Workday Training & Support

Training Opportunities

We are happy to share additional live training dates for Workday. Please attend any training that supports your interests. As a reminder, written training documentation and helpful videos can be found on-demand by visiting Percipio.

• Creating Requisitions- Cost Center Managers   
  • Thursday, December 9 from 1:00 -2:00 p.m.   
• Creating Requisitions- Principal Investigators  
  • Thursday, December 9 from 2:10 – 2:40 p.m.    
• Managing Requisitions- Cost Center Managers   
  • Friday, December 10 from 1:00 - 2:00 p.m.  
• Workday Payroll Overview  
  • Tuesday, December 14 from 1:00 - 2:00 p.m. 
• Workday 101: Navigating the Homepage and Updating Your Personal Information
  • Wednesday, December 15 from 11:00 -11:30 a.m.  
• Time Tracking for Managers and Timekeepers  
  • Thursday, December 16 from 10:30 -11:30 a.m.

All meetings can be joined by using the Zoom information below:  

• Click HERE to Join Zoom Meeting 

Workday Training: On-Demand  

If you will use Workday, even if it’s just to check your payslip or update your benefit elections, you will most likely need some form of Workday training. Employees who work in finance and administration, human resources, and payroll-oriented positions can expect to receive even more training. 

Use the guide below to get a better understanding of what is required per role.  

New to Workday or a New Employee:  

• How to Access Workday using Okta  

• Employee Self Service Module 1: Workday navigation, terminology, inbox, notifications, updating personal information, benefit elections, viewing payslips.  

• Employee Self Service Module 2: Request time off, Performance, Benefits (tuition remission and retirement), Acting as a delegate 

Managers

• Manager Self Service Module 1: Basic Manager Transactions, Compensation Changes/Management 

• Manager Self Service Module 2: Time tracking, approving time, managing employee performance 

• Staffing: Job changes: terminations, transfers/promotions, no shows, job changes etc., hiring staff, hiring faculty, hiring students, creating new positions  

• Time Entry Hourly  

• Time Entry Clock 

• Time Entry Students 

Financial Trainings:  

• Financial Administration 

• Cost Center Manager Training 

• Procurement/Supplier Training 

• Expenses 

• Scout (Contract Management)  

• Grants/PI Training (Prerequisites: Financial Administration, Expenses)  

Additional Workday trainings can be found here.