Workday Essentials

WD 101: Workday Essentials for Faculty & Exempt Staff

  • Workday terminology
  • Navigating Workday
  • Managing personal information
  • Managing benefits
  • Requesting Paid Time Off (PTO)
  • Viewing payroll information
  • Modifying payment elections (direct deposit)

WD 102: Workday Essentials for Non-Exempt Staff

  • WD 101 content, plus
  • Entering time worked

WD 103: Workday Essentials for Managers

  • WD 101 content, plus
  • Managing the Workday inbox
  • Employee time-tracking
  • Managing employee Paid Time Off (PTO)

This class is designed for all managers and those who approve time and PTO requests.

WD 104: Workday Essentials for Student Workers

  • Viewing/printing payslips and tax documentation
  • Managing payment elections (direct deposit)
  • Time tracking methods

This online class is designed specifically for student workers.  It will be made available on May 7th along with additional online training material. 

*Everyone is encouraged to take the appropriate Essentials class prior to taking subsequent classes.  Basic navigation and Workday terminology will not be covered in non-Essentials courses.*

Human Capital Management

HR 101: Posting Positions, Hiring & Onboarding in Workday

  • Creating a job requisition
  • Creating a pre-hire
  • Reviewing applications
  • Interviewing candidates
  • Making a job offer
  • Assigning onboarding

HR 102: Managing Performance in Workday

  • Performance reviews
  • Performance improvement plans
  • Disciplinary actions

HR 103: Initiate Employee Job Changes in Workday

  • Promitions
  • Title changes
  • Job transfers
  • Compensation changes

It is strongly recommended that HR 101 be completed before HR 103.  

HR “Done In A Day” – All 3 HR sessions offered together in one day.


FIN 101:  Workday Finance Essentials

  • Banner-to-Workday functionality
  • Approval process
  • Routine financial transactions (creating requisitions and more)
  • Viewing submitted requisitions
  • Reporting basics

Available on May 7th, this online introduction to the Financial Data Model (FDM) is a prerequisite for all Workday Finance classes.  The appropriate Workday Essentials should be completed before participating in FIN 101.  

FIN 102: Procurement in Workday

  • Creating a requisition
  • Creating a supplier request
  • Procurement reports

FIN 103: Invoicing and Receiving in Workday

  • Creating a supplier invoice
  • Creating a receipt
  • End-user reports

FIN 104: Reimbursements in Workday

  • Creating an expense report
  • Requesting a spend authorization (advance)
  • End-user reports

FIN 105: Workday Accounting

  • Creating an accounting journal
  • Creating an accounting adjustment
  • Creating a budget amendment
  • Accounting reports

This class addresses the tasks completed by faculty and staff who are responsible for creating journal entries and budget amendments

FIN 106: Asset Management in Workday

  • Initiating an asset lifecycle event
  • Reviewing associated reports

FIN 107: Capital Projects in Workday

  • Creating and editing a project
  • Closing a project
  • Capital project reports

FIN 108: Workday Reporting

  • Filtering reports
  • Downloading reports
  • Cognos-to-Workday report equivalents

Finance “Done In A Day” – FIN 102, 103, 104, and 105 offered together in one day.

Budget and Planning

BUD 101:  Budget and Planning in Workday

  • Developing budgets
  • Budget types
  • Budget reporting

Available in January 2019 prior to the Spring 2019 budget and planning period.