate, customize

and populate those templates.

Covered topics:

The 3-step EIB Design Pattern


Inbound Integration Systems

Generating Templates

Loading Bulk Transactions

Viewing and Validating Inbound Integration

System Results

Customizing Templates

Troubleshooting

Sandbox to Production


Introduction to Workday Studio

Delivery Mode:

Audience:



Integration Team





Description:


Workday Studio to create sophisticated integrations.

Unlike EIB, the Workday Studio is not limited to one

data source, one transformation and one

destination. Instead, Workday Studio can be used

to create integrations that use several reports and

Workday Web Services (WWS), several

transformations, and deliver results to several

destinations. Through hands-on activities and


Workday Community, you will learn how to develop

sophisticated integrations using Workdays most

powerful integration technology.

Covered topics:

Features of Workday Studio

Workday Studio Assemblies (integration

systems) Components

Patterns for Common Integration Solutions

Performance and Scalability

Basic Flow of Control Between Assembly

Components

Basics of Error Handling

Basics of Web Services, XSLT, and MVEL

Advanced Workday Studio

Delivery Mode:

Audience:



Integration Team

Prerequisites: Introduction to Workday Studio


Description:


Workday Studio to create sophisticated integrations

that go beyond those used in the Introduction to

Workday Studio training. The Intro course provides

an overview of several Workday Studio features.

This Advanced course dives into many technical

details on Workday Studio samples. Also, the

properties on components and mediation steps are

investigated, including use of MVEL and Java. The

Workday Studio debugger features are used during

activities. Through hands-on activities and


Workday Community, you will learn advanced level

skills for developing sophisticated integrations.

Covered topics:

Review of Final Activity from Introduction to

Workday Studio

Mediation Context

Robust Integrations, and Using Error

Handling

Strategies and Further Details on Splitters,

Aggregators, and Routers

Sub-assemblies

Launch Parameters with Reports-as-a-

Service

MVEL and XPATH

XSLTXSL-FO

PGP Encryption, Text Schema, and Static

Java Methods


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.

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

Compensation Changes (Free)

Delivery Mode:

Audience:

On-Demand Education


Prerequisites: None

Length: 15 Minutes

Description:

Covers the compensation process, the

components of compensation including the

compensation page and compensation events.


Performing a Job Change (Free)

Delivery Mode:

Audience:

On-Demand Education


Prerequisites: None

Length: 10 Minutes

Description:

Designed for new and existing employees

responsible for initiating job change transactions

including promotions, demotions, and transfers.

Requesting Time Off and Leave of Absence (Free)

Delivery Mode:

Audience:

On-Demand Education


Prerequisites: None

Length: 4 Minutes

Description:

By the end of this course you will be able to

request time off, review your available time off

balance, and request a leave of absence.

Advanced Report Writer: Analytic Indicator Overview (Subscription)

Delivery Mode:

Audience:

On-Demand Education

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 (Subscription)

Delivery Mode:

Audience:

On-Demand Education



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 (Subscription)

Delivery Mode:

Audience:

On-Demand Education



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 (Subscription)

Delivery Mode:

Audience:

On-Demand Education



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 (Subscription)

Delivery Mode:

Audience:

On-Demand Education



Length: 20 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 (Subscription)

Delivery Mode:

Audience:

On-Demand Education



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

workday knowledge management training catalog

Documents

navigation free

security free

workday basics

navigation basics free

workday project success

enrollment basics free

workday learning center

business process overview