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Workday Course Catalog

The interest in the upcoming Workday Training courses has been exceptional!

Many additional dates and courses have recently been added to the schedule.

Check back soon: The online course schedule will be updated with new offerings shortly. Keep an eye on your inbox and our website for the announcement.

ONLINE TRAINING COURSES WILL BE AVAILABLE IN OSPREY ASCEND MAY 24

 

Workday Training Tenant Practice



Workday General Courses (Online Courses will be available soon)

Course Title Description Audience

ServiceNow – Use and Navigation

REGISTER HERE
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

REGISTER HERE
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

REGISTER HERE
in Osprey Ascend

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

Workday Basics for Managers

REGISTER HERE
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 now available! Courses start June 5

Course Title Description Audience

HCM - Hiring Staff in Workday

REGISTER HERE
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

REGISTER HERE
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

REGISTER HERE
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

REGISTER HERE
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 

REGISTER HERE
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 now available! Courses start June 17

Course Title Course Description Audience

Workday - Expense: Spend Authorizations and Reports

REGISTER HERE
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)

REGISTER HERE
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

REGISTER HERE
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

REGISTER HERE
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

REGISTER HERE
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

REGISTER HERE
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

REGISTER HERE
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

Workday - Procurement: Using Punchout Catalogs

REGISTER HERE
in Osprey Ascend

Review how to use Punchout Catalogs for purchasing items as part of the creating a requisition process.

Managers, Office Managers, Cost Center Managers

Budgeting & Financial Basics in Workday

REGISTER HERE
in Osprey Ascend

Covers 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

REGISTER HERE
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

REGISTER HERE
in Osprey Ascend

Review the asset management process for tracking the non-technology-related assets for your department.

Managers, Office Managers, Cost Center Managers