workday knowledge management training catalog(1)

Table of Contents

Training Options .................................................................................................................................... 3 Learning Management System .............................................................................................................. 3 How to Contact Us ................................................................................................................................. 3 Purchasing Training ............................................................................................................................... 4

CLASSROOM INSTRUCTION ............................................................................................................................ 5 HCM Fundamentals ............................................................................................................................... 5 Benefits Fundamentals .......................................................................................................................... 6 Payroll Fundamentals ............................................................................................................................ 6 Financials Fundamentals ....................................................................................................................... 7

VIRTUAL CLASSROOM INSTRUCTION ........................................................................................................... 9 Workday Report Writer .......................................................................................................................... 9 Workday Calculated Fields .................................................................................................................. 10 Outbound Enterprise Interface Builder (EIB-OUT) .............................................................................. 10 Loading Bulk Inbound Transactions using Enterprise Interface Builder (EIB-IN) ................................ 11 HCM Transactions ............................................................................................................................... 11 Business Process Fundamentals ........................................................................................................ 12 Configurable Security Fundamentals .................................................................................................. 12 Introduction to Workday Studio ........................................................................................................... 13 Advanced Workday Studio .................................................................................................................. 13

ON-DEMAND EDUCATION .............................................................................................................................. 15 Open Series (12 Titles) ........................................................................................................................ 16 Deployment Series (13 Titles) ............................................................................................................. 19 Cross-Application Technology (7 Titles) .............................................................................................. 23 HCM Library (31 Titles) ....................................................................................................................... 25

WORKDAY SELF-SERVICE TRAINING .......................................................................................................... 33 The Employee Self Service Kit ............................................................................................................ 33 The Manager Self Service Kit .............................................................................................................. 34

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

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.

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.

Employee Self-Service and Manager Self-Service Kits - The Employee Self-Service and Manager Self-Service Kits are collections of tools and resources designed to accelerate your Workday roll-out and quickly train your end-users on Workday. Each kit provides customers with customizable training materials (videos, frequently asked questions, facilitators guide, etc.) that can be used out of the box with little customization, or act as the cornerstone of a larger training development plan.

Learning Management System Use our Learning Management System (LMS) powered by Plateau to 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 complete this form.

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 two training libraries:

HCM - covering application functionality in Human Capital, Payroll, Benefits, Compensation, Expenses, and other areas

Cross-Application Technology - covering technology that crosses all functional areas including reporting, business process framework, and security.

Self-Service Kits -The Self-Service Kits (Manager Self-Service and Employee Self-Service) are available as subscription services. Each Kit is $7,500 per year subscription.

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

CLASSROOM INSTRUCTION

WORKDAY KNOWLEDGE MANAGEMENT 5 TRAINING CATALOG SEPTEMBER 2011

Classroom Instruction

Workday offers a number of instructor-led in-classroom courses that prepare participants to meet their job requirements. Our classes combine cohesive lectures and product demonstrations with hands-on activities to reinforce learning.

Training Facilities: Workday has two main training facilities located in the United States:

1. Pleasanton, California 2. Oakbrook Terrace, Illinois

Workday also offers on-site training at an additional cost. Please contact us for details.

HCM Fundamentals Audience: Project Managers

Benefits Team Partners Compensation Partners Managers HCM & Business Staffing Business Analysts Workday Administrators

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. In addition participants will learn how to configure business processes set up core functionality and use Report Writer.

Covered topics: System Set-up System Administration Configuration Business Processes



Benefits Fundamentals Audience: Implementation Team

Benefits Team Partners Developers Integration Team Benefits Business Analysts Workday Administrators

Prerequisites: HCM Fundamentals (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 Audience: Payroll Deployment Team

Payroll Administrators Payroll Partners

Prerequisites: HCM Essentials - Navigation (ODE)

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 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: 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

Workday Rising 2011 Las Vegas This once-a-year event is not only an opportunity to learn, but to give feedback and share best practices with peers at the largest annual Workday gathering. Go to www.workdayrising.com to find out more.

VIRTUAL CLASSROOM INSTRUCTION


Virtual Classroom Instruction

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.

Technical Details: Attendees participate remotely through WebEx and connect to our training environment via the Internet to complete the hands-on activities. These offerings are topic-specific and designed to focus on key Workday principles and functionality.

Scheduling: Virtual Classroom sessions are offered in 3-4 hour blocks, with scheduled breaks in each block. Classes with multiple sessions are scheduled with a both a morning session and an afternoon session.

Workday Report Writer Audience: Report Writers

Integration Team

Prerequisites: None

Length: 2 Sessions, 8 Hours Total 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



Workday Calculated Fields Audience: Report Writers

Integration Team

Prerequisites: None

Length: 2 Sessions, 8 Hours Total 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

Outbound Enterprise Interface Builder (EIB-OUT) Audience: Report Writers

Technical Integration Analysts Integration Team

Prerequisites: Workday Report Writer Calculated Fields

Length: 2 Sessions, 8 Hours Total Description: After taking this course you will know how to create, launch, test and monitor outbound EIBs. Outbound EIBs (integration systems) are used to extract data from the Workday tenant and deliver this data to your system for use outside of Workday. For example, a comma separated (.csv) file can be delivered to your sFTP server, to be loaded into another application. Through instructor led demos and activities you will learn the various features and options for configuring outbound EIBs.

Covered topics: The 3-step EIB Design Pattern EIB integrations Launching an EIB manually EIB results on the integration event Using XSLT to transform report data Sequence Generators Workday Web Services (WWS) Delivery notifications



Loading Bulk Inbound Transactions using Enterprise Interface Builder (EIB-IN) Audience: Report Writers

Technical Integration Analysts Integration Team

Prerequisites: Workday Report Writer

Length: 2 Sessions, 8 Hours Total 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 Workday Public Web Services Inbound Integration Systems Generating Templates Loading Bulk Transactions Viewing and Validating Inbound Integration

System Results Customizing Templates Troubleshooting Sandbox to Production

HCM Transactions Audience: Report Writers

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



Business Process Fundamentals Audience: Business Process

Administrators Deployment Team

Prerequisites: HCM Essentials Navigation (ODE)

Length: 2 Sessions, 8 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

Configurable Security Fundamentals Audience: Implementation Team

Prerequisites: None

Length: 2 Sessions, 8 Hours Total 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



Introduction to Workday Studio Audience: Technical Integration Analysts

Integration Team

Prerequisites: Workday Report Writer Outbound Enterprise Interface Builder (EIB-OUT) Calculated Fields

Length: 2 Sessions, 8 Hours Total 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

Advanced Workday Studio Audience: Technical Integration Analysts

Integration Team

Prerequisites: Introduction to Workday Studio

Length: 2 Sessions, 12 Hours Total Description: After taking this course you will know how to use 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 demonstrations, and leveraging samples from the 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 XSLT XSL-FO PGP Encryption, Text Schema, and Static

Java Methods

We would like to hear from you! Do you have any questions about one of our offerings? Have a great idea for a new course topic? Do you have any feedback you would like share? Send us an email at [email protected].

ON DEMAND EDUCATION


On-Demand Education

Workday On-Demand Education 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 mobile users, and others, who need remote access to

training.

The offerings are categorized by libraries. The Open and Deployment Series libraries are

available to all Workday customers; the HCM and Cross Application Technology are available

to Workday customers on a subscription basis.

Open Series This ODE Series covers a number of topics around functionality and

basic Workday system use.

Deployment Series This ODE Series was created to

assist customers during deployment. It is designed to a number of aspects of process,

methodology, and functionality to specific audiences during the deployment of the Workday

solution.

Cross Application Technology This ODE library contains topics related to Workday technology

that crosses all of our functional areas including Workday Report

Writer, Security, and Web Services.

HCM These offerings are topic specific

and designed to focus on key Workday principles and

functionality. Subjects in a wide variety of functional areas

including Benefits, Expenses, Core HR, Payroll, and

Compensation are covered.

ON DEMAND EDUCATION


OPEN SERIES

HCM Essentials Audience: Open

Prerequisites: None

Length: (See Series Topics) Description: Workday Tutorial for HCM Essentials is a new series of Workday On-Demand Education emphasizing critical HCM transactions and processes in Workday. If you are an employee new to Workday, this series of short tutorials will introduce you to the basic functionality of Workdays Human Capital Management offering to help you manage employee hiring, staffing models, positions and organizational security.

Series topics: Navigation (16 Minutes) Processing Hires, Contingent Workers and

Terminations (28 Minutes) Job Profiles, Positions and Staffing Models

(24 Minutes) Organizations and Security (12 Minutes) Job and Compensation Changes

(24 Minutes) Requesting Time Off and Leave of Absence

(4 Minutes)

Workdays Public Web Services API Overview Audience: Integration Team (Advanced)

Prerequisites: None

Length: 14 Minutes Description: Building integrations using Workday Web Services? Through step-by-step demonstrations you will learn how to navigate to and call Workdays Public Web Service APIs. Included is a discussion of Workdays delivered security groups that provide access to the web service API Web Service Description Language (WSDL).

Covered topics: API Functional categories Related Security Groups and Policies Integration system users and systems Web services using SOAP Reports related to web service APIs and

security

Staffing Models Overview Audience: Open

Prerequisites: None

Length: 8 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

ON DEMAND EDUCATION


Configurable Security Overview Audience: Project Managers

Implementation Team Workday Administrators

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.

This course provides tips on how to create and deploy the three most common types of security groups, and explains the relationship between Functional Areas, Domains and Sub-domains. The concept of Security Policies will also be covered, where you will learn how to edit both a Security Policy for a Functional area and a Business Process Security Policy.

Covered topics: Common Types of Security Groups: User-

based, Role-based, and Job-based Configurable Security Frequently Asked

Questions Configurable Security Best Practices

Manager Self Service Overview Audience: 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 Dashboards Using the Workfeed Filtering Requests Bulk Approvals Accessing Direct Report Information Initiating Events, Transactions, and

Business Processes Employee Changes Hiring Employees Performance Compensation

ON DEMAND EDUCATION


Overview of Workday Report Writer Audience: Report Writers

Prerequisites: None

Length: 13 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: Exploring Report Writer Navigation Report Writers Architecture and

Terminology Core processes of Report Writer Steps to Building a Custom Report

Business Process Overview Audience: Project Managers

Implementation Team Managers Workday Administrators

Prerequisites: None

Length: 15 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

Education is not the filling of a pail, but the lighting of the fire - William Butler Yeats

ON DEMAND EDUCATION


DEPLOYMENT SERIES

Secure Data and the sFTP Server Audience: 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

Preparing for Global Design Discovery Audience: 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 Business Process Discovery Audience: 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

ON DEMAND EDUCATION


Preparing for Compensation Discovery Audience: 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

Understanding Tenant Management Audience: Project Managers

Workday Administrators

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

Translations and Language Support in Workday Audience: 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

Workday Tenant Automation Audience: Project Managers

Implementation Team Workday Administrators

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

ON DEMAND EDUCATION


Understanding Data Validation Audience: 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 Audience: 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

Preparing for Project Kick-off Audience: 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

Knowledge has to be improved, challenged, and increased constantly, or it vanishes. - Peter F. Drucker

ON DEMAND EDUCATION


Project Success Audience: 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

Preparing for Benefits Discovery Audience: 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

Understanding the Initial Prototype Audience: 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

ON DEMAND EDUCATION


CROSS APPLICATION TECHNOLOGY

Advanced Report Writer: Analytic Indicator Overview Audience: Report Writers (Advanced)

Prerequisites: Report Writer

Length: 10 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: Filters and Multi-Instance Fields Audience: Report Writers (Advanced)


Length: 13 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: Sharing and Security Audience: Report Writers (Advanced)


Length: 9 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

ON DEMAND EDUCATION


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


Length: 9 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: Delivered Worklets Custom Worklets Creation and Deployment of Custom

Worklets Using Workday Report Writer

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


Length: 3 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: 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

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


Length: 16 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

ON DEMAND EDUCATION


HCM LIBRARY

Payroll Audience: Payroll Team

Implementation Team

Prerequisites: None

Length: (See Series Topics) Description: Workday Tutorial for Payroll is a series of new Workday On-Demand Education for end users highlighting transactional processes in Workday Payroll. This series of short tutorials is intended to bring Workday Payroll users quickly up to speed on specific processes of Workday Payroll.

Series topics: Off Cycle Processes: Manual Payments

(9 Minutes) Off Cycle Processes: Reversals

(9 Minutes) On Demand Payments

(10 Minutes) Payroll Calculation Results Audit Report

(7 Minutes) Running Payroll Calculation, Complete, and

Settlement (6 Minutes) Viewing Payroll Results and Payslips

(5 Minutes) Running Pre-note Authorizations

(10 Minutes) Gross Up Calculations

(9 Minutes) Adding Payroll Input (13 Minutes) Payroll Input Using EIB (14 Minutes)

Benefits: Passive Event Set Up and Processing Audience: Implementation Team

Benefits Team Partners Benefits Business Analysts Workday Administrators

Prerequisites: None

Length: 28 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 Defining Eligibility Rules Creating Benefit Event Types Generating Event Email Alerts Creating and Scheduling Passive Events

ON DEMAND EDUCATION


Benefits: Open Enrollment Checklist Audience: Benefits Team

Benefits Business Analysts Workday Administrators

Prerequisites: None

Length: 9 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. We will review and discuss what you need to consider as you prepare for open enrollment in the coming benefit plan year.

Covered topics: Overview and Initiation of Open Enrollment Security Considerations Managing Enrollments Coordination of Events Closing and Finalizing

Succession Planning Audience: Benefits Team

Partners Benefits Business Analysts Workday Administrators

Prerequisites: None

Length: 25 Minutes Description: This presentation will discuss succession planning. 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: Succession Planning Set-up Creating a Succession Plan Succession Reports

ON DEMAND EDUCATION


Bonus Process: Bonus Plans Audience: Compensation Partners

Managers

Prerequisites: None

Length: 18 Minutes

Description: This course is designed to assist Compensation Administrators with creating, and rolling out bonus plans.

Covered topics: Definition of a Bonus Process What a Bonus Process Is Who Can Do What Create a Compensation Eligibility Rule Create an Amount Based Bonus Plan Create a Waiting Period Create a Percent Based Bonus Plan Create a Time Proration Rule Rollout a Compensation Plant

Bonus Process: Initiate Audience: Compensation Partners

Managers

Prerequisites: None

Length: 12 Minutes

Description: This course is designed to assist Compensation Administrators with the initiate bonus process.

Covered topics: Initiating a Bonus Process Bonus Process Flow Initiate Bonus Process Configure Bonus Pools Launch to Managers Manage Bonus Process Funding

Bonus Process: Propose Employee Bonus Award Audience: Compensation Partners

Managers

Prerequisites: None

Length: 9 Minutes

Description: This course covers the sub-process to Initiate Bonus Process called Propose Employee Bonus Award.

Covered topics: Propose Bonus Awards Approve Bonus Awards

Merit Process: Merit Plans Audience: Compensation Partners

Managers

Prerequisites: None

Length: 14 Minutes

Description: This course is designed to assist Compensation Administrators with creating, and rolling out a merit plan.

Covered topics: What a Merit Process Is Who Can Do What Create a Merit Plan Rollout a Compensation Plan

ON DEMAND EDUCATION


Merit Process: Compensation Matrices Audience: Compensation Partners

Managers

Prerequisites: None

Length: 8 Minutes

Description: This course is designed to assist Compensation Administrators with creating compensation matrices.

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

Merit Process: Compensation Process Template Audience: Compensation Partners

Managers

Prerequisites: None

Length: 10 Minutes

Description: This course is designed to assist Compensation Administrators with creating a Compensation Process Template.

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

Merit Process: Initiate Audience: Compensation Partners

Managers

Prerequisites: None

Length: 18 Minutes

Description: This course is designed to assist Compensation Administrators with initiating a merit process.

Covered topics: Compensation Process Flow Initiate Merit Process Configure Merit Tools Manage Merit Parallel Processes Launch to Managers Release Merit Statement Reports

Merit Process: Compensate Employees Audience: Compensation Partners

Managers

Prerequisites: None

Length: 13 Minutes

Description: This course is covers the sub-process to Initiate Merit Process called Compensate Employees.

Covered topics: Domain Security Policy Settings Compensate Employees Process Approvals

ON DEMAND EDUCATION


Managing Supervisory Organizations and Reorganization Audience: Workday Administrators

Prerequisites: None

Length: 25 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: Creating a Reorganization Dividing an Organization Changing a Superior Organization Moving Workers Adding a New Subordinate Organization Inactivating an Organization

Compensation: Defining and Using Eligible Earnings Audience: Implementation Team

Partners Compensation Partners Business Analysts Compensation Business Analysts Workday Administrators

Prerequisites: None

Length: 12 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: Definition of Eligible Earnings Creating an Eligible Earnings Override

Period Entering Eligible Earnings Override Amounts Identifying Employees Without Eligible

Earnings Entered Viewing Bonus Calculations Using Eligible

Earnings

ON DEMAND EDUCATION


Create and Approve a Spend Authorization Audience: Expense Managers


Prerequisites: None

Length: 12 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: 12 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

ON DEMAND EDUCATION


Workday Expenses Overview Audience: Implementation Team

Workday Administrators Expense Managers

Prerequisites: None

Length: 40 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 Business Processes

Adding Reports to a Business Process Audience: 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

Expense Analytics and Reporting Audience: Implementation Team

Workday Administrators Report Writers

Prerequisites: None

Length: 40 Minutes

Description: Are you looking for a way to monitor and report on expenses in your organization? Do you need the tools to analyze expense report data to see if workers are complying with your travel and expense policies? Are you wondering whether the cost controls youve built into the Workday system are producing the benefits you expected? If so, this course is for you. It provides an understanding of the Workday-delivered reports that enable you to monitor all aspects of expense reporting and policy compliance, and shows you how to improve compliance by using standard reports to build custom alerts and notifications.

Covered topics: Spend Analytic Reports Expense Audit Reports Standard Expense Reports Report Based Alerts and Notifications

ON DEMAND EDUCATION


Configuring Workday Expenses Part 1: Prerequisites Audience: Implementation Team


Prerequisites: None

Length: 28 Minutes

Description: This course, part one of Configuring Workday Expenses, is designed for implementation team members who need to understand the HR, financial accounting, and other setup tasks that are prerequisites for deploying Expense Management.

Covered topics: HR and Expense Management Financial Accounting Set-up Payment Elections Settlement Processing for Expenses

Configuring Workday Expenses Part 2: Expense Setup Audience: Implementation Team


Prerequisites: None

Length: 38 Minutes

Description: Continuing where we left off in Part 1, this course demonstrates the key setup tasks and configuration options within Workday Expenses. It is designed for implementation team members preparing for deployment as well as for administrators who are responsible for maintaining or updating Workday Expenses after the go live date

Covered topics: Expense Items Expense Item Groups Instructional Text Fixed, Maximum, and Actual Amount

Reimbursement Rates Item Attributes Security for Expenses Cost Controls

SELF-SERVICE TRAINING


Workday Self-Service Training

If you are preparing to go live with your

Workday implementation, you may be

wondering how your managers plan to train

and bring all of your workers onboard.

Workday Knowledge Management has

developed the Manager and Employee Self

Service Kits as a collection of training

resources: documents, how-to steps, and

instructional videos, designed to rapidly

bring productivity to your team and boost

the effectiveness of your Workday roll-out.

The Employee Self Service Kit Audience: All new workers and end-users

Prerequisites: None

Length: Varies Description: The Employee Self Service Kit is a set of worker focused training material addressing worker issues around self service. Relating only to processes employees can perform themselves, topics include requesting time off and leave, benefit enrollment, payroll elections, and basic navigation.

ESS Kit Components: Facilitator Guide Frequently Asked Questions (FAQs) Visual Demonstrations

Covered Topics The materials provided in the kit covers topics in these areas:

Worklets Basic Navigation Current Benefit Elections Personal Information All About Me Time Off and Leave Benefits Payroll

SELF-SERVICE TRAINING


The Manager Self Service Kit Audience: All new managers and end-

users

Prerequisites: None

Length: Varies Description: The Manager Self Service Kit is a collection of training resources focusing exclusively on manager functionality within Workday. The materials cover functions relating to direct reports, such as recruiting and hiring, employee and staffing changes, compensation and performance, as well as general topics like configuring Workday and your Inbox.

MSS Kit Components: Like the Employee Self Service kit, the Manager version contains the same type of training resources and materials:

Facilitator Guide Frequently Asked Questions FAQs Visual Demonstrations

Covered Topics The materials provided in the kit covers topics in these areas:

Navigation Performance Time Off Configuring Workday Recruiting & Hiring Employee Changes and Staffing Inbox My Processes My Team Page Compensation

The one exclusive sign of thorough knowledge is the power of teaching. - Aristotle

Training OptionsHow to Contact UsPurchasing TrainingHCM FundamentalsBenefits FundamentalsPayroll FundamentalsFinancials FundamentalsWorkday Report WriterWorkday Calculated Fields/ Outbound Enterprise Interface Builder (EIB-OUT)Loading Bulk Inbound Transactions using Enterprise Interface Builder (EIB-IN)HCM TransactionsBusiness Process FundamentalsConfigurable Security FundamentalsIntroduction to Workday StudioAdvanced Workday StudioOn-Demand EducationThe Employee Self Service KitThe Manager Self Service Kit

workday knowledge management training catalog(1)

Documents

hcm fundamentals

benefits fundamentals

payroll fundamentals

financials fundamentals

business process fundamentals

advanced workday studio

hcm transactions

workday report writer