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Center for Professional Development and Training
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Workday Course Catalog

Empower yourself to navigate Workday with greater ease with the course offerings in the training catalog.

This catalog offers a variety of resources designed to meet your specific needs, whether you're a new user or a seasoned pro. 



Workday General Courses

Course Title Description Audience

ServiceNow – Use and Navigation

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in Osprey Ascend

In this course, we will review how to use ServiceNow to submit questions and tickets, use the knowledge base, and more for Workday and other issues. All employees

Workday Essentials/Getting Started

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in Osprey Ascend
 

In this course, we will review Workday's employee self-service functionality, which includes a basic overview of the system, navigation, employee profile, managing payroll options, etc.  All employees

Workday Time and Absence

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in Osprey Ascend
 

In this course, we will review the time and absence application in Workday, including how to enter and review time (for timesheet) and how to request time off. All employees

Workday Basics for Managers

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in Osprey Ascend

In this course, we will review additional navigational tools, dashboards, team structures, managing tasks and approval processes for managers. Any position that supervises employees or approves time or financial transactions.

HCM - Registration Available May 28

Course Title Description Audience

HCM - Hiring Staff in Workday

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in Osprey Ascend

In this course, we will review the processes for creating job postings and requisitions for hiring staff, students and OPS employees and discuss the new employee onboarding process. Managers, Office Managers, Unit Partners, and those that participate in the hiring process.

HCM - Hiring Faculty in Workday

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in Osprey Ascend

In this course, we will review the processes for creating job postings and requisitions for hiring faculty and adjuncts. We will also discuss the new faculty onboarding process. Managers, Office Managers, Unit Partners, and those who participate in the hiring process for faculty and adjuncts.

HCM – Processing Job Changes for Staff in Workday

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in Osprey Ascend

In this course, we will review how to submit various actions that are classified as “job changes” in Workday, including reclassifications, compensation changes, one-time payments, promotions, terminations, transfers, and OPS/Student extensions. Managers, Office Managers, Unit Partners

HCM – Processing Period Activity Pay

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in Osprey Ascend

In this course, we will review how to handle/submit payments for employees in situations involving graduate assistants, supplementals, and service contracts. Managers, Office Managers, Unit Partners, Cost Center Managers

HCM – Processing Job Changes and Period Pay for Faculty 

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in Osprey Ascend

In this course, we will review how to handle “job changes” for faculty, including reclassifications, one-time payments, promotions, and terminations.  We will also discuss submitting payments for adjuncts and processing other faculty specific scenarios, such as sabbaticals, ADI, promotion and tenure, Leave of Absences, lump sum payments, etc.  Managers, Office Managers, Unit Partners, Cost Center Managers

Finance - Registration Available June 17

Course Title Description Audience

Workday - Expense: Spend Authorizations and Reports

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in Osprey Ascend

In this course, we will review the process for submitting spend authorizations (travel authorizations), expense reports and non-travel-related expense reports. Managers, Office Managers, Cost Center Managers

Workday - Expense: Creating Supplier Invoice (Direct Pay)

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in Osprey Ascend

In this course, we will review the process for creating a supplier invoice not associated with a PO. This replaces the Direct Pay process in Banner. Managers, Office Managers, Cost Center Managers

Workday - Expense: Rules for Travelers

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in Osprey Ascend

Review the basic rules and requirements for anyone who will be traveling on university business. Covers both domestic and international travel. Managers, Office Managers, Cost Center Managers, Travelers

Workday - Expense: General Ledger and Journals

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in Osprey Ascend

Review the various types of journals in Workday, including operational journals, accounting adjustments (J09), payroll accounting adjustments (PHAREDS), manual journals (journal request forms) and interfund & intercompany exchanges. Managers, Office Managers, Cost Center Managers

Workday - Procurement: Creating Requisitions and Change Orders

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in Osprey Ascend

Review the process for creating requisitions, change orders and creating receipts with regard to purchases. Managers, Office Managers, Cost Center Managers

Workday - Procurement: New Purchasing or Travel Card Requests

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in Osprey Ascend

Review the process for requesting a new purchasing or travel credit card, along with how to handle card terminations, limit increases, etc. Managers, Office Managers, Cost Center Managers
Workday - Procurement: P-Card & T-Card Policies and Procedures Review the overall responsibilities associated with having a T-Card or P-Card. Managers, Office Managers, Cost Center Managers, P-Card and/or T-Card holders
Workday - Procurement: T-Card & P-Card Training for Approvers Review the process for approving transactions, purchases and reports made with either the T-Card or P-Card. Managers, Office Managers, Cost Center Managers

Workday - Procurement: P-Card Verification Event

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in Osprey Ascend

Review how to process reports for items purchased using the P-Card (procurement card). This is comparable to processing the old Concur expense reports for the P-Card.       Managers, Office Managers, Cost Center Managers

Workday - Procurement: New Supplier Registration

Review the process for getting new suppliers registered outside Workday.    Managers, Office Managers, Cost Center Managers

Budgeting & Financial Basics in Workday

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in Osprey Ascend

In this course, we will cover budget basics such as an overview of budget structures and fiscal years and the colors of money. We will also cover more detailed topics such as common financial reports and dashboards, running various types of budget queries, and information on certain types of financial transactions.  Managers, Office Managers, Cost Center Managers, Unit Partners

Processing/Recording Cash Sales

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in Osprey Ascend

Review the process for recording and/or processing cash sales without an invoice. Any employee that takes in or records money taken in for their department or for an event.

Asset Management in Workday

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in Osprey Ascend

Review the asset management process for tracking the non-technology-related assets for your department. Managers, Office Managers, Cost Center Managers