Workday

Workday Open Labs Available for In-Person Assistance

General Labs

Labs pertaining to all aspects of the Workday system will be held in the Mac Lab (Z. Smith Reynolds Library, Room 262):

  • Tuesday, September 11, 9:00 a.m. – Noon
  • Thursday, September 13, 1:00 – 4:00 p.m.
  • Tuesday, September 18, 9:00 a.m. – Noon
  • Thursday, September 20, 1:00 – 4:00 p.m.
  • Tuesday, September 25, 9:00 a.m. – Noon
  • Thursday, September 27, 1:00 – 4:00 p.m.

HCM Labs

Labs specific to Human Resources processes will be held in the HR Annex (2596B Reynolda Rd., beside the main HR building):

  • Wednesday, September 5, 3:00 to 5:00 p.m.
  • Monday, September 10, 3:00 to 5:00 p.m.
  • Monday, September 17, 3:00 to 5:00 p.m.
  • Wednesday, September 19, 3:00 to 5:00 p.m.
  • Monday, September 24, 3:00 to 5:00 p.m.
  • Wednesday, September 26, 3:00 to 5:00 p.m.

Registration is not required for the Open Labs.


Workday Online Training courses are now available!

Visit the Learning section of the Workday website for additional information, including a chart outlining courses to consider, based on ways you will interact with the system.


Workday Essentials

Workday Essentials classes are designed so that members of the University community only need to complete 101, 102, or 103.

WD 101: Workday Essentials for Faculty & Exempt Staff (Online Training)

  • 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 (Online Training)

  • WD 101 content, plus
  • Entering time worked

WD 103: Workday Essentials for Managers (Online Training)

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

WD 103 is designed for all managers and those who approve time and PTO requests.

WD 104: Workday Essentials for Student Workers (Online Training Only)

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

WD 104 is an online class designed specifically for student workers.

*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 104:  The Student Worker Life Cycle in Workday

  • Hiring a Student
  • Adding a Job
  • Entering and Approving Time
  • Terminating a Student

Finance

FIN 101: Workday Finance Essentials (Online Training Only)

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

FIN 101 is an online introduction to the Financial Data Model (FDM) and 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

Note: You will learn how to create receipts off of purchase orders created by your requisitions in FIN 103: Invoicing and Receiving in Workday.

FIN 103: Invoicing and Receiving in Workday

  • Creating a supplier invoice (direct pay invoice)
  • Creating a receipt (and return)
  • End-user reports

Note: If you did not attend FIN 102: Procurement in Workday, you may not have a purchase order ready to create a receipt and return. You will be able to use the job aids to create those two types of documents.

FIN 104: Reimbursements in Workday

  • Creating an expense report
  • Requesting a spend authorization (advance)
  • Reconcile PCard purchases in Workday
  • 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

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.