Workday Education Training Catalog

April 19, 2018

Workday ® Education Page 1 of 205 Training Catalog

 Workday Education
We are dedicated to providing training that is relevant, comprehensive, timely, and cost-effective. Our goal is to
maximize the return on investment (ROI) and adoption of Workday by delivering training that prepares your
organization and your workforce to successfully deploy and use Workday products. With Workday Education, 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 rollout kits.

How This Catalog is Organized

The Workday Education Training Catalog is organized alphabetically by the specific training option as noted in the
section below.

Training Options
• Adoption Kit: The Adoption Kit is a collection of templates and resources designed to support and
accelerate end-user training and the Workday rollout. It includes a combination of hosted or downloadable
videos and job aids, as well as facilitation and marketing materials. All content can be downloaded and
tailored to your needs, or used as-is. Click here to learn more about the Adoption Kit.
• Enablement Workshop: For customers live on Workday, we deliver in-person, consultant-led training,
including demonstrations, lecture, and activities. As an added bonus, our consultants coach you through
hands-on configuration in your own sandbox tenant.
• Learn In-Person: Workday provides comprehensive instructor-led, in-classroom training to prepare
students to meet their job requirements. Our classes combine lectures, social learning, product
demonstrations, and hands-on activities.
• Learn Independent: This learning experience combines videos, interactive exercises, reading, and
knowledge checks into a comprehensive online learning curriculum that students can complete at their
own pace. Learn Independent enables our customers to be more self-sufficient.
• Learn On-Demand: Learn On Demand training provides short, targeted self-paced eLearning courses
covering specific Workday concepts and configuration tasks. The Learn On-Demand content is continually
updated to provide just-in-time training on core Workday concepts and tasks.
• Learn Virtual: Our virtual classroom offers the advantages of Workday's live instructors without the
expense and time associated with travel. Students connect to our training environment and participate
remotely via the Internet, complete hands-on activities, and interact with instructors and other students.

Workday ® Education Page 2 of 205 Training Catalog

 Training Audience Descriptions
• Executive: I am responsible for providing strategic vision for a function (HR, finance, etc.), setting policy
for my organization, and prioritizing or making organization-wide decisions. I need training that will provide
me with a useful context for each functional area so I may influence and make informed decisions with
regards to design, configuration and workflow.
• Generalist: I am responsible for executing frequent, and often critical, tasks in Workday as a functional
user area (i.e. payroll, finance, compensation, talent), using a wide variety of Workday features and
business processes. My responsibilities may include supporting other managers and employees who may
use Workday less frequently. I am responsible for consistently executing a variety of Workday tasks in my
functional area with a high degree of precision and expertise, running reports and analyzing Workday data
for my functional area. I need training that may be both broad and deep, with high-level overviews of the
Workday system, details on how the different features function and work together, and specifics on
process and task completion including reporting and analytics.
• IT: I am responsible for integrations, technical infrastructure, or other technical solutions related to our use
of Workday. I may also guide ongoing collaboration between functional Workday team projects and IT
projects, corporate applications, infrastructure and technical teams, and ensuring corporate technical
standards are continually aligned with Workday requirements. I need training that will guide me on
configuration and general integration options that will work successfully between my organization’s
infrastructure and Workday.
• Lead: I am responsible for and make decisions about my organization’s setup and configuration of
business processes or workflows, calculated fields, etc. I need training that will help me make and
implement configuration decisions in Workday. I need to understand both the big picture of my functional
area and how to dive deeper into each component to configure the system for the initial launch.
• Managers and Employees: I am responsible for using Workday to keep my own personal information up
to date. If I manage others or am a manager of a budget/cost center, location/geography, or group of
employees, I am responsible for using Workday to complete tasks in support of my management
responsibilities, including but not limited to approving time off, updating team and job changes, assessing
performance, and progressing a wide range of business process activities. I need training that will show
me how to perform tasks in the system, such as how to request/approve time off, update my personal
information, and if applicable, how to update team and job changes, assess performance, etc.
• Project Managers: I am responsible for significant planning and execution activities related to
configuration, reporting, testing, and change management for Workday project team, continually assessing
feature options and innovation in Workday’s Roadmap that addresses our business needs. I need training
that will prepare the project team for a successful deployment, including how to successfully navigate and
leverage available resources from Workday. Additionally, I will need to understand what features and
functions Workday will include with each release in order to make informed decisions and
recommendations
• Security: I am responsible for Workday security policies and groups, managing and testing configuration
and related changes, which may include designing business processes or workflows, and/or maintaining
one or more areas of the Customer’s workday tenant based on security policies. I need training that will
guide me on configuration options for both functional areas and company-wide considerations.
• System Administrator: I am responsible for the ongoing configuration of one or more areas of my
organization’s Workday solution typically based on design decisions made by functional leadership my
organization, which may include designing business processes or workflows, creating reports and
calculated fields, and/or maintaining one or more areas of Workday.I need both process and task-based
training that will show me how to perform my administrative tasks for my functional area.

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 Workday Education offerings.
• Customer Training Coordinators can submit a training case to get more information about our offerings.
Please review the FAQ page on logging a training support case:
Click here see how to request training support.
• Training is only available to Workday customers. If you would like more information on Workday, please
contact Sales.

Workday ® Education Page 3 of 205 Training Catalog

Enablement Workshop
Composite Reporting for Financials Customers in Production – Workday Enablement Worksh
Delivery Mode: Enablement Workshop
Audience: Business User, Functional Lead, and Workday Administrator
Prerequisites:
Library:
Description:
Are you live on Workday Financials and want to take advantage of Composite Reporting? Would you like some focused
support, knowledge, and coaching to get you going? In this in-person, three-day, interactive workshop, you will receive
consultative configuration guidance (in YOUR tenant!) on Composite Reporting for Financials in addition to education,
demonstrations, and hands-on report building activities.

Composite Reporting is shaking things up everywhere, especially in the world of financial managers and analysts and all
those that are tied to the infamous "binders" of data and spreadsheets. Though our Composite Reporting feature was
driven by financial reporting requirements, it's a foundational reporting tool and can be used by all Workday applications.
Covered Topics:
⦁ Composite Reporting Overview
⦁ Sub Reports and Data Sources
⦁ Configurable Columns, Rows, and Cells
⦁ Multiple Data Sources
⦁ Column, Row and Cell Calculations
⦁ Repeating Column Groups
⦁ Lookup Date Roll-Up
⦁ Styles, Headings, and Analytic Indicators
⦁ Hierarchies and Outlining
⦁ Multiple Control Field Columns
Required Prerequisites: None

Learning Objectives:
⦁ Learn purpose and design of Composite Reporting feature
⦁ Apply recommended configuration examples to your organizations' reporting
⦁ Complete the build of one or more composite reports in your own sandbox tenant
⦁ Our workshops are for LIVE customers only
⦁ Given the limited number of seats available, Enablement Workshops allow for up to two seats per customer and
partners directly representing customers
Recommended Prerequisites: A strong understanding of your company's current and proposed Financial Reporting
needs. This workshop is geared towards experienced users of the Workday system and a basic understanding of
Workday configuration, business processes, security, and reporting is expected of attendees. This workshop is for
customers live on Financials in a production environment.
Logistics
Given the number of seats available - these events are limited to customers (2 seats per customer) and partners directly
representing customers
⦁ Attendees will need to bring their own laptop.
⦁ Internet access will be available to allow you access to your sandbox.
⦁ Due to the hands on nature of the workshop the sessions will not be recorded and no dial in will be offered.
⦁ Consulting assistance provided during the sessions are for that session only. If additional consulting is needed please
log a case with Workday Support, and we'll put together a SOW for resources and associated costs and located
consulting resources for you.
⦁ During this course, attendees will log-in to their organization's sandbox tenant (containing a copy of production data) in
the presence of the instructor(s) and other Workday customers. It is each attendee's responsibility to ensure that such
participation in a group setting is permitted by their organization and that they have the appropriate security access to
configure this functionality.
⦁ These workshops are focused on production customers and not intended for customers who are in the implementation
phase.
** PLEASE NOTE: You are not registered until your request indicates "Registered.” "Approved" is not registered
status, and you must complete the process.** Confirmations will be sent out when the minimum workshop
attendance has been reached.

Workday ® Education Page 4 of 205 Training Catalog

Enablement Workshop
HCM Analytics and Dashboards Enablement Workshop for Customers in Production
Delivery Mode: Enablement Workshop
Audience: Integration Lead and Workday Administrator
Prerequisites: (Report Writer) OR (Report Writer - Learn Independent)
Library:
Description:
For customers live on Workday: This two-day, hands-on interactive workshop consists of education, demonstrations,
and activities covering Advanced Reporting & Analytic functionality in Workday. You will learn the purpose and design of
the features, recommended configurations, and be assisted by Workday consultants to build your own reports and
dashboards in your customer sandbox tenant.
Please note the prerequisite course: Report Writer.
Target Audience: Report Writers
Covered Topics:
⦁ Report Performance Optimization including Standard vs. Indexed Data Sources
⦁ Trended Workers
⦁ Report Types: Matrix, Transposed, Trending and Composite*
⦁ Analytic Indicators
⦁ Worklets & Dashboards
⦁ Report Prompts
⦁ Embedded Analytics in Business Process
⦁ Configuring Alerts
*An overview of composite for analytical reporting will be reviewed. For a more in-depth session, please see the
Composite Reporting Workshop.
Prerequisites:
This workshop is for customers that are "live" with Workday and is not intended for customers in the initial implementation
phase. The content is geared towards experienced users of the Workday system and a basic understanding of Workday
configuration, data sources, report writing and security is expected of attendees. Please note the prerequisite course:
Report Writer.
Here's how to register:
⦁ Log-in to LMS:
You will need to register for one Report Writer class (either Learn Virtual or Learn Independent)
⦁ Report Writer* (select one option below)
⦁ Report Writer - Learn Virtual
⦁ Report Writer - Learn Independent
⦁
*Please note: The order in which you register in the LMS is important. Please see below.
Logistics:
⦁ Given the limited number of seats available, these events are limited to customers (2 seats per customer) and partners
directly representing customers.
⦁ Attendees will need to bring their own laptop. Internet access will be available to allow you to access your sandbox.
⦁ Due to the hands on nature of the workshop the sessions will not be recorded and no dial in will be offered.
⦁ Consulting assistance provided during the sessions are for that session only. If additional consulting is needed, please
log a case with Workday Support and we'll put together a SOW for resources and associated costs and locate consulting
resources for you.
⦁ During this course, attendees will log-in to their organization’s sandbox tenant (containing a copy of production data) in
the presence of the instructor(s) and other Workday customers. It is each attendee’s responsibility to ensure that such
participation in a group setting is permitted by their organization and that they have the appropriate security access to
configure this functionality.

Workday ® Education Page 5 of 205 Training Catalog

Enablement Workshop
HCM Scorecards Enablement Workshop for Customers in Production
Delivery Mode: Enablement Workshop
Audience: Integration Lead and Workday Administrator
Prerequisites: (Custom Scorecard - Learn Independent) OR (Report Writer)
Library:
Description:
For customers live on Workday: This two day, hands-on interactive workshop consists of education, demonstrations,
and hands on activities covering Dashboards, Scorecards, and Drill To Reports within Workday. You will learn the
purpose and design of the features, recommended configurations, and be assisted by Workday consultants to build your
own reports and dashboards in your customer sandbox tenant – everything you need to take advantage of Dashboards
and Scorecards in your organization.

Please note the prerequisite course: Custom Scorecards (which requires: Report Writer).

Target Audience: Report Writers

Covered Topics:
⦁ HCM Metric Calculations
⦁ Matrix Reports as Source for Metrics
⦁ Drill To Reports
⦁ Scorecard Worklets
⦁ Dashboard Configuration
⦁ Organization Chart Analytics
⦁ And More 29 & 30 Enhancements!
Prerequisites:

A solid understanding of your company's reporting is strongly recommended. This workshop is geared towards
experienced users of the Workday system and a basic understanding of Workday configuration, data sources, report
writing and security is expected of attendees. This workshop is for customers that are "live" with Workday and is not
intended for customers in the initial implementation phase.

Required:
⦁ You will need to register for one Report Writer class (either Learn Virtual or Learn Independent) and Custom
Scorecards - Learn Independent.
Here's how to register:
Log-in to LMS: You will need to register for one Report Writer* class (select one option below)
⦁ Report Writer - Learn Independent
⦁ Report Writer - Learn Virtual
*Please note: It's important that you register for Report Writer first, then register for Custom Scorecard. After you are
registered for the Required Prerequisites, you will be able to register for the HCM Scorecards for Enablement Workshop.
Recommended:
⦁ Advanced Reporting and Analytics - Learn Virtual
Questions? Send an email to: [email protected]
Logistics:
⦁ Given the limited number of seats available, these events are limited to customers (2 seats per customer) and partners
directly representing customers.
⦁ Attendees will need to bring their own laptop. Internet access will be available to allow you to access your sandbox.
⦁ Due to the hands on nature of the workshop the sessions will not be recorded and no dial in will be offered.
⦁ Consulting assistance provided during the sessions are for that session only. If additional consulting is needed please
log a case with Workday Support, and we'll put together a SOW for resources and associated costs and locate consulting
resources for you.
⦁ During this course, attendees will log-in to their organization’s sandbox tenant (containing a copy of production data) in
the presence of the instructor(s) and other Workday customers. It is each attendee’s responsibility to ensure that such
participation in a group setting is permitted by their organization and that they have the appropriate security access to
configure this functionality.

Workday ® Education Page 6 of 205 Training Catalog

Enablement Workshop
Open Enrollment - Enablement Workshop
Delivery Mode: Enablement Workshop
Audience: Functional Lead and Workday Administrator
Prerequisites: (Benefits Fundamentals) OR (Open Enrollment - Learn Independent)
Library:
Description:
For customers live on Workday: This in-person, two-day, hands-on, interactive workshop consists of education,
demonstrations, and hands-on activities covering Open Enrollment functionality within Workday. You will learn the
purpose and design of the features, recommended configurations, and be assisted by Workday consultants to begin
configuring in your own sandbox tenant – everything you need to ensure a successful Open Enrollment within your
organization!
Covered Topics:
⦁ How to prepare for your Open Enrollment
⦁ Recommended approaches for running a smooth open enrollment
⦁ Reviewing configuration requirements including: Groups, Eligibility Rules, Providers, Benefit Coverage Types, Benefit
Plans, Coverage Targets, Benefit Plan Year, Cross Plan Rules, Enrollment Events, Enrollment Event Rules, etc.
⦁ Open Enrollment business process
⦁ Open Enrollment Reporting
⦁ Security for processing Open Enrollment
⦁ Optimize End-user Experience
⦁ Benefits Roadmap
Required Prerequisites: Open Enrollment – Learn Independent.

A thorough understanding of your company's current benefits and open enrollment processes and how you will use Open
Enrollment in your organization. This workshop is for experienced users of the Workday system with an understanding of
Workday Benefits configuration, business processes, and security is expected of attendees. The workshop focuses on
open enrollment and not basic benefits configuration.
Audience: Benefit Partners, Benefit Administrators, Workday Administrators, HRIS Team Members
This workshop is for customers that are "live" with Workday and is not intended for customers in the initial implementation
phase.

Attend
⦁ Investment: $1300 USD per participant or 2 training credits. (Cost does not include any prerequisites; they are
additional
⦁ training credits
⦁ *Please note: The order in which you register in the LMS is important. Please see below.
⦁
Here's how to register:

⦁ Log-in to LMS:
⦁ You will need to register for Open Enrollment - Learn Independent – (0.5 Training Credit) before you are able to register
for the Open Enrollment Enablement Workshop.
Logistics:
⦁ Given the limited number of seats available, these events are limited to customers (2 seats per customer) and partners
directly representing customers.
⦁ Internet access will be available to allow you to access your sandbox
⦁ Due to the hands on nature of the workshop the sessions will not recorded and no dial in capability will be offered.
Consulting assistance provided during the sessions is for that session only. If additional consulting is needed, please log
a case with Workday Support, and we'll put together a SOW for resources and associated costs and locate consulting
resources for you
⦁ During this course, attendees will log-in to their organization's sandbox tenant (which is a copy of production data) in the
presence of the instructor(s) and other Workday customers. It is each attendee's responsibility to ensure that such
participation in a group setting is permitted by their organization and that they have the appropriate security access to
configure this functionality.
**PLEASE NOTE: You are not registered until your request indicates "Registered.” "Approved" is not registered
status, and you must complete the registration process.**

Workday ® Education Page 7 of 205 Training Catalog

Enablement Workshop
Confirmations will be sent out when the minimum workshop attendance has been reached.

Absence Management: Configuration and Administration

Delivery Mode: Learn In-Person
Audience: Functional Lead
Prerequisites:
Library:
Description:
This four-day instructor-led course consists of lectures, demonstrations, and hands-on activities covering absence setup
and administration. You will configure functionality and apply the core concepts of Workday Absence Management, set
up time off and leave calculations using Workday's Calculation Engine and Calculated Fields, configure business
processes, and administer time off and leave plans.
Note: This class focuses primarily on configuring the Workday application; there is less of a focus on running absence
transactions.
Learning Objectives:
⦁ Define and differentiate time off plans and leave types.
⦁ Configure a time off plan and its components.
⦁ Design calculation engine calculations to drive time off plan functionality.
⦁ Configure a leave type and its components.
⦁ Define and execute basic administrative tasks.
⦁ Configure the four business processes related to Absence Management.
⦁ Identify and use delivered reports relating to time off and leaves of absence.
Required Prerequisites: None
Recommended Prerequisites: Core Concepts or HCM Fundamentals
Important! Although there are no specific prerequisites, this class requires a high level of technical proficiency and the
ability to understand complex time off and leave calculations. It is not suitable for those who are not comfortable with
basic programming logic. This should not be your very first exposure to the Workday system.
This course is approved for 28 Recertification Credit Hours (RCH) with the American Payroll Association.

Learning Objectives:
⦁ Define and differentiate time off plans and leave types.
⦁ Configure a time off plan and its components.
⦁ Design calculation engine calculations to drive time off plan functionality.
⦁ Configure a leave type and its components.
⦁ Define and execute basic administrative tasks.
⦁ Configure the four business processes related to Absence Management.
⦁ Identify and use delivered reports relating to time off and leaves of absence.

Workday ® Education Page 8 of 205 Training Catalog

Learn In-Person
Advanced Business Process
Delivery Mode: Learn Virtual
Audience: Workday Administrator
Prerequisites:
Library:
Description:

The Advanced Business Process Curriculum is designed to package all of the training requirements within the
curriculum.
Select "Request" to add the Advanced Business Process Curriculum to your transcript and follow the registration
steps outlined in the Prerequisite Requirements.
Visit the Cross Application Training Paths and Frequently Asked Questions.
Training Requirements:
Prerequisite: Business Process Fundamentals
Recommended Prerequisites: Calculated Fields
Training Course Summary:
Business Process Fundamentals
The Workday Business Process Framework consists of a powerful set of tools that enable you to automate business
processes and deliver the right information to the right people at the right time. Through a series of demos and hands-on
activities, this course will introduce you to the fundamentals of business process configuration and administration to
support the successful deployment and ongoing management of business processes.
Advanced Business Process
This class is intended for the Business Process lead or administrator who configures and administers business
processes in any number of Workday's Solutions. In this course, you will be presented with business cases that require
complex configurations and advanced capabilities. Through a series of demos and activities, you will have the opportunity
to enhance and streamline business processes for a range of functional areas and learn to use a deeper knowledge of

Learning Objectives:
⦁ Enhance Business Processes using Advanced Business Process features
⦁ Leverage calculated fields in Condition Rules to provide more configuration options
⦁ Redesign business processes with Rule Based approach to simplify and streamline
⦁ Plan notifications for your organization
⦁ Utilize key business process reports for regular administration of business processes

Workday ® Education Page 9 of 205 Training Catalog

Learn In-Person
Advanced Compensation
Delivery Mode: Learn In-Person
Audience: Functional Lead and Workday Administrator
Prerequisites: (Compensation Fundamentals) OR (HCM Fundamentals)
Library:
Description:
This three-day instructor-led course consists of lectures, demonstrations, and hands-on activities covering advanced
compensation topics. You will configure functionality and apply advanced concepts including Compensation Basis, Stock,
Bonus, and Merit plans.
Covered Topics:
⦁ Manage by Compensation Basis
⦁ Compensation matrix, proration rules, and scorecards
⦁ Configurable grid
⦁ Shared participation
⦁ Coordination of events
Required Prerequisites: Compensation Fundamentals or HCM Fundamentals

Learning Objectives:
⦁ Configure and Manage by Compensation Basis
⦁ Create a Compensation Matrix, a Time Proration Rule, and a Compensation Scorecard
⦁ Create a configurable grid and run audit reports
⦁ Create stock, bonus, and merit plans and run their associated processes
⦁ Enable the Shared Participation Compensation Review process for stock, bonus, and merit processes
⦁ Create and manage eligible earnings override
⦁ Manage the Coordination of Event process

Workday ® Education Page 10 of 205 Training Catalog

Learn In-Person
Advanced Configurable Security
Delivery Mode: Learn Virtual
Audience: Workday Administrator
Prerequisites:
Library:
Description:

The Advanced Configurable Security Curriculum is designed to package all of the training requirements within the
curriculum.
Select "Request" to add the Advanced Configurable Security Curriculum to your transcript and follow the registration
steps outlined in the Prerequisite Requirements.
Visit the Cross Application Training Paths and Frequently Asked Questions.
Training Requirements:
Prerequisite: Configurable Security Fundamentals
Training Course Summary:
Configurable Security Fundamentals
Workday provides a security framework enabling you to configure access to Workday domains (predefined sets of
related securable items that include reports, tasks, instance sets, report fields, and data sources) and business
processes. Through a series of demos and hands-on activities, this course will introduce you to the fundamentals of
security configuration and administration.
Recommended Prerequisites: It is recommended to attend the free Learn On-Demand offering, titled Organization and
Security, prior to attending the Configurable Security Fundamentals course.
Advanced Configurable Security
This course focuses on combinations of security groups. In this training, you will learn how to create Segmented,
Aggregation, and Intersection security groups to allow for more flexibility in your security configuration, more targeted
access to data, and ease of maintenance. You will also use Service Center security groups to configure access for third-
party users. Lastly, you will learn strategies for monitoring changes to security data and tips for maintaining your security
configuration over time. This training is designed for administrators with foundational knowledge of the Workday security
framework.

Learning Objectives:
⦁ Configure Segment-based security groups to control access to values.
⦁ Configure Aggregation security groups to minimize security maintenance.
⦁ Configure Intersection security groups to meet common use cases.
⦁ Configure combinations of various types of security groups to meet complex business requirements.
⦁ Audit security data using delivered reports, custom reports, and calculated fields.
⦁ Describe tips for troubleshooting and maintaining an existing security configuration.

Workday ® Education Page 11 of 205 Training Catalog

Learn In-Person
Advanced Reporting and Analytics
Delivery Mode: Learn Virtual
Audience: Integration Lead
Prerequisites:
Library:
Description:

The Advanced Reporting and Analytics Curriculum is designed to bundle all of the training requirements within the
curriculum.
Select "Request" to add the Advanced Reporting and Analytics Curriculum to your transcript and follow the
registration steps outlined in the Prerequisite Requirements. Visit the Cross Application Training Paths and
Frequently Asked Questions.
Training Requirements:
Prerequisites: Report Writer and Calculated Fields
Training Course Summary:
Report Writer
In the Report Writer training, you will learn how to leverage Workday business objects and data sources to access the
report data you need. Through a series of demonstrations and hands-on activities, you will learn how to build custom
reports to meet business requirements from various functional areas. Custom reports allow you to analyze real-time data
and can be used as the data source for outbound integrations.
Calculated Fields
This course explores the capabilities of calculated fields in Workday. Calculated fields support many functions that enable
you to format existing data as well as derive new values. You will learn how to create calculated fields that manipulate
dates and text, evaluate conditions, work with data from related objects, and perform arithmetic calculations. Through a
series of demonstrations and hands-on activities, you will learn how to add calculated fields to custom reports to meet
complex business requirements. Calculated fields can also be used in outbound integrations to transform Workday data
based on the requirements of external systems.
Advanced Reporting and Analytics
This course focuses on building matrix reports and adding reports to custom dashboards. Dashboards provide quick
access to frequently needed data and allow users to easily analyze the results. Through a series of demonstrations and
hands-on activities, you will learn how to design reporting and dashboard solutions that are reusable and efficient.

Learning Objectives:
⦁ Create a matrix report that summarizes data and displays percentages.
⦁ Add analytic indicators and charts to visualize the data in a report.
⦁ Enable custom reports as worklets and create custom dashboards.
⦁ Design reporting and dashboard solutions that are reusable and efficient.
⦁ Group reports together for scheduling, and generate multiple versions of a report.
⦁ Explain the capabilities and use cases for Composite, Nbox, Search, Transposed, and Trending report types.

Workday ® Education Page 12 of 205 Training Catalog

Learn In-Person
Advanced Workday Studio
Delivery Mode: Learn Virtual
Audience: Functional Lead and Workday Administrator
Prerequisites:
Library:
Description:

The Advanced Workday Studio Curriculum is designed to package the training requirements within the curriculum.
Select "Request" to add the Advanced Workday Studio Curriculum to your transcript and follow the registration steps
outlined in the Prerequisite Requirements. Visit the Cross Application Training Paths and Frequently Asked
Questions.
Training Requirements:
Prerequisites: Report Writer, Workday Integrations System Fundamentals, Introduction to Workday Studio
Training Course Summary:
Report Writer
In the Report Writer training, you will learn how to leverage Workday business objects and data sources to access the
report data you need. Through a series of demonstrations and hands-on activities, you will learn how to build custom
reports to meet business requirements from various functional areas. Custom reports allow you to analyze real-time data
and can be used as the data source for outbound integrations.
The Workday Integration System Fundamentals
The Workday Integration System Fundamentals class will introduce Workday Users to tools and concepts needed to
build and maintain Workday integration systems. We will introduce the different technologies used to integrate with
Workday, help understand strengths and limitations of each and how to consider using certain technologies. This class
will also introduce basic concepts of XML technologies and how they are using in Workday integrations. We will not build
specific integrations in this class. The class is designed to prepare you to understand the Workday Integration
Architecture and associated integration technologies.
Introduction to Workday Studio
The Introduction to Workday Studio course will orient you to the Workday Studio development environment and show you
how to begin working with Assemblies. Through hands-on activities and demonstrations, the course will introduce building
Workday Studio Assembly projects and using Assembly Components and Steps.
Workday Studio is a unified Eclipse-based environment that allows Workday customers and third parties to develop,
deploy, debug, and support their own complex integrations running in the Workday Cloud. Unlike Simple EIB integration
systems, the Workday Studio is not limited to one data source, one<g class="gr_ gr_43 gr-alert gr_gramm
gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="43" data-gr-id="43"> transformation</g> and
one destination. Instead, Workday Studio can be used to create sophisticated integrations that use several reports and
Workday Web Services (WWS), several transformations, and deliver results to several destinations.
Advanced Workday Studio

Workday Studio is a unified Eclipse-based development environment that enables you to develop, deploy, debug, and
support your own complex integrations running in the Workday Cloud. This three-day virtual instructor-led course is
intended for developers who understand Workday Studio Assembly Projects and using Assembly Components and
Steps. Additionally, in-depth knowledge of Workday Business Objects, Workday Business Processes, Workday Web
Services and Workday Reporting is necessary to successfully complete this class. General experience developing using
web services and XML technologies like XSLT and XSD is strongly recommended.

Learning Objectives:
⦁ Explain the key benefits for using Workday Studio over other integration tools
⦁ Implement complex error handling within Workday Studio
⦁ Implement a highly scalable architecture in Workday Studio that is applicable across a variety of integrations
⦁ Experiment with the Mediation Context to better understand Workday Studio’s memory space
⦁ Create an inbound integration that synthesizes all of these concepts

Workday ® Education Page 13 of 205 Training Catalog

Learn In-Person
Benefits Fundamentals
Delivery Mode: Learn In-Person
Audience: Functional Lead and Workday Administrator
Prerequisites:
Library:
Description:
Through presentations, demonstrations, and hands-on activities, this four-day instructor-led course provides an overview
of Workday Benefits with in-depth coverage of Benefits configuration, maintenance, and processing.
Covered Topics:
⦁ Core benefits configuration (groups, plans, rates, etc.)
⦁ Benefit events setup
⦁ Enrollment event processing
⦁ Passive events
⦁ Evidence of insurability
⦁ Open enrollment
Recommended Prerequisites: Workday Core Concepts or HCM Fundamentals
ATTENTION: This is an advanced topic course and assumes you have fundamental knowledge of Workday HCM. It is
NOT recommended to take this as an introduction to Workday.
This course is approved for 28 Recertification Credit Hours (RCH) with the American Payroll Association.

Learning Objectives:
⦁ Configure the core components of Workday Benefits, such as providers and coverage types.
⦁ Define and configure benefit groups, eligibility criteria, and plans.
⦁ Configure and execute common enrollment event types.
⦁ Perform common administrative tasks.

Benefits Transactions
Delivery Mode: Learn Virtual
Audience: Business User, Functional Lead, and Workday Administrator
Prerequisites:
Library:
Description:
Through presentations, demonstrations and hands-on activities this two day virtual instructor-led course provides an
overview of Workday Benefits with in depth coverage of Benefits transactions and processing.
Covered Topics:
⦁ Initiate and process Benefit events
⦁ The logic of event coordination
⦁ How to process multiple events
⦁ Managing dependents and beneficiaries
⦁ Passive events
⦁ Evidence of insurability
⦁ Open enrollment
Prerequisites: Workday Core Concepts (suggested)

Learning Objectives:
⦁ Describe the transactional impacts of Benefits configuration
⦁ Complete common Benefits transactions

Workday ® Education Page 14 of 205 Training Catalog

Learn In-Person
Business Process Fundamentals
Delivery Mode: Learn Virtual
Audience: Workday Administrator
Prerequisites:
Library:
Description:
The Workday Business Process Framework consists of a powerful set of tools that enable you to automate business
processes and deliver the right information to the right people at the right time. Through a series of demos and hands-on
activities, this three-day virtual instructor-led course will introduce you to the fundamentals of business process
configuration and administration to support the successful deployment and ongoing management of business processes.
Covered Topics:
⦁ Business process terminology
⦁ Relationships between business processes, organizations, and configurable security
⦁ Basic configuring and editing of delivered business process types
⦁ Validations, attachments, questionnaires, reports, and documents
⦁ Condition rules and advanced routing
⦁ Event management
⦁ Business process reports
Required Prerequisites:None
Recommended Prerequisites:None

Learning Objectives:
⦁ Configure a range of business process definitions using various process steps types, such as Action, Approval,
Approval Chains, Checklists, and Questionnaires
⦁ Add condition rules that apply further logic to your business process
⦁ Leverage notifications, documents, and reports to create more meaningful business process transactions
⦁ Configure business process security to support defined roles and tasks
⦁ Test and troubleshoot your business process to ensure they are functioning as designed
⦁ Manage and perform actions on business process events as an administrator

Workday ® Education Page 15 of 205 Training Catalog

Learn In-Person
Calculated Fields
Delivery Mode: Learn Virtual
Audience: Integration Lead
Prerequisites:
Library:
Description:

The Calculated Fields Curriculum is designed to package all of the training requirements within the curriculum.
Select "Request" to add the Calculated Fields Curriculum to your transcript and follow the registration steps outlined in
the Prerequisite Requirements.
Visit the Cross Application Training Paths and Frequently Asked Questions.
Training Requirements:
Prerequisite: Report Writer
Training Course Summary:
Report Writer
In the Report Writer training, you will learn how to leverage Workday business objects and data sources to access the
report data you need. Through a series of demonstrations and hands-on activities, you will learn how to build custom
reports to meet business requirements from various functional areas. Custom reports allow you to analyze real-time data
and can be used as the data source for outbound integrations.
Calculated Fields
This course explores the capabilities of calculated fields in Workday. Calculated fields support many functions that enable
you to format existing data as well as derive new values. You will learn how to create calculated fields that manipulate
dates and text, evaluate conditions, work with data from related objects, and perform arithmetic calculations. Through a
series of demonstrations and hands-on activities, you will learn how to add calculated fields to custom reports to meet
complex business requirements. Calculated fields can also be used in outbound integrations to transform Workday data
based on the requirements of external systems.

Learning Objectives:
⦁ Create calculated fields that manipulate dates and text, evaluate conditions, work with data from related objects, and
perform arithmetic calculations.
⦁ Use a combination of calculated fields to solve complex business requirements.
⦁ Describe the security features that control access to calculated fields.
⦁ Explain the performance considerations when creating a calculated field.

Workday ® Education Page 16 of 205 Training Catalog

Learn In-Person
Compensation Fundamentals
Delivery Mode: Learn In-Person
Audience: Functional Lead and Workday Administrator
Prerequisites:
Library:
Description:
This four-day instructor-led course will cover the fundamentals of compensation. Through a series of demonstrations and
hands-on activities, you will learn the basic configuration of core compensation components, compensation eligibility rules
and the methods of defaulting compensation, as well as advanced features such as steps and step progression,
severance, and benchmark jobs.
Covered Topics:
⦁ Compensation eligibility rules
⦁ Default compensation
⦁ Compensation basis
⦁ Compensation grades
⦁ Compensation elements and element groups
⦁ Compensation plans
⦁ Compensation changes and transactions
⦁ Compensation tools
This is an advanced topic course and assumes you have fundamental knowledge of Workday HCM. It is not
recommended to take this as an introduction to Workday.
Prerequisites:
At least one of the following:
Workday Core Concepts (suggested)
HCM Fundamentals
This course is approved for 28 Recertification Credit Hours (RCH) with the American Payroll Association.

Learning Objectives:
⦁ Explain the structure of compensation in Workday
⦁ Configure and differentiate between compensation eligibility rules and default compensation
⦁ Define the core compensation components of grades, elements, element groups, and compensation basis
⦁ Configure all compensation plan types
⦁ Create a compensation package
⦁ Explain, configure, and initiate common compensation transactions
⦁ Execute administrative tasks

Workday ® Education Page 17 of 205 Training Catalog

Learn In-Person
Composite Reporting
Delivery Mode: Learn Virtual
Audience: Integration Lead
Prerequisites:
Library:
Description:

The Composite Reporting Curriculum is designed to package all of the training requirements within the curriculum.
Select "Request" to add the Composite Reporting Curriculum to your transcript and follow the registration steps
outlined in the Prerequisite Requirements. Visit the Cross Application Training Paths and Frequently Asked
Questions.
Training Requirements:
Prerequisites: Report Writer
Recommended Prerequisites: Financials Fundamentals or HCM Fundamentals
Training Course Summary:
Report Writer
In the Report Writer training, you will learn how to leverage Workday business objects and data sources to access the
report data you need. Through a series of demonstrations and hands-on activities, you will learn how to build custom
reports to meet business requirements from various functional areas. Custom reports allow you to analyze real-time data
and can be used as the data source for outbound integrations.
Composite Reporting
Composite Reporting is a powerful tool that allows you to combine data from multiple data sources using sub reports into
one report. In this course, you will learn the mechanics of Workday’s Composite Reporting and apply these concepts to
create complex custom financial reports.

Learning Objectives:
Describe key differentiating features of composite reporting
Incorporate multiple data sources into a single composite report
Utilize tools such as repeating column groups, lookup date rollup, column filters and multiple control fields to build
complex composite reports
Incorporate formatting features in a composite report to highlight specific data
Format a report for export into Excel

Workday ® Education Page 18 of 205 Training Catalog

Learn In-Person
Configurable Security Fundamentals
Delivery Mode: Learn Virtual
Audience: Workday Administrator
Prerequisites:
Library:
Description:
Workday provides a security framework that enables you to configure what a given user can see and do in the system.
Through security group configurations, a user can navigate and access Workday-delivered items, such as reports, tasks,
and the ability to participate in business process transactions. Through a series of demonstrations and hands-on
activities, this two-day virtual instructor-led course will introduce you to the fundamentals of security configuration and
administration.
Covered Topics:
⦁ Configurable Security Framework
⦁ Domain Security Policies
⦁ Business Process Security Policies
⦁ Security Policy Activation and Change Control
⦁ Automatically-Assigned Security Groups
⦁ User-Based Security Groups
⦁ Role-Based Security Groups
⦁ Security Group Types and Use Cases
⦁ Security Maintenance and Reporting
Required Prerequisites:None
Recommended Prerequisites: It is recommended to attend the free Learn On-Demand offering, titled Organization and
Security, prior to attending the Configurable Security Fundamentals course.

Learning Objectives:
⦁ Describe the elements of the Configurable Security Framework.
⦁ Navigate and configure domain and business process security policies.
⦁ Match security groups types with appropriate use cases.
⦁ Create and assign unconstrained user-based security groups.
⦁ Create and deploy constrained role-based security groups for a variety of use cases.
⦁ Manage and troubleshoot security using delivered reports.

Core Concepts
Delivery Mode: Learn Virtual
Audience: Business User, Integration Lead, Workday Administrator, and Executive
Prerequisites:
Library:
Description:
This video series is a high level overview of Navigation, Organizations, Business Process Framework, and Security.
These videos cover content for both HCM and Financials.
Covered Topics:
⦁ Navigation
⦁ Organizations
⦁ Security and Business Process
Required Prerequisites: None

Learning Objectives:
⦁ Navigation
⦁ Organizations
⦁ Business Process Framework
⦁ Security
⦁ Next Steps

Workday ® Education Page 19 of 205 Training Catalog

Learn In-Person
Core Connector / Document Transformation
Delivery Mode: Learn Virtual
Audience: Business User, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library:
Description:

The Core Connectors & Document Transformation Curriculum is designed to package all of the training requirements
within the curriculum.
Select "Request" to add the Core Connectors & Document Transformation Curriculum to your transcript and follow
the registration steps outlined in the Prerequisite Requirements. Visit the Cross Application Training Paths and
Frequently Asked Questions.
Training Requirements:
Prerequisites: Report Writer and Workday Integration System Fundamentals
Training Course Summary:
Report Writer
In the Report Writer training, you will learn how to leverage Workday business objects and data sources to access the
report data you need. Through a series of demonstrations and hands-on activities, you will learn how to build custom
reports to meet business requirements from various functional areas. Custom reports allow you to analyze real-time data
and can be used as the data source for outbound integrations.
The Workday Integration System Fundamentals
The Workday Integration System Fundamentals class will introduce Workday Users to tools and concepts needed to
build and maintain Workday integration systems. We will introduce the different technologies used to integrate with
Workday, help understand strengths and limitations of each and how to consider using certain technologies. This class
will also introduce basic concepts of XML technologies and how they are using in Workday integrations. We will not build
specific integrations in this class. The class is designed to prepare you to understand the Workday Integration
Architecture and associated integration technologies.
Core Connectors & Document Transformation
The Core Connectors & Document Transformation course covers the use of pre-built integration templates called Core
Connectors to build integrations systems. Connectors address the majority of the integration effort required to connect to
third-party end points. Connectors provide a rapid, flexible, and repeatable method for integrating with Workday, and
ensure that all external systems receive only the data that you want to expose.

Learning Objectives:
⦁ Define the key building blocks of Workday Connector Integrations.
⦁ Create and configure an outbound Core Connector integration.
⦁ Create and configure an inbound Core Connector integration.
⦁ Configure security for connector based integrations.
⦁ Leverage document transformation to transform the output of an integration to meet unique third party system file
requirements while leveraging ETV and XTT.

Workday ® Education Page 20 of 205 Training Catalog

Learn In-Person
Custom Fields: Configuration and Administration
Delivery Mode: Learn Virtual
Audience: Integration Lead
Prerequisites:
Library:
Description:

The Custom Fields: Configuration and Administration Curriculum is designed to package all of the training requirements
within the curriculum.
Select "Request" to add the Custom Fields: Configuration and Administration Curriculum to your transcript and
follow the registration steps outlined in the Prerequisite Requirements. Visit the Cross Application Training Paths and
Frequently Asked Questions.
Training Requirements:
Prerequisite: Report Writer
Recommended Prerequisite: Calculated Fields
Training Course Summary:
Report Writer
In the Report Writer training, you will learn how to leverage Workday business objects and data sources to access the
report data you need. Through a series of demonstrations and hands-on activities, you will learn how to build custom
reports to meet business requirements from various functional areas. Custom reports allow you to analyze real-time data
and can be used as the data source for outbound integrations.
Custom Fields: Configuration and Administration
This course introduces you to the power of custom fields and how to manage data for which Workday does not provide
ready-made fields. Once configured, custom fields are available throughout the application, from reporting, to business
rules, to integrations. Most importantly, custom fields are designed to persist through every future update as tenanted
data, without additional cost or effort. Designed for technical administrators, this course combines lectures,
demonstrations, and hands-on activities to teach the basics of custom field setup and administration. You will learn how
to configure single instance, multi-instance, non-effective dated and effective dated custom objects and incorporate them
in reports, calculated fields, and condition rules to meet unique business requirements.

Learning Objectives:
⦁ Configure single-instance, multi-instance, and effective-dated custom objects
⦁ Configure UI visibility and display options
⦁ Leverage custom fields in calculated fields, reports, business processes and integrations
⦁ Manage the administration of custom fields, including inactivating custom fields and objects, purging data, and
identifying changes to custom objects, custom field definitions and related data

Workday ® Education Page 21 of 205 Training Catalog

Learn In-Person
Customer Accounts & Customer Contracts
Delivery Mode: Learn Virtual
Audience: Functional Lead and Workday Administrator
Prerequisites: Financials Fundamentals
Library:
Description:
This course is designed to give customers in-depth configuration knowledge of the Workday Revenue product. In this
class, you will configure revenue categories, create sales items, and define worktag usage. You will also learn how to
configure the UI for the Create task as well as gain a better understanding of how to manage customer contracts for
efficient document delivery. Lastly, you will create a new customer, and execute a customer contract through payment for
both deferred and non-deferred revenue. You will also be exposed to many of the standard Workday reports for revenue
and customer accounts. The class will consist of lecture, demonstration, and individual hands-on activities.
Covered Topics:
⦁ Introduction to Customer Accounts & Customer Contracts
⦁ Revenue Framework
⦁ Customers
⦁ Customer Invoices
⦁ Billing Schedules & Taxes
⦁ Customer Contracts
⦁ Revenue Recognition
⦁ Payments
⦁ Reporting
Required Prerequisites: Financials Fundamentals

Learning Objectives:
⦁ Describe the revenue life cycle.
⦁ Identify revenue domains and business processes.
⦁ Configure tax defaulting.
⦁ Navigate a customer profile.
⦁ Create a customer.
⦁ Create a customer contract.
⦁ Create a billing schedule.
⦁ Create a customer invoice for billing installments.
⦁ Manage customer invoices.
⦁ Create a revenue recognition schedule.
⦁ Create revenue recognition accounting.
⦁ Record and apply a customer payment.
⦁ Configure auto-application of customer payments.
⦁ Create a customer refund.
⦁ Write off bad debt.
⦁ Add a custom report to the customer profile group.

Workday ® Education Page 22 of 205 Training Catalog

Learn In-Person
Financials Fundamentals
Delivery Mode: Learn In-Person
Audience: Functional Lead and Workday Administrator
Prerequisites:
Library:
Description:
This course is designed to help learn the fundamentals necessary to begin your Workday Financials implementation. In
this class, we will execute the major financial events (transactions), perform administrative activities, and perform setup
of the core system functionality. This class will consist of lecture, demonstration, and individual hands-on activities.
Learning Objectives:
⦁ Navigate the Workday system and use common screen elements.
⦁ Setup custom worktags.
⦁ Setup a new company.
⦁ Setup financial accounting for a company.
⦁ Setup cost centers and cost center hierarchies.
⦁ Create manual/accounting journals online and via EIB using web services.
⦁ Understand how to configure Account Posting Rules.
⦁ Create a supplier and enter supplier invoices.
⦁ Setup a new bank account and run settlement.
⦁ Create a customer and enter customer invoices.
⦁ Complete receipt of customer payments.
⦁ Setup up asset accounting and process assets.
⦁ Create a report using Workday Report Writer.
Required Prerequisites: None
Recommended Prerequisites: Workday Core Concepts

HCM Fundamentals
Delivery Mode: Learn In-Person
Audience: Functional Lead and Workday Administrator
Prerequisites:
Library:
Description:
This four-day instructor-led course consists of lectures, demonstrations, and individual / group activities covering the
configuration, functionality, and features of Workday HCM;/p>
Learning Objectives:
⦁ Perform basic system navigation.
⦁ Build supervisory organizations.
⦁ Compare staffing models.
⦁ Create job profiles.
⦁ Configure core compensation components.
⦁ Explain key security concepts.
⦁ Define and manage business processes.
⦁ Perform common HCM transactions such as hire, transfer, and terminate.
⦁ Explain the benefits of self-service functionality.
⦁ Run delivered reports and configure basic custom reports.
This course is approved for 28 Recertification Credit Hours (RCH) with the American Payroll Association.
Required Prerequisites: None
Recommended Prerequisites: Core Concepts

Workday ® Education Page 23 of 205 Training Catalog

Learn In-Person
HCM Transactions
Delivery Mode: Learn Virtual
Audience: Business User and Workday Administrator
Prerequisites:
Library:
Description:
This two-day virtual instructor-led course with cover many basic transactions and discuss the steps and core concepts
that drive those transactions. Through a series of demonstrations and hands-on activities, you will become more familiar
with the Workday system and methods of navigation to efficiently execute business transactions.
Covered Topics:
⦁ Navigation
⦁ Core Concepts
⦁ Staffing Transactions
⦁ Event Management
⦁ Delegation
Required Prerequisites: None
Recommended Prerequisites: Workday Core Concepts
This course is approved for 9 Recertification Credit Hours (RCH) with the American Payroll Association

Learning Objectives:
⦁ Execute general system navigation techniques
⦁ Explain the basics of security configuration and the relationship to transaction execution and access
⦁ Follow a business process through a transaction event
⦁ Explain the relationship between transactions and organizations
⦁ Define staffing models
⦁ Execute and troubleshoot common staffing transactions
⦁ Manage existing transactions

Workday ® Education Page 24 of 205 Training Catalog

Learn In-Person
Integration Security
Delivery Mode: Learn Virtual
Audience: Workday Administrator
Prerequisites:
Library:
Description:

The Integration Security Curriculum is designed to package all of the training requirements within the curriculum.
Select "Request" to add the Integration Security Curriculum to your transcript and follow the registration steps outlined
in the Prerequisite Requirements.
Visit the Cross Application Training Paths and Frequently Asked Questions.
Training Requirements:
Prerequisite: Configurable Security Fundamentals
Recommend Prerequisite: Integration System Fundamentals
Training Course Summary:
Configurable Security Fundamentals
Workday provides a security framework enabling you to configure access to Workday domains (predefined sets of
related securable items that include reports, tasks, instance sets, report fields, and data sources) and business
processes. Through a series of demos and hands-on activities, this course will introduce you to the fundamentals of
security configuration and administration.
Recommended Prerequisites: It is recommended to attend the free Learn On-Demand offering, titled Organization and
Security, prior to attending the Configurable Security Fundamentals course.
Integration Security
This course focuses on the security configuration required to launch Workday integrations and access the underlying
data. It covers security requirements for a variety of integration types, including Connector and Enterprise Interface
Builder (EIB) integrations. It also covers the use of segment-based security groups to control business user access to<g
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integration</g> systems. Through a series of demonstrations and hands-on activities, you will learn how to configure and
maintain integration security using ISUs and integration system security groups. This course is targeted toward security
administrators responsible for managing integration security.

Learning Objectives:
⦁ Describe the main components of integration security.
⦁ Configure segmented access to integration systems for business users.
⦁ Configure security for new integrations using integration system users and integration system security groups.
⦁ Troubleshoot issues with integration system security.
⦁ Maintain existing integration system security.

Workday ® Education Page 25 of 205 Training Catalog

Learn In-Person
Introduction to Workday Studio
Delivery Mode: Learn Virtual
Audience: Integration Lead
Prerequisites:
Library:
Description:

The Introduction to Workday Studio Curriculum is designed to package all of the training requirements within the
curriculum.
Select "Request" to add the Introduction to Workday Studio Curriculum to your transcript and follow the registration
steps outlined in the Prerequisite Requirements. Visit the Cross Application Training Paths and Frequently Asked
Questions.
Training Requirements:
Prerequisites: Report Writer and Workday Integration System Fundamentals
Training Course Summary:
Report Writer
In the Report Writer training, you will learn how to leverage Workday business objects and data sources to access the
report data you need. Through a series of demonstrations and hands-on activities, you will learn how to build custom
reports to meet business requirements from various functional areas. Custom reports allow you to analyze real-time data
and can be used as the data source for outbound integrations.
The Workday Integration System Fundamentals
The Workday Integration System Fundamentals class will introduce Workday Users to tools and concepts needed to
build and maintain Workday integration systems. We will introduce the different technologies used to integrate with
Workday, help understand strengths and limitations of each and how to consider using certain technologies. This class
will also introduce basic concepts of XML technologies and how they are using in Workday integrations. We will not build
specific integrations in this class. The class is designed to prepare you to understand the Workday Integration
Architecture and associated integration technologies.
Introduction to Workday Studio
The Introduction to Workday Studio course will orient you to the Workday Studio development environment and show you
how to begin working with Assemblies. Through hands-on activities and demonstrations, the course will introduce building
Workday Studio Assembly projects and using Assembly Components and<g class="gr_ gr_36 gr-alert gr_gramm
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Workday Studio is a unified Eclipse-based environment that allows Workday customers and third parties to develop,
deploy, debug, and support their own complex integrations running in the Workday Cloud. Unlike Simple EIB integration
systems, the Workday Studio is not limited to one data source, one<g class="gr_ gr_38 gr-alert gr_gramm
gr_inline_cards gr_run_anim Punctuation only-ins replaceWithoutSep" id="38" data-gr-id="38"> transformation</g> and
one destination. Instead, Workday Studio can be used to create sophisticated integrations that use several reports and
Workday Web Services (WWS), several transformations, and deliver results to several destinations.

Learning Objectives:
⦁ List and describe the Integration Architecture and Tools
⦁ Define Workday Studio and explain how it is used in integrations
⦁ Build a variety of Studio Assemblies
⦁ List the Workday Web Services and use Tester to call Workday Web Service
⦁ Describe how to use XSLT in an Assembly
⦁ List and explain the uses of the Consolidated Report Viewer

Workday ® Education Page 26 of 205 Training Catalog

Learn In-Person
Onboarding in Workday
Delivery Mode: Learn Virtual
Audience: Business User and Workday Administrator
Prerequisites:
Library:
Description:
This two-day virtual instructor-led class will provide customers with an understanding of Workday’s Onboarding
functionality, and how to configure Workday Onboarding for new hires and/or pre-hires. You will also learn how to include
Onboarding as a sub process in other business processes such as Change Job.
Covered Topics:
⦁ The Onboarding business process
⦁ Bulletin and announcement worklets
⦁ The Onboarding dashboard
⦁ Document tracking
⦁ The Form I-9 business process
⦁ Form I-9 to E-Verify integration
⦁ Onboarding pre-hires and pre-contingent workers
⦁ Workday-delivered reports
Recommended pre-requisite:Form I-9 and E-Verify Integration Overview (Online Class - 6 Minutes)
Required Prerequisites: None

Learning Objectives:
⦁ Organize Onboarding Dashboard to communicate relevant corporate and job-related information
⦁ Guide workers through a checklist of actions
⦁ Connect new hires to helpful contacts as well as important people to meet in the organization
⦁ Distribute documents to new hires and track acknowledgements or electronic signatures
⦁ Create electronic Form I-9s for U.S. employment verification
⦁ Transfer the Form I-9 to E-Verify using Workday's web services

Workday ® Education Page 27 of 205 Training Catalog

Learn In-Person
Payroll - Retroactive Processing
Delivery Mode: Learn Virtual
Audience: Business User, Functional Lead, Workday Administrator, Implementer, and Internal
Prerequisites: (Payroll Transactions) OR (Payroll Consulting Core) OR (Payroll Fundamentals)
Library:
Description:
Practice using the retroactive processing features of Workday Payroll in this hands-on training. The class starts with
simple examples to highlight the typical retroactive payroll processing flow, and then examines real world examples and
complexities inherent in retroactive processing.
Covered Topics:
⦁ Retro processing overview
⦁ Types of retro events
⦁ Important retro dates
⦁ On-demand retro payments
⦁ Pay component configuration for retro processing
⦁ Retro audit reports
Recommended Prerequisites: Workday Payroll Transactions or Payroll Fundamentals

Learning Objectives:
⦁ <li<List the payroll processing steps>
⦁ Process different types of retro events
⦁ Issue on demand retro payments
⦁ Verify that pay components are configured for retro
⦁ Audit retro results

Workday ® Education Page 28 of 205 Training Catalog

Learn In-Person
Payroll Fundamentals for Canada
Delivery Mode: Learn In-Person
Audience: Business User, Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library:
Description:

This curriculum will prepare you to set up, run, and administer payroll for Canada. This training is targeted to your
implementation team and on-going payroll administrators. It will cover in-depth configuration concepts and hands-on
activities.
The following courses are included:
Payroll Fundamentals is a four-day, Learn In Person course that will prepare participants to configure the core elements
of Workday Payroll, including the payroll processing framework, taxes, the calculation engine, withholding orders, payroll
accounting, banking and settlement, and payroll-specific business processes and security.
Payroll for Canada - Learn Independent is a Learn Independent class comprised of approximately 15 to 20 hours of
work. This class will cover payroll functionality specific to configuring and processing payroll to meet Canada-specific
requirements. Users will need to complete the Payroll Fundamentals class prior to beginning Payroll for Canada.
Important: Learn Independent training is completed online within the session dates. This course requires approximately
15-20 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All
course content must be completed by the end of the session to achieve a "Completed" status. Click here for more
information about Learn Independent training.
Required Prerequisites: None

Learning Objectives:
The following courses are included:
Covered Topics:
⦁ Canada-Specific Terminology
⦁ Pay Component Groups
⦁ Configuring Taxes
⦁ Earnings and Deductions
⦁ Withholding Orders
⦁ Workers Compensation
⦁ Banking and Settlement
⦁ Payroll Reporting

Workday ® Education Page 29 of 205 Training Catalog

Learn In-Person
Payroll Fundamentals for France
Delivery Mode: Learn In-Person
Audience: Workday Administrator
Prerequisites:
Library:
Description:
This Learn Independent course focuses on Workday Payroll for France. The course consists of following your course
manual, watching lecture videos when prompted, completing activities in your workbook, and taking quizzes/exams. The
goal of this course is for you to learn concepts and practical application of Workday Payroll for France. Please note this
course is taught in English. p>
Covered Topics:
⦁ Tenant and framework
⦁ Workday HCM requirements
⦁ Company contributions
⦁ Pay components
⦁ Workday Absence requirements
⦁ Withholding orders
⦁ Accounting
⦁ Payslip
⦁ DSN Reporting
Important: Learn Independent training is completed online within the session dates. This course requires approximately
15-20 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All
course content must be completed by the end of the session to achieve a "Completed" status. Click here for more
information about Learn Independent training.
Required Prerequisites: None

Learning Objectives:
⦁ Configure the tenant and framework
⦁ Identify and configure Workday HCM requirements
⦁ Set up company contributions
⦁ Define earnings and deductions
⦁ Explain Workday Absence requirements and configuration
⦁ Set up withholding orders
⦁ Configure accounting
⦁ Identify the requirements and details of the payslip
⦁ Explain and configure DSN reporting

Workday ® Education Page 30 of 205 Training Catalog

Learn In-Person
Payroll Fundamentals for the U.S.
Delivery Mode: Learn In-Person
Audience: Workday Administrator
Prerequisites:
Library:
Description:

This curriculum will prepare you to set up, run, and administer payroll for the U.S. This training is targeted to your
implementation team and on-going payroll administrators. It will cover in-depth configuration concepts and hands-on
activities.
The following courses are included:
Payroll Fundamentals is a four-day, Learn In Person course that will prepare participants to configure the core elements
of Workday Payroll, including the payroll processing framework, taxes, the calculation engine, withholding orders, payroll
accounting, banking and settlement, and payroll-specific business processes and security.
Payroll for the U.S.- Learn Independent, is a Learn Independent class comprised of approximately 15 to 20 hours of
work. This class will cover payroll functionality specific to configuring and processing payroll to meet U.S.-specific
requirements.
Users will need to complete the Payroll Fundamentals class prior to beginning Payroll for the U.S.

Required Prerequisites: None

Learning Objectives:
Course Topics:
⦁ Define terms and identify pay component groups that are U.S.-specific
⦁ Configure taxes for the U.S.
⦁ Create earnings and deductions for the U.S.
⦁ Identify types of U.S. Involuntary Withholding Orders
⦁ Configure ACH integrations for U.S. banking and settlement
⦁ Create and use U.S. Payroll Reports

Workday ® Education Page 31 of 205 Training Catalog

Learn In-Person
Payroll Fundamentals for the UK
Delivery Mode: Learn In-Person
Audience: Functional Lead
Prerequisites:
Library:
Description:

This curriculum will prepare you to set up, run, and administer payroll for the UK. This training is targeted to your
implementation team and on-going payroll administrators. It will cover in-depth configuration concepts and hands-on
activities.
The following courses are included:
Payroll Fundamentals is a four-day, Learn In Person course that will prepare participants to configure the core elements
of Workday Payroll, including the payroll processing framework, taxes, the calculation engine, withholding orders, payroll
accounting, banking and settlement, and payroll-specific business processes and security.
Payroll for the UK - Learn Independent, is a Learn Independent class comprised of approximately 15 to 20 hours of
work. This class will cover payroll functionality specific to configuring and processing payroll to meet UK-specific
requirements.
Users will need to complete the Payroll Fundamentals class prior to beginning Payroll for the UK.

Required Prerequisites: None

Learning Objectives:
Covered Topics:
⦁ Explain UK Payroll Terms
⦁ Explain UK-specific payroll processing framework
⦁ Identify UK-specific earning and deductions
⦁ Configure Company and Worker Taxes
⦁ Record Court Orders
⦁ Explain Pension and Auto Enrollment
⦁ Process Real Time Information (RTI) Integration
⦁ List HMRC Incoming Notification types
⦁ Run Banking and Settlement (BACS)
⦁ Describe Payroll Reports
⦁ Identify cross-functional touch points

Workday ® Education Page 32 of 205 Training Catalog

Learn In-Person
Payroll Transactions
Delivery Mode: Learn Virtual
Audience: Business User
Prerequisites:
Library:
Description:
This two-day virtual instructor-led class is designed for payroll team members who are involved with day-to-day payroll
transactions. This training is intended to be completed prior to or any time after deployment, and would be helpful for
payroll staff who join the organization after the launch of Workday.
Covered Topics:
⦁ Navigation in Workday
⦁ Payroll process
⦁ Payroll framework
⦁ Payroll input
⦁ Withholding orders
⦁ Payroll business processes
⦁ Payroll reports
Recommended Prerequisites: Workday Core Concepts and practical knowledge of common payroll processes.
We do not cover configuring Workday Payroll in this class. If you are a Workday Payroll Administrator and/or have a role
in deploying Workday Payroll, consider the Payroll Fundamentals course instead.

Learning Objectives:
⦁ Explain the payroll process
⦁ Use the payroll processing framework
⦁ Enter payroll input
⦁ Process payroll
⦁ Audit payroll
⦁ Troubleshoot payroll
⦁ Update withholding orders
⦁ Identify basic payroll business processes
⦁ Use payroll reports

Workday ® Education Page 33 of 205 Training Catalog

Learn In-Person
Performance Management
Delivery Mode: Learn Virtual
Audience: Business User and Workday Administrator
Prerequisites:
Library:
Description:
This three-day virtual instructor-led class consists of lectures, demonstrations, and individual activities covering Workday
Performance Management. Customers who take this class will learn how to configure, populate, initiate, and manage
performance reviews, as well as ongoing feedback, for their organization.
Covered Topics:
⦁ Types of performance reviews
⦁ Goal management
⦁ Employee feedback
⦁ Performance review template configuration
⦁ Rating and weighting
⦁ The Performance Review business process
⦁ Calibration
⦁ Pay for performance
⦁ Performance reporting
This course is approved for 13.5 Recertification Credit Hours (RCH) with the American Payroll Association
Required Prerequisites: None

Learning Objectives:
⦁ Create and configure review templates
⦁ Launch employee reviews
⦁ Manage goals, feedback, and competencies outside of a review event
⦁ Calibrate your organization’s performance ratings
⦁ Tie performance data to a compensation event

Planning Fundamentals
Delivery Mode: Learn In-Person
Audience: Business User
Prerequisites:
Library:
Description:
Planning supports the enterprise planning lifecycle for both financials and HCM, combining real-time analytics with your
transactional system. In this four-day instructor-led course, you will learn how to structure plans, generate plans based on
prior plans or prior year actuals, collaborate on plans using Worksheets, and finalize the planning process to create
financial or headcount budgets.
Required Prerequisites: None

Learning Objectives:
⦁ Define plan structures and templates
⦁ Establish plan generator rules to create new plans
⦁ Manage plan collaboration using worksheets
⦁ Finalize the planning process to create a budget
⦁ Utilize delivered planning reports and create custom reports

Workday ® Education Page 34 of 205 Training Catalog

Learn In-Person
Procure-to-Pay Fundamentals
Delivery Mode: Learn In-Person
Audience: Functional Lead and Workday Administrator
Prerequisites:
Library:
Description:
In this three day course you will learn the fundamentals necessary to begin your Workday Procurement implementation.
This in-person instructor led course we will teach you how to execute the major Procurement events (transactions),
perform administrative activities, and perform setup of the core system functionality. The three days will consist of lecture,
demonstration, and individual hands-on activities.
Covered Topics:
⦁ Suppliers and catalog contracts
⦁ Procurement for goods, services, and contingent labor
⦁ Supplier invoices
⦁ Spend management
⦁ Requests for quote
⦁ Business assets
⦁ Supplier invoice matching
⦁ Spend reporting
Required Prerequisites: None
Recommended Prerequisites: Workday Core Concepts

Learning Objectives:
⦁ Set up organizations
⦁ Procure goods, services, and contract labor
⦁ Create requisitions, purchase orders, receipts, invoices, and payments
⦁ Set up request for quote
⦁ Review supplier invoice matching
⦁ Manage supplier collaboration
⦁ Review spend reporting

Workday ® Education Page 35 of 205 Training Catalog

Learn In-Person
Recruiting Fundamentals
Delivery Mode: Learn In-Person
Audience: Business User, Functional Lead, and Workday Administrator
Prerequisites:
Library:
Description:
This course is designed for recruiting administrators, recruiting managers, and/or those involved in deploying Workday
Recruiting. It is intended to be completed at the beginning phase of a project. In this four-day instructor-led course, you
will learn about the configurations for deployment (including tenant, security, and business process setup), features,
functionality, and usage of Recruiting in Workday. If you are a recruiter or a recruiting team member who needs to
understand how to use Workday Recruiting after deployment, please see the Workday Recruiting Transactions course.
Covered Topics:
⦁ Security and tenant setup
⦁ Questions and questionnaires
⦁ Job requisitions and Evergreen requisitions
⦁ Job postings and career sites
⦁ Recruiting sub-processes
⦁ The Job Application business process
⦁ Prospects and candidates
⦁ Referrals
⦁ The candidate experience
⦁ The recruiter experience
⦁ Working with agencies
⦁ Recruiting reports
This course is approved for 21 Recertification Credit Hours (RCH) with the American Payroll Association.
Required Prerequisites: None

Learning Objectives:
⦁ Configure the tenant, security, and business processes for Recruiting.
⦁ Create candidate questions and questionnaires.
⦁ Create and manage job and Evergreen requisitions.
⦁ Manage job postings on your internal and external career sites.
⦁ Configure recruiting sub-processes and the dynamic job application business process.
⦁ Manage candidates and referrals.
⦁ Apply as internal and external candidates.
⦁ Configure and use Agencies.
⦁ Interpret recruiting reports.

Workday ® Education Page 36 of 205 Training Catalog

Learn In-Person
Recruiting Transactions
Delivery Mode: Learn Virtual
Audience: Business User, Functional Lead, and Workday Administrator
Prerequisites:
Library:
Description:
This course is designed for recruiters and recruiting team members who will be involved with day-to-day recruiting
transactions. This training is intended to be completed prior to or any time after deployment and would be helpful for
recruiters who join the organization after the launch of Workday. In this three-day virtual instructor-led course, you will
learn about the features, functionality, and usage of Recruiting in Workday. We do not cover configuring Workday
Recruiting in this class. If you are a Workday Recruiting Administrator and/or have a role in deploying Workday
Recruiting, please see the Workday Recruiting Fundamentals course.
Covered Topics:
⦁ Job Requisitions and evergreen requisitions
⦁ Career sites and job postings
⦁ Prospects, candidates, and referrals
⦁ The job application business process
⦁ The candidate experience
⦁ Candidate management
⦁ Recruiting agencies
⦁ Recruiting analytics
Required Prerequisites: None

Learning Objectives:
⦁ Explain Workday Recruiting concepts.
⦁ Create questions and questionnaires.
⦁ Create job requisitions and evergreen requisitions.
⦁ Post jobs to internal and external career sites.
⦁ Create and manage candidates and employee referrals.
⦁ Review internal and external job applications.
⦁ Interpret the candidate list.
⦁ Work with recruiting agencies.
⦁ Access and interpret recruiting analytics.

Workday ® Education Page 37 of 205 Training Catalog

Learn In-Person
Report Writer
Delivery Mode: Learn Virtual
Audience: Integration Lead
Prerequisites:
Library:
Description:
This virtual instructor-led course introduces you to the Workday Report Writer tool. You will learn how to leverage
Workday business objects and data sources to access the report data you need. Through a series of demonstrations and
hands-on activities, you will learn how to build custom reports to meet business requirements from various functional
areas. Custom reports allow you to analyze real-time data and can be used as the data source for outbound integrations.
Covered Topics:
⦁ Basic navigation and Report Writer terminology
⦁ Business objects and report data sources
⦁ Standard and custom reports (Advanced report type)
⦁ Introduction to matrix reports
⦁ Sorting, filtering, grouping, and totaling data
⦁ Scheduling reports
⦁ Introduction to calculated fields
⦁ Report access and security
⦁ Report performance
Required Prerequisites: None

Learning Objectives:
⦁ Create a custom report using the Advanced report type that filters, sorts, groups, and totals the data.
⦁ Create a basic matrix report that summarizes the data and uses drillable fields.
⦁ Use the tools in Workday to determine the appropriate business object and data source for a report.
⦁ Create a basic calculated field to display data from a related business object on a report.
⦁ Troubleshoot why a user cannot access a report or see certain data on the report.
⦁ Explain the performance considerations when creating a custom report.

Workday ® Education Page 38 of 205 Training Catalog

Learn In-Person
Simple Integrations
Delivery Mode: Learn Virtual
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library:
Description:

The Workday Simple Integrations Curriculum is designed to package all of the training requirements within the
curriculum.
Select "Request" to add The Workday Simple Integrations Curriculum to your transcript. Next steps follow the
registration steps outlined in the Prerequisite Requirements. Visit the Cross Application Training Paths and
Frequently Asked Questions.
Training Requirements:
Prerequisites: Report Writer and Workday Integration System Fundamentals
Training Course Summary:
Report Writer
In the Report Writer training, you will learn how to leverage Workday business objects and data sources to access the
report data you need. Through a series of demonstrations and hands-on activities, you will learn how to build custom
reports to meet business requirements from various functional areas. Custom reports allow you to analyze real-time data
and can be used as the data source for outbound integrations.
The Workday Integration System Fundamentals
The Workday Integration System Fundamentals class will introduce Workday Users to tools and concepts needed to
build and maintain Workday integration systems. We will introduce the different technologies used to integrate with
Workday, help understand strengths and limitations of each and how to consider using certain technologies. This class
will also introduce basic concepts of XML technologies and how they are using in Workday integrations. We will not build
specific integrations in this class. The class is designed to prepare you to understand the Workday Integration
Architecture and associated integration technologies.
Workday Simple Integrations
The Workday simple integrations course focuses on mechanisms for using custom report results in integrations and
loading data though generated template models. Through a series of presentations, demonstrations, and activities, you
will learn how to build and launch an integration that extracts data out of Workday and sends it to an external system,
learn about the different template models with the different functional areas and how to generate, customize and populate
those templates for inbound transactions. You will also learn how to use a business process to trigger an outbound
integration and custom XSLT to transform report data. This class will stress the importance of business processes,
Reference IDs, and data structure when you are working with both inbound and outbound data. This course is designed
for business analysts and developers who will be using generated templates to import data into workday and using
Workday Reports as a Service (RaaS) for outbound data.

Learning Objectives:
⦁ Define EIB’s purpose within Workday’s integration architecture
⦁ Create, schedule and launch an outbound EIB
⦁ Apply Custom Report Transformations
⦁ Configure various EIB delivery methods
⦁ Configure an EIB to work with Web Services.
⦁ Create an inbound EIB and generate a template.
⦁ Troubleshoot inbound EIB data loads
⦁ Generate spreadsheet templates and perform bulk template uploads

Workday ® Education Page 39 of 205 Training Catalog

Learn In-Person
Student Fundamentals
Delivery Mode: Learn In-Person
Audience: Business User
Prerequisites:
Library:
Description:
This four-day instructor-led class is designed to provide you with the fundamentals to successfully configure and use the
features and functionality of the Workday Student product. The course consists of lectures, demonstrations, and activities
covering the basics of Workday, and the core Workday Student-specific functionality you will use in your own
organization.
Successful completion of this course is a recommended pre-requisite for subsequent Workday Student training.
Required Prerequisites: None

Learning Objectives:
⦁ Navigate the Workday system and use common screen elements
⦁ Identify the details of a security configuration
⦁ Identify and edit the steps of a business process
⦁ List and identify the report types delivered by Workday
⦁ Run, copy, and create a custom report using the Report Writer tool
⦁ Plan and configure an academic foundation structure
⦁ Leverage the campus engagement framework
⦁ Identify the steps and details of the student recruiting and admissions process
⦁ Identify the steps and details of managing student records and the advising processes
⦁ Identify the steps and details of curriculum management
⦁ Identify the steps and details involved in the management of student financials
⦁ Identify the steps and details involved in managing student financial aid

Student Recruiting and Admissions Fundamentals

Delivery Mode: Learn In-Person
Audience: Implementer
Prerequisites:
Library: Education/Government Library
Description:
Workday Student Recruiting and Admissions provides the framework and tools you need to recruit and admit prospective
students. This three-day instructor-led course will cover configuring the academic foundation required to support student
recruiting and admissions as well as information on the campus engagement framework that facilitates recruiting
prospective students. In addition, the course will provide information on configuring and executing student recruiting and
admissions for your institution. Please note that this course is not designed as a first introduction to Workday. If you are
new to Workday and aren’t familiar with basic Workday navigation and/or core Workday foundational topics such as
Organizations and the Business Process Framework, it is recommended that you first attend Core Concepts.
Covered Topics:
⦁ Academic Foundation
⦁ Student Recruiting
⦁ Campus Engagement
⦁ Student Admissions
Required Prerequisites: None
Recommended Prerequisites: None

Learning Objectives:
⦁ Understand and configure academic foundation
⦁ Leverage the campus engagement framework
⦁ Configure student recruiting and admissions
⦁ Perform student recruiting and admissions tasks

Workday ® Education Page 40 of 205 Training Catalog

Learn In-Person
Talent Management
Delivery Mode: Learn Virtual
Audience: Business User and Workday Administrator
Prerequisites:
Library:
Description:
This two-day virtual instructor-led class consists of lectures, demonstrations and individual activities covering how to track
and use talent data for critical decision making. Using Workday’s Talent Management, customers can analyze their
current workforce and predict future people needs so the appropriate actions can be taken to drive their business
forward.
Covered Topics:
⦁ Talent attributes
⦁ Career and job interests & opportunities
⦁ The competency framework
⦁ Talent reviews and assessing potential
⦁ Calibration setup and usage (or deployment)
⦁ Talent pools
⦁ Succession planning
⦁ Talent analytics
⦁ This course is approved for 9 Recertification Credit Hours (RCH) with the American Payroll Association
⦁ Required Prerequisites: None

Learning Objectives:
⦁ View talent information
⦁ Configure talent attributes
⦁ Utilize the opportunity graph to empower your workforce
⦁ Configure the competency framework
⦁ Complete talent reviews and assess potential
⦁ Configure calibration setup and usage (or deployment)
⦁ Create and use talent pools
⦁ Complete succession planning
⦁ Run talent analytics

Workday ® Education Page 41 of 205 Training Catalog

Learn In-Person
Time Tracking: Configuration and Administration
Delivery Mode: Learn In-Person
Audience: Functional Lead and Workday Administrator
Prerequisites:
Library:
Description:
This four day instructor-led course focuses on the set up and configuration of Time Tracking components. The course
employs a variety of lectures, demonstrations, and hands-on activities. Participants completing this course will leave with
an in depth view of the configuration and administration of Workday Time Tracking.
Covered Topics:
⦁ Time Entry Codes
⦁ Time Calculations
⦁ Time Entry Template
⦁ Eligibility Rules
⦁ Validations
⦁ Administration
⦁ Reporting
Required Prerequisites: None
Recommended Prerequisites: None
Important! Although there are no specific prerequisites, this class requires a high level of technical proficiency
and the ability to define complex time calculations. It is not suitable for those who are not comfortable with
basic programming logic or who have no experience defining calculations. It is not recommended that this be
your very first exposure to the Workday system.
This course is approved for 28 Recertification Credit Hours (RCH) with the American Payroll Association.

Learning Objectives:
⦁ Define, differentiate, and configure time entry options.
⦁ Define and configure basic setup components for Time Tracking, including calculations and security.
⦁ Configure Time Tracking business processes.
⦁ Identify the touchpoints and configuration considerations between Time Tracking, Workday Payroll, Cloud Connect for
Third-Party Payroll, Absence Management, and Projects.
⦁ Configure and administer work schedules
⦁ Execute common time tracking administrative tasks
⦁ Administer the end-to-end Time Tracking to Payroll and/or Projects business processes

Workday ® Education Page 42 of 205 Training Catalog

Learn In-Person
U.S. Year End Payroll Processing
Delivery Mode: Learn Virtual
Audience: Business User and Workday Administrator
Prerequisites:
Library:
Description:
This five hour virtual instructor-led class, for U.S. Payroll customers, will prepare you for year end processing by
reviewing the year end checklist and completing payroll year end processing functions. We will review the steps needed
to complete year end.

Covered Topics:
⦁ Year end checklist
⦁ Configuration for W-2s/ W-2Cs
⦁ North America year end dashboard and business process
⦁ Printing opt out
⦁ Auditing for year end
⦁ Creating W-2 and W-2C data
⦁ Creating and printing W-2s and W-2Cs
⦁ Cancelling and reprinting W-2s and W-2Cs
⦁ Completing year end adjustments
⦁ Publishing W-2 & W-2C data
⦁ Reviewing employee self-service (ESS) options
⦁ Year end for US Territories
This course is approved for 3.5 Recertification Credit Hours (RCH) with the American Payroll Association
Required Prerequisites: None

Learning Objectives:
⦁ Complete year end checklist
⦁ Configure W-2 Setup
⦁ Configure North America year end dashboard
⦁ Complete year end business process
⦁ Opt out of printing
⦁ Audit for year end
⦁ Create W-2 and W-2C data
⦁ Create and print W-2s and W-2Cs
⦁ Cancel and reprint W-2s and W-2Cs
⦁ Complete year end adjustments
⦁ Publish W-2 & W-2C data
⦁ Review employee self-service options
⦁ Year end for US Territories overview

Workday ® Education Page 43 of 205 Training Catalog

Learn In-Person
Workday Integration System Fundamentals
Delivery Mode: Learn Virtual
Audience: Integration Lead
Prerequisites:
Library:
Description:

The Workday Integration System Fundamentals Curriculum is designed to bundle all of the training requirements within
the curriculum.
To get started, select "Request" to add<g class="gr_ gr_28 gr-alert gr_spell gr_inline_cards gr_run_anim
ContextualSpelling only-del replaceWithoutSep" id="28" data-gr-id="28"> the</g> The Workday Integration System
Fundamentals Curriculum to your transcript. Next steps follow the registration steps outlined in the Prerequisite
Requirements.
Visit the Cross Application Training Paths and Frequently Asked Questions.
Training Requirements:
Prerequisite: Report Writer
Training Course Summary:
Report Writer
In the Report Writer training, you will learn how to leverage Workday business objects and data sources to access the
report data you need. Through a series of demonstrations and hands-on activities, you will learn how to build custom
reports to meet business requirements from various functional areas. Custom reports allow you to analyze real-time data
and can be used as the data source for outbound integrations.
The Workday Integration System Fundamentals
The Workday Integration System Fundamentals class will introduce Workday Users to tools and concepts needed to
build and maintain Workday integration systems. We will introduce the different technologies used to integrate with
Workday, help understand strengths and limitations of each and how to consider using certain technologies. This class
will also introduce basic concepts of XML technologies and how they are using in Workday integrations. We will not build
specific integrations in this class. The class is designed to prepare you to understand the Workday Integration
Architecture and associated integration technologies.

Learning Objectives:
⦁ Define the Workday integration framework
⦁ Define core concepts needed to use Workday integration tools
⦁ Launch and monitor Workday integration systems
⦁ Configure integration business processes and security
⦁ Determine which tools to use in an integration scenario based on their strengths and limitations

Workday ® Education Page 44 of 205 Training Catalog

Learn In-Person
Workday Learning Fundamentals
Delivery Mode: Learn Virtual
Audience: Workday Administrator
Prerequisites:
Library:
Description:
Workday Learning is Workday’s non-traditional answer to the traditional learning management system (LMS). This
course focuses on Workday Learning’s Administrative functions and general use. In addition, it provides the tools to help
customers use the robust functionality and access assistance in transforming their traditional Learning and Delivery
organizations to a more fluid model. This virtual instructor-led course uses conceptual discussions, demonstrations,
hands-on activities, and knowledge checks to convey and affirm information.
Covered Topics:
⦁ An overview of the key features and functionality
⦁ Basic learning elements such as topics, lessons, courses, and surveys
⦁ Advanced learning elements such as campaigns, mass enrollments, and waitlists
⦁ Self-service functionality such as enrolling, dropping, commenting, and rating courses
⦁ Dashboards, worklets, and sliders
⦁ Instructor and Manager functionality
⦁ Basic Media Management Guidelines (high-level only)
⦁ Basic security elements (high-level only)
⦁ Peer-learning options and resources
⦁ Standard learning-focused reports and additional support resources
Required Prerequisites: None

Learning Objectives:
⦁ Prepare your learning environment for Workday Learning, including:
⦁ Comparing Workday Learning to a traditional LMS.
⦁ Reciting some of the key benefits of Workday Learning.
⦁ Helping your organization manage some of the transformational opportunities they may encounter.
⦁ Manage application access, including:
⦁ Adjusting Learning Administrator access.
⦁ Adjusting system settings to change functionality options.
⦁ Creating and aligning instructors to courses.
⦁ Use Workday Learning to build and manage:
⦁ Topics
⦁ Lessons
⦁ Courses (including required, waitlisted, blended, and digital)
⦁ Campaigns
⦁ Rate and Comment on courses.
⦁ Identify end-user and administrative resources to assist with the adoption and use of Workday Learning.
⦁ Generate that help track learning.

Workday ® Education Page 45 of 205 Training Catalog

Learn In-Person
Workday Pro - Absence Request
Delivery Mode: Learn In-Person
Audience: Functional Lead and Workday Administrator
Prerequisites:
Library:
Description:

Workday Pro is a Customer focused accreditation program targeted at customers’ employees wishing to become more
competent and self-sufficient with Workday. This program has been designed to help customers develop Workday
knowledge and self-sufficiency. Please note: Workday Pro is only available for employees of Workday customers. It is
not intended for contingent workers or Workday’s Consulting Ecosystem.
IMPORTANT: This is not the Workday Pro curriculum. Once you have enrolled, it will take 24
hours for you to see the Workday Pro curriculum on your transcript.

Enrollment
⦁ Once you request this training and your Training Coordinator approves you will receive the appropriate Workday Pro
curriculum.
⦁ All courses and the exam must be completed within a 4 month time frame.
⦁ It will take up to 24 hours to receive the curriculum.
⦁ If you have requested this by accident, you can un-enroll by clicking "move to archived transcript" in the top right of the
training details page.
⦁ After successful completion, you will be required to participate in update training (1 - 3 hours approx) twice a year,
aligning with the Workday product releases, to maintain your accreditation.
For more information on Workday Pro and the requirements per track, please visit our Community site
Required Prerequisites: None

Workday Pro - Benefits Request

Delivery Mode: Learn In-Person
Audience: Functional Lead and Workday Administrator
Prerequisites:
Library:
Description:

Workday Pro is a Customer focused accreditation program targeted at customers’ employees wishing to become more
competent and self-sufficient with Workday. This program has been designed to help customers develop Workday
knowledge and self-sufficiency. Please note: Workday Pro is only available for employees of Workday customers. It is
not intended for contingent workers or Workday’s Consulting Ecosystem.
IMPORTANT: This is not the Workday Pro curriculum. Once you have enrolled, it will take 24
hours for you to see the Workday Pro curriculum on your transcript.

Enrollment
⦁ Once you request this training and your Training Coordinator approves you will receive the appropriate Workday Pro
curriculum.
⦁ All courses and the exam must be completed within a 4 month time frame.
⦁ It will take up to 24 hours to receive the curriculum.
⦁ If you have requested this by accident, you can un-enroll by clicking "move to archived transcript" in the top right of the
training details page.
⦁ After successful completion, you will be required to participate in update training (1 - 3 hours approx) twice a year,
aligning with the Workday product releases, to maintain your accreditation.
For more information on Workday Pro and the requirements per track, please visit our Community site
Required Prerequisites: None

Workday ® Education Page 46 of 205 Training Catalog

Learn In-Person
Workday Pro - Compensation Request
Delivery Mode: Learn In-Person
Audience: Functional Lead and Workday Administrator
Prerequisites:
Library:
Description:

Workday Pro is a Customer focused accreditation program targeted at customers’ employees wishing to become more
competent and self-sufficient with Workday. This program has been designed to help customers develop Workday
knowledge and self-sufficiency. Please note: Workday Pro is only available for employees of Workday customers. It is
not intended for contingent workers or Workday’s Consulting Ecosystem.
IMPORTANT: This is not the Workday Pro curriculum. Once you have enrolled, it will take 24
hours for you to see the Workday Pro curriculum on your transcript.

Enrollment
⦁ Once you request this training and your Training Coordinator approves you will receive the appropriate Workday Pro
curriculum.
⦁ All courses and the exam must be completed within a 4 month time frame.
⦁ It will take up to 24 hours to receive the curriculum.
⦁ If you have requested this by accident, you can un-enroll by clicking "move to archived transcript" in the top right of the
training details page.
⦁ After successful completion, you will be required to participate in update training (1 - 3 hours approx) twice a year,
aligning with the Workday product releases, to maintain your accreditation.
For more information on Workday Pro and the requirements per track, please visit our Community site
Required Prerequisites: None

Workday Pro - Core Connectors and Document Transformation Request

Delivery Mode: Learn In-Person
Audience: Workday Administrator
Prerequisites:
Library:
Description:

Workday Pro is a Customer focused accreditation program targeted at customers’ employees wishing to become more
competent and self-sufficient with Workday. This program has been designed to help customers develop Workday
knowledge and self-sufficiency. Please note: Workday Pro is only available for employees of Workday customers. It is
not intended for contingent workers or Workday’s Consulting Ecosystem.
IMPORTANT: This is not the Workday Pro curriculum. Once you have enrolled, it will take 24
hours for you to see the Workday Pro curriculum on your transcript.

Enrollment
⦁ Once you request this training and your Training Coordinator approves you will receive the appropriate Workday Pro
curriculum.
⦁ All courses and the exam must be completed within a 4 month time frame.
⦁ It will take up to 24 hours to receive the curriculum.
⦁ If you have requested this by accident, you can un-enroll by clicking "move to archived transcript" in the top right of the
training details page.
⦁ After successful completion, you will be required to participate in update training (1 - 3 hours approx) twice a year,
aligning with the Workday product releases, to maintain your accreditation.
For more information on Workday Pro and the requirements per track, please visit our Community site
Required Prerequisites: None

Workday ® Education Page 47 of 205 Training Catalog

Learn In-Person
Workday Pro - Financials Reporting Request
Delivery Mode: Learn In-Person
Audience: Business User, Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library:
Description:

Workday Pro is a Customer focused accreditation program targeted at customers’ employees wishing to become more
competent and self-sufficient with Workday. This program has been designed to help customers develop Workday
knowledge and self-sufficiency. Please note: Workday Pro is only available for employees of Workday customers. It is
not intended for contingent workers or Workday’s Consulting Ecosystem.
IMPORTANT: This is not the Workday Pro curriculum. Once you have enrolled, it will take 24
hours for you to see the Workday Pro curriculum on your transcript.

Enrollment
⦁ Once you request this training and your Training Coordinator approves you will receive the appropriate Workday Pro
curriculum.
⦁ All courses and the exam must be completed within a 4 month time frame.
⦁ It will take up to 24 hours to receive the curriculum.
⦁ If you have requested this by accident, you can un-enroll by clicking "move to archived transcript" in the top right of the
training details page.
⦁ After successful completion, you will be required to participate in update training (1 - 3 hours approx) twice a year,
aligning with the Workday product releases, to maintain your accreditation.
For more information on Workday Pro and the requirements per track, please visit our Community site
Required Prerequisites: None

Workday Pro - Financials Request

Delivery Mode: Learn In-Person
Audience: Functional Lead and Workday Administrator
Prerequisites:
Library:
Description:

Workday Pro is a Customer focused accreditation program targeted at customers’ employees wishing to become more
competent and self-sufficient with Workday. This program has been designed to help customers develop Workday
knowledge and self-sufficiency. Please note: Workday Pro is only available for employees of Workday customers. It is
not intended for contingent workers or Workday’s Consulting Ecosystem.
IMPORTANT: This is not the Workday Pro curriculum. Once you have enrolled, it will take 24
hours for you to see the Workday Pro curriculum on your transcript.

Enrollment
⦁ Once you request this training and your Training Coordinator approves you will receive the appropriate Workday Pro
curriculum.
⦁ All courses and the exam must be completed within a 4 month time frame.
⦁ It will take up to 24 hours to receive the curriculum.
⦁ If you have requested this by accident, you can un-enroll by clicking "move to archived transcript" in the top right of the
training details page.
⦁ After successful completion, you will be required to participate in update training (1 - 3 hours approx) twice a year,
aligning with the Workday product releases, to maintain your accreditation.
For more information on Workday Pro and the requirements per track, please visit our Community site
Required Prerequisites: None

Workday ® Education Page 48 of 205 Training Catalog

Learn In-Person
Workday Pro - HCM Core Request
Delivery Mode: Learn In-Person
Audience: Functional Lead and Workday Administrator
Prerequisites:
Library:
Description:

Workday Pro is a Customer focused accreditation program targeted at customers’ employees wishing to become more
competent and self-sufficient with Workday. This program has been designed to help customers develop Workday
knowledge and self-sufficiency. Please note: Workday Pro is only available for employees of Workday customers. It is
not intended for contingent workers or Workday’s Consulting Ecosystem.
IMPORTANT: This is not the Workday Pro curriculum. Once you have enrolled, it will take 24
hours for you to see the Workday Pro curriculum on your transcript.

Enrollment
⦁ Once you request this training and your Training Coordinator approves you will receive the appropriate Workday Pro
curriculum.
⦁ All courses and the exam must be completed within a 4 month time frame.
⦁ It will take up to 24 hours to receive the curriculum.
⦁ If you have requested this by accident, you can un-enroll by clicking "move to archived transcript" in the top right of the
training details page.
⦁ After successful completion, you will be required to participate in update training (1 - 3 hours approx) twice a year,
aligning with the Workday product releases, to maintain your accreditation.
For more information on Workday Pro and the requirements per track, please visit our Community site
Required Prerequisites: None

Learning Objectives:
Covered Topics:
⦁ System Set-up
⦁ System Administration
⦁ Configuration
⦁ Business Processes
⦁

Workday ® Education Page 49 of 205 Training Catalog

Learn In-Person
Workday Pro - Integrations Request
Delivery Mode: Learn In-Person
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library:
Description:

Workday Pro is a Customer focused accreditation program targeted at customers’ employees wishing to become more
competent and self-sufficient with Workday. This program has been designed to help customers develop Workday
knowledge and self-sufficiency. Please note: Workday Pro is only available for employees of Workday customers. It is
not intended for contingent workers or Workday’s Consulting Ecosystem.
IMPORTANT: This is not the Workday Pro curriculum. Once you have enrolled, it will take 24
hours for you to see the Workday Pro curriculum on your transcript.

Enrollment
⦁ Once you request this training and your Training Coordinator approves you will receive the appropriate Workday Pro
curriculum.
⦁ All courses and the exam must be completed within a 4 month time frame.
⦁ It will take up to 24 hours to receive the curriculum.
⦁ If you have requested this by accident, you can un-enroll by clicking "move to archived transcript" in the top right of the
training details page.
⦁ After successful completion, you will be required to participate in update training (1 - 3 hours approx) twice a year,
aligning with the Workday product releases, to maintain your accreditation.
For more information on Workday Pro and the requirements per track, please visit our Community site
Required Prerequisites: None

Workday Pro - Payroll for the U.S. Request

Delivery Mode: Learn In-Person
Audience: Functional Lead and Workday Administrator
Prerequisites:
Library:
Description:

Workday Pro is a Customer focused accreditation program targeted at customers’ employees wishing to become more
competent and self-sufficient with Workday. This program has been designed to help customers develop Workday
knowledge and self-sufficiency. Please note: Workday Pro is only available for employees of Workday customers. It is
not intended for contingent workers or Workday’s Consulting Ecosystem.
IMPORTANT: This is not the Workday Pro curriculum. Once you have enrolled, it will take 24
hours for you to see the Workday Pro curriculum on your transcript.

Enrollment
⦁ Once you request this training and your Training Coordinator approves you will receive the appropriate Workday Pro
curriculum.
⦁ All courses and the exam must be completed within a 4 month time frame.
⦁ It will take up to 24 hours to receive the curriculum.
⦁ If you have requested this by accident, you can un-enroll by clicking "move to archived transcript" in the top right of the
training details page.
⦁ After successful completion, you will be required to participate in update training (1 - 3 hours approx) twice a year,
aligning with the Workday product releases, to maintain your accreditation.
For more information on Workday Pro and the requirements per track, please visit our Community site
Required Prerequisites: None

Workday ® Education Page 50 of 205 Training Catalog

Learn In-Person
Workday Pro - Performance and Talent Request
Delivery Mode: Learn In-Person
Audience: Functional Lead and Workday Administrator
Prerequisites:
Library:
Description:

Workday Pro is a Customer focused accreditation program targeted at customers’ employees wishing to become more
competent and self-sufficient with Workday. This program has been designed to help customers develop Workday
knowledge and self-sufficiency. Please note: Workday Pro is only available for employees of Workday customers. It is
not intended for contingent workers or Workday’s Consulting Ecosystem.
IMPORTANT: This is not the Workday Pro curriculum. Once you have enrolled, it will take 24
hours for you to see the Workday Pro curriculum on your transcript.

Enrollment
⦁ Once you request this training and your Training Coordinator approves you will receive the appropriate Workday Pro
curriculum.
⦁ All courses and the exam must be completed within a 4 month time frame.
⦁ It will take up to 24 hours to receive the curriculum.
⦁ If you have requested this by accident, you can un-enroll by clicking "move to archived transcript" in the top right of the
training details page.
⦁ After successful completion, you will be required to participate in update training (1 - 3 hours approx) twice a year,
aligning with the Workday product releases, to maintain your accreditation.
For more information on Workday Pro and the requirements per track, please visit our Community site
Required Prerequisites: None

Workday ® Education Page 51 of 205 Training Catalog

Learn In-Person
Workday Pro - Recruiting Request
Delivery Mode: Learn In-Person
Audience: Functional Lead and Workday Administrator
Prerequisites:
Library:
Description:

Workday Pro is a Customer focused accreditation program targeted at customers’ employees wishing to become more
competent and self-sufficient with Workday. This program has been designed to help customers develop Workday
knowledge and self-sufficiency. Please note: Workday Pro is only available for employees of Workday customers. It is
not intended for contingent workers or Workday’s Consulting Ecosystem.
IMPORTANT: This is not the Workday Pro curriculum. Once you have enrolled, it will take 24
hours for you to see the Workday Pro curriculum on your transcript.

Enrollment
⦁ Once you request this training and your Training Coordinator approves you will receive the appropriate Workday Pro
curriculum.
⦁ All courses and the exam must be completed within a 4 month time frame.
⦁ It will take up to 24 hours to receive the curriculum.
⦁ If you have requested this by accident, you can un-enroll by clicking "move to archived transcript" in the top right of the
training details page.
⦁ After successful completion, you will be required to participate in update training (1 - 3 hours approx) twice a year,
aligning with the Workday product releases, to maintain your accreditation.
For more information on Workday Pro and the requirements per track, please visit our Community site
Required Prerequisites: None

Learning Objectives:
Covered Topics:
⦁ System Set-up
⦁ System Administration
⦁ Configuration
⦁ Business Processes
⦁

Workday ® Education Page 52 of 205 Training Catalog

Learn In-Person
Workday Pro - Reporting Request
Delivery Mode: Learn In-Person
Audience: Business User, Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library:
Description:

Workday Pro is a Customer focused accreditation program targeted at customers’ employees wishing to become more
competent and self-sufficient with Workday. This program has been designed to help customers develop Workday
knowledge and self-sufficiency. Please note: Workday Pro is only available for employees of Workday customers. It is
not intended for contingent workers or Workday’s Consulting Ecosystem.
IMPORTANT: This is not the Workday Pro curriculum. Once you have enrolled, it will take 24
hours for you to see the Workday Pro curriculum on your transcript.

Enrollment
⦁ Once you request this training and your Training Coordinator approves you will receive the appropriate Workday Pro
curriculum.
⦁ All courses and the exam must be completed within a 4 month time frame.
⦁ It will take up to 24 hours to receive the curriculum.
⦁ If you have requested this by accident, you can un-enroll by clicking "move to archived transcript" in the top right of the
training details page.
⦁ After successful completion, you will be required to participate in update training (1 - 3 hours approx) twice a year,
aligning with the Workday product releases, to maintain your accreditation.
For more information on Workday Pro and the requirements per track, please visit our Community site
Required Prerequisites: None

Workday Pro - Studio Request

Delivery Mode: Learn In-Person
Audience: Integration Lead and Functional Lead
Prerequisites:
Library:
Description:

Workday Pro is a Customer focused accreditation program targeted at customers’ employees wishing to become more
competent and self-sufficient with Workday. This program has been designed to help customers develop Workday
knowledge and self-sufficiency. Please note: Workday Pro is only available for employees of Workday customers. It is
not intended for contingent workers or Workday’s Consulting Ecosystem.
IMPORTANT: This is not the Workday Pro curriculum. Once you have enrolled, it will take 24
hours for you to see the Workday Pro curriculum on your transcript.

Enrollment
⦁ Once you request this training and your Training Coordinator approves you will receive the appropriate Workday Pro
curriculum.
⦁ All courses and the exam must be completed within a 4 month time frame.
⦁ It will take up to 24 hours to receive the curriculum.
⦁ If you have requested this by accident, you can un-enroll by clicking "move to archived transcript" in the top right of the
training details page.
⦁ After successful completion, you will be required to participate in update training (1 - 3 hours approx) twice a year,
aligning with the Workday product releases, to maintain your accreditation.
For more information on Workday Pro and the requirements per track, please visit our Community site
Required Prerequisites: None

Workday ® Education Page 53 of 205 Training Catalog

Learn In-Person
Workday Pro - Time Tracking Request
Delivery Mode: Learn In-Person
Audience: Functional Lead and Workday Administrator
Prerequisites:
Library:
Description:

Workday Pro is a Customer focused accreditation program targeted at customers’ employees wishing to become more
competent and self-sufficient with Workday. This program has been designed to help customers develop Workday
knowledge and self-sufficiency. Please note: Workday Pro is only available for employees of Workday customers. It is
not intended for contingent workers or Workday’s Consulting Ecosystem.
IMPORTANT: This is not the Workday Pro curriculum. Once you have enrolled, it will take 24
hours for you to see the Workday Pro curriculum on your transcript.

Enrollment
⦁ Once you request this training and your Training Coordinator approves you will receive the appropriate Workday Pro
curriculum.
⦁ All courses and the exam must be completed within a 4 month time frame.
⦁ It will take up to 24 hours to receive the curriculum.
⦁ If you have requested this by accident, you can un-enroll by clicking "move to archived transcript" in the top right of the
training details page.
⦁ After successful completion, you will be required to participate in update training (1 - 3 hours approx) twice a year,
aligning with the Workday product releases, to maintain your accreditation.
For more information on Workday Pro and the requirements per track, please visit our Community site
Required Prerequisites: None

Workday ® Education Page 54 of 205 Training Catalog

Learn In-Person
Workday Report Designer (BIRT)
Delivery Mode: Learn Virtual
Audience: Integration Lead
Prerequisites:
Library:
Description:

The Workday Report Designer (BIRT) Curriculum is designed to package all of the training requirements within the
curriculum.
Select "Request" to add the Workday Report Designer (BIRT) Curriculum to your transcript and follow the
registration steps outlined in the Prerequisite Requirements. Visit the Cross Application Training Paths and
Frequently Asked Questions.
Training Requirements:
Prerequisite: Report Writer
Recommended Prerequisite: Calculated Fields
Training Course Summary:
Report Writer
In the Report Writer training, you will learn how to leverage Workday business objects and data sources to access the
report data you need. Through a series of demonstrations and hands-on activities, you will learn how to build custom
reports to meet business requirements from various functional areas. Custom reports allow you to analyze real-time data
and can be used as the data source for outbound integrations.
Workday Report Designer (BIRT)
Workday Report Designer (BIRT) enables you to design and use business form layouts for meeting the exact report
layout specifications required by your organization. These specifications might include rich text formatting, headers and
footers, page breaks, and exact placement of labels, data, spaces, and margins. In this 2-day virtual instructor-led
training course, the accomplished Workday report writer will learn how to format Workday Report Writer reports using
BIRT. This class will cover how to format the report design using various properties, expressions, report items and data
sets (Note: you can define business form layouts using BIRT as part your Workday Studio Eclipse development
environment).

Learning Objectives:
⦁ Navigate Workday Studio
⦁ Format, preview, deploy, and print output from custom web service-enabled report
⦁ Format reports that use primary and secondary business objects and multi-instance fields
⦁ Use expressions to expand formatting options
⦁ Update the report design to manage updates to report

Workday ® Education Page 55 of 205 Training Catalog

Learn Independent
Affordable Care Act (ACA): Configuration and Administration - Learn Independent
Delivery Mode: Learn Independent
Audience: Business User
Prerequisites: Benefits Fundamentals
Library:
Description:
This course will explore features that are designed to help you meet the requirements of the Affordable Care Act:
delivered dashboards, measurement periods, eligibility events, history, and finally, reporting. These features help you
identify which employees should receive medical coverage, and how to trigger enrollment events for those eligible
employees.
Covered Topics:
⦁ ACA Dashboard Configuration and Security Domains
⦁ ACA Measurement Periods and Eligibility Processing
⦁ ACA Government Forms
Required Prerequisites: Benefits Fundamentals

Learning Objectives:
⦁ Identify ACA Dashboard Configuration and Security Domains
⦁ Create ACA Measurement Periods and Eligibility Processing
⦁ Utilize ACA Government Forms

Workday ® Education Page 56 of 205 Training Catalog

Learn Independent
Auditor Basics for Workday - Learn Independent
Delivery Mode: Learn Independent
Audience: Functional Lead, Workday Administrator, and Internal
Prerequisites:
Library:
Description:
This course is designed to help auditors learn the fundamentals necessary to understand Workday in order to support
audit activity in a Workday-enabled business. This course provides an overview of the Workday Service and introduces
foundational Workday components. Concepts and basics of three key business applications will be covered: HCM,
Financials, and Payroll. The course will consist of lectures, demonstrations, and individual hands-on activities, including
practical, audit-based scenarios. This class has been developed for members of the audit profession, but is useful to
other risk and compliance disciplines. The focus of the course spans the roles of both an external and internal auditor.
Covered Topics:
⦁ Workday overview and support of auditor roles in Workday
⦁ Using the Workday foundational components to support audits
⦁ How HCM, Payroll, and Financial transactions are processed and audit capabilities are integrated
⦁ How to utilize Workday to perform an audit
Required Prerequisites: None
Recommended Prerequisites: None
Important: Learn Independent training is completed online within the session dates. This course requires approximately
18 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All
course content must be completed by the end of the session to achieve a "Completed" status. Click here for more
information about Learn Independent training.

Learning Objectives:
⦁ Identify the business processes and the applications that support client areas associated with substantive and control-
oriented audits.
⦁ Describe how Workday provides a platform for implementing internal controls, and the basic knowledge to audit the
tenant-related components.
⦁ Explain the Workday capabilities that enhance governance, risk, and compliance, and in particular, how internal
controls are implemented in Workday.
⦁ Gain insight into how Workday can enable the business to implement effective controls to ensure business success.
⦁ Identify core control concepts that will lead to successful audits.
⦁ Plan and ultimately conduct an audit engagement in a Workday enabled environment.

Workday ® Education Page 57 of 205 Training Catalog

Learn Independent
Banking and Settlement - Learn Independent
Delivery Mode: Learn Independent
Audience: Functional Lead, Workday Administrator, and Implementer
Prerequisites: (Core Concepts - Learn Independent) OR (Financials Fundamentals)
Library:
Description:
This course is designed for customers who require an in-depth knowledge of the Workday Banking and Settlement
product. It will enable the student to understand some of the advanced Banking and Settlement features used during
implementation projects. Content will focus on the Banking and Settlement lifecycle from configuration to analytics, and
will include a deeper dive into Banking and Settlement material that is currently taught in the Financials Fundamentals
class. This course will be delivered in a self-paced format. All materials will be available via the course curriculum page
in the Learning Center. A training tenant will be provided and available for the duration of the one week session.
Required Prerequisites: (Core Concepts - Learn Independent) OR (Financials Fundamentals)

Learning Objectives:
- Explain, at a high-level, bank setup, settlement processes and reconciliation.
- Configure the system and process transactions for banking and settlement including bank accounts, bank routing rules,
and check printing.
- Create a business form layout for check printing.
- Configure outsourced check printing.
- Explain settlement options and supported electronic payments.
- Reconcile bank statements.
- Setup and create bank transfers.
- Configure worktag mapping.
- Create ad hoc bank transactions.
- Run bank account reconciliation reports.
- Produce cash position and cash forecast reports.

Workday ® Education Page 58 of 205 Training Catalog

Learn Independent
Business Assets - Learn Independent
Delivery Mode: Learn Independent
Audience: Business User, Workday Administrator, and Managers and Employees
Prerequisites: (Financials Fundamentals) OR (Procure-to-Pay Fundamentals) OR (Core Concepts - Learn
Independent)
Library:
Description:
After completing this learn independent course, you will be able to perform setup of required data for the Business Assets
functional area. The training will detail how to configure the basic setup of asset accounting as well as advanced options
such as asset registration, lifecycle events, pooled and composite assets, and reporting.
Covered Topics:
⦁ Asset tracking
⦁ Asset transfer
⦁ Disposal configuration considerations
⦁ Depreciation events
⦁ Asset classes and types
⦁ Book rules
⦁ Intangible assets
Required Prerequisites: Financials Fundamentals, Procure-to-Pay, or Core Concepts - Learn Independent
Recommended Prerequisites: None
Important: Learn Independent training is completed online within the session dates. This course requires approximately
12 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All
course content must be completed by the end of the session to achieve a "Completed" status. Click here for more
information about Learn Independent training.

Learning Objectives:
⦁ Configure the system and process transactions for asset depreciation, asset books and book rules.
⦁ Register assets by manual registration, PO receipt, supplier invoice, supplier contract receipt line, and by capital
projects.
⦁ Configure asset accounting.
⦁ Verify asset life cycle events and the impact on asset tracking and asset accounting.
⦁ Maintain asset classes and asset types.
⦁ Setup and use pooled and composite assets.
⦁ Verify asset books and define asset multi-book rules.
⦁ Process intangible assets.
⦁ Report on assets.

Workday ® Education Page 59 of 205 Training Catalog

Learn Independent
Business Process Fundamentals - Learn Independent
Delivery Mode: Learn Independent
Audience: Workday Administrator
Prerequisites:
Library:
Description:
The Workday Business Process Framework consists of a powerful set of tools that enable you to automate business
processes and deliver the right information to the right people at the right time. Through a series of demos and hands-on
activities, this Learn Independent course will introduce you to the fundamentals of business process configuration and
administration to support the successful deployment and ongoing management of business processes.
Covered Topics:
⦁ Business process terminology
⦁ Relationships between business processes, organizations, and configurable security
⦁ Basic configuring and editing of delivered business process types
⦁ Validations, attachments, questionnaires, reports, and documents
⦁ Condition rules and advanced routing
⦁ Event management
⦁ Business process reports
Required Prerequisites: None
Recommended Prerequisites: None
Important: Learn Independent training is completed online within the session dates. This course requires approximately
15 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All course
content must be completed by the end of the session to achieve a "Completed" status. Click here for more information
about Learn Independent training.
Important: Business Process Fundamentals is a prerequisite for our Advanced Business Process course offering. These
courses may not be taken concurrently; if you are also interested in taking the Advanced Business Process course, the
start date must be after Business Process Fundamentals - Learn Independent end date. If you need to complete
Advanced Business Process in a short time period and also need to complete Business Process Fundamentals as a
prerequisite, you may consider the Business Process Fundamentals Learn Virtual Offering.

Learning Objectives:
⦁ Configure a range of business process definitions using various process steps types, such as Action, Approval,
Approval Chains, Checklists, and Questionnaires
⦁ Add condition rules that apply further logic to your business process
⦁ Leverage notifications, documents, and reports to create more meaningful business process transactions
⦁ Configure business process security to support defined roles and tasks
⦁ Test and troubleshoot your business process to ensure they are functioning as designed
⦁ Manage and perform actions on business process events as an administrator

Workday ® Education Page 60 of 205 Training Catalog

Learn Independent
Calculated Fields - Learn Independent
Delivery Mode: Learn Independent
Audience: Integration Lead
Prerequisites: (Workday Reporting: Basics to Analytics) OR (Workday@College Report Writer - Learn
Independent) OR (Report Writer) OR (Report Writer - OSV) OR (Report Writer - Learn
Independent)
Library:
Description:
This Learn Independent course explores the capabilities of calculated fields in Workday. Calculated fields support many
functions that enable you to format existing data as well as derive new values. You will learn how to create calculated
fields that manipulate dates and text, evaluate conditions, work with data from related objects, and perform arithmetic
calculations. Through a series of demonstrations and hands-on activities, you will learn how to add calculated fields to
custom reports to meet complex business requirements. Calculated fields can also be used in outbound integrations to
transform Workday data based on the requirements of external systems.
Covered Topics:
⦁ Capabilities of calculated fields
⦁ Security and performance considerations
⦁ Date and text functions
⦁ Conditional logic functions
⦁ Lookup functions
⦁ Mathematical functions
⦁ Change detection
Prerequisites: You must complete Report Writer or Report Writer - Learn Independent before taking Calculated Fields -
Learn Independent.
Important: Calculated Fields is a prerequisite for several courses. Calculated Fields Learn Independent may not be
taken concurrently with any of those courses. The course start date must be after the Learn Independent end date. If you
need to complete a class in a short time period in order to register for a course that has Calculated Fields as a
prerequisite, you may consider the Calculated Fields Learn Virtual Offering.
Important: Learn Independent training is completed online within the session dates. This course requires approximately
10 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All
course content must be completed by the end of the session to achieve a "Completed" status. Click here for more
information about Learn Independent training.

Learning Objectives:
⦁ Create calculated fields that manipulate dates and text, evaluate conditions, work with data from related objects, and
perform arithmetic calculations.
⦁ Use a combination of calculated fields to solve complex business requirements.
⦁ Describe the security features that control access to calculated fields.
⦁ Explain the performance considerations when creating a calculated field.

Workday ® Education Page 61 of 205 Training Catalog

Learn Independent
Configurable Security Fundamentals - Learn Independent
Delivery Mode: Learn Independent
Audience: Workday Administrator
Prerequisites:
Library:
Description:
Workday provides a security framework that enables you to configure what a given user can see and do in the system.
Through security group configurations, a user can navigate and access Workday-delivered items, such as reports, tasks,
and the ability to participate in business process transactions. Through a series of demonstrations and hands-on
activities, this Learn Independent course will introduce you to the fundamentals of security configuration and
administration.
Covered Topics:
⦁ Configurable Security Framework
⦁ Domain Security Policies
⦁ Business Process Security Policies
⦁ Security Policy Activation and Change Control
⦁ Automatically-Assigned Security Groups
⦁ User-Based Security Groups
⦁ Role-Based Security Groups
⦁ Security Group Types and Use Cases
⦁ Security Maintenance and Reporting
Required Prerequisites:None
Recommended Prerequisites: It is recommended to attend the free Learn On-Demand offering, titled Organization and
Security, prior to attending the Configurable Security Fundamentals course.
Important: Learn Independent training is completed online within the session dates. This course requires approximately
10 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All course
content must be completed by the end of the session to achieve a "Completed" status. Click here for more information
about Learn Independent training.
Important: Configurable Security Fundamentals is a prerequisite for our Advanced Configurable Security course offering.
These courses may not be taken concurrently; if you are also interested in taking the Advanced Configurable Security
course, the start date must be after Configurable Security Fundamentals - Learn Independent end date. If you need to
complete Advanced Configurable Security in a short time period and also need to complete Configurable Security
Fundamentals as a prerequisite, you may consider the Configurable Security Fundamentals Learn Virtual Offering.

Learning Objectives:
⦁ Describe the elements of the Configurable Security Framework.
⦁ Navigate and configure domain and business process security policies.
⦁ Match security groups types with appropriate use cases.
⦁ Create and assign unconstrained user-based security groups.
⦁ Create and deploy constrained role-based security groups for a variety of use cases.
⦁ Manage and troubleshoot security using delivered reports.

Creating and Maintaining Custom Organizations - Learn Independent

Delivery Mode: Learn Independent
Audience: Functional Lead, Workday Administrator, and Implementer
Prerequisites: (Financials Fundamentals) OR (HCM Fundamentals) OR (Core Concepts)
Library:
Description:
Required Prerequisites: (Financials Fundamentals) OR (HCM Fundamentals) OR (Core Concepts)

Workday ® Education Page 62 of 205 Training Catalog

Learn Independent
Custom Scorecard - Learn Independent
Delivery Mode: Learn Independent
Audience: Integration Lead
Prerequisites: (Report Writer) OR (Report Writer - Learn Independent) OR (Report Writer - OSV)
Library:
Description:
In this course, you will learn how to create Scorecards that provide a snapshot of your organization’s health based on the
metrics that matter most to your business. Using Workday-delivered HCM and Financial metric calculations, you will
create key metrics such as Headcount, Turnover, Gross Profit, and Revenue per Employee. In addition, you will be able
to gain further insight into the health of your business by configuring the Scorecard to include related information such as
metric status, targets to track the metric against, and recommended actions.
Covered Topics:
⦁ Scorecard Components
⦁ HCM Metric Calculations
⦁ Financial Metric Calculations
⦁ Metric Processing
⦁ Dashboard Configuration
Important Learn Independent training is completed online within the session dates. This course requires approximately
10 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All
course content must be completed by the end of the session to achieve a "Completed" status. Click here for more
information about Learn Independent training.
Required Prerequisites:Report Writer

Recommended Prerequisites: Advanced Reporting and Analytics.

Learning Objectives:
⦁ Identify the benefits of Scorecard.
⦁ Configure prerequisites that align with your plan for using Scorecard.
⦁ List steps required to create metrics from Workday’s delivered calculations.
⦁ Perform the recurring tasks necessary for generating metric values.
⦁ Create a Financial and HCM Scorecard that visually demonstrates key performance metrics.

Workday ® Education Page 63 of 205 Training Catalog

Learn Independent
Expenses - Learn Independent
Delivery Mode: Learn Independent
Audience: Workday Administrator
Prerequisites: (Core Concepts - Learn Independent) OR (Financials Fundamentals) OR (HCM Fundamentals)
Library:
Description:
After completing this course, you will be able to perform setup of required data for the Expenses functional area. The
training will detail how to configure the basic setup of expenses as well as advanced options such as credit card
integration and travel booking setup.
Covered Topics:
⦁ Expense items
⦁ Accounting setup
⦁ Expense reports
⦁ Payment elections
⦁ Tax setup
⦁ Spend authorizations
Required Prerequisites: Workday Financial Fundamentals or HCM Fundamentals or Core Concepts - Learn
Independent
Recommended Prerequisites: None
Important: Learn Independent training is completed online within the session dates. This course requires approximately
12 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All
course content must be completed by the end of the session to achieve a "Completed" status. Click here for more
information about Learn Independent training.

Learning Objectives:
⦁ Configure expense items
⦁ Configure expense reports
⦁ Settle expenses
⦁ Manage spend
⦁ Configure expense security
⦁ Configure credit card integrations
⦁ Configure travel booking records
⦁ Manage tax
⦁ Recognize implementation considerations and deployment strategies

Workday ® Education Page 64 of 205 Training Catalog

Learn Independent
Financial Accounting - Learn Independent
Delivery Mode: Learn Independent
Audience: Business User, Functional Lead, and Workday Administrator
Prerequisites: (Core Concepts - Learn Independent) OR (Financial Services Overview - Learn Independent) OR
(Financials Fundamentals)
Library:
Description:
Financial Accounting Learn Independent concentrates on the day-to-day as well as the month-end or year-end closing
tasks that accountants perform in order to report financial results for their organizations. With a focus on Financial
Accounting, the course covers how intercompany and multicurrency transactions are recorded, processing allocations,
advanced consolidation and year-end balance roll forward. The class consists of video lecture, activities, and knowledge
checks.
Covered Topics:
⦁ Configure and process intercompany transactions.
⦁ Configure multi-books.
⦁ Configure and process revaluations.
⦁ Configure and report Average Daily Balances.
⦁ Configure Alternate Account Sets for statutory reporting.
Important: Learn Independent training is completed online within the session dates. This course requires approximately
14 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All
course content must be completed by the end of the session to achieve a "Completed" status. Click here for more
information about Learn Independent training.
Required Prerequisites: (Core Concepts - Learn Independent) OR (Financial Services Overview - Learn Independent)
OR (Financials Fundamentals)

Learning Objectives:
⦁ Configure and maintain currencies for multi-currency transactions.
⦁ Configure and process allocations.
⦁ Configure company hierarchies and rules for consolidated reporting.
⦁ Enable Journal Sequencing.
⦁ Produce a period close checklist and process year end roll forwards of ledger balances.

Workday ® Education Page 65 of 205 Training Catalog

Learn Independent
Financial Budgets - Learn Independent
Delivery Mode: Learn Independent
Audience: Business User
Prerequisites: Financials Fundamentals
Library:
Description:
The Budgets class will enable you to obtain, clarify, and expand your knowledge of creating budgets in Workday. In this
course you will learn the general process of building and maintaining a budget. You will also learn how to import budget
data using Enterprise Information Builder (EIB). Advanced budget-related topics such as amendments and approvals,
multi-currency, and budget checking are also included. This course is designed for finance professionals who have the
basic Workday Financials knowledge and would like to gain a deeper knowledge of budgets.

There are many different types of budgets in Workday. This course only covers financial budgets although many of the
topics presented will apply to all types of budgets. Project budgets are covered in the Workday Education Projects
curriculum. Award and Award Proposal budgets are covered in the Workday Education Grants curriculum.
Required Prerequisites: Financials Fundamentals

Learning Objectives:
Upon completing this course, you should be able to:
⦁ Describe the budget process for Workday Financials.
⦁ List the key Workday Financials artifacts that impact budgets.
⦁ Create and maintain a budget.
⦁ Import a budget from an Excel Spreadsheet using a web service.
⦁ Produce budgets that implement advanced features available in Workday.
⦁ Utilize budget reports.

Workday ® Education Page 66 of 205 Training Catalog

Learn Independent
Getting Started with Workday Touchpoints
Delivery Mode: Learn Independent
Audience: Business User, Functional Lead, Executive, and Implementer
Prerequisites:
Library:
Description:
This self-paced training helps prepare new and existing customers to make educated design and configuration decisions
during initial and subsequent deployments of Workday. This training consists of a mixture of Learn on-Demand videos,
expert interviews, and interactive exercises, which you can complete at your own pace. We start with the Workday
foundation basics--organizations and worktags, configurable security, business process, and reporting and analytics--
reviewing key product features and benefits, considerations for your initial and subsequent deployments, and how it all
ties together. Next, we provide an overview of Workday tenant architecture and our release process. Finally, we
demonstrate how to use the Workday Touchpoints Kit to identify touchpoints across the entire Workday product suite and
understand the key design considerations at these touchpoints. You will hear from Workday experts across the
ecosystem who will share their extensive field experience and you will have an opportunity to apply what you have
learned in a range of scenarios. At the end of this training, there is a required multiple choice test to ensure you have the
necessary knowledge to use the Workday Touchpoints Kit. You will be given 3 attempts to pass the test, and you must
score at least 80% to pass.
Completion of this training will give you access to the Workday Touchpoints Kit on the Workday Community.
Successful completion requires that all items in the training have been marked “complete” and that you pass the
test with a score of at least 80%.
Covered Topics:
⦁ Organizations and Worktags Basics
⦁ Configurable Security Basics
⦁ Business Process Framework Basics
⦁ Reporting and Analytics Basics
⦁ Mobile Overview
⦁ Workday Tenants & The Release Process
⦁ Workday Touchpoints Kit
Required Prerequisites: None;
Recommended Prerequisites: None
Please Note:
⦁ As you progress through the curriculum, if you are not being marked complete after completing a video, please refresh
your browser. In most cases this forces the system to recognize your completion.
⦁ Access to the Workday Touchpoints Kit will only be granted once you have successfully completed all items in the
training, including the test.
⦁ Further information on how to access the Kit will be sent to you via email once the training has been completed.
⦁ It will take up to 5 business days for your access to be processed.
⦁ The “Workday Touchpoints Kit” section is included in all Workday Pro tracks. Completion of a Workday Pro track will
also grant access to the Touchpoints Kit. Please view the Workday Pro FAQ for more information.
⦁
⦁

Learning Objectives:
⦁ Determine critical Touchpoints and design impacts in some example deployment scenarios.
⦁ Begin planning design of organizations and worktags.
⦁ Explain the components that make up the configurable security framework and how different group types provide
access to Workday content.
⦁ Consider key business process and reporting features and tools as you plan for your design and administration of
Workday.
⦁ Describe the different types of Workday tenants and how they are used.
⦁ Explain the Workday release process and how it impacts implementation.

Workday ® Education Page 67 of 205 Training Catalog

Learn Independent
Grants Management: Post Award - Learn Independent
Delivery Mode: Learn Independent
Audience: Business User
Prerequisites: Financials Fundamentals
Library:
Description:
Workday Grants Management is a modern grants management solution designed to enable you to manage the full
operational lifecycle of your institution's grants process. At its core, Grants Management is a contract management
application built on a cost accounting and billing engine, and provides you with the grant management tools to process all
of your award transactions.

This course covers the post-award fundamentals of Workday Grants Management. It begins with a brief introduction and
overview of Grants Management, followed by an in-depth look at how to configure Grants Management, and how to
create and manage an award.
Covered Topics:
⦁ Creating a Fund
⦁ Creating a Sponsor
⦁ Configuring Grants
⦁ Configuring Facilities and Administration
⦁ Creating Awards
⦁ Revenue Recognition, Spend, Billing, and Collection for Cost Reimbursable awards
⦁ Effort Certification
⦁ Reporting
Required Prerequisites: Financials Fundamentals
Important: Learn Independent training is completed online within the session dates. This course requires approximately
16 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All
course content must be completed by the end of the session to achieve a "Completed" status. Click here for more
information about Learn Independent training.

Learning Objectives:
⦁ Identify the features of grants management.
⦁ Configure the grants management features and implementation options.
⦁ Create and manage grant awards.

Workday ® Education Page 68 of 205 Training Catalog

Learn Independent
Inventory - Learn Independent
Delivery Mode: Learn Independent
Audience: Functional Lead and Implementer
Prerequisites: (Core Concepts - Learn Independent) OR (Financials Fundamentals) OR (Procure-to-Pay
Fundamentals) OR (Spend - Learn Independent)
Library:
Description:
This course provides you with an overview of Workday Inventory, and gives you a strong understanding of the inventory
foundational components. After completing this course, you will be able to perform setup of required data for the
Inventory functional area. The training details how to configure the basic setup of inventory locations, as well as providing
practical examples of how to track and manage inventory. Additionally, the advanced topics include material movements,
fulfillment, inventory costing and accounting, replenishment options, par inventory, counting, and reporting.
Covered Topics:
⦁ Configure inventory system elements
⦁ Track material movements
⦁ Initiate fulfillment
⦁ Generate inventory costing and accounting
⦁ Manage stock replenishment
⦁ Create par locations
Required Prerequisites: Financials Fundamentals, Procure-to-Pay, Spend - Learn Independent, or Core Concepts -
Learn Independent
Recommended Prerequisites: None
Important: Learn Independent training is completed online within the session dates. This course requires approximately
14 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All
course content must be completed by the end of the session to achieve a "Completed" status. Click here for more
information about Learn Independent training.

Learning Objectives:
⦁ Enter adjustments to stock value and levels.
⦁ Define and place inventory in stocking locations.
⦁ Move and transfer inventory between sites and/or stocking locations.
⦁ Value items using perpetual average costing method.
⦁ Replenish an inventory site and a par location.
⦁ Create an inventory count sheet, and complete a counting event.

Workday ® Education Page 69 of 205 Training Catalog

Learn Independent
Open Enrollment - Learn Independent
Delivery Mode: Learn Independent
Audience: Business User, Functional Lead, and Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This course will cover the configuration required to initiate, manage, and finalize the open enrollment process. This
course will also cover basic benefits setup required to prepare for open enrollment.
Covered Topics:
⦁ Introduction to Open Enrollment
⦁ Benefit Plan Configuration
⦁ Event Configuration
⦁ Enrollment Configuration Options
⦁ Process Open Enrollment
Required Prerequisites: None

Learning Objectives:
⦁ Define the stages of open enrollment
⦁ Configure a new benefit plan
⦁ Configure an enrollment event
⦁ Process open enrollment

Project Capitalization Fundamentals

Delivery Mode: Learn Independent
Audience: Business User, Functional Lead, Workday Administrator, and Implementer
Prerequisites:
Library:
Description:
This course will show you what is necessary to create and process a capital project in Workday. In some cases, the work
completed in a project results in the creation of capital goods. Those goods could be software, a physical building and so
on. Understanding how Workday processes capital projects is the purpose of this course.
Covered Topics:
⦁ Introduction to Capital Projects
⦁ Setup for Capital Projects
⦁ Capital Project Execution Tasks
⦁ Additional Capital Project Tasks
Important: Learn Independent training is completed online within the session dates. This course requires approximately
4 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All course
content must be completed by the end of the session to achieve a "Completed" status. Click here for more information
about Learn Independent training.
Required Prerequisites: None

Learning Objectives:
⦁ Explain the setup and configuration that is required for a capital project
⦁ Examine key areas of a project as they relate to capital projects
⦁ Execute tasks necessary for capital projects
⦁ Perform atypical tasks associated with the capital project, such as adjusting or changing assets

Workday ® Education Page 70 of 205 Training Catalog

Learn Independent
Project Fundamentals
Delivery Mode: Learn Independent
Audience: Functional Lead, Workday Administrator, and Implementer
Prerequisites:
Library:
Description:
The Projects Fundamentals class is intended for those who are responsible for creating, managing, and executing
internal project work. The Projects Fundamentals Learn Independent class will teach resource managers, project
managers, project administrators, project accountants, and others about how to staff projects, manage projects on a daily
basis, manage project budgets, and report on project costs.
Covered Topics:
⦁ Create and execute Projects in Workday
⦁ Find the right talent for your project at the right time
⦁ Manage the full workforce lifecycle of the project
⦁ Discover how Projects utilizes Workday's unified platform
⦁ Stay on top of project budgets and costs
Important: Learn Independent training is completed online within the session dates. This course requires approximately
15 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All
course content must be completed by the end of the session to achieve a ""Completed"" status. Click here for more
information about Learn Independent training.
Required Prerequisites: None

Learning Objectives:
⦁ Create and execute Projects in Workday
⦁ Find the right talent for your project at the right time
⦁ Manage the full workforce lifecycle of the project
⦁ Discover how Projects utilizes Workday's unified platform
⦁ Stay on top of project budgets and costs

Workday ® Education Page 71 of 205 Training Catalog

Learn Independent
Report Writer - Learn Independent
Delivery Mode: Learn Independent
Audience: Integration Lead
Prerequisites:
Library:
Description:
This Learn Independent course introduces you to the Workday Report Writer tool. You will learn how to leverage
Workday business objects and data sources to access the report data you need. Through a series of demonstrations and
hands-on activities, you will learn how to build custom reports to meet business requirements from various functional
areas. Custom reports allow you to analyze real-time data and can be used as the data source for outbound integrations.
High level topics include:
⦁ Basic navigation and Report Writer terminology
⦁ Business objects and report data sources
⦁ Standard and custom reports (Advanced report type)
⦁ Introduction to matrix reports
⦁ Sorting, filtering, grouping, and totaling data
⦁ Scheduling reports
⦁ Introduction to calculated fields
⦁ Report access and security
⦁ Report performance
Prerequisites: Report Writer is a prerequisite for several courses. Report Writer Learn Independent may not be taken
concurrently with any of those courses. The course start date must be after the Learn Independent end date. If you need
to complete a class in a short time period in order to register for a course that has Report Writer as a prerequisite, you
may consider the Report Writer Learn Virtual Offering.
Important: Learn Independent training is completed online within the session dates. This course requires approximately
15 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All
course content must be completed by the end of the session to achieve a "Completed" status. Click here for more
information about Learn Independent training.

Learning Objectives:
⦁ Create a custom report using the Advanced report type that filters, sorts, groups, and totals the data.
⦁ Create a basic matrix report that summarizes the data and uses drillable fields.
⦁ Use the tools in Workday to determine the appropriate business object and data source for a report.
⦁ Create a basic calculated field to display data from a related business object on a report.
⦁ Troubleshoot why a user cannot access a report or see certain data on the report.
⦁ Explain the performance considerations when creating a custom report.

Workday ® Education Page 72 of 205 Training Catalog

Learn Independent
Revenue Transactions - Learn Independent
Delivery Mode: Learn Independent
Audience: Business User
Prerequisites:
Library:
Description:
This course is designed to teach you how to perform the most common Accounts Receivable-related transactions in your
Workday Financials system. In this class, you will execute transactions that use Workday business processes. Some
awareness of the underlying workings and configuration of Workday is provided, although kept to a minimum. This one-
day course will consist of lecture and demonstrations made available via the recorded videos and individual hands-on
activities.
Covered Topics:
⦁ Navigation and Core Concepts
⦁ Organizations and Worktags
⦁ Account Posting Rules
⦁ Customers
⦁ Customer Invoices
⦁ Customer Receipts
⦁ Customer Contracts
⦁ Collections
⦁ Reporting
Important: Learn Independent training is completed online within the session dates. This course requires approximately
7 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All course
content must be completed by the end of the session to achieve a "Completed" status. Click here for more information
about Learn Independent training.
Required Prerequisites: None

Learning Objectives:
⦁ Navigate the Workday system.
⦁ Describe the core concepts associated with the Workday solution.
⦁ Explain key concepts such as organizations and worktags.
⦁ Perform revenue-related transactions in the Workday system.
⦁ Perform settlement for revenue-related transactions processed in Workday.

Workday ® Education Page 73 of 205 Training Catalog

Learn Independent
Spend - Learn Independent
Delivery Mode: Learn Independent
Audience: Workday Administrator
Prerequisites: (HCM Fundamentals) OR (Financials Fundamentals) OR (Core Concepts - Learn Independent)
Library:
Description:
After completing this course, you will be able to perform setup of required data for the Procurement functional area. The
training will detail how to configure the basic setup of suppliers as well as advanced options such as requisitions,
invoices, business assets, and reporting.
Covered Topics:
⦁ Configure suppliers and supplier contracts
⦁ Process procurement for goods, services, and contingent labor
⦁ Manage supplier invoices
⦁ Manage spend
⦁ Manage business asset
⦁ Configure spend reporting
Required Prerequisites: Financials Fundamentals or HCM Fundamentals or Core Concepts - Learn Independent
Recommended Prerequisites: None
Important: Learn Independent training is completed online within the session dates. This course requires approximately
16 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All
course content must be completed by the end of the session to achieve a "Completed" status. Click here for more
information about Learn Independent training.

Learning Objectives:
⦁ Procurement and supplier management
⦁ Requisitioning goods and services
⦁ Request for quote
⦁ Supplier invoice matching
⦁ Supplier invoicing
⦁ Banking and settlement of payments
⦁ Register and assign accounting
⦁ Manage reports and analytics

Spend Transactions - Learn Independent

Delivery Mode: Learn Independent
Audience: Business User
Prerequisites:
Library:
Description:
Designed for an end-user that will be very hands-on in the Workday financial system and process transactions on a daily
basis, this class presents how to perform Spend Transactions in Workday. This class includes both tasks and business
processes necessary to successfully utilize Workday on a day-to-day basis, such as creating supplier invoices and
adjustments, creating recurring supplier invoices, creating settlement runs to pay supplier invoices and more. Core
Workday concepts are covered, yet the main focus is on navigating the system and executing transactions in Workday.
The class includes lectures, demonstrations and many hands-on activities.
Required Prerequisites: None

Learning Objectives:
⦁ Explain the Workday solution including core concepts
⦁ Navigate the Workday system
⦁ Create supplier invoices and adjustments
⦁ Create recurring supplier invoices
⦁ Creating settlement runs to pay the supplier invoices

Workday ® Education Page 74 of 205 Training Catalog

Learn Independent
Using Workday to Implement New Revenue Recognition Standards - Learn Independent
Delivery Mode: Learn Independent
Audience: Business User and Functional Lead
Prerequisites:
Library:
Description:
This course will help users of Workday more easily transition to the new ASC 606 accounting standards.
Required Prerequisites: None

Learning Objectives:
⦁ Provide an overview of the new revenue recognition changes.
⦁ Review the process behind Workday contracts and revenue recognition.
⦁ Work with usage- and subscription-based contracts.
⦁ Work with variable line types in contracts.
⦁ Link contracts.
⦁ Define alternate contracts.
⦁ Satisfy dual reporting requirements.
⦁ Perform the contract amendment process.
⦁ Perform multiple element revenue allocation.
⦁ Perform fair value revenue allocation.
⦁ Perform scenario modeling.

Workday Learning Fundamentals - Learn Independent

Delivery Mode: Learn Independent
Audience: Workday Administrator
Prerequisites:
Library:
Description:
Workday Learning is Workday’s non-traditional answer to the traditional learning management system (LMS). This Learn
Independent course focuses on Workday Learning’s Administrative functions and general use. In addition, it provides the
tools to help customers use the robust functionality and access assistance in transforming their traditional Learning and
Delivery organizations to a more fluid model. This learn independent course uses conceptual presentations, recorded
demonstrations, hands-on activities, and knowledge checks to convey and affirm information.

Required Prerequisites: None

Learning Objectives:
Topics:
⦁ An overview of the key features and functionality
⦁ Basic learning elements such as topics, lessons, courses, and surveys
⦁ Advanced learning elements such as campaigns, mass enrollments, and waitlists
⦁ Self-service functionality such as enrolling, dropping, commenting, and rating courses
⦁ Dashboards, worklets, and sliders
⦁ Instructor and Manager functionality
⦁ Basic Media Management Guidelines (high-level only)
⦁ Basic security elements (high-level only)
⦁ Peer-learning options and resources
⦁ Standard learning-focused reports and additional support resources

Workday ® Education Page 75 of 205 Training Catalog

Learn Independent
Worker Trending - Learn Independent
Delivery Mode: Learn Independent
Audience: Integration Lead and Functional Lead
Prerequisites: (HCM Fundamentals) OR (Report Writer) OR (Report Writer - Learn Independent) OR (Report
Writer - OSV)
Library:
Description:
Workday HCM offers the capabilities of an HCM data warehouse via the Trended Workers data source. By tapping into
this resource, you can report on snapshots of worker data from prior periods and track metrics such as hires and
terminations over a period of time. This course will cover the features of the Trended Workers data source, requirements
for enabling worker trending, and configuration steps for calculating additional metrics such as turnover rate and span of
control. Upon completion of this training, participants will be able to use trended data to perform time series analysis of
worker data.
Covered Topics:
⦁ Trended Workers data source
⦁ Tenant configuration
⦁ Workday-delivered trending reports
⦁ Metrics and calculations
⦁ Worklets and dashboards
⦁ Trending for other use cases
Important: Learn Independent training is completed online within the session dates. This course requires approximately
6 hours of work. Please note that additional time will NOT be allotted to complete work after the session ends. All course
content must be completed by the end of the session to achieve a "Completed" status. Click here for more information
about Learn Independent training.
Required Prerequisites: Report Writer

Recommended Prerequisites: Advanced Reporting and Analytics

Learning Objectives:
⦁ Demonstrate an understanding of the Trended Workers data source.
⦁ Configure the tenant for Worker Trending.
⦁ Perform time series analysis using Workday-delivered trending reports.
⦁ Create custom trending reports to calculate metrics such as turnover rate.
⦁ Configure dashboard reports for an executive audience.
⦁ Compare Worker Trending reports to other Trending reports.

Workday ® Education Page 76 of 205 Training Catalog

Learn On-Demand
Absence Management Overview (Free)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Free Library and Payroll/Absence/Time Tracking Library
Description:
In this course, we’ll provide an overview of Workday’s Absence Management solution. You’ll learn how workers request
an absence event, as well as how Workday’s reporting capability, configurable business process framework and
calculation engine drive absence functionality. You’ll also gain insight into how Absence Management intersects with
other Workday product areas, such as Payroll, Time Tracking, and Projects to create a unified solution.
Covered Topics:
⦁ Absence Management Overview
⦁ Request Absence
⦁ Time and Absence Manager Dashboard
⦁ Absence Calculation Engine and Eligibility Rules
⦁ Touchpoints
Required Prerequisites: None

Learning Objectives:
⦁ Review Absence Management in Workday
⦁ View Time Off and Leave of Absence Requests
⦁ Discuss Absence Management Business Processes and Reports
⦁ Illustrate Absence Touchpoints

Absence Management: Adjusting and Overriding Accruals (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
Accrual adjustments allow you to add to or subtract from an employee's standard accrual, while overrides are used to
replace the standard accrual calculation. This training introduces common use cases and explains the prerequisites.
Upon completion of this curriculum, you will be able to enter an accrual adjustment and an accrual override. This training
also demonstrates how to adjust or override an accrual for which an employee is not eligible.
Covered Topics:
⦁ Overview of Accrual Adjustments and Overrides
⦁ Enter and Verify an Accrual Adjustment
⦁ Enter and Verify an Accrual Override
⦁ Modify Accruals for Employees without Eligibility
⦁ Important Considerations for Accrual Modifications

Learning Objectives:
⦁ Discuss an Overview of Accrual Adjustments and Overrides
⦁ Enter and Verify an Accrual Adjustment
⦁ Enter and Verify an Accrual Override
⦁ Modify Accruals for Employees without Eligibility
⦁ Review Important Considerations for Accrual Modifications

Workday ® Education Page 77 of 205 Training Catalog

Learn On-Demand
Absence Management: Building a Time Off Plan (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library and Payroll/Absence/Time Tracking Library
Description:
This course contains one job aid and three demonstrations that take you through the process of building a time off plan.
In this training, you will learn the key differences between Time Off and Leave, gain insight into Time Off Plan
prerequisites, learn how to create a Calculation, an Accrual, and a Time Off, in order to configure a unique Time Off Plan,
and then view the end results of your configured plan.
Covered Topics:
⦁ Differentiating Between Time Off and Leave
⦁ Time Off Plan Prerequisites
⦁ Generate Time Off Plan
⦁ Time Off Plan Requirement End Result

Learning Objectives:
⦁ Discuss Time Off Plan Prerequisites
⦁ Create a Time Off Plan
⦁ Review a Time Off Plan Requirement End Result

Absence Management: Configurable Balance Calendar for Employee Leave of Absence (Subs
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library and Payroll/Absence/Time Tracking Library
Description:
This course will provide training around the Configurable Leave Balance Calendar as it relates to the setting up your
leaves of absence. You'll learn how the Leave Balance Calendar Start and End Date fields operate and drive the Balance
Calendar.
Covered Topics:
⦁ Understanding a Balance Calendar
⦁ Configuring a Leave Balance Calendar-Demonstrations
Required Prerequisites: None

Learning Objectives:
⦁ Review a Balance Calendar
⦁ Configure a Leave Balance Calendar

Workday ® Education Page 78 of 205 Training Catalog

Learn On-Demand
Absence Management: Coordinated Leaves of Absence (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library and Payroll/Absence/Time Tracking Library
Description:
This course will cover the purpose and appropriate configuration of coordinated leaves of absence.
Required Prerequisites: None

Learning Objectives:
⦁ Define coordinated leaves
⦁ Configure two coordinated leaves
⦁ Place worker on both leaves
⦁ View the leave results for worker

Absence Management: Overriding Time Off Plan Balances (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
This training explains how time off plan overrides can be used to replace the calculated balance for a time off plan. It
outlines the prerequisites and also includes important considerations regarding overrides. Upon completion of this
training, you will be able to enter an override and verify that is has been successfully executed.
Covered Topics:
⦁ Override Balances: Use Cases
⦁ Enter and Verify an Override

Learning Objectives:
⦁ Review Override Balances: Use Cases
⦁ Enter and Verify an Override

Absence Management: Termination Process (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
Would you like to minimize the amount of time spent paying out time off balances for terminated employees? Discover
how to configure the termination business process and time off plans to zero out balances. In addition to this function, the
termination adjustment process automatically accounts for changes made to the time off after the adjustment has been
created.
Covered Topics:
⦁ Termination Process Tasks and Considerations
⦁ Termination Adjustment Results
Required Prerequisites: None

Learning Objectives:
⦁ Review Termination Process Tasks and Considerations
⦁ Demonstrate Termination Adjustment Results

Workday ® Education Page 79 of 205 Training Catalog

Learn On-Demand
Absence Management: Transferring Time Off Plan Balances (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
This training reviews the process of transferring an employee's balance from one time off plan to another as part of a
staffing movement.
Covered topics:
Explain when to transfer a balance from one time off plan to another
Configure Change Job business process for balance transfer
Configure a Unit of Time Conversion Calculation
Update a time off request
Execute a balance transfer between time off plans
View the results of a balance transfer
Required Prerequisites: None

Learning Objectives:
⦁ Explain when to transfer a balance from one time off plan to another
⦁ Configure Change Job business process for balance transfer
⦁ Configure a Unit of Time Conversion Calculation
⦁ Update a time off request
⦁ Execute a balance transfer between time off plans
⦁ View the results of a balance transfer

Absence Report Data Sources and Reporting Tips

Delivery Mode: Learn On-Demand
Audience: Business User, Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
Gain an understanding of Absence reporting with this job aid. This training discusses the delivered Xpresso and standard
reports for Time Off and Leave of Absence information. Additional reports and data sources have also been provided for
reporting on setup data.
Required Prerequisites: None

Learning Objectives:
Gain an understanding of reporting on Absence data sources based on Xpresso and standard reports that are commonly
used.

Workday ® Education Page 80 of 205 Training Catalog

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Academic Affiliate Appointees (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Education/Government Library
Description:
Academic Affiliates give you the ability to track appointments for workers that do not have an employment relationship
with your institution. This series will look at the core functionality of academic affiliates.
Covered Topics:
⦁ Introduction to Workday Academic Affiliate
⦁ Add, Update, and End an Affiliate Appointment
⦁ Affiliate Reporting
Required Prerequisites: None

Learning Objectives:
⦁ Gain an introductory understanding of Workday Academic Affiliates
⦁ Add, Update, and End an Affiliate Appointment
⦁ Gain an awareness of different Affiliate Reporting tools

Academic Appointments: Configure (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Education/Government Library and HCM Core Library
Description:
Academic Appointments allow you to track an academic employee's time at your University. This training covers how to
configure academic appointments for your institution. This curriculum consists of one presentation and two
demonstrations.

Covered Topics:
⦁ Academic Appointments Overview
⦁ Academic Appointments Configurations
⦁ Academic Units and Unit Hierarchies Configurations
Required Prerequisites: None

Learning Objectives:
⦁ Gain an overview understanding of Academic Appointments
⦁ Configure Academic Appointments
⦁ Configure Academic Units and Unit Hierarchies

Workday ® Education Page 81 of 205 Training Catalog

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Academic Appointments: Manage (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Education/Government Library and HCM Core Library
Description:
Academic Appointments allow you to track an academic employee's time at your University. This training covers how to
manage academic appointments for your institution post go-live. This curriculum consists of four demonstrations.

Covered Topics:
⦁ Add Academic Appointments
⦁ Update Academic Appointments
⦁ End Academic Appointment Track
⦁ Academic Appointments Reports
Required Prerequisites: None

Learning Objectives:
⦁ Add Academic Appointments
⦁ Update Academic Appointments
⦁ End Academic Appointment Track
⦁ Recognize Academic Appointments Reports

Academic Pay: Configure (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Education/Government Library
Description:
In this training, we will review how to configure the payment of employees who receive annual salaries, yet work fewer
than 12 months in a year. This curriculum consists of one overview presentation and 4 demonstrations.
Covered Topics:
⦁ Academic Pay Overview
⦁ Academic Pay Periods
⦁ Academic Pay Eligibility
⦁ Academic Pay Compensation and Earnings
⦁ Academic Pay FTE Dimensions
Required Prerequisites: None

Learning Objectives:
⦁ Gain an overview understanding of Academic Pay
⦁ Configure Academic Pay Periods
⦁ Configure Academic Pay Eligibility
⦁ Configure Academic Pay Compensation and Earnings
⦁ Configure Academic Pay FTE Dimensions

Workday ® Education Page 82 of 205 Training Catalog

Learn On-Demand
Academic Pay: Manage (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Executive
Prerequisites:
Library: Education/Government Library and HCM Core Library
Description:
In this training, we will review how to manage the payment of employees who receive annual salaries, yet work fewer than
12 months in a year. We will assign Academic Pay on a hiring event and look at Academic Pay reports. This curriculum
consists of 2 demonstrations.
Covered Topics:
⦁ Assign Academic Pay
⦁ Access Academic Pay Reports
Required Prerequisites: None

Learning Objectives:
⦁ Assign Academic Pay
⦁ Access Academic Pay Reports

Adding Reports to a Business Process (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
In this course, you will learn how to add reports to a 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
Required Prerequisites: None

Learning Objectives:
⦁ Edit a Business Processes
⦁ Add a Report to a Business Process
⦁ Add a To Do Item
⦁ Configure a Report Step
⦁ Run a Business Process

Workday ® Education Page 83 of 205 Training Catalog

Learn On-Demand
Additional HCM Organizations (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Implementer
Prerequisites:
Library: Financials Library and HCM Core Library
Description:
After viewing this course, you’ll be able to identify other types of organizations used in Workday, explain what a location is
and create one, define and create a custom organization, explain organization assignments, and demonstrate how to
change organization assignments.
Covered topics:
⦁ Identify other types of organizations used in Workday.
⦁ Explain what a location is and create one.
⦁ Define and create a custom organization.
⦁ Explain organization assignments.
⦁ Demonstrate how to change organization assignments.
Required Prerequisites: None

Learning Objectives:
⦁ Define and create a location.
⦁ Understand the difference between a custom organization and a custom worktag
⦁ Configure a custom organization.
⦁ Identify the different ways organization can be assigned to a worker.

Additional Job / International Assignments (Benefits) (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This Job Aid will discuss how to assign an additional job or international assignment to employees and how they can
enroll in benefit plans, while on an international assignment.
Covered Topics:
⦁ Edit Tenant Setup for Additional Jobs
⦁ Required Configuration
⦁ Business Processes
⦁ Enrollment Events
⦁ Eligibility Rules
⦁ Benefit Coverage Type
⦁ Enrolling in New Plans
Required Prerequisites: None

Learning Objectives:
⦁ Review required Tenant Setup for Additional Jobs and International Assignments
⦁ Explain benefits available to employees on international assignments

Workday ® Education Page 84 of 205 Training Catalog

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Adobe Sign (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
Sign documents securely in the cloud using Adobe Sign integration.
Covered Topics:
⦁ Adobe Sign Overview
⦁ Edit Tenant Setup Configuration
⦁ Configuring Document Step
⦁ Run and Test Results
⦁ Required Prerequisites: None
⦁

Learning Objectives:
⦁ Explain benefits of Adobe Sign
⦁ List requirements to use Adobe Sign
⦁ Modify The Document Review Step
⦁ Generate An Offer Letter
⦁ E-Sign A Document
⦁ View Signed Documents

Advanced Competency Management (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This course presents an overview of the Advanced Competency Management functionality delivered in Workday.
Advanced Competency Management covers a broad range of enhancements supporting frameworks from third party
vendors, and enables both simple and advanced competency models as required by large, multi-national organizations.
Covered topics:
⦁ Competency Classes & Categories
⦁ Proficiency Rating Scales
⦁ Level-based Behavioral Indicators
⦁ Employee Review Integration
⦁ Required Prerequisites: None

Learning Objectives:
⦁ Ascertain Competency Classes & Categories concepts
⦁ Configure Proficiency Rating Scales
⦁ Explain Level-based Behavioral Indicators
⦁ Examine Employee Review Integration

Workday ® Education Page 85 of 205 Training Catalog

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Advanced Report Writer: Analytic Indicator Overview (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
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? Analytic indicators are used in Workday to visually categorize and illustrate data, indicate status,
display ratings, and monitor thresholds. This training will cover the various indicators that are available to you, and
provide the steps to set up your own indicators using real world examples.
Covered topics:
⦁ Configuring an analytic indicator
⦁ Analytic Indicator Overview
Required Prerequisites: None

Learning Objectives:
⦁ Configure an Analytic Indicator
⦁ Review Analytic Indicators

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

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
This Advanced Report Writer curriculum will demonstrate how to create alerts and notifications from Workday standard
reports.
Covered topics:
⦁ Alerts and notifications
⦁ Configuring prompt defaults
⦁ Configuring alerts
⦁
Required Prerequisites: None

Learning Objectives:
⦁ Review alerts and notifications
⦁ Configure prompt defaults
⦁ Configure alerts
⦁

Workday ® Education Page 86 of 205 Training Catalog

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Advanced Report Writer: Creating Custom Worklets (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
A worklet is a report that can be displayed in a "tile" on Workday home pages and provides quick access to frequently
referenced data and tasks. As a tiny custom report, they are a convenient way to share information within your
organization. This course is designed for Workday users who wish to create custom reports for distribution as worklets.
Completion of the Workday Report Writer Overview is strongly recommended.
Covered topics:
⦁ Build a Custom Report
⦁ Deploy a Custom Worklet
Required Prerequisites: None

Learning Objectives:
⦁ Build a Custom Report
⦁ Deploy a Custom Worklet

Advanced Report Writer: Filters and Multi Value Fields (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
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:
⦁ Report Objects
⦁ Multi-value fields
⦁ Using filters in reports
Required Prerequisites: None

Learning Objectives:
⦁ Discuss Report Objects
⦁ Review Multi-value fields
⦁ Use filters in reports

Workday ® Education Page 87 of 205 Training Catalog

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Advanced Report Writer: Scheduling Reports and the W: Drive (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
Report scheduling is a powerful productivity tool that employs Workday's background processing to run and store reports
on the W: Drive. This curriculum will teach you to use the W: Drive to manage all your Workday and custom reports.
Covered topics:
⦁ Reports and the W: drive
⦁ Report scheduling
⦁ Using data variables
⦁ Accessing report output
⦁ Required Prerequisites: None

Learning Objectives:
⦁ Discuss Reports and the W: drive
⦁ Review Report scheduling
⦁ Use data variables
⦁ Access report output
⦁

Advanced Report Writer: Sharing and Security (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
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:
⦁ Sharing and Data Source Security Basics
⦁ Sharing and Security Within Reports
Required Prerequisites: None

Learning Objectives:
⦁ Review Sharing and Data Source Security Basics
⦁ Discuss Implementation of Sharing and Security Within Reports

Workday ® Education Page 88 of 205 Training Catalog

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Advanced Report Writer: Web Services (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
Want to create custom reports and expose those reports to applications outside of the Workday system? This
presentation will demonstrate how to publish a custom report as a web service. Designed for Workday users who wish to
create custom reports and expose those reports to applications outside of the core Workday system. Completion of the
Workday Report Writer Overview is strongly recommended.
Covered topics:
⦁ Web services basics
⦁ Expose the REST URL
⦁ Access a URL
⦁ Objects and Instance IDs
Required Prerequisites: None

Learning Objectives:
⦁ Web services basics
⦁ Discuss how to expose the REST URL
⦁ Access a URL
⦁ Review Objects and Instance IDs

Application Cohorts and Pools (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead and Functional Lead
Prerequisites:
Library: Education/Government Library
Description:
Admissions Cohorts and Application Pools are used in Workday to ease application processing by grouping and
organizing applications among admissions counselors.
Covered Topics
⦁ Admissions Cohorts, Application Pools, and Eligibility Rules Overview
⦁ Create Admissions Cohorts
⦁ Create Application Pools and Assign Eligibility Rules
Required Prerequisites: None

Learning Objectives:
⦁ Admissions Cohorts, Application Pools, and Eligibility Rules Overview
⦁ Create Admissions Cohorts
⦁ Create Application Pools and Assign Eligibility Rules

Workday ® Education Page 89 of 205 Training Catalog

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Application Requirements (Subscription)
Delivery Mode: Learn On-Demand
Audience: Functional Lead
Prerequisites:
Library: Education/Government Library
Description:
Application Requirements allow you to indicate additional items that must be submitted in order to complete an
application for a particular Academic Unit, level, and date range.
In this course, we’ll provide an overview for Application Requirements, and show how they are used in Workday. In
addition, we’ll cover how to create Engagement Action Items and Eligibility Rules for Application Requirements, and how
to automatically and manually complete or waive requirements. Finally, how to create Ad Hoc Application Requirements.
Required Prerequisites: None

Learning Objectives:
* Provide a definition of Application Requirements * Describe how Application Requirements could be used * Explain
Application Requirement inheritance * Provide a definition of Eligibility Rules * Explain how Eligibility Rules are used in
assigning requirements to applications * Create an Engagement Action Item * Create an Eligibility Rule * Create an
Application Requirement * Demonstrate where Application Requirements appear on an application to illustrate how
Eligibility Rules work and to show inheritance * Demonstrate how to add an ad-hoc requirement

Asset Books (Subscription)

Delivery Mode: Learn On-Demand
Audience: Business User and Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Asset Books are necessary to generate accurate asset accounting. In this course, you will learn how to create and
maintain asset books in Workday.
Covered Topics:
Asset Book Overview
Create and add an Asset Book to a Company
Set up a Depreciation Profile
Create a Spend Category
Maintain Asset Book Rules
Editing Account Posting Rules
Maintain spend categories
Pulling it all together
Required Prerequisites: None

Learning Objectives:
⦁ Define capital assets
⦁ Define depreciation
⦁ Define the purpose of an asset book
⦁ Explain the reason for non-accounting asset books
⦁
⦁ Add an asset book to a company
⦁ Examine depreciation profiles
⦁ Maintain spend categories
⦁ Maintain asset book rules

Workday ® Education Page 90 of 205 Training Catalog

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Asset Tracking Lifecycle Events and Reports (Subscription)
Delivery Mode: Learn On-Demand
Audience: Business User and Workday Administrator
Prerequisites:
Library: Financials Library
Description:
In this job aid, you will learn how to assign the role of Business Asset Tracking Specialist to a worker. You will also learn
about the four main events in the life cycle of an asset, and what reports you can use in Workday to track assets.
Required Prerequisites: None

Learning Objectives:
⦁ Explain Workday’s approach to Asset Tracking
⦁ Identify the key Asset configurations needed for HCM
⦁ Perform Asset Tracking lifecycle tasks
⦁ Report on a Worker’s Assets

Asset Tracking Overview (Free)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Financials Library and Free Library
Description:
Workday has a unique view on Business Assets where the business asset accounting is separate from the business
asset tracking. Whether the asset is a zero cost item or an item that is of substantial in value, Workday provides the
ability to physically track an asset. In this course you will learn about Business Assets Tracking, how to configure, and
how it is used in business.
Covered Topics:
⦁ Explaining Workday's approach to Asset Tracking
⦁ Identify the key Asset Configurations needed for HCM
Required Prerequisites: None

Learning Objectives:
⦁ Explain Workday’s approach to Asset Tracking
⦁ Identify the key Asset configurations needed for HCM
⦁ Perform Asset Tracking lifecycle tasks
⦁ Register an Asset
⦁ Issue to a Worker
⦁ Transfer or dispose an asset
⦁ Report on a Worker’s Assets

Workday ® Education Page 91 of 205 Training Catalog

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Benefits: Benefit Eligibility Rules for Passive Events (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This training will discuss Benefit Plans and Eligibility Rules.
Covered Topics:
⦁ Benefit Eligibility Rules Overview
⦁ Create a Benefit Eligibility Rule
⦁ Create a Benefit Plan and Edit Plan Definition
Required Prerequisites: None

Learning Objectives:
⦁ Identify Benefit Eligibility Rules
⦁ Create a Benefit Eligibility Rule
⦁ Create a Benefit Plan and Edit Plan Definition

Benefits: Coordination of Events (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
How does Workday process multiple benefit events for one employee? This course will explain the logic behind
coordination of events, detailing several common scenarios. You will learn how events entered on separate dates are
processed differently depending on coverage type and the order in which they were submitted. You will learn how a
hybrid event is created, and finally, the implications associated with preventing events from being reprocessed.
Covered Topics:
⦁ Two Events, Different Dates
⦁ Do Not Reprocess Options
⦁ Hybrid Events
Required Prerequisites: None

Learning Objectives:
⦁ Identify how Two Events with Different Dates are processed
⦁ Determine Do Not Reprocess Options
⦁ Explain how a Hybrid Event is created

Workday ® Education Page 92 of 205 Training Catalog

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Benefits: Dependent Event Configuration (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
In this course, we'll discuss Dependent Event configuration. We'll review how the Dependent Event Business Process
works, how to setup security for the Business Process, and leverage the Change Benefit Elections sub-process. Using
the Dependent Event business process, we'll show how to add a dependent to an employee's list of eligible dependents.

Required Prerequisites: None

Learning Objectives:
⦁ Deploy security configurations for the Dependent Event Business Process
⦁ Use Business Process Security to control how a dependent event business process is run in Workday
⦁ Identify options for configuring a Business Process when employees add dependents in Workday

Benefits: Open Enrollment Checklist (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This Job Aid 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:

⦁ Benefits: Open Enrollment Checklist

Required Prerequisites: None

Learning Objectives:
⦁ Learn how to set up and deploy Open Enrollment in the Workday system
⦁ identify key considerations as you prepare for open enrollment in the coming benefit plan year

Workday ® Education Page 93 of 205 Training Catalog

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Benefits: Open Enrollment Processing (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This Job Aid is designed to assist Benefits professionals with the set up and deployment of Open Enrollment in the
Workday system. It provides detailed information on the multiple tasks that comprise the Open Enrollment process, with
the assumption that your benefit plans, plan year definitions and open enrollment events have been setup in your
Workday system.

Covered Topics:
⦁ Review of the Open Enrollment Process
⦁ Security Considerations
⦁ Managing Enrollments
⦁ Close and Finalize Open Enrollments
⦁ Ability to Extend Open Enrollment
Audience: Benefits Team, Partners, Benefits Business Analysts, Workday Administrators
Required Prerequisites: None

Learning Objectives:
⦁ Review of the Open Enrollment Process
⦁ Identify Security Considerations
⦁ Managing Enrollments
⦁ Close and Finalize Open Enrollments
⦁ Be able to Extend Open Enrollment

Benefits: Passive Events Enrollment Events (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This training discusses enrollment event types, benefit event types and enrollment event rules.
Covered Topics:
⦁ Passive Events Enrollment Events
⦁ Create a Benefit Event Type
⦁ Edit an Enrollment Event Rule
Required Prerequisites: None

Learning Objectives:
⦁ Explain Passive Events Enrollment Events
⦁ Create a Benefit Event Type
⦁ Edit an Enrollment Event Rule

Workday ® Education Page 94 of 205 Training Catalog

Learn On-Demand
Benefits: Passive Events Introduction (Free)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Free Library and HCM Core Library
Description:
This course is designed to assist Benefits professionals with an overview of passive events. Designed for anyone with
broad responsibility for Workday Benefits. General familiarity with Workday navigation is recommended.
Covered Topics:
⦁ What is a Passive Event?
⦁ Business Process for Passive Event
⦁ Who can do what?
⦁ Steps to Set Up and Schedule a Passive Event
Required Prerequisites: None

Learning Objectives:
⦁ Learn what a Passive Event is
⦁ Review the Business Process for Passive Events
⦁ Identify steps to Set Up and Schedule a Passive Event
⦁

Benefits: Passive Events Rules (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This course will review how to create Passive Event Rules, and how to schedule a Passive Event.
Covered Topics:
⦁ Create a Passive Event Rule
⦁ Schedule a Passive Event
Required Prerequisites: None

Learning Objectives:
⦁ Create a Passive Event Rule
⦁ Schedule a Passive Event

Workday ® Education Page 95 of 205 Training Catalog

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Bonus Plan and Bonus Process (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
In this training, we'll review the configurable components of a bonus plan, how to create a bonus plan, and the bonus
process at a high level.
Covered Topics:
⦁ Overview of the Bonus Plan Configuration Components
⦁ Compensation Matrix
⦁ Create Time Proration and Waiting Period Rules
⦁ Scorecards and Modifiers
⦁ Create a Bonus Plan
⦁ Processing a Bonus Event
Required Prerequisites: None

Learning Objectives:
In this training, we'll review the configurable components of a bonus plan, how to create a bonus plan, and the bonus
process at a high level.
Covered Topics:
⦁ Overview of the Bonus Plan Configuration Components
⦁ Compensation Matrix
⦁ Create Time Proration and Waiting Period Rules
⦁ Scorecards and Modifiers
⦁ Create a Bonus Plan
⦁ Processing a Bonus Event

Budget To Actuals Reporting (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
The Budget to Actuals Report Data Source can help you to keep track of your commitments, obligations, and remaining
budget. Learn how to use the Budget to Actuals RDS to create custom reports using Report Writer.
Covered Topics:
⦁ Manager Budgetary Balance Report
⦁ Budget to Actuals RDS
⦁ Creating Custom Budget to Actuals Reports in Report Writer
⦁
Required Prerequisites: None

Learning Objectives:
⦁ Run the Manager Budgetary Balance Report.
⦁ Examine the Budget to Actuals Report Data Source.
⦁ Create a Custom Budget to Actuals Reports in Report Writer
⦁

Workday ® Education Page 96 of 205 Training Catalog

Learn On-Demand
Budgetary Control (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Do you want to learn more about tools that can help you to manage your budget? Find out how the Check Budget
business process controls spending on procurement and payroll in your organization.
Covered topics:
⦁ Use cases for budgetary control
⦁ Accounting
⦁ Ledger setup
⦁ Business process configurations
⦁ Budget check options
Required Prerequisites: None

Learning Objectives:

⦁ Identify use cases for budgetary control.

⦁ Review Accounting and Ledger setup.
⦁ Create business process configurations.
⦁ Explore budget check options.
⦁

Budgetary Control for Procurement (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Are you looking for tools to help you control procurement costs? Budgetary Control for Procurement will show you how to
use the Check Budget business with Workday Procurement to manage spend.
Covered Topics:
⦁ Commitment Accounting in Procurement
⦁ Budget Check Warnings
⦁ Check Budget Business Processes
Required Prerequisites: None

Learning Objectives:
⦁ Commitment Accounting in Procurement
⦁ Budget Check Warnings
⦁ Check Budget Business Processes

Workday ® Education Page 97 of 205 Training Catalog

Learn On-Demand
Budgets with Amendments and Approvals (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
This presentation will discuss using budgets with amendments and approvals.
Covered Topics:
⦁ Creating a Budget Structure
⦁ Submitting a Budget
⦁ Creating a Budget Amendment
⦁ Viewing Budget Reports
⦁ Finding Budget Amendments
Required Prerequisites: None

Learning Objectives:
⦁ Create a Budget Structure.
⦁ Submit a Budget.
⦁ Create a Budget Amendment.
⦁ View Budget Reports.
⦁ Find Budget Amendments.

Budgets without Amendments and Approvals (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
This presentation will discuss how to create a budget that will not require amendments and approvals.

Covered Topics:
⦁ Budget Overview
⦁ Demonstrate how to create and edit a budget structure
⦁ Demonstrate how to create a budget template
⦁ Budget restrictions
Required Prerequisites: None

Learning Objectives:
⦁ Review of Budgets in Workday.
⦁ Create and edit a budget structure.
⦁ Create a budget template.
⦁ Examine Budget restrictions.

Workday ® Education Page 98 of 205 Training Catalog

Learn On-Demand
Building a Leave Type (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
This video will define leaves of absence and describe the important components that make up their configuration. It will
then walk you through the process of setting up a leave of absence and show you how to test your configuration.
Covered Topics:
⦁ Differentiating Between Time Off and Leave
⦁ Leave Types Overview
⦁ Building and Configuring a Leave Type
Required Prerequisites: None

Learning Objectives:
•Define a leave type •Describe the differences in functionality between a leave type and a time off plan •Define the four
main components of a leave type: Entitlement, Balance Calendar, Leave of Absence Rules, Leave Family •Configure a
leave type •Test configuration by placing an employee on leave •Run the Leave Results for Worker report

Building Calculations Using the Calculation Engine (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
The calculation engine is a powerful in-system utility used to derive various Payroll and Absence related values such as
hourly rates and accruals in Workday.
This video will introduce you to the power of the calculation engine and walk you through the creation and configuration of
calculations in Payroll and Absence Management.
Required Prerequisites: None

Learning Objectives:
• Demonstrate building a Payroll calculation • Demonstrate building an Absence calculation • Nest an Absence calculation
by adding a Lookup table • Test the nested calculation by reviewing a worker's View Time Off Results by Period report

Workday ® Education Page 99 of 205 Training Catalog

Learn On-Demand
Business Assets Overview (Free)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Executive
Prerequisites:
Library: Financials Library and Free Library
Description:
In this curriculum, we'll look at how Workday can help you to manage your organization's assets. We've also included a
list of all of the training available on Assets in Workday.
Covered topics:
⦁ Asset Books
⦁ Asset Registration
⦁ Pooled Assets
⦁ Composite Assets
⦁ Asset Lifecycles
⦁ Roles
⦁ View Assets
⦁
Required Prerequisites: None

Learning Objectives:
⦁ Explore Asset Books & Registration
⦁ Explore Pooled & Composite Assets
⦁ Explore Asset Life cycles

Business Process Event: Understanding the Full Process Record (Free)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Free Library and HCM Core Library
Description:
Have you experienced a business process event that stalled unexpectedly? Or found that a Workfeed task or e-mail
notification was not received? Learn how to troubleshoot these common issues using the Full Process Record of a
Business Process Event. The Full Process Record provides helpful information by automatically tracking all activities
related to the execution of a business process. This training will teach you how to interpret it effectively.
Covered Topics:
⦁ Locating a Business Process Event and the Full Process Record
⦁ Troubleshooting with the Full Process Record
Required Prerequisites: None

Learning Objectives:
⦁ Locate a Business Process Event and review the Full Process Record
⦁ Troubleshooting potential issues with the Full Process Record

Workday ® Education Page 100 of 205 Training Catalog

Learn On-Demand
Business Process Overview (Free)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Free Library and HCM Core Library
Description:
A business process is the definition of business tasks that need to be performed in order for an event to occur, the
sequence in which they must be done, and who must do them. This course covers what business process definitions are,
and how to locate and edit them. In addition, this course reviews how to add condition rules and notifications to a
business process. This training is designed for anyone with responsibility for Workday configuration, such as mangers,
system implementers and project team leaders active in Workday implementations.
Covered Topics:
⦁ Business Process Definitions
⦁ Locate and Edit Business Process Definitions
⦁ Create Business Process Condition Rules
⦁ Add Notifications to a Business Process
Required Prerequisites: None

Learning Objectives:
⦁ Define and describe how Business Process Definitions work
⦁ Locate and Edit Business Process Definitions
⦁ Create Business Process Condition Rules
⦁ Add Notifications to a Business Process

Business Process Step Types and Actions (Subscription)

Delivery Mode: Learn On-Demand
Audience: Business User, Integration Lead, Functional Lead, Workday Administrator, Executive,
Implementer, and Internal
Prerequisites:
Library: Cross Application/Technology Library
Description:
This job aid will provide a more in depth look into Workday's Business Process functionalities. Additionally, this title will
provide an overview of the actions you can take within the system's business processes using examples from FIN and
HCM.
Covered topics:
⦁ Business Process Step Types
⦁ Business Process Actions
Required Prerequisites: None

Workday ® Education Page 101 of 205 Training Catalog

Learn On-Demand
Calibration Within a Performance Review (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This online training reviews the steps involved in launching a performance calibration with the Performance Review
process and covers the following details:
Covered topics:

Creating and Setting up an nBox report

Creating a Calibration Program
Modifying the necessary Business Processes
A demonstration of the entire end-to-end process

Required Prerequisites: None

Learning Objectives:
⦁ Demonstrate how calibration in a performance review works in Workday
⦁ Create and set up an nBox report
⦁ Create a calibration program
⦁ Configure and launch business processes
⦁ Update performance review ratings
⦁ Describe the end-to-end process of a manager completing a performance review that includes calibration

Cash Overview (Free)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library and Free Library
Description:
In this presentation, we'll look at how Workday can help you to manage your organization's cash. We've also included a
list of all of the training available on cash in Workday.
Covered topics:
⦁ Cash Management
⦁ Trainings Available
⦁
Required Prerequisites: None

Learning Objectives:
⦁ Explore how Workday can help you to manage your organization's cash
⦁ Review the features and functionality of Cash Management

Workday ® Education Page 102 of 205 Training Catalog

Learn On-Demand
Cloud Connect for Benefits: Launch Parameters (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
Cloud Connect for Benefits (CCB) is a collection of pre-built integrations to benefit providers, built using templates based
specifically on each vendor's requirements. Data that includes benefit events is typically sent to providers on a predefined
schedule. To correctly set up a schedule for passing data, it is important to understand how the launch parameters drive
integration results.
Covered Topics:
⦁ Understanding Launch Parameters
⦁ CCB Date Parameters and Benefit Events
Required Prerequisites: None

Learning Objectives:
⦁ Develop an Understanding Launch Parameters
⦁ Familiarize yourself with CCB Date Parameters and Benefit Events

Combinations of Security Groups (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
This training focuses on intersection and aggregation security groups.
Covered Topics:
⦁ Combinations of Security Groups
⦁ Aggregate Security Groups
⦁ Intersection Security Groups
⦁ Creating an Intersection Security Group
⦁ Activate and Test Security Policy Changes
Required Prerequisites: None

Learning Objectives:
⦁ Combinations of Security Groups Overview
⦁ Aggregate Security Groups
⦁ Intersection Security Groups
⦁ Creating an Intersection Security Group
⦁ Activate and Test Security Policy Changes

Workday ® Education Page 103 of 205 Training Catalog

Learn On-Demand
Commitment Accounting (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Education/Government Library
Description:
This presentation will introduce you to the Commitment Accounting process. In this training you will learn how to configure
Workday for Commitment Accounting, including defining commitment rules, running initial commitments, and adjusting
commitments.
Covered Topics:
⦁ Commitment Accounting Overview
⦁ Commitment Accounting
Required Prerequisites: None

Learning Objectives:
⦁ Describe Commitment Account rules
⦁ Apply Commitment Accounting rules to your system

Commodity Code Classification (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Education/Government Library and Financials Library
Description:
This job aid cover how Commodity Codes are used within the Workday system.
Covered Topics:
⦁ Set up Spend Categories and Suppliers
⦁ Processing Requisitions
Required Prerequisites: None

Learning Objectives:
⦁ Set up Spend Categories and Suppliers
⦁ Process Requisitions

Workday ® Education Page 104 of 205 Training Catalog

Learn On-Demand
Commodity Code Classification Overview (Free)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Financials Library and Free Library
Description:
This presentation provides an overview of how Commodity Codes are used within Workday.
Covered Topics:
⦁ Spend Analytics
⦁ Commodity Code Taxonomy
⦁ UN/SPSC Code Structure
⦁ Spend Category Hierarchy
Required Prerequisites: None

Learning Objectives:
⦁ Understand Spend Analytics
⦁ Understand Commodity Code Taxonomy
⦁ Gain familiarity with UN/SPSC Code Structure
⦁ Understand Spend Category Hierarchy

Composite Assets (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Find out how assets can be grouped and treated as one asset on your register.
Covered Topics:
Registering Composite Assets
Discrete and Non-Discrete Lifecycles
Searching for Assets to Bundle
Creating Composite Assets
Required Prerequisites: None

Learning Objectives:
⦁ Register Composite Assets
⦁ Define Discrete and Non-Discrete Lifecycles
⦁ Search for Assets to Bundle
⦁ Create a Composite Asset

Workday ® Education Page 105 of 205 Training Catalog

Learn On-Demand
Configurable Security Basics
Delivery Mode: Learn On-Demand
Audience: Business User
Prerequisites:
Library: Cross Application/Technology Library
Description:
Required Prerequisites: None

Learning Objectives:
* Explain what an org is vs. worktag * Describe each org type and who owns decisions for it * Describe what needs to be
considered when designing each org type * Discuss the importance of careful design for orgs shared across the entire
product suite * Explain wortags * How are worktags used across the entire suite * Describe what needs to be considered
when designing each worktag type

Configurable Security Overview (Free)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
In this demonstration you will learn where to find information about configurable security, including domains, business
processes, and functional areas.
Covered topics:
⦁ Functional Areas
⦁ Domains
⦁ Business Process Security Policy
Required Prerequisites: None

Learning Objectives:
⦁ Understand Functional Areas
⦁ Understand Domains
⦁ Understand Business Process Security Policy

Workday ® Education Page 106 of 205 Training Catalog

Learn On-Demand
Configurable Security: Service Centers (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
In this course, you will learn about the Workday enabled configurable security group, Service Centers. Service Centers
allow your organization to grant third-party contracted organizations, access to your organization's Workday system,
without allowing the representatives to view sensitive and personal data. This ODE should act as a refresher course for
users who are familiar with configurable security.

Covered Topics:
⦁ Service Center Overview
⦁ Create Service Centers and Representatives
⦁ Configure Service Center Security
⦁ Define the Service Center Manager Role
⦁ Activate and Test Security Policy Changes
Required Prerequisites: None

Learning Objectives:
⦁ Describe the Service Center
⦁ Create Service Centers and Representatives
⦁ Configure Service Center Security
⦁ Define the Service Center Manager Role
⦁ Activate and Test Security Policy Changes

Configuring and Maintaining Establishments (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This course explains what establishments are and how they support compliance. This course demonstrates how to
configure and maintain establishments and assign establishments to workers.
Covered Topics
⦁ Establishments Overview
⦁ Configure Establishments by Country
⦁ Maintain Establishments
⦁ Assign Workers to Establishments
Required Prerequisites: None

Learning Objectives:
⦁ Establishments Overview
⦁ Configure Establishments by Country
⦁ Maintain Establishments
⦁ Assign Workers to Establishments

Workday ® Education Page 107 of 205 Training Catalog

Learn On-Demand
Configuring Guided Tours (Free)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
This training reviews how to view, configure and translate guided tours.
Covered topics:
View a guided tour
Configure a guided tour
Translate a guided tour
Best practices for guided tours
Required Prerequisites: None

Learning Objectives:
* Define guided tours * Articulate the benefit to end-users * Configure guided tours for a specific task

Configuring Workday Expenses: Cost Controls (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
This demonstration will discuss managing cost controls within Workday.
Covered Topics:
⦁ Cost controls
⦁ Validation Rules
⦁ Business Processes
⦁ Instructional Text
Required Prerequisites: None

Learning Objectives:
⦁ Introduce Cost controls
⦁ Define Validation Rules
⦁ Examine Business Processes
⦁ Configure Instructional Text

Workday ® Education Page 108 of 205 Training Catalog

Learn On-Demand
Configuring Workday Expenses: Expense Items (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
This job aid will address configuring Workday expense items.
Covered Topics:
⦁ Expense Setup:
⦁ Expense Items
⦁ Expense Item Groups
⦁ Reimbursement Rates
⦁ Item Attributes
Required Prerequisites: None

Learning Objectives:
⦁ Expense Setup:
⦁ Expense Items
⦁ Expense Item Groups
⦁ Reimbursement Rates
⦁ Item Attributes

Configuring Workday Expenses: Prerequisites (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Are you interested in learning the prerequisites for configuring Workday expenses? Upon completion of this curriculum,
you will be able to explain the setup components of Workday expenses, and successfully make changes to your
expenses setup.
Covered topics:
⦁ Maintain Spend Categories and Expense Items
⦁ Account Sets, Ledger Accounts and Posting Rules
⦁ Bank Account Set Up and Routing Rules
⦁ Payment Elections

Learning Objectives:
⦁ Learn to Maintain Spend Categories and Expense Items
⦁ Discuss Account Sets, Ledger Accounts and Posting Rules
⦁ Configure Bank Account Set Up and Routing Rules
⦁ Review Payment Elections

Workday ® Education Page 109 of 205 Training Catalog

Learn On-Demand
Configuring Workday Expenses: Segmented Security (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
This presentation will discuss configuring Workday Segmented Security. General familiarity with Workday navigation is
recommended.
Covered Topics:
⦁ Segment Security
⦁ Create Security Group
⦁ Associate Security Groups with Domain
⦁ Activate Security Policy
⦁ Testing Security Policy
Required Prerequisites: None

Learning Objectives:
⦁ Discuss Segment Security
⦁ Create a Security Group
⦁ Associate Security Groups with Domains
⦁ Activate and Test a Security Policy

Converting Contingent Workers (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
In this course, you will learn how to initiate the process of converting contingent workers to employees of your
organization. You will also see how to verify the hire by using the View Organization as of feature.
Covered Topics:
⦁ Initiating Conversion
⦁ Specify Department
⦁ Enter Job Details
⦁ Submission and Approval
⦁ Verify the hire
Required Prerequisites: None

Learning Objectives:
⦁ Complete conversion of a contingent worker to an employee
⦁ Verify the hire by using View Organization As of task

Workday ® Education Page 110 of 205 Training Catalog

Learn On-Demand
Core Compensation Components (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
In this course, we’ll provide definitions and examples of each of the basic compensation components, and will
demonstrate how these components fit together.
Covered topics:
⦁ Compensation Structure Overview
⦁ Eligibility Rules
⦁ Grades
⦁ Grade Profiles
⦁ Plans
⦁ Packages
Required Prerequisites: None

Learning Objectives:
⦁ Introduce the Compensation Structure Overview
⦁ Define and create Eligibility Rules
⦁ Review and create a Compensation Grade
⦁ Review and create Grade Profiles
⦁ Review and create a Compensation Plan
⦁ Define and create a Compensation Package
⦁
⦁
⦁
⦁

Cost Center Organizations (Subscription)

Delivery Mode: Learn On-Demand
Audience: Functional Lead, Workday Administrator, and Implementer
Prerequisites:
Library: Financials Library and HCM Core Library
Description:
After viewing this course, you will be able to define and create cost centers and cost center hierarchies.
Covered topics:
⦁ Cost centers.
⦁ Cost center hierarchies.
⦁ Adding existing cost centers to cost center hierarchies.
Required Prerequisites: None

Learning Objectives:
⦁ Define and create a cost center.
⦁ Define and create a cost center hierarchy.
⦁ Add a cost center to an existing hierarchy.

Workday ® Education Page 111 of 205 Training Catalog

Learn On-Demand
Create an Accounting Journal Connector (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Implementer
Prerequisites:
Library: Financials Library
Description:
This video will walk you through the configuration and administration of the Accounting Journal Connector.
Covered Topics:
⦁ Accounting Journal Connector Overview
⦁ Create Integration Worktag Mapping
⦁ Creating the Integration System
⦁ The Source File
⦁ Configuring the Business Process
⦁ Launching the Integration
⦁ Troubleshooting Errors and Considerations
Required Prerequisites: None

Learning Objectives:
⦁ Define source system, sFTP, and endpoint
⦁ Create integration for ledger accounts and worktags
⦁ Configure appropriate security for the Accounting Journal Event business process
⦁ Create the Accounting Journal Connector integration
⦁ Schedule or Manually Launch an Integration
⦁ Troubleshoot an integration

Create and Approve an Expense Report (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Expense reports are the primary means by which employee's request reimbursement for their expenses. This curriculum
demonstrates how to create and approve an expense report from the perspective of employees and managers involved
in the transaction.
Covered Topics:
⦁ Create an Expense Report
⦁ Approve an Expense Report
Required Prerequisites: None

Learning Objectives:
⦁ Create an Expense Report
⦁ Approve an Expense Report

Workday ® Education Page 112 of 205 Training Catalog

Learn On-Demand
Creating Custom Validations (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Implementer
Prerequisites:
Library: Financials Library
Description:
Custom validations are condition rules that you define for your financial transactions to control data quality and minimize
errors. In this course, we’ll explore custom validations, what they are, and how to edit and create them.
⦁ Covered topics:
⦁ View and edit existing custom validations,
⦁ Create a new custom validation, and
⦁ Configure custom validation messages.
Required Prerequisites: None

Learning Objectives:
⦁ List areas Workday allows you to use custom validations
⦁ View and edit existing custom validations
⦁ Create new custom validations
⦁ Distinguish between critical and warning validations

Creating Pre-Hires (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This video addresses creating Pre-Hires in the Workday system. For new and existing employees with responsibility for
performing HCM transactions on Workday.
Covered Topics:
⦁ Hiring in Workday
⦁ Creating Pre-Hires
⦁ Tips on Adding a Pre-Hire
Required Prerequisites: None

Learning Objectives:
⦁ Describe the Hiring Process in Workday
⦁ Complete the process of Creating Pre-Hires
⦁ Implement best practices for adding Pre-Hires

Workday ® Education Page 113 of 205 Training Catalog

Learn On-Demand
Curriculum Management (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Education/Government Library
Description:
Workday Student Curriculum Management helps you create, manage, and maintain the courses or learning units your
institution offers, including the unique iterations of each course with course attributes and the necessary taxonomy for
IPEDS reporting. This Learn On Demand (LOD) course explains how to create and maintain your courses and course
sections.
Required Prerequisites: None

Learning Objectives:
⦁ Explain key curriculum management terms
⦁ Demonstrate the course and course section creation process at a high level
⦁ • Document the prerequisites to building courses and course sections, including:
⦁ Instructional locations
⦁ Instructor eligibility
⦁ Learning outcomes
⦁ Course tags
⦁ Student activities
⦁ Student accomplishments
⦁ Demonstrate advanced curriculum management tasks, including:
⦁ Pre and Co-requisites
⦁ Course Equivalencies

Custom Bank Statement Codes (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Financials Library
Description:
This course teach you how to create custom bank statement codes in Workday. Custom codes are used when importing
bank statements, to correctly identify transactions having non-standard codes.
Covered Topics:
⦁ Creating a custom code set
⦁ Assigning code sets to a bank account
⦁ Viewing the results of bank statement processing
⦁ Using custom codes in bank reconciliation rules
Required Prerequisites: None

Learning Objectives:
• Discuss how the use of custom codes can clarify reporting. • Explain how to set up your tenant to use a custom code
set.

Workday ® Education Page 114 of 205 Training Catalog

Learn On-Demand
Custom Fields: Implementation Considerations (Free)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
When storing and tracking data for your tenant, you have the ability to create custom fields and objects that are specific
to your organization. This series explains the purpose of custom fields, as well as provides you with the key decision
points in determining if custom fields are right for your business.
Covered Topics:
⦁ Extending the Workday Object Model
⦁ Uses for Custom Fields
⦁ Custom Fields in Context
⦁ Custom Fields Implementation Decision Tree
Required Prerequisites: None

Learning Objectives:
⦁ Extending the Workday Object Model
⦁ Using Custom Fields
⦁ Custom Fields in Context
⦁ Custom Fields Implementation Decision Tree

Data as a Service Workday Benchmarking (Free)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Implementer
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
Workday Benchmarking allows you to opt-in and contribute your data to a secure, aggregated data set that is then
returned to you in the form of peer benchmarks. These benchmarks allow you to measure relative performance and take
action to improve your competitive position. In this training, you will learn how to enable Benchmarking and configure
access to appropriate users.
Required Prerequisites: None

Learning Objectives:
⦁ Identify the utility of Workday Benchmarking.
⦁ List the steps for enabling Benchmarking.
⦁ Configure security for Benchmark data.

Workday ® Education Page 115 of 205 Training Catalog

Learn On-Demand
Data Purging (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
In this course, you’ll learn how to create a report to select a population for data purging and how to use the Purge Person
Data task to select the data types, and perform the purge on selected data for the specific population.
Covered Topics:
⦁ What is Purge Person Data
⦁ Setting up Purge Person Data
⦁ Creating Custom Reports
⦁ Running Purge Person Data
Required Prerequisites: None

Learning Objectives:
⦁ Review Purge Person Data
⦁ Discuss setting up Purge Person Data
⦁ Create a Custom Report
⦁ Run Purge Person Data

Defining and Using Eligible Earnings (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This training focuses on the compensation basis type of Eligible Earnings, which can be entered for individual employees
to be used in calculating bonus amounts. Learn how to define and how to use Eligible Earnings in your Compensation
configuration.

Covered topics:

Create an Eligible Earnings Override Period

Enter Eligible Earnings Override
Bonus Calculation Using Eligible Earnings
Required Prerequisites: None

Learning Objectives:
⦁ Create an Eligible Earnings Override Period
⦁ Enter Eligible Earnings Override amounts
⦁ Calculate a bonus using Eligible Earnings

Workday ® Education Page 116 of 205 Training Catalog

Learn On-Demand
Defining the Calculation Engine (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
The calculation engine is a powerful in-system utility used to derive various Payroll and Absence related values such as
hourly rates and accruals in Workday.
Required Prerequisites: None

Learning Objectives:
•Understand and explain where and how the calculation engine is used in Payroll and Absence

Deployment Roles and Responsibilities (Free)

Delivery Mode: Learn On-Demand
Audience: Integration Lead and Executive
Prerequisites:
Library: Financials Library and Free Library
Description:
A successful Workday deployment involves effort from every member of both the Workday project team and the
customer project team. Watch this module to understand the various roles and responsibilities of individuals associated
with supporting the overall implementation.

Covered Topics:
⦁ Workday Project Team
⦁ Customer Project Team
Required Prerequisites: None

Designing Reports For Optimal Performance (Free)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
If you're having difficulties with report performance, there are several factors that may be causing this issue. This series
provides you with job aids that will help you understand how to build reports that run efficiently and return within an
acceptable time frame.
Covered Topics:
⦁ Reporting Performance Overview
⦁ Improving Report Performance
Required Prerequisites: None

Learning Objectives:
⦁ Discuss Reporting Performance
⦁ Improve your Report Performance

Workday ® Education Page 117 of 205 Training Catalog

Learn On-Demand
DocuSign (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
Workday now supports DocuSign integration, so users can sign documents securely in the cloud.
Covered Topics:
⦁ DocuSign Overview
⦁ Configure Workday and DocuSign Connect
⦁ Configure Anchor Text
⦁ Add Review Document Step to Business Process
⦁ Run Business Process and Add Signatures
Required Prerequisites: None

Learning Objectives:
⦁ Explain benefits of DocuSign
⦁ List requirements to use DocuSign
⦁ Perform the initial configuration and authentication in Workday and DocuSign
⦁ Identify the DocuSign Tag Types Workday supports
⦁ Demonstrate how to use tags in the document and how they map back to Workday configuration
⦁ Configure a business process document step using DocuSign

Dunning Letters (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Improve the efficiency of your collections department with the new Workday Dunning Letter feature. Auto generate and
email reminder letters to your customers on a one off or scheduled basis.
Covered Topics:
⦁ Dunning Letter Overview
⦁ Customer Impact & Tenant Configuration
⦁ Printing Dunning Letters
⦁ Scheduling & Viewing Dunning Letter Print Runs
Required Prerequisites: None

Learning Objectives:
• Explain the purpose of a Dunning Letter. • Explore how to set up your tenant to create Dunning Letters. • Identify the
new tasks associated with Dunning Letters. • State the uptake that is required to make use of Dunning Letters.

Workday ® Education Page 118 of 205 Training Catalog

Learn On-Demand
Effort Certification (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Education/Government Library, Financials Library, and Payroll/Absence/Time Tracking Library
Description:
Effort certification is often required by funding organizations to confirm they are correctly billed for and reimburse only
those payroll expenses which fall within the scope of their funding agreements. Workday gives salaried employees a
historical view of their payroll costing; they must either approve the costing or change the percentages of their time
distribution so that it represents actual time worked. Effort certification for hourly employees occurs during the time entry
process and prior to the running of payroll. Upon completion of this training, you will be able to configure and manage
effort certification for salaried employees and certify effort for hourly employees.
Covered Topics:
⦁ Effort Certification Overview
⦁ Configuring Effort Certification
⦁
⦁ Certify Effort
Required Prerequisites: None

Learning Objectives:
⦁ Learn what Effort Certification is
⦁ Have the ability to configure Effort Certification for your organization
⦁ Understand how to Certify Effort

EIB Integrations Using Spreadsheet Import Templates (Free)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
Load data into Workday in bulk using spreadsheet import templates. These templates can be generated based on a
Workday Web Service operation and used to load data directly into Workday business processes. The template model
can also be edited to simplify the data entry process. This training provides an introduction to spreadsheet templates by
describing the structure of the template model and listing guidelines for using the spreadsheets.
Required Prerequisites: None

Learning Objectives:
⦁ Explain the purpose of EIB integrations and how they work
⦁ Define the relationship between the template model and the underlying business process
⦁ Identify the components of the template model
⦁ List the recommended process flow for using spreadsheet templates
⦁ Identify the basic guidelines for entering data into a spreadsheet

Workday ® Education Page 119 of 205 Training Catalog

Learn On-Demand
Eligibility Rules (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Education/Government Library
Description:
This course will teach you how to use eligibility rules in Workday Student by leveraging information to filter prospects,
applicants, or students to aid administrative processing.
Covered Topics:
⦁ Eligibility Rules Concepts
⦁ Create an Eligibility Rule
⦁ Exclusion Eligibility Rules
⦁ Combination Eligibility Rules
Required Prerequisites: None

Learning Objectives:
⦁ Eligibility Rules Concepts
⦁ Create an Eligibility Rule
⦁ Exclusion Eligibility Rules
⦁ Combination Eligibility Rules

Employee Review Template Introduction (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
In this course, you'll learn how Employee Reviews are used in Workday. You'll also be able to identify review types and
understand review templates available in Workday.
Required Prerequisites: None

Learning Objectives:
⦁ Learn how Employee Reviews are used in Workday
⦁ Identify review types
⦁ Identify and use review templates in Workday

Workday ® Education Page 120 of 205 Training Catalog

Learn On-Demand
Endowment Accounting Series (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Education/Government Library
Description:
This course will assist you in setting up your institutions endowment accounting in Workday.
Covered Topics:
⦁ Introduction to Endowment Accounting
⦁ Setting Up Investment Pools
⦁ Manage Gifts and Donors
⦁ Manage Pool Transactions
⦁ Manage Pool Valuation and Payout
⦁ Endowment Accounting Reports
Required Prerequisites: None

Learning Objectives:
⦁ Gain an introductory understanding of Endowment Accounting
⦁ Set Up Investment Pools
⦁ Manage Gifts and Donors
⦁ Manage Pool Transactions
⦁ Manage Pool Valuation and Payout
⦁ Recognize various Endowment Accounting Reports

Escheatment Accounting (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Escheatment is the process of identifying and remitting unclaimed property to a state authority. Workday provides an
easy and cost effective way to manage unclaimed payments, escheat them, and create the associated escheatment
accounting.

Covered Topics:

⦁ Finding payments to escheat

⦁ Escheating payments
⦁ Cancelling and updating escheated payments
⦁ Escheatment accounting
⦁ Configuring escheatment functionality

Required Prerequisites: None

Learning Objectives:
• Provide a definition of Escheatment. • Demonstrate how to find escheatable payments. • Explain the process required to
escheat payments. • Discuss the accounting created by the escheatment process. • State the uptake that is required to
make use of this new feature.

Workday ® Education Page 121 of 205 Training Catalog

Learn On-Demand
Evidence of Insurability: Manage the Process (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
The purpose of this job aid is to review how to use the, manage evidence of insurability status task, to track the status of
insurance enrollments over the guaranteed issue amount. It is important that you are familiar with the set up, and
configuration of the insurance plans, and levels of change in the Enrollment Event Rules.
Covered topics:
⦁ Overview of Manage Evidence of Insurability Status task
⦁ Running the Task
⦁ Updating Status
Required Prerequisites: None

Learning Objectives:
⦁ Identify the usage of the Manage Evidence of Insurability Status task
⦁ Replicate running the task
⦁ Review updating status

Evidence of Insurability: Setup (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This job aid is designed to assist Benefits professionals with the setup of evidence of insurability rules and processing
options. The job aid provides information about where to set up evidence of insurability rules, which include the
Enrollment Event Rules, Maintain Benefit Defaults, and the Benefit Group.

Covered topics:

⦁ Overview - Evidence of Insurability

⦁ Enrollment Event Rules
⦁ Levels of Change
⦁ Setup
Required Prerequisites: None

Learning Objectives:
⦁ Demonstrate knowledge of Evidence of Insurability concepts
⦁ Illustrate Enrollment Event Rules
⦁ Describe Levels of Change
⦁ Establish Setup

Workday ® Education Page 122 of 205 Training Catalog

Learn On-Demand
Expense Analytics and Reporting (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
This presentation will discuss expense related reports and reporting tools.
Covered Topics:
⦁ Spend Analytic Reports
⦁ Expense Audit Reports and Tools
⦁ Spend Alerts, Notifications and Customizable Standard Reports
Required Prerequisites: None

Learning Objectives:
⦁ Define Spend Analytic Reports
⦁ Describe Expense Audit Reports and Tools
⦁ Explore Spend Alerts, Notifications and Customizable Standard Reports

Financial Management Overview (Free)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library and Free Library
Description:
Learn about all of the ways that Workday Financial Management can help your organization manage and report on its
financial data.
Covered Topics:
Worktags
Reporting
Month-end Close
Required Prerequisites: None

Learning Objectives:
⦁ Describe how Worktags can improve financial reporting
⦁ Explore the many reporting options in Financials
⦁ Review Workday's Month-end Close

Financials Terminology for Education and Government (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Education/Government Library and Financials Library
Description:
⦁ Become familiarized with the Workday's financials terminology for Education and Government.
Required Prerequisites: None

Learning Objectives:
⦁ Become familiarized with the Workday's financials terminology for Education and Government.

Workday ® Education Page 123 of 205 Training Catalog

Learn On-Demand
Form I-9 & E-Verify Integration Overview (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This course presents a basic overview of the Form I-9 process within Workday. It also covers Workday's I-9 business
process and integration with E-Verify, while finally explaining the benefits of Workday Form I-9.
Covered Topics:
⦁ Form I-9 Overview
⦁ E-Verify Integration Overview
Required Prerequisites: None

Learning Objectives:
⦁ Review the purpose of the Form I-9 and how to complete it in Workday
⦁ Explain how E-Verify is integrated into Workday

Getting Started with Workday Studio (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
Workday Studio allows users to build integrations and report designs that can be deployed and launched into their
Workday tenant. This series will provide an overview of Workday Studio, as well as how to install both Studio and the
Report Designer.
Covered Topics:
⦁ Introducing Workday Studio
⦁ Workday Studio Install
⦁ Workday Studio Navigation Tips
⦁ Studio Runtime Architecture
⦁ Building Integrations: Using the Assembly Editor
⦁ Report Designer: Introduction
⦁ Report Designer: Demonstration
Required Prerequisites: None

Learning Objectives:
⦁ Discuss Workday Studio
⦁ Review Workday Studio Install
⦁ Discuss Workday Studio Navigation Tips
⦁ Discuss Studio Runtime Architecture
⦁ Use the Assembly Editor
⦁ Discuss Report Designer

Workday ® Education Page 124 of 205 Training Catalog

Learn On-Demand
Getting the Most out of Workday Search (Free)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator, Executive, and Implementer
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
Workday Search is so important to the Workday experience, we want to provide some best practices and tips and tricks
to getting the best results from search.
Covered Topics:
⦁ Global Search
⦁ Prompt Search
⦁ Search Reports
⦁ Advanced Search Techniques
Required Prerequisites: None

Learning Objectives:
⦁ Global Search
⦁ Prompt Search
⦁ Search Reports
⦁ Advanced Search Technique

Global Library for Payroll, Absence, and Time Tracking (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Implementer
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
In this course, we’ll discuss the global library, its purpose, and its configuration steps.
Covered Topics:
⦁ Global Library Overview
⦁ Navigating the Global Library
⦁ Configuring the Global Library
Required Prerequisites: None

Learning Objectives:
⦁ Define the Global Library
⦁ Configure the appropriate security domains for viewing and accessing Global Library reports
⦁ Configure the Global Library Profile Group
⦁ Access and navigate the Global Library to locate common Payroll, Absence, and Time Tracking configuration
⦁ Migrate a sample configuration using Customer Central (if available in tenant)

Workday ® Education Page 125 of 205 Training Catalog

Learn On-Demand
Goal Setup and Management (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
Watch this training to learn to manage team and individual goals within Workday and to understand the basics of goal
setup and management, including the differences between organization and personal goals. By the end of this
presentation, you will learn how to copy goals, link personal goals to organization goals, and how to cascade goals.

Covered Topics:
⦁ Goal Setup
⦁ Goal Management
Required Prerequisites: None

Learning Objectives:
⦁ Goal Setup: Define the difference between organization and personal goals
⦁ Complete the following tasks as part of Goal Management: Copy goals, link personal goals to organization goals, and
cascade goals.

Grants Management Award (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Education/Government Library and Financials Library
Description:
Workday Grants Management Award is part of the Grants Management Overview series, designed to aid you in your
preparation for deployment of Workday Grants Management. This training is an introduction to the award as a core
concept in Workday Grants Management. This curriculum consists of two presentations and one job aid

Covered Topics:
⦁ Award Overview
⦁ Award Lines
⦁ Award Amendments and Corrections
Required Prerequisites: None

Learning Objectives:
⦁ Define the award, grant, and sponsor
⦁ Identify Award Lines details
⦁ Perform Award Amendments and Corrections

Workday ® Education Page 126 of 205 Training Catalog

Learn On-Demand
Grants Management Revenue & Billing (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Education/Government Library and Financials Library
Description:
This module is the third and final in a series of three sessions designed to aid in your preparation for deployment of
Workday Grants Management. Upon completion of this training, you will be able to identify when Workday recognizes
revenue for both cost reimbursable and fixed amount types. You will also be familiar with the option Workday offers to
schedule billing to run automatically, as well as independently of revenue recognition.
Covered Topics:
⦁ Revenue Recognition Overview
⦁ Cost Reimbursable
⦁ Fixed Amount
⦁ Billing
⦁ Letters of Credit
⦁ Draw Down
Required Prerequisites: None

Learning Objectives:
⦁ Gain an overview understanding of Revenue Recognition, including being able to define Cost Reimbursable, Fixed
Amount, Billing, Letters of Credit, and Draw Down.

HCM and Mobile Series (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: HCM Core Library
Description:
This series will discuss the features with HCM for mobile devices.
Covered Topics:
⦁ HCM and Mobile: Getting Started
⦁ HCM and Mobile: Demonstration
Required Prerequisites: None

Learning Objectives:
⦁ Understand how to enable mobile device usage in Workday
⦁ Utilize the Workday mobile app to view dashboards and perform a job change

Workday ® Education Page 127 of 205 Training Catalog

Learn On-Demand
HCM Report Data Sources and Reporting Tips (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
In this series, you'll learn about reporting in the HCM areas of Staffing events and Benefits enrollment events and
elections. These job aids provide information regarding building reports using the right data sources and business
objects, providing you with better looking and performing reports.
Covered Topics:
⦁ Staffing Events Reporting
⦁ Benefits Enrollment Events and Elections Reporting
Required Prerequisites: None

Learning Objectives:
⦁ Discuss Staffing Events Reporting
⦁ Review Benefits Enrollment Events and Elections Reporting

Health Savings and Flexible Spending Accounts Setup (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This Job Aid will discuss Health Savings Account and Flexible Spending Account setup as well as Cross Plan
Dependencies and Pay Group considerations.

Covered Topics:
⦁ HSA and FSA Overview
⦁ HSA Plan Setup
⦁ FSA Plan Setup
⦁ Required Prerequisites: None

Learning Objectives:
⦁ Differentiate between HSA and FSA setup
⦁ Summarize HSA Plan Setup
⦁ Summarize FSA Plan Setup
⦁

Workday ® Education Page 128 of 205 Training Catalog

Learn On-Demand
Inbound EIB: High Volume Hires (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
Generate a spreadsheet template for importing Hire data into Workday using an EIB integration. The spreadsheet allows
you hire many employees at one time by providing the data required to complete your Hire business process. Please first
view the "EIB Integrations Using Spreadsheet Import Templates" training for an overview of spreadsheet import
templates.
Covered Topics:
⦁ Inbound EIB: High Volume Hires
⦁ Hire Employee Sample Spreadsheet
Required Prerequisites: None

Learning Objectives:
⦁ Discuss Inbound EIB: High Volume Hires
⦁ View Hire Employee Sample Spreadsheet

Integration Options: Picking the Right Tool (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
Are you unsure which of Workday’s integration tools best suit your business needs? This training will help you pick the
right tool for the right task. You'll learn about the various strengths of Integration Cloud Connect and our Custom
Integration tools, as well as common use cases for each option.
Covered Topics:
⦁ Considerations
⦁ Integration Cloud Connect
⦁ Document Transformation
⦁ Enterprise Interface Builder
⦁ Workday Studio
Required Prerequisites: None

Learning Objectives:
⦁ Considerations
⦁ Integrating Cloud Connect
⦁ Document Transformation
⦁ Enterprise Interface Builder
⦁ Workday Studio

Workday ® Education Page 129 of 205 Training Catalog

Learn On-Demand
Integration Security Overview (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Cross Application/Technology Library
Description:
Learn the basics of integration systems security, including how the security of integrations is configured on an Integration
System User (ISU). This training also reviews general Workday security fundamentals in order to explain how ISUs fit into
security groups and thus security policies. Finally, we address EIB integrations, and how their security differs from that of
other integrations.

Covered Topics:
⦁ Integration System Security
⦁ Edit Security for EIB Integrations
Required Prerequisites: None

Learning Objectives:
⦁ Introduce Integration System Security
⦁ Edit Security for EIB Integrations

Intersection Security Groups (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
This course focuses on Intersection Security Groups.
Covered Topics:
⦁ Intersection Security Group Overview
⦁ Intersection Security Group Without Exclusion
⦁ Modify Security Policies for Intersection Security
⦁ Intersection Security Group With Exclusion
⦁ Activate and Test Security Policy Changes
Required Prerequisites: None

Learning Objectives:
⦁ Review Intersection Security Groups
⦁ Identify Intersection Security Group Without Exclusion
⦁ Modify Security Policies for Intersection Security
⦁ Discuss Intersection Security Group With Exclusion
⦁ Activate and Test Security Policy Changes

Workday ® Education Page 130 of 205 Training Catalog

Learn On-Demand
Intraday Bank Statements (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Interested in improving your cash management? View this course to explore the enhancements to Intraday bank
statement functionality that drive greater flexibility in bank statement processing.
Covered Topics:
⦁ Differences in Intraday and Prior Day statements in Workday
⦁ Available options for importing bank statements
⦁ Configuring and processing Intraday bank statements
Required Prerequisites: None

Learning Objectives:
• Explain the difference between an Intraday and a Prior Day statement. • Discuss the options available for importing
Bank Statements. • Identify the new tasks created to process Intraday statements. • State the uptake that is required to
make use of Intraday statements.

Introducing Report Designer (Free)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
Make your Studio installation seamless by viewing this demonstration. You will be provided with step-by-step instructions
for installing Workday Studio, as well as a demonstration of launching the application.
Covered Topics :
Install Java Development Kit
Download Java Cryptography Extension Files
Download Workday Studio
Launch Workday Studio
Required Prerequisites: None

Learning Objectives:
⦁ Install Java Development Kit
⦁ Download Java Cryptography Extension Files
⦁ Download Workday Studio
⦁ Launch Workday Studio

Introducing Workday Studio (Free)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
This presentation introduces Workday Studio by defining its purpose, functionality, target users, and available resources
found on Workday Community.
Required Prerequisites: None

Learning Objectives:
⦁ Basic Purpose and Navigation of Workday Studio

Workday ® Education Page 131 of 205 Training Catalog

Learn On-Demand
Introduction to Delivery Assurance 2018 (Free)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Executive
Prerequisites:
Library: Free Library and HCM Core Library
Description:
The purpose of this training is to introduce how Delivery Assurance fits into the Workday Methodology and is executed
throughout the life cycle of a project. Upon completion of this module you will be able to define Delivery Assurance,
explain the types of checkpoints, and identify the role of the Delivery Assurance Manager.
Covered Topics:
⦁ Delivery Assurance Overview
⦁ Why do Delivery Assurance?
⦁ Delivery Assurance Checkpoints
⦁ The Delivery Assurance Manager
Required Prerequisites: None

Introduction to Document Transformation (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Executive
Prerequisites:
Library: Cross Application/Technology Library
Description:
View this training to see how Document Transformation compares to other Workday integration tools, as well as steps to
create a Document Transformation integration using custom report data.
Covered Topics:
⦁ Document Transformation Concepts
⦁ Document Transformation Using a Custom Report
Required Prerequisites: None

Learning Objectives:
⦁ Document Transformation Concepts
⦁ Document Transformation Using a Custom Report

Workday ® Education Page 132 of 205 Training Catalog

Learn On-Demand
Introduction to Grants Management (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Education/Government Library and Financials Library
Description:
This presentation is the first in a series of three sessions designed to aid you in your preparation for deployment of
Workday Grants Management. Upon completion of this training, you will be able to describe the benefits of Workday
Grants Management.
Covered Topics:
⦁ Features Overview
⦁ The Workday Difference
⦁ Grants Lifecycle
⦁ The Workday Strategy
⦁ Unified Approach
Required Prerequisites: None

Learning Objectives:
⦁ Features Overview
⦁ Understand the features and advantages of Workday Grants Management
⦁ Become familiarized with the different Workday training offerings relevant to Grants Management

Introduction to Integration Systems (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
This training provides an overview of integration systems, including an outline of the most common features. We discuss
the role of integration systems within the Workday Integration Architecture and then demonstrate how to launch an
integration and view the resulting event, including relevant statuses and messages.
Covered Topics:
⦁ Integrations Systems Concepts
⦁ Launch an Integration System
⦁ Schedule a Recurring Integration
Required Prerequisites: None

Learning Objectives:
⦁ Familiarize yourself with Integration Systems Concepts
⦁ Launch an Integration System
⦁ Schedule a Recurring Integration

Workday ® Education Page 133 of 205 Training Catalog

Learn On-Demand
Introduction to Student Recruiting (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Education/Government Library
Description:
In this course, you will be introduced to Student Recruiting and take a look at how it works within Workday Student. After
you complete these trainings, you will understand the basics of Student Recruiting.
Covered Topics:
Introduction to Student Recruiting
⦁ Student Recruiting Concepts
⦁ Student Recruiting Business Processes
⦁ Student Recruiting Glossary
⦁ Student Recruiting Crossword

Regions and Recruiters

⦁ Student Recruiting: Regions and Recruiters

Campaigns and Events

⦁ Create Campaigns and Additional Setup for Recruiting Events
⦁ Student Recruiting Event Tasks

Student Prospects
⦁ Required Prerequisites: None

Learning Objectives:
⦁ Gain an understanding of Student Recruiting, Workday's Student Recruiting application, and become familiarized with
relevant training
⦁ Become familiar with Student Recruiting processes and key terms

Introduction to Workday Mobile

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Executive
Prerequisites:
Library: Free Library
Description:
Required Prerequisites: None

Learning Objectives:
By the end of this training, the student should be able to: * Understand the importance of mobile for today’s mobile
workforce * Be able to describe Workday’s mobile capabilities * Identify key considerations when deploying Workday
mobile

Workday ® Education Page 134 of 205 Training Catalog

Learn On-Demand
Loading Period Schedules Through EIB (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
Workday products like Payroll and Absence use period schedules, which can require that hundreds of lines of information
be populated into Workday before going live. Using the Enterprise Interface Builder (EIB) can streamline this data
processing. In this training session we will demonstrate how to upload Period Schedules using an EIB.
Covered topics:
⦁ Period Schedule Spreadsheet
⦁ Create an EIB and Generate a Spreadsheet Template
⦁ Launch the Period Schedule EIB upload and validate
Required Prerequisites: None

Learning Objectives:
⦁ Review the Period Schedule Spreadsheet
⦁ Create an EIB and Generate a Spreadsheet Template
⦁ Launch the Period Schedule EIB upload and validate

Location and Organization Membership Security Groups (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
This training focuses on location and organization membership security groups, and provides steps on how to create a
location membership security group.
Covered Topics:
⦁ Location Membership Security Groups Examples
⦁ Organization Membership Groups Examples
⦁ Creating a Location Membership Security Group
Required Prerequisites: None

Learning Objectives:
⦁ Review Location Membership Security Groups
⦁ Discuss Organization Membership Groups
⦁ Create a Location Membership Security Group

Workday ® Education Page 135 of 205 Training Catalog

Learn On-Demand
Location Organizations (Subscription)
Delivery Mode: Learn On-Demand
Audience: Functional Lead and Implementer
Prerequisites:
Library: Financials Library and HCM Core Library
Description:
After viewing this course, you will be able to define and create location organizations and add a location to a location
hierarchy. You will also be able to list the different ways you can use locations in Workday and identify considerations
when creating location structures for different product areas.
Covered topics:
⦁ Location usages.
⦁ Creating locations.
⦁ Location hierarchies.
⦁ Considerations when creating location structures.
Required Prerequisites: None

Learning Objectives:
⦁ Define and create a location.
⦁ List the different ways you can use locations.
⦁ Define location hierarchies.
⦁ Add a location to an existing location hierarchy.
⦁ Identify considerations when creating location structures for different Workday product areas.

Manager Self-Service Overview (Free)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Executive
Prerequisites:
Library: Free Library and HCM Core Library
Description:
This course will explore the specific capabilities of the Manager role in Workday HCM. If you're interested in training
related to manager self-service, Workday offers a manager self-service kit, the Adoption Kit. For more information, visit
our Community page: https://community.workday.com/wat
Covered topics:
⦁ Home Page Overview
⦁ Maintain Dashboards for a Tenant
Required Prerequisites: None

Learning Objectives:
⦁ Understand the management features of the Home Page
⦁ Create and configure Dashboards for a Tenant

Workday ® Education Page 136 of 205 Training Catalog

Learn On-Demand
Managing Applications (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Education/Government Library
Description:
Workday allows you to enter applications through a variety of methods then record supplemental information to complete
application requirements. Once all pre-decision application requirements are complete, you can render and finalize
acceptance decisions for applications. In this course, we will cover a basic application process. We will show what this
process looks like in Workday by demonstrating how to enter an application, record a submitted application fee,
residency information, test scores, and transcripts. We will render a decision for the application, and finalize the decision.
Required Prerequisites: None

Learning Objectives:
⦁ Explain the process from application submission through completion.
⦁ Create an application.
⦁ Navigate the applicant profile.
⦁ Record application fees and residency.
⦁ Record transcripts and standardized test scores.
⦁ Render and publish an acceptance decision.

Managing International Jobs in HCM (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This course discusses how to manage various tasks for International Jobs with regards to HCM.
Covered Topics:
⦁ Maintain International Assignment Types task
⦁ Viewing International Job data
⦁ Propose compensation for an International Assignment
⦁ Terminate an employee on International Assignment
Required Prerequisites: None

Learning Objectives:
⦁ Define Maintain International Assignment Types
⦁ Run international Assignment reports
⦁ View International Job data
⦁ Propose compensation for an International Assignment
⦁ Terminate an employee on International Assignment

Workday ® Education Page 137 of 205 Training Catalog

Learn On-Demand
Matrix Organizations (Subscription)
Delivery Mode: Learn On-Demand
Audience: Functional Lead, Workday Administrator, and Implementer
Prerequisites:
Library: Financials Library and HCM Core Library
Description:
After viewing this course, you will be able to define and create matrix organizations and assign workers to them.
Covered topics:
⦁ Creating matrix organizations.
⦁ Assigning workers to matrix organizations.
Required Prerequisites: None

Learning Objectives:
⦁ Define and create a matrix organization.
⦁ Assign workers to a matrix organization.

Mobile Credit Card Expenses (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Learn how to use a new feature that allows you to manually enter credit card transactions into expense reports via the
Workday mobile application.
Covered topics:
List the issues that required this addition
Enter credit card transactions into the mobile app

Required Prerequisites: None

Learning Objectives:
⦁ List the issues that required this addition
⦁ Enter credit card transactions into the mobile app

Workday ® Education Page 138 of 205 Training Catalog

Learn On-Demand
Mobile Inventory (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Inventory workers are not stationary. Many transactions and decisions need to be made physically within an inventory
site. This course, will explore the features and benefits of Workday Inventory, and show how you can perform inventory
actions using the Workday mobile app.
Covered Topics:
⦁ Inventory Overview
⦁ Counting Stock Inventory
⦁ Counting Par Inventory
⦁ Inventory Picking
⦁ Key inventory terminology
Required Prerequisites: None

Learning Objectives:
⦁ Explain key inventory terms
⦁ Document the inventory process at a high level
⦁ - Put away inventory
⦁ - Issue inventory
⦁ - Manage inventory
⦁ - Process returns
⦁ - Counting
⦁ - Replenishment
⦁ List supported mobile devices
⦁ Examine Mobile Inventory capabilities
⦁ - Count inventory
⦁ - Pick inventory
⦁ - Par count
⦁ - Bar code scanning

Workday ® Education Page 139 of 205 Training Catalog

Learn On-Demand
Multi-factor Authentication (Free)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
This course focuses on what multi-factor authentication is, how to deploy it for Workday purposes, and how to configure
the authenticator app.
Covered Topics:
⦁ Authentication Overview
⦁ Workday Authentication
⦁ Configure Authenticator App
⦁ Additional Authentication Options
⦁ Required Prerequisites: None
⦁

Learning Objectives:
⦁ List benefits of Multifactor Authentication
⦁ Visualize user flow
⦁ Configure Multifactor Authentication

Multilingual Deployment and Maintaining Translations in Workday (Free)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator, Executive, and Managers and Employees
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
Designed to explain to customers Workday multilingual deployments, how to configure global tenant setup, and help to
determine how to translate and maintain tenanted data translations.
Covered Topics:
⦁ Planning for a Multilingual Deployment
⦁ Tenant Setup
⦁ Translate Tenanted Data
⦁ UAT and Tenanted Translation Maintenance
⦁ Required Prerequisites: None

Learning Objectives:
⦁ Plan for a Multilingual Deployment
⦁ Configure your global tenant setup
⦁ Describe Tenanted Data Translation
⦁ Define User Acceptance Testing and Tenanted Translation Maintenance

Workday ® Education Page 140 of 205 Training Catalog

Learn On-Demand
Multiple Managers for Single Supervisory Organization (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
What happens when your supervisory organization has more than one manager? This course covers the Multiple
Managers feature as well as the configuration you'll need to know for this feature. We'll also take a look at what the
system will look like once the Multiple Managers feature has been configured.
Covered topics:
⦁ Multiple Managers Overview
⦁ Configuration of Multiple Managers
⦁ Viewing Multiple Managers
Required Prerequisites: None

Learning Objectives:
⦁ Understand the benefits of the Multiple Managers feature
⦁ Complete the configuration of Multiple Managers for an organization
⦁ View Multiple Managers in Workday

Navigation (Free)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Free Library and HCM Core Library
Description:
This course focuses on Workday HCM navigation as it applies to search features, landing pages, worklets, links and
related actions in the Workday system.

Covered Topics:

⦁ Search Features
⦁ Landing Pages and the Inbox
⦁ Configuring Worklets
⦁ Links and Related Actions
Required Prerequisites: None

Learning Objectives:
⦁ Demonstrate navigation in Workday by using Search Features
⦁ Recognize the available Landing Pages and complete actionable items using the Inbox
⦁ Explain the process for Configuring Worklets
⦁ Complete tasks using Links and Related Actions

Workday ® Education Page 141 of 205 Training Catalog

Learn On-Demand
nBox Report (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
The nBox report type enables you to build a report where your report groupings and counts are captured across
configured vertical and horizontal axes in 'boxes'. Workday's delivered talent matrix reports are based on an nBox report
type. The nBox reports you create are fully configurable. All nBox reports require the use of an indexed data source. nBox
reports allow you to group, summarize and drill similar to a matrix report, with the added feature of displaying your results
across defined horizontal and vertical "boxes" or mappings. Data can be captured, for example, in a 3x3 boxed matrix as
shown below. You can display up to 2000 pictures and configure up to a 5x5 boxed matrix. Since nbox reports require
indexed data sources, you can configure facet filters for greater usability.
Covered topics:
⦁ nBox Reports
⦁ Copying a Starting Custom Report
Required Prerequisites: None

Learning Objectives:
• Provide a definition of an nBox Report. • Explain the value of an nBox Report for your organization. • Create an nBox
Report.

Object Transporter (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Implementer
Prerequisites:
Library: Cross Application/Technology Library
Description:
Designed to introduce and describe the functionalities and benefits of Object Transporter.
Covered topics:
⦁ Definition of Object Transporter
⦁ Security Configuration
⦁ Migrate a New Object
⦁ View the Diff Analysis
⦁ Create and Migrate a Configuration Package
Required Prerequisites: None

Learning Objectives:
• Explain the purpose of the OX tool. • Discuss the requirements to manage Reference IDs before getting started. What
kinds of characters can be used and what you should know to successfully move objects. Gotchas and best practices
(reference https://community.workday.com/services/tools/137616) • List some of the key objects that can be moved with
OX. What are some of the requirements for objects such as Integration Systems. • Map how OX enforces the flow of
objects between tenants. • Explain how to determine whether an object is new, whether a reference is being removed or
replaced, and how to access dependent objects for further analysis. • Navigate the Bulk Migration feature. • Perform
steps to move custom fields between tenants

Workday ® Education Page 142 of 205 Training Catalog

Learn On-Demand
Organizations and Security (Free)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Free Library and HCM Core Library
Description:
In these trainings, you will learn about the different types of organizations offered in the Workday system, with a focus on
the Supervisory organization. We will discuss how security groups relate to your Supervisory Organizations and other
organizational types. For new and existing employees with responsibility for performing HCM transactions on Workday.
Covered Topics:
⦁ Organizations in Workday
⦁ Security Groups
Required Prerequisites: None

Learning Objectives:
⦁ Identify the types of organizations available in Workday, including their structures and roles.
⦁ Recognize the available security groups and recognize how they control data security.

Pay Cycle Command Center Dashboard Configuration (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Implementer
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
In this course, we’ll explore the Pay Cycle Command Center. This is a dashboard that enables you to access the
information you need for each phase of a pay cycle, from preparation and processing, to post-complete processing.
Covered Topics:
⦁ Pay Cycle Command Center Overview
⦁ Security Domain Configuration
⦁ Pay Cycle Command Center Dashboard Configuration
⦁ Pay Cycle Command Center Worklet
Required Prerequisites: None

Learning Objectives:
⦁ Identify the components available in the dashboard
⦁ Recognize the purpose of available worklets
⦁ Configure security domain for dashboard landing page
⦁ Configure the dashboard
⦁ Add the dashboard to your Home page

Workday ® Education Page 143 of 205 Training Catalog

Learn On-Demand
Payroll - Adding Payroll Input (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
This course demonstrates how to add payroll input for a worker.
Covered Topics:
⦁ Add Payroll Input by Worker
⦁ Payroll Calculation
Required Prerequisites: None

Learning Objectives:
⦁ Add Payroll Input by Worker
⦁ Run a Payroll Calculation

Payroll - Create a Deduction (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead and Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
Need to create a new deduction for payroll processing? This training, designed as a refresher for those who have
completed the Workday Payroll Fundamentals course, will guide you through each tab of the Create Deduction task.
Covered Topics:
⦁ Create a Deduction Overview
⦁ Configuring Deductions
Required Prerequisites: None

Learning Objectives:
⦁ Review Deductions in Workday
⦁ Create a Deduction

Payroll - Create an Earning (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
This course will discuss the concepts around using the Create Earning task. It will also prepare you to add earnings
yourself, once your organization is live on Workday.
Covered Topics:
⦁ Create an Earning Overview
⦁ Earnings Tabs
Required Prerequisites: None

Learning Objectives:
⦁ Review Earnings in Workday
⦁ Create an Earning

Workday ® Education Page 144 of 205 Training Catalog

Learn On-Demand
Payroll - Gross Up Calculations (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
In this training, you will learn about gross up calculations, how they are used and how they can affect payments. You will
also learn how to set-up and implement gross up calculations as well as learn about their tax limitations.
Covered Topics:
⦁ Gross Up Calculations
⦁ Create a Gross Up Earning
⦁ Process a Gross Up Calculation
Required Prerequisites: None

Learning Objectives:
⦁ Review Gross Up Calculations
⦁ Create a Gross Up Earning
⦁ Process a Gross Up Calculation

Payroll - Introduction to U.S. Year End Payroll (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
The first step to running your year-end payroll is configuration. In this on demand education module, you will learn how to
view and configure the W-2 boxes, and setup the sort and split options for the print data. You'll also look at the tax
documents from an employee's perspective, and learn how to modify the self-service settings as an administrator.
Covered Topics:
⦁ W-2 Setup
⦁ Employee Self-Service Configuration
Required Prerequisites: None

Learning Objectives:
⦁ Review W-2 Setup
⦁ Review Employee Self-Service Configurations

Payroll - Off Cycle Processes: Manual Payments (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
This course covers Payroll Off Cycle Processes: Manual Payments.
Covered Topics:
⦁ Create Manual Payments
⦁ Manual Payment Calculations
Required Prerequisites: None

Learning Objectives:
⦁ Create a Manual Payment
⦁ Review Manual Payment Calculations

Workday ® Education Page 145 of 205 Training Catalog

Learn On-Demand
Payroll - Off Cycle Processes: Reversals (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
In this course, you will learn how to reverse a payroll result in Workday payroll.
Covered Topics:
⦁ Process Reversal
Required Prerequisites: None

Learning Objectives:
⦁ Process a Payroll Reversal

Payroll - On Demand Payments (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
This course is intended to bring Workday Payroll users quickly up to speed on On Demand Payments.
Covered Topics:
⦁ Create On Demand Payments
⦁ On Demand Payments Calculations
Required Prerequisites: None

Learning Objectives:
⦁ Create an On Demand Payment
⦁ Review On Demand Payments Calculations

Payroll - Pay Calculation Results Audit Report (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
In this course, you will learn how to run and configure the Pay Calculation Results for a Period Audit report. Audit reports
are configurable so you can create your own audit reports within the parameters of the report template.
Covered Topics:
⦁ Run an Audit Report
⦁ Modify Audit Parameters
⦁ Test Report Changes
Required Prerequisites: None

Learning Objectives:
⦁ Run an Audit Report
⦁ Modify Audit Parameters
⦁ Test Audit Report Changes

Workday ® Education Page 146 of 205 Training Catalog

Learn On-Demand
Payroll - Reprint Advices (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
If you need to reprint an advice that has already been generated, this brief job aid details how to locate and reprint
advices.
Covered Topics:
⦁ Locate Advices
⦁ Reprint Advices
Required Prerequisites: None

Learning Objectives:
⦁ Locate Advices
⦁ Reprint Advices

Payroll - Retroactive Processing (Subscription)

Delivery Mode: Learn On-Demand
Audience: Business User and Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
In this course, we'll review how Workday processes retroactive payroll events. We’ll show you a supported retroactive
event and how to process the payment as part of the On-Cycle payroll or a separate On-Demand Payment. We’ll also
demonstrate an unsupported retroactive event, and how this affects a worker’s retroactive processing date limitations.
Lastly, we’ll look at how Workday handles the processing of both a supported and unsupported retroactive event at the
same time.
Covered Topics:
⦁ Retro Payroll Overview
⦁ Set the No Retro Processing Prior To Date
⦁ Process a Supported Retro Event
⦁ Process an Unsupported Retro Event
⦁ Process Supported and Unsupported Retro Events
Required Prerequisites: None

Learning Objectives:
⦁ Review Retroactive Payroll Processing
⦁ Set the No Retro Processing Prior To Date
⦁ Demonstrate a Supported Retro Event
⦁ Demonstrate an Unsupported Retro Event
⦁ Demonstrate both a Supported and Unsupported Retro Event

Workday ® Education Page 147 of 205 Training Catalog

Learn On-Demand
Payroll - Running Pay Calculation, Complete, and Settlement (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
This curriculum demonstrates how to run a payroll pay calculation, complete a payroll, and create a settlement run for
payroll.
Covered Topics:
⦁ Run and Complete Pay Calculation
⦁ Create a Settlement Run
Required Prerequisites: None

Learning Objectives:
⦁ Run and Complete a Pay Calculation
⦁ Create a Settlement Run

Payroll - Running Pre-note Authorizations (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
This job aid covers how to set up and process prenote authorizations.
Covered Topics:
⦁ Create a Prenote Run
⦁ Update Prenote Information for an Individual and for Multiple Payees
⦁ Maintain Payment Elections
⦁ Examine Payment Election Business Process
Required Prerequisites: None

Learning Objectives:
⦁ Create a Prenote Run
⦁ Update Prenote Information for an Individual and for Multiple Payees
⦁ Maintain Payment Elections
⦁ Examine Payment Election Business Process

Workday ® Education Page 148 of 205 Training Catalog

Learn On-Demand
Payroll - Viewing Payroll Results and Payslips (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
This course brings Workday Payroll users quickly up to speed on Viewing Payroll Results and Payslips.
Covered Topics:
⦁ View a Payslip
⦁ View Payroll Results
Required Prerequisites: None

Learning Objectives:
⦁ View a Payslip
⦁ View Payroll Results

Payroll Interface: Change Detection (Free)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Free Library and Payroll/Absence/Time Tracking Library
Description:
This training will explain the impact of launch parameters, including change detection, on the data included in a payroll
extract.
Covered topics:
⦁ Change Detection Overview
⦁ Change Detection Pattern and Staffing Events
⦁ View a Primary Integration System
⦁ Launch or Schedule an Integration Run
⦁ Change Detection FAQs
Required Prerequisites: None

Learning Objectives:
⦁ Review Change Detection
⦁ Discuss Change Detection Pattern and Staffing Events
⦁ View a Primary Integration System
⦁ Launch or Schedule an Integration Run
⦁ Review Change Detection FAQs

Workday ® Education Page 149 of 205 Training Catalog

Learn On-Demand
Payroll Interface: Using the Audit Files (Free)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Free Library and Payroll/Absence/Time Tracking Library
Description:
The purpose of this training is to demonstrate how to use the Payroll Interface Audit files. You will learn how to use the
audit files to find out which workers were on the payroll file, which ones were not included, and why.

Covered topics:

⦁ Enable Auditing
⦁ View Audit files
⦁ Types of Audit Files
Required Prerequisites: None

Learning Objectives:
⦁ Enable Auditing
⦁ View Audit files
⦁ Review types of Audit Files

Payroll Report Data Sources and Reporting Tips

Delivery Mode: Learn On-Demand
Audience: Business User, Integration Lead, and Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
Gain an understanding of Payroll reporting with this job aid. Along with providing a Payroll Result relationship diagram,
this training offers common standard and audit reports that can be used, as well as helpful descriptions for each.
Required Prerequisites: None

Learning Objectives:
Gain an understanding of reporting on Payroll data sources based on knowledge of what standard and audit reports to
use.

Workday ® Education Page 150 of 205 Training Catalog

Learn On-Demand
Payroll, Absence, and Time Tracking Report Data Sources and Reporting Tips (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
Gain an understanding of Payroll, Absence, and Time Tracking reporting with these job aids. Along with providing
relationship diagrams, this training offers common standard and audit reports that can be used, as well as helpful
descriptions for each.
Covered Topics:
⦁ Payroll Report Data Sources and Reporting Tips
⦁ Absence Report Data Sources and Reporting Tips
⦁ Time Tracking Report Data Sources and Reporting Tips
Required Prerequisites: None

Learning Objectives:
⦁ Discuss Payroll Report Data Sources and Reporting Tips
⦁ Review Absence Report Data Sources and Reporting Tips
⦁ Identify Time Tracking Report Data Sources and Reporting Tips

Performance: Development Plans (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This training reviews the purpose, configuration, and execution of development plans.
Covered topics:

Define a development plan and differentiate from a performance review

Configure a development plan template
Launch and complete a development plan process

Required Prerequisites: None

Learning Objectives:
⦁ Define a development plan and differentiate from a performance review
⦁ Configure a development plan template
⦁ Launch and complete a development plan process

Workday ® Education Page 151 of 205 Training Catalog

Learn On-Demand
Performing a Job Change (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
The Change Job process asks questions that will help guide managers through the details of a job change. This training
delivers the reasons and change types associated with the Change Job functionality, and ultimately, how to perform a job
change for a worker.
Covered Topics:
⦁ Performing a Job Change
⦁ Change Job Configuration Options
⦁ Move Manager's Team
Required Prerequisites: None

Learning Objectives:
⦁ Perform a Job Change in Workday
⦁ Recognize Change Job Configuration Options
⦁ Understand how to Move a Manager's Team

Period Activity Pay Series (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Education/Government Library and HCM Core Library
Description:
In this series, we will cover the payment of fixed term faculty with Workday's Period Activity Pay feature. You will learn the
core configurations needed to get started with Period Activity Pay and the associated business processes to manage
Period Activity Pay post go-live. This curriculum consists of one presentation and six demonstrations.
Covered Topics
⦁ Period Activity Pay Overview
⦁ Period Activity Pay Enablement
⦁ Period Activities and Period Activity Tasks
⦁ The Period Activity Rate Matrix
⦁ Manage Period Activity Pay Assignments
⦁ Assign Eligible Period Activities on Employee
⦁ Period Activity Reports
Required Prerequisites: None

Learning Objectives:
⦁ Gain an overview understanding of Period Activity Pay
⦁ Enable Period Activity Pay
⦁ Perform Period Activities and Period Activity Tasks
⦁ Understand the Period Activity Rate Matrix
⦁ Manage Period Activity Pay Assignments
⦁ Assign Eligible Period Activities on Employee
⦁ Gain familiarity with Period Activity Reports

Workday ® Education Page 152 of 205 Training Catalog

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Pooled Assets (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Learn how to use the pooling method of grouping to register assets from supplier invoices or supplier receipts.
Covered Topics:
⦁ Pooled Assets Concept
⦁ Maintain Asset Pooling Rules Demo
⦁ Issue Purchase Order Demo
⦁ Create Receipt Demo
⦁ Review Trackable Receipt Lines Demo
Required Prerequisites: None

Learning Objectives:
⦁ Explore the concept of Pooled Assets.
⦁ Maintain Asset Pooling Rules
⦁ Issue a Purchase Order
⦁ Create a Receipt
⦁ Review Trackable Receipt Lines

Pooled Budgets (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Learn what pooled budgets are, and how to use budget checking for different staffing models.
Covered topics:
⦁ Payroll Commitment Process
⦁ Budget Checking for Staffing Models
⦁ Business Processes that Use Budget Checking
Required Prerequisites: None

Learning Objectives:
⦁ Understand Payroll Commitment Process
⦁ Gain proficiency in Budget Checking for Staffing Models
⦁ Become familiar with Business Processes that Use Budget Checking

Workday ® Education Page 153 of 205 Training Catalog

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Position Budgets Overview (Free)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Financials Library and Free Library
Description:
A Position Budget is the planned spend for a position in a fiscal year. It allows managers to track the payroll spend
against a position.
Covered Topics:
⦁ Overview of Position Budget Functionality in Workday
⦁ Configuration Prerequisites in HCM, Payroll and Financials

Learning Objectives:
⦁ Review Position Budget Functionality in Workday
⦁ Review Configuration Prerequisites in HCM, Payroll and Financials

Preparing for Benefits Discovery (Free)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Managers and Employees
Prerequisites:
Library: Free Library and HCM Core Library
Description:
This presentation discusses how to prepare for benefit enrollment.
Covered Topics:
⦁ Benefit Plan Designs and Requirements
⦁ Configure Workday to Meet Your Requirements
⦁ Determine Functional Gaps
Required Prerequisites: None

Learning Objectives:
⦁ Summarize the goals of the Benefits Discovery Session so you know what to expect when you meet with your
consultants
⦁ Review fundamental concepts, like Benefit Defaults, Cross Plan rules, Enrollment Events, and Enrollment Event Rules
⦁ Identify other informational gaps to be filled such as payroll deductions, communication to benefit providers, how to
plan for implementing benefits globally, and how to gather current elections for employees

Preparing for Business Process Discovery (Free)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Executive
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
This presentation is created by Workday to assist customers during deployment. It is 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
Required Prerequisites: None

Learning Objectives:
⦁ Preparation for Business Process Discovery
⦁ Workday Methodology as it relates to Business Process Design

Workday ® Education Page 154 of 205 Training Catalog

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Preparing for Compensation Discovery (Free)
Delivery Mode: Learn On-Demand
Audience: Executive
Prerequisites:
Library: Free Library and HCM Core Library
Description:
This training is 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:
⦁ Compensation Discovery Workshop
⦁ Compensation Overview
Required Prerequisites: None

Learning Objectives:
⦁ Define core Compensation functionality and terminology
⦁ Prepare for your Compensation Discovery Workshop

Preparing for Global Design Discovery (Free)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Managers and Employees
Prerequisites:
Library: Free Library and HCM Core Library
Description:
This training is 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:
⦁ Global Design Workshop
⦁ Country-Specific Personal Data
⦁ Global Configuration Options
Required Prerequisites: None

Learning Objectives:
⦁ Configure Global Design in Workday
⦁ Define Country-Specific Personal Data
⦁ Enable Global Configuration Options

Workday ® Education Page 155 of 205 Training Catalog

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Processing Hires and Contingent Workers (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This course will discuss how to complete the hire process for an applicant as well as how to contract a worker as a
contingent worker in Workday.
Covered Topics:
⦁ Processing Hires
⦁ Contract Contingent Workers
Required Prerequisites: None

Learning Objectives:
⦁ Understand the procedures and tasks involved for Processing Hires
⦁ Explain the process for hiring Contingent Workers

Processing Stock Awards (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
The purpose of this training is to demonstrate the steps necessary for processing stock awards.
Covered Topics:
⦁ Introduction to Processing Stock Awards
⦁ Configure and Initiate the Stock Process Business Process
⦁ Manage Multiple Compensation Events
⦁ Configure, Distribute and Launch Pools
⦁ Propose and Approve Employee Stock Grants
Required Prerequisites: None

Learning Objectives:
⦁ Introduction to Processing Stock Awards
⦁ Configure and Initiate the Stock Process Business Process
⦁ Manage Multiple Compensation Events
⦁ Configure, Distribute and Launch Pools
⦁ Propose and Approve Employee Stock Grants

Workday ® Education Page 156 of 205 Training Catalog

Learn On-Demand
Processing Terminations (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This training gives an overview of the termination process and exit interview options in Workday.
Covered Topics:
⦁ Processing Terminations
⦁ Termination Exit Interview
Required Prerequisites: None

Learning Objectives:
⦁ Intiate and complete Employee Terminations
⦁ Recognize benefits of utilizing a Termination Exit Interview

Procurement for Contingent Labor (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Procure-to-pay functionality for contracting contingent labor will be covered in this training including creating job
requisitions, contracting a contingent worker, issuing purchase orders, logging time, invoicing, and settling of payment.
The topics to be covered include a brief discussion of set up needed required for the requisitioning functionality,
demonstrations of Workday's Procure-to-pay functionality.
Covered topics:
⦁ Procurement for Contingent Labor: Requisition
⦁ Procurement for Contingent Labor: Contract and Purchase Order
⦁ Procurement for Contingent Labor: Receipt
⦁ Procurement for Contingent Labor: Invoice
⦁ Procurement for Contingent Labor: Payment
Required Prerequisites: None

Learning Objectives:
⦁ Create a Job Requisition
⦁ Assign a Contract Worker and Issue a Purchase Order
⦁ Approve Receipts
⦁ Create Invoice for Contingent Labor
⦁ Process Payments

Workday ® Education Page 157 of 205 Training Catalog

Learn On-Demand
Procurement for Deliverable Services (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Procurement functionality for task related projects will be covered in this training. The topics to be covered include a brief
discussion of set up needed required for the requisitioning functionality, demonstrations of Workday's Procure-to-pay
functionality.
Covered Topics:
⦁ Procurement for Deliverable Services: Requisition
⦁ Procurement for Deliverable Services: Sourcing/Purchase Order
⦁ Procurement for Deliverable Services: Receipt
⦁ Procurement for Deliverable Services: Invoice
⦁ Procurement for Deliverable Services: Payment
Required Prerequisites: None

Learning Objectives:
⦁ Configure the Requisition Process
⦁ Review Sourcing and Purchase Orders
⦁ Create a Receipt
⦁ Prepare an Invoice
⦁ Setup a Payment

Procurement for Goods (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Procurement functionality for goods will be covered in this training. The topics to be covered include a brief discussion of
set up needed required for the requisitioning functionality, demonstrations of Workday's Procurement functionality.
Covered topics:
⦁ Procurement for Goods: Requisition
⦁ Procurement for Goods: Purchase Order
⦁ Procurement for Goods: Receipt of Goods
⦁ Procurement for Goods: Invoice
⦁ Procurement for Goods: Payment
Required Prerequisites: None

Learning Objectives:
⦁ Navigate the Goods Requisition Process
⦁ Create a Purchase Order
⦁ Issue a Receipt of Goods
⦁ Create an Invoice
⦁ Complete the Payment Process

Workday ® Education Page 158 of 205 Training Catalog

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Procurement Overview (Free)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library and Free Library
Description:
You will learn about Workday's Procurement options and how they fit into Workday's Business Process Framework,
Security, and other applications. Included is a discussion of the events included in a procurement process and the types
of spend Workday supports.
Covered topics:
⦁ Overview of Workday Procurement
⦁ Types of Spend
⦁ Procurement Process Flow
⦁ Procurement Business Processes
⦁ Supplier Collaboration Concept
⦁ Security In Procurement
Required Prerequisites: None

Learning Objectives:
⦁ Review of Workday Procurement, including:
⦁ Types of Spend
⦁ Procurement Process Flow
⦁ Procurement Business Processes
⦁ Supplier Collaboration Concept
⦁ Security In Procurement

Procurement: Matching (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Did you go Live with Workday without Procurement Matching? If so, check out these easy to view concepts that will help
you to configure this feature. You will learn how to configure match condition rules, rule sets, and exception reasons.
Covered Topics:
⦁ Match Events and Exception Events
⦁ Receipts and Invoices
⦁ Change Orders
⦁ Supplier Contract Events
⦁ Required Prerequisites: None

Learning Objectives:
⦁ Review Match Events and Exception Events
⦁ Discuss Receipts and Invoices
⦁ Process Change Orders
⦁ Introduce Supplier Contract Events

Workday ® Education Page 159 of 205 Training Catalog

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Projects and Work Management Overview (Free)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Financials Library and Free Library
Description:
In this presentation, you will learn how the power of Workday’s unified solution can help you identify the right resources to
staff your projects by leveraging information already in your system.
Covered Topics
⦁ Projects and Work Management
⦁ Project Staffing
⦁ Time Tracking
Required Prerequisites: None

Learning Objectives:
⦁ Review Projects and Work Management in Workday.
⦁ Describe Project Staffing.
⦁ Examine Time Tracking.

Purpose and Setup of Custom Labels (Free)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Free Library and HCM Core Library
Description:
This presentation provides information about replacing Workday field labels with labels that more accurately reflect the
way you do business.
Covered Topics:
⦁ Purpose of Custom Labels
⦁ Term Context
⦁ Setup Custom Labels
Required Prerequisites: None

Learning Objectives:
⦁ Explain the Purpose of Custom Labels and Term Context
⦁ Demonstrate how to create Custom Labels

Workday ® Education Page 160 of 205 Training Catalog

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Record Award Proposals (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Education/Government Library and Financials Library
Description:
Record Award Proposals gives you the ability to track core information about your award proposals. Award Proposal
information can later be converted to an award.
Covered topics:
⦁ Introduce and Configure Award Proposals
⦁ Create an Award Proposal
⦁ Create an Award Proposal Budget
⦁ Use an Award Proposal to Create an Award
⦁ Use an Award Proposal Budget to Create an Award Budget
⦁ Award Proposal Reporting
Required Prerequisites: None

Learning Objectives:
⦁ Gain an introductory understanding of Award Proposals and how to configure them
⦁ Create an Award Proposal
⦁ Create an Award Proposal Budget
⦁ Use an Award Proposal to Create an Award
⦁ Use an Award Proposal Budget to Create an Award Budget
⦁ Gain an awareness of Award Proposal Reporting tools

Record Voided Checks (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
This job aid provides information about recording voided checks in Workday.
Covered Topics:
⦁ Record Voided Checks Task
⦁ Select Banks Account
⦁ Check Number, Date Voided, and Reason for Void
Required Prerequisites: None

Learning Objectives:
⦁ Record Voided Checks Task
⦁ Select Bank Account
⦁ Check Number, Date Voided, and Reason for Void

Workday ® Education Page 161 of 205 Training Catalog

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Region Organizations (Subscription)
Delivery Mode: Learn On-Demand
Audience: Functional Lead, Workday Administrator, and Implementer
Prerequisites:
Library: Financials Library and HCM Core Library
Description:
After viewing this course, you will be able to define and create region organizations, use regions as worktags, and add an
existing region to a regional hierarchy.
Covered topics:
⦁ Defining and creating regions.
⦁ Regions as worktags.
⦁ Regional hierarchies.
Required Prerequisites: None

Learning Objectives:
⦁ Define and create a region.
⦁ Describe how to use regions as worktags.
⦁ Define a regional hierarchy.
⦁ Add a region to an existing regional hierarchy.

Reorganization (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
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. The impact of a supervisory organization hierarchy change to progress business processes, such as
hire and job changes and the reports available to track these types of changes will also be covered.
Covered topics:
⦁ Create Reorganization Event
⦁ Create Subordinate Organization
⦁ Assign Superior Organization
⦁ Divide Organization
⦁ Moving Workers in a Reorganization
⦁ Inactivate Organization
Required Prerequisites: None

Learning Objectives:
⦁ Explain the concept of Reorganization Events and Reorganization Activities
⦁ Demonstrate how to make organizational changes

Workday ® Education Page 162 of 205 Training Catalog

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Report Writer Overview (Free)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
Report Writer is a built-in, easy-to-use, custom solution for actionable reporting. This training provides a basic
introduction to Workday Report Writer functionality and demonstrates how to copy an existing report, use the output, and
also create a custom report from scratch.

Covered Topics:
⦁ Report Writer Introduction
⦁ Copy and Edit Reports
⦁ Using Report Output
⦁ Create Custom Report
Required Prerequisites: None

Learning Objectives:
⦁ Review Report Writer
⦁ Discuss how to Copy and Edit Reports
⦁ Use Report Output
⦁ Create a Custom Report

Reprint Checks and Reassign Check Numbers (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
For instances in which the Workday assigned check number and the number on the check stock are out of sync, check
numbers can be reassigned and the checks reprinted. This job aid details the options for reprinting checks.
Covered Topics:
⦁ Reprint Check Using Same Check Numbers
⦁ Reprint Checks: Next Check Number in Printer
⦁ Manually Enter Check Numbers
⦁ Manually Enter Range of Check Numbers
Required Prerequisites: None

Learning Objectives:
⦁ Reprint Check Using Same Check Numbers
⦁ Reprint Checks: Next Check Number in Printer
⦁ Manually Enter Check Numbers
⦁ Manually Enter Range of Check Numbers

Workday ® Education Page 163 of 205 Training Catalog

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Request Compensation Change (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This training outlines the basic functions of compensation, such as how to view compensation and request a
compensation change for a direct report.
Covered Topics:
⦁ View Compensation
⦁ Request Compensation Change
Required Prerequisites: None

Learning Objectives:
⦁ View Compensation
⦁ Request Compensation Change

Request Framework (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Implementer
Prerequisites:
Library: Cross Application/Technology Library
Description:
The request framework enables users and provides them with the ability to request changes within the Workday system.
Changes can include items such as creating new security groups, changes to an organization or even changes to an
expense approval process.
Required Prerequisites: None

Learning Objectives:
⦁ Request Framework Overview
⦁ Define Process and Participants
⦁ Demo: Create Request Type
⦁ Demo: Request in Action
⦁ Reports and Domain Configurations

Workday ® Education Page 164 of 205 Training Catalog

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Revenue Management: Customer Contracts (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Customer contracts record the operational details of customer sales agreements, such as sales items or projects,
payment schedules, and milestones. This training provides an overview of customer contracts and how they fit into
Workday Revenue Management, and the customer contract business process.
Covered topics:
⦁ What is a Customer Contract
⦁ Create and Approve a Customer Contract
⦁ Customer Contract Work Area
Required Prerequisites: None

Learning Objectives:
⦁ Examine What is a Customer Contract?
⦁ Review how to Create and Approve a Customer Contract
⦁ Explore the Customer Contract Work Area

Revenue Management: Customer Contracts Billing (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
This training will discuss Customer Contract Billing functionality and how it fits into Workday's Revenue Management
solution.
Covered Topics:
⦁ Contract Billing Overview
⦁ Create a Billing Schedule for a Customer Contract
⦁ Create an Invoice for a Customer Contract
Required Prerequisites: None

Learning Objectives:
⦁ Review Contract Billing in Workday.
⦁ Create a Billing Schedule for a Customer Contract.
⦁ Create an Invoice for a Customer Contract.

Workday ® Education Page 165 of 205 Training Catalog

Learn On-Demand
Revenue Management: Customer Contracts Revenue Recognition (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
In this training, we will explore the Customer Contract Revenue Recognition functionality, a key component of Revenue
Management.
Covered Topics:
⦁ Revenue Recognition Overview
⦁ Revenue Recognition Scheduling, Accounting, and Reporting
Required Prerequisites: None

Learning Objectives:
⦁ Explore the process of Revenue Recognition, including Revenue Recognition Scheduling, Accounting, and Reporting

Revenue Overview (Free)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Executive
Prerequisites:
Library: Financials Library and Free Library
Description:
Workday Financials provides all of the tools you need to manage your organization's revenue. See how you can schedule
your revenue recognition, find out what additional training is available on revenue management, and more!
Covered Topics:
⦁ Revenue Overview
⦁ Revenue Training
Required Prerequisites: None

Learning Objectives:
⦁ Review of Revenue Management
⦁ Examination of Revenue Recognition

Workday ® Education Page 166 of 205 Training Catalog

Learn On-Demand
Review Trackable Lines for Assets (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Are you interested in optimizing your Assets business processes? Learn how to add a step that will enable you to review
the lines in an invoice or receipt prior to registering your assets. By reviewing trackable lines for assets, you can easily
change the accounting treatment or approve the capitalization of an asset.
Covered Topics:
⦁ Security Group Settings
⦁ Adding a Step to the Business Process
⦁
⦁ Required Prerequisites: None

Learning Objectives:
⦁ Configure Review Trackable Lines BP
⦁ Process assets from invoices or receipts with trackable lines BP
⦁ Distinguish the differences in the BP flow
⦁ Create pooled assets using the trackable lines BP

Search Report (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
Search report types allow you to build 'find' type reports, where searching can be easily narrowed using facet filters in the
left frame, with search results configured on the right. Search reports require the use of an indexed data source. We will
demonstrate how to build a searchable Expertise Finder search report, showing how to configure mass actions and the
value of this feature.
Covered topics:
⦁ Search Reports
⦁ Create a Search Report
⦁ Test and Run a Search Report
Required Prerequisites: None

Learning Objectives:
• • Provide a definition of a Search Report. • Explain the value of a Search Report for your organization. • Explain the data
source requirements for a Search Report • Create a Search Report to provide capability of finding and comparing
instances or doing mass actions.

Workday ® Education Page 167 of 205 Training Catalog

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Secure Data and the sFTP Server (Free)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Executive
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
This training is one in a series created by Workday to assist customers during deployment. It's 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
⦁ sFTP Lifespan
⦁ Links
Required Prerequisites: None

Learning Objectives:
⦁ Terms to Know
⦁ The sFTP Server Overview
⦁ Public and Private Key Generation
⦁ sFTP Lifespan
⦁ Links

Security Groups and Uses (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
This course will provide an understanding of the Workday security framework, specifically focusing on how security
groups are configured.

Required Prerequisites: None

Learning Objectives:
⦁ Define the Configurable Security Framework
⦁ Review Types of Security Groups

Workday ® Education Page 168 of 205 Training Catalog

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Segment Based Security Groups (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
This curriculum focuses on segment based security groups. Through presentation and demonstrations the learner should
be able to configure, activate and test segment based security groups.
Covered topics:
⦁ Segment-Based Security Overview
⦁ Configure Segment Based Security
⦁ Activate and Test Security Policy Changes
Required Prerequisites: None

Learning Objectives:
⦁ Discuss Segment-Based Security
⦁ Configure Segment Based Security
⦁ Activate and Test Security Policy Changes

Settlement Dashboard (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Explore the visualizations, reports and metrics that can be made using the new Settlement dashboard. This course
explores the dashboard, its features, how to configure it and add it to the home page.
Covered topics:
Overview of the Settlement dashboard, including differences from the Settlement Work Area
Add the Settlement dashboard to your Home Page
Explore the key worklets, default tasks and reports available for the Settlement dashboard
Configure the Settlement dashboard

Required Prerequisites: None

Learning Objectives:
⦁ List the differences between the Settlement Work Area and the Settlement Dashboard
⦁ Add the Settlement Dashboard to your Home Page
⦁ List the default tasks and reports available for the Settlement Dashboard
⦁ Review Key Worklets
⦁ Configure the Settlement Dashboard

Workday ® Education Page 169 of 205 Training Catalog

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Settlement: Positive Pay Files (Subscription)
Delivery Mode: Learn On-Demand
Audience: Business User and Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Positive Pay is a cash management service offered by banks that helps to deter check fraud. In this course, we’ll explore
Workday Positive Pay Files for check printing, learn what they are, and review the options available for configuring and
creating positive pay files in Workday.
Covered topics:
Positive Pay File Basics
Positive Pay File Creation for In-house Checks
Positive Pay File Creation for Outsourced Checks

Required Prerequisites: None

Learning Objectives:
⦁ Explain how a positive pay file is used
⦁ Explore the provided Workday integrations related to positive pay
⦁ Examine the configuration necessary to support positive pay
⦁ Create a positive pay file for outsourced checks

Setup Period Close Activity Groups (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Implementer
Prerequisites:
Library: Financials Library
Description:
Workday allows you to configure custom Period Close Activity Groups. This gives you greater control over the close
process when updating ledger period status. This video will walk you through setup and use of Period Close Activity
groups.

Covered Topics:
⦁ Security Configuration
⦁ Maintain Period Close Activity Groups
Required Prerequisites: None

Learning Objectives:
⦁ Update domain security policy for Period Close setup
⦁ Add a period close activity group
⦁ Add and remove the operational transaction types to a period close activity group

Workday ® Education Page 170 of 205 Training Catalog

Learn On-Demand
Shared Participation Merit Process (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This training is designed to assist Compensation Administrators with the Merit Compensation Process. It is
recommended that you watch this curriculum in the order listed below.
Covered Topics:
⦁ Introduction to the Merit Process
⦁ Compensation Matrices
⦁ Create a Merit Plan
⦁ Compensation Process Template
⦁ Rollout Compensation Plan
⦁ Compensation Configurable Grid
⦁ Initiate Merit Process
⦁ Manage Impacted Employees
⦁ Configure, Distribute, and Launch Pools
⦁ Complete Employee Awards
⦁ Release Merit Statement
Required Prerequisites: None

Learning Objectives:
⦁ Introduction to the Merit Process
⦁ Define Compensation Matrices
⦁ Create a Merit Plan
⦁ Review and create Compensation Process Template
⦁ Rollout Compensation Plan
⦁ Compensation Configurable Grid
⦁ Initiate Merit Process
⦁ Manage Impacted Employees
⦁ Configure, Distribute, and Launch Pools
⦁ Complete Employee Awards
⦁ Release Merit Statement

Workday ® Education Page 171 of 205 Training Catalog

Learn On-Demand
Sourcing Goods from Storage (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
In this series, you will learn how to Source Goods from Storage. Sourcing Goods from Storage allows you to assign
physical locations to assets, place the assets into a storage location, and fill requisitions from resources available in
storage. This series takes you through the steps from the purchase order, receipt, requisition, and finally sourcing from
storage.
Covered Topics:
⦁ Order and Receive Goods
⦁ Source a Requisition from Storage
⦁ Configuration Considerations for Sourcing
Required Prerequisites: None

Learning Objectives:
⦁ Learn to Order and Receive Goods
⦁ Perform a Requisition from Storage
⦁ Configure Considerations for Sourcing

Spend Authorization (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Spend authorizations enable employees to obtain pre-approval for anticipated expenses, before they enter their actual
expenses in the system. This training demonstrates how to create and approve a spend authorization from the
perspective of employees and managers involved in the transaction. We'll also cover creation of expense reports using
existing spend authorizations and the closing or mass closing spend authorizations. In addition we will cover commitment
accounting, budget checking and freeze of company spend along with the tenant configuration required to uptake these
features.
Covered topics:
⦁ Spend Authorization Overview
⦁ Tenant Configuration
⦁ Creating Spend Authorizations
⦁ Expense Reports from Spend Authorizations
⦁ Closing & Mass Closing Spend Authorizations
⦁ Approve a Spend Authorization
Required Prerequisites: None

Learning Objectives:
⦁ Create a Spend Authorization
⦁ Approve a Spend Authorization

Workday ® Education Page 172 of 205 Training Catalog

Learn On-Demand
Staffing Models: Job Management Overview (Free)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Executive
Prerequisites:
Library: Free Library and HCM Core Library
Description:
This training is designed to explain the two staffing models available in Workday: Position Management and Job
Management. Watch this module to prepare for the Staffing Workshop, in which customers select a staffing model.

Covered Topics:

⦁ Staffing Model Definition

⦁ Types of Staffing Models
⦁ Hiring Restrictions
Required Prerequisites: None

Learning Objectives:
⦁ Understand the definition and purpose of a Staffing Model
⦁ Explain the types of Staffing Models available in Workday
⦁ Determine and configure Hiring Restrictions for Staffing Models
View this course in the Community

Staffing Models: Position Management Overview (Free)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Free Library and HCM Core Library
Description:
This training is designed to explain the two staffing models available in Workday: Position Management and Job
Management. Watch this module to prepare for the Staffing Workshop, in which customers select a staffing model.

Covered Topics:

⦁ Staffing Model Definition

⦁ Types of Staffing Models
⦁ Hiring Restrictions
Required Prerequisites: None

Learning Objectives:
⦁ Understand the definition and purpose of a Staffing Model
⦁ Explain the types of Staffing Models available in Workday
⦁ Determine and configure Hiring Restrictions for Staffing Models

Workday ® Education Page 173 of 205 Training Catalog

Learn On-Demand
Staffing Positions: Creating Positions (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
Every supervisory organization is tied to a distinct staffing model. In this training, you will tackle the differences between
staffing models so that you will be able to successfully hire an employee into a variety of organizations. You will build new
positions under the Position Management staffing model, and set hiring restrictions for Job Management. For new and
existing employees with responsibility for performing HCM transactions on Workday.
Covered Topics:
⦁ Create Positions Using Job Management
⦁ Creating Positions Using Position Management
Required Prerequisites: None

Learning Objectives:
⦁ Demonstrate how to Create Positions, Set Hiring Restrictions, and Hire Employees into new positions using Job
Management and Position Management staffing models

Staffing Positions: Job Profiles (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
In order to create and fill positions within a supervisory organization a generic definition, or a job profile, must first be
defined. This presentation provides an introduction to the Workday job catalog, offering a closer look at job profiles. You
will also observe how hiring restrictions are used in conjunction with job profiles to define new positions. For new and
existing employees with responsibility for performing HCM transactions in Workday.
Covered Topics
⦁ What is a Job Profile?
⦁ Job Catalog Hierarchy
⦁ Hiring Requirements
⦁ Combining Profiles and Requirements
⦁ Required Prerequisites: None

Learning Objectives:
⦁ Define and explain basics of Job Profiles
⦁ Explain details of Job Catalog Hierarchy
⦁ Understand purpose of Hiring Restrictions
⦁ Identify the connections between job profiles and hiring restrictions

Workday ® Education Page 174 of 205 Training Catalog

Learn On-Demand
Staffing Positions: Managing Positions (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This training will help you to best manage existing positions in the face of a variety of circumstances. You will learn how to
edit either filled or unfilled positions when a situational change occurs, close positions in the case of terminations or
transfers, and manage a hiring freeze. For new and existing employees with responsibility for performing HCM
transactions on Workday.
Covered Topics:
⦁ Change an Employee Location
⦁ Close a Position
⦁ Freeze a Position
Required Prerequisites: None

Learning Objectives:
⦁ Explain the different ways to edit a Position
⦁ Complete the process of closing a Position
⦁ Administer a Freeze on a Position or Organization

Student Recruiting: Campaigns and Events (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, Executive, and Managers and
Employees
Prerequisites:
Library: Education/Government Library
Description:
Learn how to create student recruiting cycles and campaigns, and assign student recruiters to those campaigns by
viewing this demonstration.
Required Prerequisites: None

Learning Objectives:
⦁ Create Campaigns and Additional Setup for Recruiting Events
⦁ Student Recruiting Event Tasks

Student Recruiting: Mobile (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, Executive, and Managers and
Employees
Prerequisites:
Library: Education/Government Library
Description:
This demonstration introduces you to Workday’s Student Recruiting mobile application. You’ll learn how recruiters can
use this powerful functionality on any device: anytime and anywhere.
Required Prerequisites: None

Learning Objectives:
⦁ Gain an understanding of the functionalities of the Student Recruiting mobile application.

Workday ® Education Page 175 of 205 Training Catalog

Learn On-Demand
Student Recruiting: Prospect Management (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Education/Government Library
Description:
This course provides an overview of Student Prospects, its core functionality, and how it relates to Workday's Student
Recruiting.

Covered Topics:
⦁ Student Prospects Overview
⦁ Create Student Prospect
⦁ Update Student Prospect Record
⦁ Merge Duplicate Student Prospects
Required Prerequisites: None

Learning Objectives:
⦁ Gain an overview understanding of Student Prospects
⦁ Create Student Prospect
⦁ Update Student Prospect Record
⦁ Merge Duplicate Student Prospects

Student Recruiting: Regions and Recruiters (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, Executive, and Managers and
Employees
Prerequisites:
Library: Education/Government Library
Description:
In this demonstration, you'll learn about Student Recruiting Regions, how to create Student Recruiters, and how to assign
your recruiters to student prospects.

Required Prerequisites: None

Learning Objectives:
⦁ In this demonstration, you'll learn about Student Recruiting Regions, how to create Student Recruiters, and how to
assign your recruiters to student prospects.

Workday ® Education Page 176 of 205 Training Catalog

Learn On-Demand
Student Recruiting: Reports (Subscription)
Delivery Mode: Learn On-Demand
Audience: Functional Lead, Workday Administrator, Executive, and Managers and Employees
Prerequisites:
Library: Education/Government Library
Description:
In this course, you’ll be introduced to Student Recruiting and take a look at how it works within Workday Student. After
you complete these trainings, you’ll understand the basics of Student Recruiting.
Covered Topics:
Introduction to Student Recruiting
⦁ Student Recruiting Concepts
⦁ Student Recruiting Business Processes
⦁ Student Recruiting Glossary
⦁ Student Recruiting Crossword

Regions and Recruiters

⦁ Student Recruiting: Regions and Recruiters

Campaigns and Events

⦁ Create Campaigns and Additional Setup for Recruiting Events
⦁ Student Recruiting Event Tasks

Student Prospects
⦁ Required Prerequisites: None

Learning Objectives:
⦁ Understand and use the Admissions Funnel Analysis report
⦁ Understand and use the Admissions Source Effectiveness report
⦁ Understand and use the Student Recruiting Event Effectiveness report
⦁ Understand and use the Campaign Summary report

Supplier and Contract Management Overview (Free)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library and Free Library
Description:
In this course, we'll look at how Workday can help you to manage your organization's suppliers and supplier contracts.
We've also included a list of all of the training available on supplier and contract management in Workday.
Covered topics:
⦁ Supplier and Contract Management Overview
⦁
Required Prerequisites: None

Learning Objectives:
⦁ Explore the process of managing suppliers and supplier contracts in Workday

Workday ® Education Page 177 of 205 Training Catalog

Learn On-Demand
Supplier Self-Registration (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Financials Library
Description:
Learn how suppliers can now enter their data directly into a secure external website, saving your supplier administrators
from a manual process that in the past has seen much incomplete and inaccurate data.
Covered topics:
Create an external supplier site
Configuring goods and services for a supplier
Perform self-registration as a supplier
Examine the approval process
List related supplier portal changes

Required Prerequisites: None

Learning Objectives:
⦁ Create an external supplier site
⦁ Configuring goods and services for a supplier
⦁ Perform self-registration as a supplier
⦁ Examine the approval process
⦁ List related supplier portal changes

Talent Management: Competencies (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
A competency is a set of defined behaviors that provide a structured guide, enabling the identification, evaluation, and
development of the behaviors in individual employees. In Workday, worker competencies are rated as part of
performance. Upon completion of this training, you should understand key competency concepts. You should be able to
create a Competency; set up a Competency Category, Competency Class, and Proficiency Rating Scale. You should also
be able to assign, update, and compare competencies. Finally, you should understand how to generate an Employee
Talent Card. .

Covered Topics:
⦁ Competency Basics
⦁ Set Up and Create Competencies
⦁ Set Expected Competency Levels
⦁ Updating Competencies
⦁ Comparing Competencies
⦁ Generating a Talent Card
Required Prerequisites: None

Learning Objectives:
⦁ Understand Competency Basics
⦁ Set Up and Create Competencies
⦁ Set Expected Competency Levels
⦁ Update Competencies
⦁ Compare Competencies
⦁ Generate a Talent Card

Workday ® Education Page 178 of 205 Training Catalog

Learn On-Demand
Talent Overview (Free)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Free Library and HCM Core Library
Description:
This training provides an overview of Talent Management in Workday. You’ll learn how competencies are used to define
skills, behaviors and attitudes for workers, leverage talent reviews to measure employee performance, use calibration to
assess performance and potential, use succession planning to identify members of your workforce who can move into
key jobs and positions in the future. You'll also gain insights into Talent data touch points that can be leveraged across
other parts of Workday.

Covered Topics:
⦁ Talent Overview Competencies Talent Reviews Calibration Succession Planning
⦁ Touch Points
⦁ Required Prerequisites: None
⦁

Learning Objectives:
⦁ Discuss Talent Overview in Workday Identify how competencies are used to define skills, behaviors
and attitudes for workers Explain talent reviews and how they are used to measure employee
performance Describe how calibration is used to assess performance and potential Define succession
planning and how it can be used to identify members of a workforce who can move into key jobs and
positions in the future
⦁ Identify examples of Talent data touch points that can be used in other parts of the system
exemplifying the power of a unified system
⦁

Talent Planning and Analytics (Subscription)

Delivery Mode: Learn On-Demand
Audience: Business User, Workday Administrator, and Executive
Prerequisites:
Library: HCM Core Library
Description:
Have you been looking for a way to predict and analyze your headcount supply and demand? View this presentation to
maximize your talent using the available analytic functionality.
Covered Topics:
⦁ Headcount Supply & Demand Report Workflow
⦁ Headcount Supply & Demand Analytics Template Configuration Steps
⦁ View Report in Workforce Planning Worklet
Required Prerequisites: None

Learning Objectives:
⦁ Review the Headcount Supply & Demand Report Workflow
⦁ Replicate Headcount Supply & Demand Analytics Template Configuration Steps
⦁ View Report in Workforce Planning Worklet

Workday ® Education Page 179 of 205 Training Catalog

Learn On-Demand
Talent Succession: Assessing Potential (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
In order to better focus the future of your workforce, this training will enable you to identify employees' potential,
achievable promotion level, retention risk, and loss impact. You will learn how to configure the set up codes for these
items and then perform the assessment.
Covered Topics:
⦁ Configure Potential Codes
⦁ Enable Nomination Tracking
⦁ Complete an Assessment
⦁ Assess Potential in Volume
Required Prerequisites: None

Learning Objectives:
⦁ Configure Potential Codes
⦁ Enable Nomination Tracking
⦁ Complete an Assessment
⦁ Assess Potential in Volume

Talent Succession: Business Process, Security, Worklets, and Dashboards (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
Take charge of talent succession by learning to configure the related business processes, such as assess potential and
manage succession plan. This training will help you make sure that the right people have access to the right tasks
through coordination of the domain and business process security policies.
Covered Topics:
⦁ Talent Succession in Business Processes
⦁ Domain and Business Process Security Policies
⦁ Configure Worklets for Succession and Talent
Required Prerequisites: None

Learning Objectives:
⦁ Configure Talent Succession Business Processes
⦁ Edit Domain and Business Process Security Policies
⦁ Configure Worklets for Succession and Talent

Workday ® Education Page 180 of 205 Training Catalog

Learn On-Demand
Talent Succession: Succession Planning (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
A succession plan helps to organize employees who are candidates to fill a position, based on their readiness for that
position. This module will broaden your understanding of talent succession by detailing the production of readiness
codes and the subsequent creation of a succession plan. In addition, you will learn about the reports available for
effective succession management.
Covered Topics:
⦁ Maintain Readiness Codes
⦁ Find Succession Plan Report
⦁ Create Succession Plan
⦁ Use other Succession Plan Reports
Required Prerequisites: None

Learning Objectives:
⦁ Add and Edit Maintain Readiness Codes for talent succession plans
⦁ Learn how to use the Find Succession Plan report
⦁ Create Succession Plan
⦁ Find and use other Succession Plan Reports

Talent: Configuring the Opportunity Graph (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
In this training, you’ll learn what the opportunity graph is, gain an understanding of its benefits, configure security domains
and job profile information, and be able to view the opportunity graph via employee self-service.
Required Prerequisites: None

Learning Objectives:
⦁ Articulate the benefits of the opportunity graph to an employee
⦁ Enable the opportunity graph in a tenant
⦁ Explain all configuration needed at the job profile level to drive opportunity graph results
⦁ Configure security to allow access to the opportunity graph
⦁ View and explain the results of the opportunity graph

Workday ® Education Page 181 of 205 Training Catalog

Learn On-Demand
Tenant Analyzer (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Implementer
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
This video will walk you through how to utilize the Tenant Analyzer tool to review tenant configuration.
Required Prerequisites: None

Learning Objectives:
⦁ Define Tenant Analyzer and explain when to use it
⦁ Run the Tenant Analyzer for a Payroll use case
⦁ Run the Tenant Analyzer for an Absence use case

Time Tracking Overview (Free)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Free Library and Payroll/Absence/Time Tracking Library
Description:
In this presentation, you will learn how the power of Workday’s unified solution can be leveraged in Time Tracking to
document project resourcing, spend and results.
Covered Topics:
⦁ Time Tracking
⦁ Building Blocks of Time
⦁ Connections
Required Prerequisites: None

Learning Objectives:
Describe high-level features of Workday Time Tracking. Identify connections between Time Tracking and other Workday
products.

Time Tracking: Adjusting Calculated Time (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
This training covers when and how to use the Adjust Calculated Time task. The demonstration covers how to adjust time
using Calculation tags.
Covered topics:
⦁ Use cases
⦁ How to adjust calculated time
⦁ Cautions to consider when performing this task
Required Prerequisites: None

Learning Objectives:
⦁ Use Adjust Calculated Time task
⦁ How to perform time adjustments
⦁ Examine considerations when performing time adjustments

Workday ® Education Page 182 of 205 Training Catalog

Learn On-Demand
Time Tracking: Configuring the Time Entry Template (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
The purpose of the time entry template is to control the appearance and behavior of the time entry calendar. Watch this
training to learn how to configure a time entry template to meet your business needs, as well as better understand how
the template affects time entry. This curriculum consists of two demonstrations

Covered Topics:
⦁ Define and Create a Time Entry Template
⦁ View, Edit, and Delete a Time Entry Template
Required Prerequisites: None

Learning Objectives:
⦁ Define and create a Time Entry Template
⦁ Configure a Time Entry Template

Time Tracking: Configuring Time Entry Codes and Time Code Groups (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
Time entry codes are essential to time tracking because they define the units for entering time as well as specify the
entry method. Time entry codes belong to time code groups, which are used to define eligibility requirements. This
training details the function and configuration of these time tracking elements. This curriculum consists of two
demonstrations and one job aid.

Covered Topics:
⦁ Time Entry Codes
⦁ Time Code Groups
⦁ Increment For Hours Entry
Required Prerequisites: None

Learning Objectives:
⦁ Use Time Entry Codes and Time Code Groups
⦁ Create and delete Time Code Groups
⦁ Define Increment For Hours Entry

Workday ® Education Page 183 of 205 Training Catalog

Learn On-Demand
Time Tracking: Defining a Period Schedule (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
Period schedules define consecutive periods for payroll processing, time tracking, or both. In combination with the pay
period schedule, they determine when employees are paid for time worked. This training delivers the major components
of a period schedule, including the function of several critical dates for time entry. It includes demonstrations on editing a
period schedule and security policies for time tracking.

Covered Topics:
⦁ Define a Period Schedule
⦁ Edit Period Schedule
⦁ Adjust Time Tracking Security Policies
Required Prerequisites: None

Learning Objectives:
⦁ Define a Period Schedule
⦁ Edit a Period Schedule
⦁ Adjust Time Tracking Security Policies

Time Tracking: Defining the Work Schedule Calendar (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
This training will define the purpose of a work schedule calendar and explain where it is used in Absence and Time
Tracking. It will cover how to create a work schedule calendar. It will explain the three methods in which a worker is
assigned to a work schedule calendar.
Covered Topics:
⦁ Review the purpose of and create a Work Schedule Calendar
⦁ Assign the new work schedule calendar to a worker
Required Prerequisites: None

Learning Objectives:
⦁ Review the purpose of and create a Work Schedule Calendar
⦁ Assign the new work schedule calendar to a worker

Workday ® Education Page 184 of 205 Training Catalog

Learn On-Demand
Time Tracking: Enter Time and Time Off (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
The time entry calendar allows you to enter time in a variety of ways, as well as easily edit or delete blocks of time. Upon
completion of this training, you will be able to utilize time tracking to enter, edit, and submit time and time off. Designed
for employees who are required to track their time using the time tracking time entry calendar.
Covered topics:
⦁ Enter Time
⦁ Enter Time Off
⦁ High Volume Time Entry
Required Prerequisites: None

Learning Objectives:
⦁ Review Enter Time
⦁ Enter, edit and submit Time Off
⦁ Describe the High Volume Time Entry option

Time Tracking: Entering Time and Time Off for a Worker (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
The purpose of this training is to demonstrate how to use the Time Tracking calendar features to enter, edit and submit
time and time off for a worker, and how to approve time and time off for a worker.
Covered topics:
⦁ Enter Time for a Worker
⦁ Enter Time Off for a Worker
⦁ Required Prerequisites: None

Learning Objectives:
⦁ Enter, edit and delete time entries for a worker
⦁ Enter TIme Off for a Worker

Workday ® Education Page 185 of 205 Training Catalog

Learn On-Demand
Time Tracking: Managing Exception Time Reporters (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
This training provides an overview of managing exception time reporters.
Covered topics:
⦁ Define an exception time reporter
⦁ Locate and view a work schedule calendar
⦁ Execute the Mass Auto-Fill from Schedule task
⦁ Schedule the Mass Auto-Fill from Schedule task
⦁ Configure the Enter Time business process for exception time reporters
⦁ Execute the mass submit and mass approve tasks
⦁ Configure security for exception-time related tasks
⦁ Required Prerequisites: None

Learning Objectives:
⦁ Define an exception time reporter
⦁ Locate and view a work schedule calendar
⦁ Execute the Mass Auto-Fill from Schedule task
⦁ Schedule the Mass Auto-Fill from Schedule task
⦁ Configure the Enter Time business process for exception time reporters
⦁ Explain the business need for mass time submission vs. self-submission
⦁ Execute the mass submit and mass approve tasks
⦁ Configure security for exception-time related tasks

Time Tracking: Manually Advance the Enter Time Business Process (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Payroll/Absence/Time Tracking Library
Description:
In this training you will learn how to advance a business process and the security policy changes needed to advance the
Enter Time business process. This training reviews how to use the Mass Advance Business Process task to move the
Enter Time business process to the next step or to completion.
Covered topics:
⦁ Modify Security Policies
⦁ Manually Advance the Enter Time Business Process
Required Prerequisites: None

Learning Objectives:
⦁ Modify Security Policies for the Enter Time business process
⦁ Demonstrate how to manually advance the Enter Time Business Process

Workday ® Education Page 186 of 205 Training Catalog

Learn On-Demand
Time Zones for Business Processes (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
Business process configuration tasks are timezone aware allowing users to activate changes immediately or on a specific
date across multiple time zones.
Covered Topics:
⦁ Time Zones for Business Process Configurations
⦁ Benefits of Time Zone Aware Functionality
⦁ Change User Time Zone
⦁ Set Up Override Time Zone for Administrators
⦁ Time zone for step delay
Required Prerequisites: None

Learning Objectives:
⦁ Explain how the time zone configuration benefits the global enterprise
⦁ Explain configuration options
⦁ Update tenant to allow time zone overrides
⦁ Demonstrate how this impacts administrator when making an update to an existing business process
⦁ Understand the impact of time zone configuration in a range of scenarios

Transposed Report (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
The Transposed report type enables you to build a custom report where report rows are used as columns (that is, rows
are transposed into columns). Building a Transposed report enables you to create reports that enable side-by-side
comparisons (like when you compare workers using the Workbox feature) and to build related worklets for business
process steps (sometimes called embedded intelligence) that show reference data in a side-by-side format. This training
will demonstrate how this report format can be beneficial when trying to do comparisons on data that is typically provided
in rows on the Advanced report type. First, we'll look at a report called Compare Talent by Organization, that we have
formatted to group our worker's current performance metrics and potential. We'll take a look at how we set this up. Next,
we will walk step-by-step with how to create a Transposed report to compare our suppliers for Global Modern Services,
Inc. (USA). We will display important informal by Supplier General Information and Payment and Invoice Information.
We'll walk through how to set this up and what the various options are when creating this report.
Covered topics:
⦁ Transposed Report Overview
⦁ View an Existing Transposed Report
⦁ Create a Transposed Report
Required Prerequisites: None

Learning Objectives:
• Provide Learner Objectives. • Provide a definition of a Transposed report. • Describe when a Transposed Report would
be useful and demonstrate the layout in a few Delivered report examples (Compare Team, Compare Talent by
Organization). • Walk through the elements Compare Talent by Organization, that we have formatted to group our
worker's current performance metrics and potential. We'll take a look at how we set this up. Next, we will walk step-by-
step with how to create a Transposed report to compare our suppliers for Global Modern Services, Inc. (USA). We will
display important informal by Supplier General Information and Payment and Invoice Information. We'll walk through how
to set this up and what the various options are when creating this report • Create a Transposed Report to facilitate side-
by-side comparisons. • Configure Groups for your fields and provide a title using Label Override. • Add fields and
organize into groups to help you do your comparisons. • Use collapsible groups to see different views of the data.

Workday ® Education Page 187 of 205 Training Catalog

Learn On-Demand
Troubleshooting and Resolving Studio Integration Errors (Free)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
Are you experiencing issues with integrations created using Workday Studio? Learn how to troubleshoot using the Studio
Log File and the Consolidated Report. This training will walk through a common error scenario, demonstrating how to
retrieve these log files in order to obtain information about the error. In addition, you will learn best practices for
troubleshooting, and access links to other helpful resources.
Covered Topics:
⦁ Integration Components
⦁ Common Error: Expiring Job
⦁ Studio Log file and Consolidated Report
⦁ Best Practices
⦁ Additional Resources
Required Prerequisites: None

Learning Objectives:
⦁ Identify resources for troubleshooting errors
⦁ Utilize the consolidated report and log file to obtain information about errors
⦁ Awareness of common errors and how to resolve them
⦁ Describe integration components
⦁ Identify causes for common errors such as Expiring Job
⦁ Obtain information about errors using the Studio Log file and Consolidated Report
⦁ Define best practices
⦁ Review additional resources

Troubleshooting and Resolving Unassigned Tasks (Free)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Free Library and HCM Core Library
Description:
This demonstration will discuss how to troubleshoot and resolve some of the more common unassigned tasks.
Covered Topics:
⦁ Troubleshooting a Disabled Account
⦁ Troubleshooting a Missing Role
Required Prerequisites: None

Learning Objectives:
⦁ Troubleshoot a Disabled Account
⦁ Troubleshoot a Missing Role

Workday ® Education Page 188 of 205 Training Catalog

Learn On-Demand
Understanding Data Validation (Free)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Executive
Prerequisites:
Library: Cross Application/Technology Library and Free Library
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
Required Prerequisites: None

Learning Objectives:
⦁ Data Validation Tasks
⦁ Approaches to Data Validation
⦁ Tools Used to Track Data Validation

Understanding Integration IDs (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
Integration IDs are essential to Workday's cross application functionality, ensuring that data is mapped accurately during
integrations. This series will discuss how to use Reference IDs and Workday IDs within your EIB and Workday Studio
integrations.
Covered Topics:
⦁ Integration ID Overview
⦁ Reference IDs in EIB Integrations
⦁ IDs in Inbound for XSLT
Required Prerequisites: None

Learning Objectives:
⦁ Review Integration IDs
⦁ Discuss Reference IDs in EIB Integrations
⦁ Explain IDs in Inbound for XSLT

Workday ® Education Page 189 of 205 Training Catalog

Learn On-Demand
Understanding Tenant Management (Free)
Delivery Mode: Learn On-Demand
Audience: Integration Lead and Executive
Prerequisites:
Library: Free Library and HCM Core Library
Description:
A Workday tenant is an instance of the Workday software, including data that exists independently of other tenants.
There are many types of deployment and production tenants, each intended for a specific use. Complete this module to
achieve a better understanding of both deployment and production tenants, and how to best manage them throughout the
deployment lifecycle.

Covered topics:

⦁ What is a Tenant?
⦁ Deployment Tenants
⦁ Production Tenants
⦁ Tenant Management
⦁ Tenant Maintenance Requests
Required Prerequisites: None

Learning Objectives:
Upon completion of this module, you will possess a better understanding of both implementation and production tenants,
and how to best manage them throughout the deployment life cycle.

Understanding the Initial Prototype (Free)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Executive
Prerequisites:
Library: Free Library and HCM Core Library
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
Required Prerequisites: None

Learning Objectives:
⦁ Define an Initial Prototype
⦁ Explain the Purpose of the Initial Prototype
⦁ Discuss Data Gathering Workbook
⦁ Review Tips for Data Gathering

Workday ® Education Page 190 of 205 Training Catalog

Learn On-Demand
Usage Based Customer Contracts (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Implementer
Prerequisites:
Library: Financials Library
Description:
Customer contracts document the operational details of customer sales agreements, such as sales items, billing, and
payment terms.
There are times when you will want to bill your customers based on usage, and recognize revenue accordingly. This
requires defining different hourly rates to apply against varying billable hours.
This course will provide detailed information about configuring customer contracts to manage usage based transactions.
Covered Topics:
⦁ Create a customer contract with a usage based line type
⦁ Create a usage billing rate
⦁ Create a billing schedule for a usage based contract line
⦁ Record usage based transactions
⦁ Approve billable usage based transactions
⦁ Create a customer invoice for billable transactions.
Required Prerequisites: None

Learning Objectives:
⦁ Create a customer contract with a usage based line type
⦁ Create a usage billing rate
⦁ Create a billing schedule for a usage based contract line
⦁ Record usage based transactions
⦁ Review billable usage based transactions
⦁ Create a customer invoice for billable transactions.

User-Based Security (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library
Description:
This training introduces the basics of creating and deploying security groups. Upon completion of this curriculum, you will
be able to add a user-based security group to a domain security policy, activate the policy change, and then assign users
to the group.

Covered topics:
⦁ Create User-Based Security Group
⦁ Activate and Assign User-Based Security Group
Required Prerequisites: None

Learning Objectives:
⦁ Create User-Based Security Group
⦁ Activate and Assign User-Based Security Group

Workday ® Education Page 191 of 205 Training Catalog

Learn On-Demand
Workday Adoption: Planning Setup and Administration (Free)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Implementer
Prerequisites:
Library: Free Library and HCM Core Library
Description:
Workday Adoption is a functional area that will help customers unlock the full value of their Workday subscriptions. This
functional area includes Workday Usage Metrics, Adoption Planning, and Adoption Navigator: Onboarding. By the end of
this course, you should be able to explain how adoption planning can help your organization, set up a domain to use
adoption planning, update required domain security policies for adoption planning functionality, and configure an adoption
planning dashboard.
Covered topics:
⦁ How adoption planning can help your organization
⦁ Set up a domain to use adoption planning
⦁ Update required domain security policies for adoption planning functionality
⦁ Configure an adoption planning dashboard
Required Prerequisites: None

Learning Objectives:
⦁ Define the Workday Adoption functional area
⦁ Define Adoption Planning
⦁ Appropriately configure the What’s New and Workday Usage Metrics security domains
⦁ Appropriately configure the Adoption Planning Dashboard content

Workday Adoption: Setup of Adoption Navigator (Free)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Free Library and HCM Core Library
Description:
In this course, you’ll learn what the Workday Adoption functional area and Adoption Navigator are used for in Workday.
You’ll also learn how to configure your tenant to use the Adoption Navigator, and how to configure Adoption Navigator
dashboard content. Workday Adoption empowers customers to better understand how Workday is being used, identify
opportunities for improvement, and share insights with management by providing a central hub for viewing and planning.
In short, you’ll know what’s coming, be able to share it with others, and take action – all from within the Workday
application.
Required Prerequisites: None

Learning Objectives:
⦁ Define the Workday Adoption functional area
⦁ Define Adoption Planning
⦁ Appropriately configure the Adoption Navigator Dashboard content, as well as the three child dashboards: Configure
Business Process for Onboarding, Configure Onboarding, and Configure Security for Onboarding

Workday ® Education Page 192 of 205 Training Catalog

Learn On-Demand
Workday Adoption: Using Adoption Navigator (Free)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator, Executive, and Implementer
Prerequisites:
Library: Free Library and HCM Core Library
Description:
In this course, we'll look at how Workday can help you to manage your organization's suppliers and supplier contracts.
We've also included a list of all of the training available on supplier and contract management in Workday.
Covered topics:
⦁ Define the Workday Adoption functional area
⦁ Define Adoption Navigator
⦁
Required Prerequisites: None

Learning Objectives:
⦁ What is Adoption Navigator?
⦁ When to use Adoption Navigator
⦁ Articulate two use cases for Adoption Navigator: Onboarding

Workday Adoption: Using Adoption Planning (Free)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Free Library and HCM Core Library
Description:
This course walks you through how to best use adoption planning to plan and prepare for releases. After viewing this
course, you’ll be able to explain when and how often to use adoption planning and articulate two possible use cases.
Covered topics:
⦁ When and how often to use adoption planning
⦁ Articulate two use cases for adoption planning
Required Prerequisites: None

Learning Objectives:
⦁ Define the Workday Adoption functional area
⦁ Define Adoption Planning
⦁ Explain when and how often to utilize Adoption Planning
⦁ Articulate two possible use cases

Workday ® Education Page 193 of 205 Training Catalog

Learn On-Demand
Workday Business Object Model (Subscription)
Delivery Mode: Learn On-Demand
Audience: Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Cross Application/Technology Library
Description:
Workday stores all information in business objects. Business objects link together, and are thus related to one another.
The Workday business object model is the definition of these relationships. Upon completion of this training, you will be
able to identify the purpose of business objects, and how they relate to one another, as well as apply your knowledge of
the business object model.
Covered Topics:
⦁ Object Management System
⦁ Business Objects
⦁ Class Report Fields
⦁ Workday Business Object Model
⦁ Application of the Model
⦁ Helpful Reports
Required Prerequisites: None

Learning Objectives:
⦁ Object Management System Overview
⦁ Business Objects - Define and Purpose
⦁ How to define and use Class Report Fields
⦁ Workday Business Object Model
⦁ Application of the Model
⦁ Helpful Reports

Workday Customer Center: Case Management (Free)

Delivery Mode: Learn On-Demand
Audience: Business User, Integration Lead, Workday Administrator, and Executive
Prerequisites:
Library: Free Library and HCM Core Library
Description:
Are you the Names Support Contact for your company? If so, learn how to manage cases in the Workday Customer
Center.
Covered Topics
⦁ How to gain access to the Workday Customer Center
⦁ How to navigate the Workday Customer Center
⦁ How to maintain existing cases
Required Prerequisites: None

Workday ® Education Page 194 of 205 Training Catalog

Learn On-Demand
Workday Customer Center: Tenant Management (Free)
Delivery Mode: Learn On-Demand
Audience: Business User, Integration Lead, Workday Administrator, and Executive
Prerequisites:
Library: Cross Application/Technology Library, Education/Government Library, Financials Library, Free
Library, HCM Core Library, and Payroll/Absence/Time Tracking Library
Description:
This curriculum is designed to help Named Support Contacts understand Tenant Management using the Workday
Customer Center. This training is targeted towards employees assigned to the Named Support Contact role, for their
company.
Covered Topics:
⦁ Tenant Visibility
⦁ Historical and Pending Requests
⦁ Implementation Purchase/Renew
⦁ Implementation Refresh
⦁ Implementation Delete
⦁ Sandbox Refresh Exemption
⦁ Tenant Access - Implementer
⦁ General Tenant Management Requests
⦁ Additional Resources
Required Prerequisites: None

Workday Customer Center: Workday Support and Troubleshooting Processes (Free)

Delivery Mode: Learn On-Demand
Audience: Business User, Integration Lead, Workday Administrator, and Executive
Prerequisites:
Library: Cross Application/Technology Library, Education/Government Library, Financials Library, Free
Library, HCM Core Library, and Payroll/Absence/Time Tracking Library
Description:
In this module, you will learn about the Workday Customer Center's support and troubleshooting process. This training is
targeted towards employees assigned to the Named Support Contact role, for their company.
Covered Topics:
⦁ Overview of Workday Support
⦁ Outline roles and responsibilities of Named Support Contacts
⦁ Troubleshooting Process
Required Prerequisites: None

Learning Objectives:
To understand the Workday Support and troubleshooting process.

Workday ® Education Page 195 of 205 Training Catalog

Learn On-Demand
Workday Designer (Free)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Implementer
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
Introduction to Workday Designer, how to edit and modify pages.
Required Prerequisites: None

Learning Objectives:
⦁ Configure Workday Designer Security
⦁ Explain scope of what can be edited in WD29
⦁ Edit your page using Designer
⦁ Edit flow of your page

Workday Endowment Accounting Terminology (for Education and Government) (Subscription

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Education/Government Library and Financials Library
Description:
A glossary of Workday endowment accounting terminology for Education and Government.
Required Prerequisites: None

Learning Objectives:
⦁ Become familiar with endowment accounting terminology for Education and Government.

Workday Expenses Overview (Free)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: Financials Library and Free Library
Description:
Do you need an overview of the features and configuration options that are available to you in Workday Expenses? If so,
this training is the place to begin as you explore Workday's solution for recording, monitoring and controlling expenses.
Covered topics:
⦁ Workday Expenses
⦁ Related Business Processes
⦁ Spend Authorization
⦁ Credit Card Import
⦁ Expense Report
⦁ Payment Processing
⦁ Implementation Considerations
Required Prerequisites: None

Learning Objectives:
⦁ Review Workday Expenses, including:
⦁ Related Business Processes<il> Spend Authorization<il> Credit Card Import
⦁ Expense Report
⦁ Payment Processing
⦁ Implementation Considerations

Workday ® Education Page 196 of 205 Training Catalog

Learn On-Demand
Workday Grants Management Crossword Puzzle (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Education/Government Library and Financials Library
Description:
This crossword puzzle is a pre-course activity for the Workday Grants Management Fundamentals: Post Award course. It
is intended to “test” your knowledge of Workday and Workday Grants Management.
Required Prerequisites: None

Learning Objectives:
⦁ Gain familiarity with Workday Grants Management Fundamentals with this crossword!

Workday Grants Management Report Data Sources and Class Report Fields (Subscription)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Education/Government Library and Financials Library
Description:
A listing of report data sources (RDSs) and class report fields (CRFs) for Workday Grants Management.
Required Prerequisites: None

Learning Objectives:
⦁ Gain familiarity with a list of report data sources (RDSs) and class report fields (CRFs) for Workday Grants
Management.

Workday Integration Overview (Free)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
Do you want to learn about Workday’s strategy and solutions for system integration? This course presents an overview of
Workday's integration solution, discussing each item in the toolkit, its function, and how it fits into Workday's integration
strategy.
Covered topics:
⦁ The Integration Challenge
⦁ Web Services APIs
⦁ Workday Integration Tools
⦁ Community Resources
Required Prerequisites: None

Learning Objectives:
⦁ The Integration Challenge
⦁ Web Services APIs
⦁ Workday Integration Tools
⦁ Community Resources

Workday ® Education Page 197 of 205 Training Catalog

Learn On-Demand
Workday Learning Center: Navigation Basics (Free)
Delivery Mode: Learn On-Demand
Audience: Business User, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Cross Application/Technology Library, Education/Government Library, Financials Library, Free
Library, HCM Core Library, and Payroll/Absence/Time Tracking Library
Description:
This demonstration provides an introduction to the Workday Learning Center.
Covered topics:
⦁ Navigating the Home Page
⦁ Search for Training
⦁ View Transcript
⦁ Helpful Resources
Required Prerequisites: None

Workday Learning: Advanced Self-Service Functionality (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This course provides an overview for super users (e.g., instructors and managers) for key functionality that is unique to
each of their roles. For instructors, this includes how to access the instructor dashboard, view course calendar, grade
and track attendance for courses they have been assigned to. For managers, it's understanding the differences between
their team enrollment option and mass enrollment completed by Learning Administrators.
Covered Topics:
⦁ Define key instructor functionality, including: class assignments, dashboard, calendar, grading, and attendance
⦁ Configure instructor dashboard, including: describe key features, demonstrate navigation options, and discuss
limitations
⦁ Compare Manager team enrollment versus Learning Administrator's mass enroll feature
⦁ Turn on Manager team enroll
⦁ Conduct Manager team enroll
⦁ Required Prerequisites: None
⦁
⦁
⦁

Learning Objectives:
⦁ Define key instructor functionality, including: class assignments, dashboard, calendar, grading, and attendance
⦁ Configure instructor dashboard, including: describe key features, demonstrate navigation options, and discuss
limitations
⦁ Compare Manager team enrollment versus Learning Administrator's mass enroll feature
⦁ Turn on Manager team enroll
⦁ Conduct Manager team enroll

Workday ® Education Page 198 of 205 Training Catalog

Learn On-Demand
Workday Learning: Configuring Worklets, Sliders, and Dashboards (Subscription)
Delivery Mode: Learn On-Demand
Audience: Functional Lead, Workday Administrator, and Implementer
Prerequisites:
Library: HCM Core Library
Description:
This course provides an overview for Learning Administrators to set up and manage their tools, such as the worklets on
the homepage, the sliders within the worklets, and the overall Dashboards.
Covered Topics:
⦁ Define key terms
⦁ Demonstrate how to add the Learning and Learning Administrator worklet to the homepage
⦁ Demonstrate how to add, configure and move sliders within a worklet
⦁ Demonstrate how to customize both the Learning and Learning Administrator dashboards Comment on an offering
Required Prerequisites: None

Learning Objectives:
⦁ Define Key Terms: Topic, Lesson, Instructor, Course, and Offering
⦁ Define key terms
⦁ Demonstrate how to add the Learning and Learning Administrator worklet to the homepage
⦁ Demonstrate how to add, configure and move sliders within a worklet
⦁ Demonstrate how to customize both the Learning and Learning Administrator dashboards

Workday Learning: Creating Campaigns, Managing Waitlists, and Mass Enrolling (Subscriptio
Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This course provides instructions on some of the more advanced Learning Administrators functions included in Workday
Learning.
Covered Topics:
⦁ Define key terms
⦁ Create a campaign
⦁ Create a campaign audience
⦁ Set-up a waitlist
⦁ Push a campaign
⦁ Set-up a mass enrollment
Required Prerequisites: None

Learning Objectives:
⦁ Define Key Terms: Campaigns, Audience, Waitlists, Required Learning, Mass Enrollment
⦁ Create a Campaign
⦁ Create a Campaign Audience
⦁ Set-up Waitlists
⦁ Push a Campaign
⦁ Set-up a Mass Enrollment

Workday ® Education Page 199 of 205 Training Catalog

Learn On-Demand
Workday Learning: Creating Topics, Lessons, Courses, Offerings, and Surveys (Subscription
Delivery Mode: Learn On-Demand
Audience: Functional Lead, Workday Administrator, and Implementer
Prerequisites:
Library: HCM Core Library
Description:
This course provides Learning Administrators and end-users a review of key terms used in Workday Learning content
creation as well as how to create a topic, lesson, instructor, courses, and course offerings.
Covered Topics :
⦁ Define key terms
⦁ Create a lesson
⦁ Create an instructor
⦁ Create course types
⦁ Create an offering
Required Prerequisites: None

Learning Objectives:
⦁ Define Key Terms: Topic, Lesson, Instructor, Course, and Offering
⦁ Create a Topic
⦁ Create a Lesson
⦁ Create an Instructor
⦁ Create Course Types
⦁ Create Offerings

Workday Learning: Enrolling In, Dropping, Rating, and Commenting on Learning Offerings (S
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This course provides an overview of key tasks and activities an end user will complete in Workday Learning.
Covered Topics:
⦁ Define key terms
⦁ Enroll in an offering
⦁ Drop an offering
⦁ Rate an offering
⦁ Comment on an offering
⦁ Required Prerequisites: None
⦁
⦁
⦁

Learning Objectives:
⦁ Define Key Terms: Topic, Lesson, Instructor, Course, and Offering
⦁ Define key terms
⦁ Enroll in an offering
⦁ Drop an offering
⦁ Rate an offering
⦁ Comment on an offering

Workday ® Education Page 200 of 205 Training Catalog

Learn On-Demand
Workday Learning: Exploring Security Settings (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, and Workday Administrator
Prerequisites:
Library: HCM Core Library
Description:
This course provides Learning Administrators and end-users a review of key terms used in Workday Learning content
creation as well as how to create a topic, lesson, instructor, courses, and course offerings.
Covered Topics:
⦁ Define key terms
⦁ Create a lesson
⦁ Create an instructor
⦁ Create course types
⦁ Create an offering
⦁ Required Prerequisites: None
⦁
⦁
⦁

Learning Objectives:
⦁ Define Key Terms: Topic, Lesson, Instructor, Course, and Offering
⦁ Create a Topic
⦁ Create a Lesson
⦁ Create an Instructor
⦁ Create Course Types
⦁ Create Offerings

Workday Learning: Managing Media (Subscription)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Implementer
Prerequisites:
Library: HCM Core Library
Description:
This video provides an overview of the various ways individuals with correct security groups can set up content sharing
and interactions, share content, add simple interactions and captions to videos.
Covered Topics:
⦁ Identify key steps to set up Media Sharing and Interactions
⦁ Configure the proper domains
⦁ Add My Media to Dashboards
⦁ Identify key interaction types
⦁ Describe how to add captions to video
Required Prerequisites: None

Learning Objectives:
⦁ Identify key steps to set up Media Sharing and Interactions
⦁ Configure the proper domains
⦁ Add My Media to Dashboards
⦁ Identify key interaction types
⦁ Describe how to add captions to video

Workday ® Education Page 201 of 205 Training Catalog

Learn On-Demand
Workday Recruiting Overview (Free)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Free Library and HCM Core Library
Description:
In this course, we'll provide an overview of the features, functionality, and benefits of Workday Recruiting. We'll also look
at how it fits into Workday's unified solution.
Covered Topics:
⦁ Overview of Features and Functionality
⦁ Benefits
Required Prerequisites: None

Learning Objectives:
⦁ Introduce an overview of Workday Recruiting's features and functionality
⦁ Explain the benefits

Workday REST API (Free)

Delivery Mode: Learn On-Demand
Audience: Integration Lead and Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
This job aid answers frequently asked questions asked by customers regarding the Workday REST API. You will learn
about the available resources and documentation found in the Workday Community, as well as learn about the goals of
the Workday REST API.
Required Prerequisites: None

Learning Objectives:
⦁ Define Workday REST API
⦁ Use the REST API
⦁ Discuss Security and Authentication
⦁ Review Additional Resources

Workday Student Overview (Free)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, Executive, and Managers and
Employees
Prerequisites:
Library: Education/Government Library and Free Library
Description:
In this course, you'll be introduced to Workday Student and take a look at its core functionality. After you complete these
trainings, you'll understand the basics elements and uses of Workday Student.

Covered Topics:
⦁ Workday Student Overview
⦁ Workday Student Training
Required Prerequisites: None

Learning Objectives:
⦁ Understand the purpose and functionality of the Workday Student product
⦁ Provide a comprehensive resource for additional Workday Student Training

Workday ® Education Page 202 of 205 Training Catalog

Learn On-Demand
Workday Student: Academic Foundation (Subscription)
Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, Executive, and Managers and
Employees
Prerequisites:
Library: Education/Government Library
Description:
This course focuses on Workday Student’s Academic Foundation. It will provide a high-level overview on the objects and
processes used across existing Student applications including Student Recruiting and Campus Engagement.
Covered Topics:
⦁ Academic Foundation Overview
⦁ Defining an Academic Structure
⦁ Setting up an Academic Structure
⦁ Academic Periods and Date Ranges
⦁ Optional Configuration for Academic Foundation
Required Prerequisites: None

Learning Objectives:
⦁ Gain an overview understanding of Academic Foundation
⦁ Define an Academic Structure
⦁ Set up an Academic Structure
⦁ Configure Academic Periods and Date Ranges
⦁ Gain awareness of Optional Configuration for Academic Foundation

Workday Student: Campus Engagement (Subscription)

Delivery Mode: Learn On-Demand
Audience: Integration Lead, Functional Lead, Workday Administrator, Executive, and Managers and
Employees
Prerequisites:
Library: Education/Government Library
Description:
Campus Engagement leverages Workday's advance set of tools and technologies to facilitate interactions between an
institution and its constituents. To demonstrate the power of Campus Engagement, this course covers multiple tools to
record and categorize information, and how this information can be used to provide insight about effectiveness of specific
communications for an undergrad recruiting campaign.
Covered Topics:
⦁ Create an Engagement Email Item
⦁ Create an Engagement Plan
⦁ Schedule an Engagement Run
⦁ Create an Engagement Conversation Record Using Conversation Worktags
Required Prerequisites: None

Learning Objectives:
⦁ Create an Engagement Email Item
⦁ Create an Engagement Plan
⦁ Schedule an Engagement Run
⦁ Create an Engagement Conversation Record Using Conversation Worktags

Workday ® Education Page 203 of 205 Training Catalog

Learn On-Demand
Workday Student: Student Recruiting (Subscription)
Delivery Mode: Learn On-Demand
Audience: Business User, Integration Lead, Functional Lead, Workday Administrator, and Executive
Prerequisites:
Library: Education/Government Library
Description:
This curriculum focuses on Student Recruiting and takes a look at how it works within Workday Student. After you
complete this curriculum, you will understand the basics of Student Recruiting.
Courses:
⦁ Introduction to Student Recruiting
⦁ Prospect Management
⦁ Campaigns and Events
⦁ Mobile
⦁ Reports
⦁ Regions and Recruiters
Required Prerequisites: None

Workday Web Services Overview (Free)

Delivery Mode: Learn On-Demand
Audience: Workday Administrator
Prerequisites:
Library: Cross Application/Technology Library and Free Library
Description:
Building integrations using Workday Web Services? Watch this training to learn how to navigate Workday’s Public Web
Services. This training includes a discussion of how to access the Web Service API’s Web Service Description Language
(WSDL) for Workday’s delivered Public Web Services and Custom APIs. This training is designed for users active in
building integrations into and out of the Workday product suite.
Covered topics:
⦁ Overview of Workday Integration Architecture
⦁ Workday Public Web Services
⦁ Understanding WSDL
⦁ Reporting as a Service (RaaS) Custom APIs
⦁ Workday Studio Web Service Tester
Required Prerequisites: None

Learning Objectives:
⦁ Review the Workday Integration Architecture
⦁ Discuss Workday Public Web Services
⦁ Gain an Understanding of WSDL
⦁ Idenfity Reporting as a Service (RaaS) Custom APIs
⦁ Introduce the Workday Studio Web Service Tester

Workday ® Education Page 204 of 205 Training Catalog

Learn On-Demand
Worker Trending Overview (Free)
Delivery Mode: Learn On-Demand
Audience: Workday Administrator and Executive
Prerequisites:
Library: Free Library and HCM Core Library
Description:
This training introduces the major concepts associated with worker trending, including the trended workers data source
and the Workday-delivered trending reports. Upon completion of this curriculum, you will be able to complete the steps
for implementing worker trending.
Covered Topics:
⦁ Worker Trending Overview
⦁ Implement Worker Trending
Required Prerequisites: None

Learning Objectives:
⦁ Worker Trending Overview
⦁ Implement Worker Trending

Workday ® Education Page 205 of 205 Training Catalog