Description: How to complete federal withholding elections.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Getting Started with Workday Guide: Complete Federal Withholding Elections

Description: How to complete state and local withholding elections.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Getting Started with Workday Guide: Complete State & Local Withholding Elections

Description: How to view and update personal information in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Getting Started With Workday Guide: Modify Your Personal Information

Description: How to get started with Workday and learn about the features that will help navigate the Workday system.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Getting Started With Workday Guide: Tools and Navigation

Description: How to access the Workday Inbox and view action items and notifications in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Getting Started With Workday Guide: Use Your Inbox and Notifications

Description: How to complete the following: - Complete Federal Withholding Elections - Complete State and Local Withholding Elections - View and print W-2 Year End Form.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Getting Started with Workday Guide: View and Print W-2 Year End form in Workday

Description: This Reference Guide provides information on how to view a payslip in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Getting Started with Workday Guide: View Your Payslip

Description: How to access Workday via Mobile Device.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Getting Started With Workday Guide: Workday for Mobile Devices

Description: This online micro-learning course provides information on common tasks employees can complete in Workday.

Roles: Employee as Self

Training Type: Micro-Learning

Link to Training Resource: Getting Started With Workday: Employee Self-Service

Description: This online micro-learning course provides information on common tasks managers can complete in Workday.

Roles: Manager as Self

Training Type: Micro-Learning

Link to Training Resource: Getting Started With Workday: Manager Self-Service

Description: How to set up Payment Elections and Direct Deposit in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Manage Your Payroll Options: Complete Payment Elections

Description: This course provides an overview of academic appointments in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course to maximize your learning experience.

Roles: Academic Chair/Manager, Academic Faculty Partner

Training Type: Virtual Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Academic: Academic Appointment

Link to Course Materials: Workday Academic: Academic Appointment Course Materials

Description: How to add academic appointments in Workday.

Roles: Academic Chair/Manager, Academic Faculty Partner

Training Type: Reference Guide

Link to Training Resource: Workday Academics Guide: Add and Update Academic Appointments

Description: How to create an accounting adjustment to reclassify the cost center in an expense report in Workday.

Roles: Cost Center Manager, Gift Manager, Grant Manager

Training Type: Reference Guide

Link to Training Resource: Workday Accounting Guide: Accounting Adjustment - Cost Transfer

Description: How to reverse an accounting journal entry in Workday.

Roles: Cost Center Manager, Gift Manager, Grant Manager, Program Manager

Training Type: Reference Guide

Link to Training Resource: Workday Accounting Guide: Accounting Journal - Reversal

Description: How to create a manual journal entry in Workday.

Roles: Cost Center Manager, Gift Manager, Grant Manager, Program Manager

Training Type: Reference Guide

Link to Training Resource: Workday Accounting Guide: Create Accounting Journals

Description: This video provides the steps to perform accounting journal reversals in Workday.

Roles: Cost Center Accountant, Cost Center Manager, Grant Manager

Training Type: Micro-Learning

Link to Training Resource: Workday Accounting: Accounting Journal Reversal

Description: This course provides information on the accounting journals process and how to create journals, accounting adjustments, and reporting related to financial accounting in Workday. It is recommended that you take the Workday Foundation Data Model Overview course prior to taking this course to maximize your learning experience.

Roles: Cost Center Accountant, Grant Manager

Training Type: Virtual Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Accounting: Accounting Journals

Link to Course Materials: Workday Accounting: Accounting Journals Course Materials

Description: How to partially or completely dispose an asset in Workday.

Roles: Business Asset Tracking Specialist

Training Type: Reference Guide

Link to Training Resource: Workday Assets Guide: Dispose Asset

Description: How to issue an asset in Workday.

Roles: Business Asset Tracking Specialist

Training Type: Reference Guide

Link to Training Resource: Workday Assets Guide: Issue Asset

Description: How to register and capitalize an asset in Workday.

Roles: Business Asset Tracking Specialist

Training Type: Reference Guide

Link to Training Resource: Workday Assets Guide: Register Asset

Description: How to remove an asset in Workday.

Roles: Business Asset Tracking Specialist

Training Type: Reference Guide

Link to Training Resource: Workday Assets Guide: Remove Asset

Description: How to share an asset in Workday.

Roles: Business Asset Tracking Specialist

Training Type: Reference Guide

Link to Training Resource: Workday Assets Guide: Share Asset

Description: How to transfer assets within department in Workday.

Roles: Business Asset Tracking Specialist, Business Asset Tracking Specialist, Cost Center Manager

Training Type: Reference Guide

Link to Training Resource: Workday Assets Guide: Transfer Asset

Description: This course provides information on how to perform asset registration, issue, transfer, and disposal. It will also cover reporting related to business assets in Workday. It is recommended that you take the Workday Foundation Data Model Overview course prior to taking this course to maximize your learning experience.

Roles: Business Asset Tracking Specialist

Training Type: Virtual Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Assets: Asset Accounting

Link to Course Materials: Workday Assets: Asset Accounting Course Materials

Description: How to view and change your benefits in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Workday Benefits Guide: View and Change Your Benefits

Description: How to create an amendment for an approved budget in Workday.

Roles: Cost Center Accountant, Cost Center Manager

Training Type: Reference Guide

Link to Training Resource: Workday Budgets Guide: Create Budget Amendment

Description: This instructor-led course provides information on how to manage budget activities in Workday. It is recommended that you take the Workday Foundation Data Model Overview course prior to taking this course to maximize your learning experience.

Roles: Cost Center Accountant

Training Type: Virtual Practice Lab

Duration: 2 Hour(s)

Link to Training Resource: Workday Budgets: Manage Budget

Link to Course Materials: Workday Budgets: Manage Budget Course Materials

Description: How to change the default compensation for an employee's position.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Compensation Guide: Change Default Compensation

Description: How to change the default compensation for an employee's position.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Reference Guide

Link to Training Resource: Workday Compensation Guide: Change Default Compensation

Description: How to assign an employee's period activity pay in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Compensation Guide: Period Activity Pay

Description: How to assign an employee's period activity pay in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Reference Guide

Link to Training Resource: Workday Compensation Guide: Period Activity Pay

Description: How to request compensation change for employees in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Compensation Guide: Request Compensation Change

Description: How to request compensation change for employees in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Reference Guide

Link to Training Resource: Workday Compensation Guide: Request Compensation Change

Description: How to request and approve one-time payment in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Compensation Guide: Request One-Time Payment

Description: How to request and approve one-time payment in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Reference Guide

Link to Training Resource: Workday Compensation Guide: Request One-Time Payment

Description: This video provides the steps to change default compensation in Workday.

Roles: Manager as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Compensation: Change Default Compensation

Description: This video provides the steps to change default compensation in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Micro-Learning

Link to Training Resource: Workday Compensation: Change Default Compensation

Description: This course provides information on the how to manage compensation including activities such as: reviewing employee compensation plans, packages, salary changes, and salary ranges. This course will also review compensation and staffing business processes.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Virtual Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Compensation: Overview

Link to Course Materials: Workday Compensation: Overview Course Materials

Description: This course provides information on the how to manage compensation including activities such as: Reviewing employee compensation plans, packages, salary changes, and salary ranges. This course will also review compensation and staffing business processes.

Roles: Manager as Self

Training Type: Recorded Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Materials will be available in late October.

Description: This video provides the steps to perform period activity pay actions in Workday.

Roles: Manager as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Compensation: Period Activity Pay

Description: This video provides the steps to perform period activity pay actions in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Micro-Learning

Link to Training Resource: Workday Compensation: Period Activity Pay

Description: This video provides the steps to request compensation changes in Workday.

Roles: Manager as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Compensation: Request Compensation Change

Description: This video provides the steps to request compensation changes in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Micro-Learning

Link to Training Resource: Workday Compensation: Request Compensation Change

Description: This video provides the steps to request one-time payments in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Micro-Learning

Link to Training Resource: Workday Compensation: Request One-Time Payment

Description: This course provides information on the customer accounts receivable process in Workday. It is recommended that you take the Workday Foundation Data Model Overview course prior to taking this course to maximize your learning experience.

Roles: Customer Billing Specialist

Training Type: Virtual Instructor-Led Training

Duration: 1.5 Hour(s)

Link to Training Resource: Workday Contracts and Receivables: Accounts Receivables

Link to Course Materials: Workday Contracts and Receivables: Accounts Receivables Course Materials

Description: This instructor-led practice lab provides information on how to create and maintain customer contracts in Workday. It is recommended that you take the Workday Foundation Data Model Overview course prior to taking this course to maximize your learning experience.

Roles: Customer Billing Specialist, Customer Contract Specialist

Training Type: Virtual Practice Lab

Duration: 1.5 Hour(s)

Link to Training Resource: Workday Contracts: Create Customer Contract

Link to Course Materials: Workday Contracts: Create Customer Contract Course Materials

Description: This instructor-led course provides information on the gifts process in Workday. It introduces new terminology and roles, gives an overview of gifts administration at WSU, and highlights key changes for departments. It is recommended that you take the Workday Foundation Data Model Overview course prior to taking this course to maximize your learning experience.

Roles: Gift Manager

Training Type: Virtual Instructor-Led Training

Duration: 2 Hour(s)

Link to Training Resource: Workday Endowments: Gifts and Endowments

Link to Course Materials: Workday Endowments: Gifts and Endowments Course Materials

Description: This Workday Expert Talk provides an expert-led Q&A on Accounting in Workday.

Roles: Cost Center Manager, Gift Manager, Grant Manager, Program Manager

Training Type: Workday Expert Q&A

Duration: 1 Hour(s)

Link to Training Resource: Workday Expert Q&A: Accounting

Description: This Workday Expert Talk provides an expert-led Q&A on Grants in Workday.

Roles: Effort Certification Reviewer, Grant Manager, Principal Investigator

Training Type: Workday Expert Q&A

Duration: 1 Hour(s)

Link to Training Resource: Workday Expert Q&A: Grants

Description: This Workday Expert Talk provides an expert-led Q&A on Payroll in Workday.

Roles: Cost Center Manager, Gift Manager, Grant Manager, Program Manager

Training Type: Workday Expert Q&A

Duration: 1 Hour(s)

Link to Training Resource: Workday Expert Q&A: Payroll

Description: This Workday Expert Talk provides an expert-led Q&A on Time and Absence in Workday.

Roles: Manager as Self, Manager as Self

Training Type: Workday Expert Q&A

Duration: 1 Hour(s)

Link to Training Resource: Workday Expert Q&A: Time & Absence

Description: This Workday Expert Talk provides an expert-led Q&A on Time and Absence in Workday.

Roles: HR Partner, Time Approver, Timekeeper

Training Type: Workday Expert Q&A

Duration: 1 Hour(s)

Link to Training Resource: Workday Expert Q&A: Time & Absence

Description: This guide provides information on how to calculate the position budget in Workday.

Roles: Cost Center Accountant

Training Type: Reference Guide

Link to Training Resource: Workday Finance Guide: Generate Position Budget

Description: This guide provides information on how to view the position budget in Workday.

Roles: Cost Center Accountant

Training Type: Reference Guide

Link to Training Resource: Workday Finance Guide: View Position Budget

Description: This instructor-led course provides information on the activities performed by financial approvers in Workday.

Roles: Area Finance Officer, Cost Center Manager, Gift Manager, Program Manager

Training Type: Virtual Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Finance: Approving Transactions

Link to Course Materials: Workday Finance: Approving Transactions Course Materials

Description: This online micro-learning course provides information on the Workday Foundation Data Model (FDM) dimensions and how to run financial reports in Workday.

Roles: Area Finance Officer, Business Asset Tracking Specialist, Cost Center Accountant, Cost Center Manager, Custodian, Customer Billing Specialist, Customer Contract Specialist, Departmental Buyer, Effort Certification Reviewer, Expense Data Entry Specialist, Financials Data View Only, Gift Manager, Grant Manager, Internal Service Delivery Data Entry Specialist, Procurement Card Data Entry Specialist, Program Manager, Supplier Contract Specialist - Delegate Authority,

Training Type: Micro-Learning

Link to Training Resource: Workday Foundation Data Model Overview

Description: Run Dashboard GRA Award Budget to Actuals.

Roles: Grant Manager, Principal Investigator

Training Type: Reference Guide

Link to Training Resource: Workday Grants Guide: Award Budget to Actuals Dashboard Reports

Description: This Reference Guide provides information on how to use Workday's Create Request function to create and route a Workday Request with the information needed to remove an overdraft from an Award.

Roles: Grant Manager, Principal Investigator

Training Type: Reference Guide

Link to Training Resource: Workday Grants Guide: Create Request for Overdraft Grant Transfer

Description: This Reference Guide provides information on how to create and route Research Conference Account Request (RCAR) and Sponsored Programs Activity Request (SPAR) in the Workday.

Roles: Grant Manager, Principal Investigator

Training Type: Reference Guide

Link to Training Resource: Workday Grants Guide: Create Request for Sponsored Project Account

Description: How to certify effort in Workday.

Roles: Principal Investigator

Training Type: Reference Guide

Link to Training Resource: Workday Grants Guide: Effort Certification

Description: This video will show you how to route an effort certification in Workday.

Roles: Effort Certification Reviewer

Training Type: Micro-Learning

Link to Training Resource: Workday Grants: Effort Certification for Effort Certification Reviewer

Description: This video will show you how to certify effort in Workday.

Roles: Principal Investigator

Training Type: Micro-Learning

Link to Training Resource: Workday Grants: Effort Certification for Faculty or Grant Principal Investigator

Description: This instructor-led course provides a basic overview of the grants management process from award creation and management to award billing and reporting in Workday.

Roles: Grant Manager

Training Type: Virtual Instructor-Led Training

Duration: 2 Hour(s)

Link to Training Resource: Workday Grants: Overview

Link to Course Materials: Workday Grants: Overview Course Materials

Description: This course provides information on the award and grants process in Workday and how to review/approve grants-related financial transactions. It is recommended that you take the Workday Grants: Overview course to maximize your learning experience.

Roles: Grant Manager

Training Type: Virtual Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Grants: Post-Award Research Administration

Link to Course Materials: Workday Grants: Post-Award Research Administration Course Materials

Description: How to delegate your inbox, assign other workers to start tasks on your behalf, delegate a task, stop delegation, and act on someone's behalf (instructions for delegates).

Roles: Manager as Self, Principal Investigator

Training Type: Reference Guide

Link to Training Resource: Workday Guide: How to Delegate Tasks

Description: Guidance on process for Security Partners to request updates to security assignments.

Roles: Security Partner

Training Type: Reference Guide

Link to Training Resource: Workday Guide: Requesting Role-Based Workday Security Changes (Security Partner)

Description: This course provides an overview of the Human Resource (HR) functionality in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner, Recruiter, Timekeeper

Training Type: Virtual Instructor-Led Training

Duration: 2 Hour(s)

Link to Training Resource: Workday HR: Overview and Key Concepts

Link to Course Materials: Workday HR: Overview and Key Concepts Course Materials

Description: How to assign costing allocation in Workday. Costing allocations (salary distribution) allocates a worker's salary across one or more Driver Worktags.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Payroll Guide: Assign Costing Allocation

Description: How to assign costing allocation in Workday. Costing allocations (salary distribution) allocates a worker's salary across one or more Driver Worktags.

Roles: Cost Center Manager, Gift Manager, Grant Manager, HR Partner

Training Type: Reference Guide

Link to Training Resource: Workday Payroll Guide: Assign Costing Allocation

Description: How to create Payroll Accounting Adjustment, complete the process using distribution percentage, and more. Payroll accounting adjustment (salary journals) is used to correct errors made when salary was posted to an incorrect Driver Worktag for pay periods.

Roles: Appointing Authority, Cost Center Manager, Grant Manager

Training Type: Reference Guide

Link to Training Resource: Workday Payroll Guide: Create Payroll Accounting Adjustments

Description: This video provides the steps to add costing allocations (salary distribution) in Workday.

Roles: Appointing Authority, Cost Center Manager, Grant Manager

Training Type: Micro-Learning

Link to Training Resource: Workday Payroll: Assign Costing Allocation

Description: This video provides the steps to create a Payroll Accounting Adjustment in Workday.

Roles: Appointing Authority, Cost Center Manager, Grant Manager

Training Type: Micro-Learning

Link to Training Resource: Workday Payroll: Create Payroll Accounting Adjustments

Description: This instructor-led course provides information on how to assign costing allocations and create payroll accounting adjustments in Workday. It is recommended that you take the Workday Foundation Data Model Overview course and Workday Payroll: Create Payroll Accounting Adjustments micro-learning to maximize your learning experience.

Roles: Appointing Authority, Cost Center Accountant, Cost Center Manager, Grant Manager, HR Partner

Training Type: Virtual Instructor-Led Training

Duration: 1.5 Hour(s)

Link to Training Resource: Workday Payroll: Payroll Accounting

Link to Course Materials: Workday Payroll: Payroll Accounting Course Materials

Description: How to create a Purchase Order without an existing requisition and how to change a Purchase Order that has already been issued for goods and/or services.

Roles: Cost Center Manager, Departmental Buyer, Gift Manager, Grant Manager, Program Manager

Training Type: Reference Guide

Link to Training Resource: Workday Procurement Guide: Create and Change Purchase Order

Description: How to create a requisition for catalog and non-catalog items in Workday.

Roles: Cost Center Manager, Departmental Buyer, Gift Manager, Grant Manager, Principal Investigator, Program Manager

Training Type: Reference Guide

Link to Training Resource: Workday Procurement Guide: Create Requisition (Non-Catalog Goods/Service)

Description: How to create a supplier contract in Workday.

Roles: Cost Center Manager, Gift Manager, Grant Manager, Program Manager, Supplier Contract Specialist - Delegate Authority

Training Type: Reference Guide

Link to Training Resource: Workday Procurement Guide: Create Supplier Contract

Description: How to create an amendment to an existing supplier contract.

Roles: Cost Center Manager, Gift Manager, Grant Manager, Program Manager, Supplier Contract Specialist - Delegate Authority

Training Type: Reference Guide

Link to Training Resource: Workday Procurement Guide: Create Supplier Contract Amendment

Description: How to initiate a request to add a new supplier in Workday.

Roles: Departmental Buyer

Training Type: Reference Guide

Link to Training Resource: Workday Procurement Guide: Create Supplier Request

Description: How to create an internal service delivery in Workday.

Roles: Internal Service Delivery Data Entry Specialist

Training Type: Reference Guide

Link to Training Resource: Workday Procurement Guide: Internal Service Delivery

Description: How to create and maintain the supplier's remit-to connections (where payments should be sent and methods of payment) in Workday.

Roles: Departmental Buyer

Training Type: Reference Guide

Link to Training Resource: Workday Procurement Guide: Remit-To Supplier Connection

Description: How to review supplier accounts: Match exception, make corrections and submit an exception override in Workday.

Roles: Departmental Buyer

Training Type: Reference Guide

Link to Training Resource: Workday Procurement Guide: Supplier Accounts Match and Exception Handling

Description: How to verify procurement card transactions in Workday.

Roles: Cost Center Manager, Gift Manager, Grant Manager, Principal Investigator, Procurement Card Data Entry Specialist, Program Manager

Training Type: Reference Guide

Link to Training Resource: Workday Procurement Guide: Verify Procurement Card Transaction

Description: This course provides information on the procurement process and how to create and maintain supplier contracts in Workday. It is recommended that you take the Workday Procurement: Overview course prior to taking this course to maximize your learning exper

Roles: Supplier Contract Specialist - Delegate Authority

Training Type: Virtual Instructor-Led Training

Link to Training Resource: Workday Procurement: Create and Maintain Supplier Contracts

Link to Course Materials: Workday Procurement: Create and Maintain Supplier Contracts Course Materials

Description: This course provides information on how to perform sourcing activities like purchase items, requisitions, purchase orders, and receipts using Workday. It is recommended that you take the Workday Procurement: Overview course prior to taking this course to maximize your learning experience.

Roles: Departmental Buyer

Training Type: Virtual Instructor-Led Training

Duration: 3.5 Hour(s)

Link to Training Resource: Workday Procurement: Maintain Requisitions and Purchase Orders

Link to Course Materials: Workday Procurement: Maintain Requisitions and Purchase Orders Course Materials

Description: This online micro-learning course provides information on the procurement process to create requisitions, create receipts, and initiate a return in Workday.

Roles: Cost Center Manager, Departmental Buyer, Gift Manager, Grant Manager, Principal Investigator

Training Type: Micro-Learning

Link to Training Resource: Workday Procurement: Overview

Description: This instructor-led course provides information on how to review and approve P-Card reconciliations for cardholders in Workday. It is recommended that you take the Workday Foundation Data Model Overview course prior to taking this course to maximize your learning experience.

Roles: Procurement Card Data Entry Specialist

Training Type: Virtual Instructor-Led Training

Duration: 1.5 Hour(s)

Link to Training Resource: Workday Procurement: Verify Procurement Card Transaction

Link to Course Materials: Workday Procurement: Verify Procurement Card Transaction Course Materials

Description: How to apply for an Internal Posting in Workday.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Workday Recruiting Guide: Apply for Internal Posting

Description: How to create, edit, and close job requisitions in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Recruiting Guide: Create, Edit, and Close Job Requisition

Description: How to create, edit, and close job requisitions in Workday.

Roles: Appointing Authority, HR Partner, Recruiter

Training Type: Reference Guide

Link to Training Resource: Workday Recruiting Guide: Create, Edit, and Close Job Requisition

Description: How to freeze and unfreeze a job requisition in Workday.

Roles: Appointing Authority

Training Type: Reference Guide

Link to Training Resource: Workday Recruiting Guide: Freeze Job Requisition

Description: How to move a candidate through the job application process in Workday. Review Candidate, Screen, Assess, Interview, Reference Check, Background Check, and Employment Agreement.

Roles: Appointing Authority, Compensation Partner, HR Partner, Recruiter, Recruiting Coordinator

Training Type: Reference Guide

Link to Training Resource: Workday Recruiting Guide: Manage Job Application

Description: How to refer a candidate for a job, posted both internally and/or externally.

Roles: Employee as Self

Training Type: Reference Guide

Link to Training Resource: Workday Recruiting Guide: Refer a Candidate

Description: This video provides the steps to move a candidate through the job application process in Workday: Review candidate, screen, assess, interview, reference check, background check, and employment agreement.

Roles: Appointing Authority, Compensation Partner, HR Partner, Recruiter, Recruiting Coordinator

Training Type: Micro-Learning

Link to Training Resource: Materials will be available in Skillsoft soon.

Description: This course provides information on the recruitment process and how to create job requisitions (recruitments) and review applicants for jobs and positions in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course to maximize your learning experience.

Roles: Compensation Partner, HR Partner, Recruiter, Recruiting Coordinator

Training Type: Virtual Instructor-Led Training

Duration: 4 Hour(s)

Link to Training Resource: Workday Recruiting: Overview

Link to Course Materials: Workday Recruiting: Overview Course Materials

Description: This course provides information on the recruitment process and how to create job requisitions (recruitments) and review applicants for jobs and positions in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course to maximize your learning experience.

Roles: Manager as Self

Training Type: Recorded Instructor-Led Training

Duration: 4 Hour(s)

Link to Training Resource: Materials will be available in late October.

Description: Learn how to run reports in Workday and about reports available by security role.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Reporting Guide: Using Workday Reports

Description: Learn how to run reports in Workday and about reports available by security role.

Roles: Academic Chair/Manager, Academic Faculty Partner, Appointing Authority, Area Finance Officer, Business Asset Tracking Specialist, Compensation Partner, Cost Center Accountant, Cost Center Manager, Custodian, Customer Billing Specialist, Customer Contract Specialist, Departmental Buyer, Effort Certification Reviewer, Expense Data Entry Specialist, Financials Data View Only, Gift Manager, Grant Manager, HR Analyst, HR Executive, HR Partner, Internal Service Delivery Data Entry Specialist, Merit Partner, Principal Investigator, Procurement Card Data Entry Specialist, Program Manager, Recruiter, Recruiting Coordinator, Security Partner, Supplier Contract Specialist - Delegate Authority, Time Approver, Timekeeper, Union Representative

Training Type: Reference Guide

Link to Training Resource: Workday Reporting Guide: Using Workday Reports

Description: How to create a customer contract in Workday.

Roles: Cost Center Manager, Customer Contract Specialist, Gift Manager, Grant Manager

Training Type: Reference Guide

Link to Training Resource: Workday Revenue Guide: Create Customer Contract

Description: Instructions to add and end an additional job.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Reference Guide

Link to Training Resource: Workday Staffing Guide: Add and End Additional Job

Description: How to change a job in Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Reference Guide

Link to Training Resource: Workday Staffing Guide: Change Job

Description: How to create and close positions in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Staffing Guide: Create and Close Position

Description: How to create and close positions in Workday.

Roles: Appointing Authority, HR Partner

Training Type: Reference Guide

Link to Training Resource: Workday Staffing Guide: Create and Close Position

Description: How to create External Committee Members and review existing members, including students, candidates, and affiliates.

Roles: Cost Center Manager, Expense Data Entry Specialist

Training Type: Reference Guide

Link to Training Resource: Workday Staffing Guide: Create External Committee Member

Description: How to hire a new employee or contingent worker into Workday.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Reference Guide

Link to Training Resource: Workday Staffing Guide: Hire (New Employee or Contingent Worker)

Description: Initiate employee separation.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Staffing Guide: Manage Separation

Description: Initiate employee separation.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Reference Guide

Link to Training Resource: Workday Staffing Guide: Manage Separation

Description: How to add, update, and end union membership for an employee.

Roles: Union Representative

Training Type: Reference Guide

Link to Training Resource: Workday Staffing Guide: Manage Union Membership

Description: How to complete onboarding activities for new hire and Contingent worker.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Staffing Guide: New Hire Onboarding (Employee and Contingent Worker)

Description: How to complete onboarding activities for new hire and Contingent worker.

Roles: HR Partner

Training Type: Reference Guide

Link to Training Resource: Workday Staffing Guide: New Hire Onboarding (Employee and Contingent Worker)

Description: How to complete onboarding tasks following a change job or add job in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Staffing Guide: Onboarding - Change Job and Add Job

Description: How to complete onboarding tasks following a change job or add job in Workday.

Roles: HR Partner

Training Type: Reference Guide

Link to Training Resource: Workday Staffing Guide: Onboarding - Change Job and Add Job

Description: How to submit a resignation in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Staffing Guide: Submit Resignation - Employee

Description: How to submit a resignation in Workday.

Roles: HR Partner

Training Type: Reference Guide

Link to Training Resource: Workday Staffing Guide: Submit Resignation - Employee

Description: This video provides the steps how complete the I-9 form in Workday.

Roles: HR Partner

Training Type: Micro-Learning

Link to Training Resource: Workday Staffing: Complete Form I-9 Section 3

Description: This course provides information on how to create positions in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course to maximize your learning experience.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Virtual Instructor-Led Training

Duration: 1.5 Hour(s)

Link to Training Resource: Workday Staffing: Create Position

Link to Course Materials: Workday Staffing: Create Position Course Materials

Description: This course provides information on how to manage job assignments and change jobs in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course to maximize your learning experience.

Roles: Appointing Authority, Compensation Partner, HR Partner

Training Type: Virtual Instructor-Led Training

Duration: 3.5 Hour(s)

Link to Training Resource: Workday Staffing: Employee Lifecycle

Link to Course Materials: Workday Staffing: Employee Lifecycle Course Materials

Description: This course provides information on how to manage job assignments and change jobs in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course to maximize your learning experience.

Roles: Manager as Self

Training Type: Recorded Instructor-Led Training

Duration: 3.5 Hour(s)

Link to Training Resource: Materials will be available in late October.

Description: This video provides the steps to perform onboarding setup.

Roles: Manager as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Staffing: Onboarding Setup

Description: This video provides the steps to perform onboarding setup.

Roles: HR Partner

Training Type: Micro-Learning

Link to Training Resource: Workday Staffing: Onboarding Setup

Description: This instructor-led course provides information on how to manage time and absence in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course to maximize your learning experience.

Roles: HR Partner, Time Approver, Timekeeper

Training Type: Virtual Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Time and Absence

Link to Course Materials: Workday Time and Absence Course Materials

Description: This instructor-led course provides information on how to manage time and absence in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course prior to taking this course to maximize your learning experience.

Roles: Employee as Self, Manager as Self

Training Type: Recorded Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Time and Absence - Recording

Description: This instructor-led course provides information on how to manage time and absence in Workday. It is recommended that you take the Workday HR Overview and Key Concepts course prior to taking this course to maximize your learning experience.

Roles: HR Partner, Time Approver, Timekeeper

Training Type: Recorded Instructor-Led Training

Duration: 2.5 Hour(s)

Link to Training Resource: Workday Time and Absence - Recording

Description: Employee: Learn how to request a leave of absence.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Time and Absence Guide: Employee Request a Leave of Absence

Description: Employee: How to request time off and correct time off in Workday Manager: How to review/approve time off request and correction in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Time and Absence Guide: Employee Request and Correct Time Off

Description: Employee: How to request time off and correct time off in Workday Manager: How to review/approve time off request and correction in Workday.

Roles: Appointing Authority, Cost Center Manager

Training Type: Reference Guide

Link to Training Resource: Workday Time and Absence Guide: Employee Request and Correct Time Off

Description: How to enter time and approve time in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Time and Absence Guide: Enter and Correct Time (Employee)

Description: How to enter time and approve time in Workday.

Roles: Timekeeper

Training Type: Reference Guide

Link to Training Resource: Workday Time and Absence Guide: Enter and Correct Time (Employee)

Description: This Reference Guide provides an overview of Time & Absence processes in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Time and Absence Guide: General Time & Absence

Description: This Reference Guide provides an overview of Time & Absence processes in Workday.

Roles: HR Partner, Time Approver, Timekeeper

Training Type: Reference Guide

Link to Training Resource: Workday Time and Absence Guide: General Time & Absence

Description: This Reference Guide provides information on how to perform the following processes in Workday: Enter and correct time on behalf of an employee, enter leave of absence on behalf of an employee, enter and correct time off on behalf of an employee.

Roles: HR Partner

Training Type: Reference Guide

Link to Training Resource: Workday Time and Absence Guide: Manage Time and Absence on Behalf (HR Partner)

Description: This Reference Guide provides information on how to perform the following processes in Workday: Enter and correct time on behalf of an employee, enter leave of absence on behalf of an employee, enter and correct time off on behalf of an employee.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Time and Absence Guide: Manage Time and Absence on Behalf (Manager)

Description: This Reference Guide provides information on how to perform the following processes in Workday: Enter and correct time on behalf of an employee, enter leave of absence on behalf of an employee, enter and correct time off on behalf of an employee.

Roles: Time Approver

Training Type: Reference Guide

Link to Training Resource: Workday Time and Absence Guide: Manage Time and Absence on Behalf (Manager)

Description: This Reference Guide provides information on how to perform the following processes in Workday: Enter and correct time on behalf of an employee, enter leave of absence on behalf of an employee, enter and correct time off on behalf of an employee.

Roles: Timekeeper

Training Type: Reference Guide

Link to Training Resource: Workday Time and Absence Guide: Manage Time and Absence on Behalf (Timekeeper)

Description: How to request and approve overtime in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Time and Absence Guide: Request Overtime

Description: How to request and approve overtime in Workday.

Roles: HR Partner, Timekeeper

Training Type: Reference Guide

Link to Training Resource: Workday Time and Absence Guide: Request Overtime

Description: How to request and approve a change in work schedule and how to assign a work schedule to an employee in Workday.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Time and Absence Guide: Request Work Schedule (Employee)

Description: How to request and approve a change in work schedule and how to assign a work schedule to an employee in Workday.

Roles: HR Partner, Time Approver, Timekeeper

Training Type: Reference Guide

Link to Training Resource: Workday Time and Absence Guide: Request Work Schedule (Employee)

Description: This video provides the steps for managers to correct employee time off requests in Workday.

Roles: Manager as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Time and Absence: Correct Time Off (Manager)

Description: This video provides the steps to enter and correct time in Workday.

Roles: Employee as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Time and Absence: Enter and Correct Time (Employee)

Description: This video provides the steps to enter and correct time in Workday.

Roles: HR Partner, Time Approver, Timekeeper

Training Type: Micro-Learning

Link to Training Resource: Workday Time and Absence: Enter and Correct Time (Employee)

Description: This video provides the steps for managers to process employee requests for time off in Workday.

Roles: Manager as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Time and Absence: Enter Time Off (Manager)

Description: This video provides the steps for employees to request a leave of absence in Workday.

Roles: Employee as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Time and Absence: Request a Leave of Absence (Employee)

Description: This video provides the steps for employees to request and correct time off in Workday.

Roles: Employee as Self

Training Type: Micro-Learning

Link to Training Resource: Workday Time and Absence: Request and Correct Time Off (Employee)

Description: How to create, edit and approve an expense report in Workday.

Roles: Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Travel and Expenses Guide: Create and View Expense Report

Description: How to create, edit and approve an expense report in Workday.

Roles: Area Finance Officer, Cost Center Manager, Custodian, Expense Data Entry Specialist, Gift Manager, Grant Manager, Principal Investigator, Program Manager

Training Type: Reference Guide

Link to Training Resource: Workday Travel and Expenses Guide: Create and View Expense Report

Description: How to create a spend authorization in Workday. Use this reference guide to receive permission for future expenses.

Roles: Employee as Self, Manager as Self

Training Type: Reference Guide

Link to Training Resource: Workday Travel and Expenses Guide: Create Spend Authorization

Description: How to create a spend authorization in Workday. Use this reference guide to receive permission for future expenses.

Roles: Cost Center Manager, Expense Data Entry Specialist, Gift Manager, Grant Manager, HR Analyst, Principal Investigator, Program Manager

Training Type: Reference Guide

Link to Training Resource: Workday Travel and Expenses Guide: Create Spend Authorization

Description: This video provides information on how to create spend authorizations in Workday.

Roles: Expense Data Entry Specialist, Principal Investigator

Training Type: Micro-Learning

Duration: 1.5 Hour(s)

Link to Training Resource: Workday Travel and Expenses: Create Spend Authorizations

Description: This instructor-led course provides information for employees on the travel expense process and how to create spend authorizations and expense reports in Workday. It is recommended that you take the Workday Foundation Data Model Overview course prior to maximize your learning experience.

Roles: Expense Data Entry Specialist

Training Type: Virtual Instructor-Led Training

Duration: 2 Hour(s)

Link to Training Resource: Workday Travel and Expenses: Manage Travel and Reimbursements

Link to Course Materials: Workday Travel and Expenses: Manage Travel and Reimbursements Course Materials