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Table of Contents

Training Options .................................................................................................................................... 3 Learning Management System .............................................................................................................. 3 How to Contact Us ................................................................................................................................. 3 Purchasing Training............................................................................................................................... 4 CLASSROOM INSTRUCTION ............................................................................................................................ 5 HCM Fundamentals............................................................................................................................... 5 Benefits Fundamentals .......................................................................................................................... 6 Payroll Fundamentals ............................................................................................................................ 6 Financials Fundamentals ....................................................................................................................... 7 VIRTUAL CLASSROOM INSTRUCTION ........................................................................................................... 9 Workday Report Writer .......................................................................................................................... 9 Workday Calculated Fields .................................................................................................................. 10 Outbound Enterprise Interface Builder (EIB-OUT) .............................................................................. 10 Loading Bulk Inbound Transactions using Enterprise Interface Builder (EIB-IN) ................................ 11 HCM Transactions ............................................................................................................................... 11 Business Process Fundamentals ........................................................................................................ 12 Configurable Security Fundamentals .................................................................................................. 12 Introduction to Workday Studio ........................................................................................................... 13 Advanced Workday Studio .................................................................................................................. 13 ON-DEMAND EDUCATION .............................................................................................................................. 15 Open Series (12 Titles) ........................................................................................................................ 16 Deployment Series (13 Titles) ............................................................................................................. 19 Cross-Application Technology (7 Titles) .............................................................................................. 23 HCM Library (31 Titles) ....................................................................................................................... 25 WORKDAY SELF-SERVICE TRAINING .......................................................................................................... 33 The Employee Self Service Kit ............................................................................................................ 33 The Manager Self Service Kit .............................................................................................................. 34

Workday Knowledge Managementlearning made easy.


We are dedicated to providing training that is relevant, comprehensive, timely and cost-effective. Our goal is to maximize the ROI and adoption of Workday by delivering training that prepares your organization and your workforce to successfully deploy and use Workday products. With Workday Training, 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 roll-out kits

Training Options
In Classroom - Workday provides comprehensive instructor-led in classroom training to prepare students to meet their job role requirements. Our classes combine cohesive lectures and product demonstrations with hands-on exercises to reinforce student learning. Virtual Classroom - Workdays Virtual Classroom offers the advantages of live instructor-led training without the expense and time associated with travel. These courses are a combination of lecture, demonstration and hands-on activities to reinforce learning. Attendees participate remotely through WebEx and connect to our training environment via the internet to complete the hands-on activities. On-Demand Training (Self-paced) - Workday On-Demand training is a cost effective alternative to traditional education delivery, providing access to training 24/7 from any computer. Created in short, targeted segments, on-demand training is perfectly suited for system administrators who need immediate access to specific training. Employee Self-Service and Manager Self-Service Kits - The Employee Self-Service and Manager Self-Service Kits are collections of tools and resources designed to accelerate your Workday roll-out and quickly train your end-users on Workday. Each kit provides customers with customizable training materials (videos, frequently asked questions, facilitators guide, etc.) that can be used out of the box with little customization, or act as the cornerstone of a larger training development plan.

Use our Learning Management System (LMS) powered by Plateau to search for topics, enroll in classes, and launch training all in one place. If you do not already have an account and would like to request access, please complete this form.

Learning Management System

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 Knowledge Management offerings. If you have any questions about our offerings, please contact your Engagement Manager or email TrainAdmin@workday.com.

Purchasing Training
Classroom and Virtual Training - Classroom and Virtual training can be purchased at a cost of $600USD per day of classroom instruction and $300USD per day of virtual instruction per student. These trainings can also be purchased at a cost of 1 training credit per day of classroom instruction per student; 1/2 training credit per day of virtual instruction per student. The advantage of training credits is they can be purchased in bulk at a discount. Training credits are good for one year after the purchase date. The discount table is shown below: Pre-Paid Training Credit Costs Number of Credits Purchased 0 25 26 50 51 75 76 100 101+ Cost Per Credit $600USD $580USD $560USD $540USD $520USD

On-Demand Training - On-Demand Training from Workday is available as a subscription service. The cost is $5,000 per year for a block of 5 licensed users to access one of the available libraries. Workday currently offers two training libraries: HCM - covering application functionality in Human Capital, Payroll, Benefits, Compensation, Expenses, and other areas Cross-Application Technology - covering technology that crosses all functional areas including reporting, business process framework, and security.

Self-Service Kits -The Self-Service Kits (Manager Self-Service and Employee Self-Service) are available as subscription services. Each Kit is $7,500 per year subscription. For more information on purchasing training email TrainAdmin@workday.com.

CLASSROOM INSTRUCTION
HCM Fundamentals

Classroom Instruction
Workday offers a number of instructor-led in-classroom courses that prepare participants to meet their job requirements. Our classes combine cohesive lectures and product demonstrations with hands-on activities to reinforce learning.

Audience:

Project Managers Benefits Team Partners Compensation Partners Managers HCM & Business Staffing Business Analysts Workday Administrators None 4 Days

Prerequisites: Length:

Training Facilities: Workday has two main training facilities located in the United States: 1. Pleasanton, California 2. Oakbrook Terrace, Illinois

Description: This four day course consists of lectures, demonstrations, and individual / group activities covering Workday HCM fundamentals. You will learn the core concepts of HCM. In addition participants will learn how to configure business processes set up core functionality and use Report Writer. Covered topics: System Set-up System Administration Configuration Business Processes

Workday also offers on-site training at an additional cost. Please contact us for details.

WORKDAY KNOWLEDGE MANAGEMENT

TRAINING CATALOG SEPTEMBER 2011

CLASSROOM INSTRUCTION
Benefits Fundamentals
Audience: Implementation Team Benefits Team Partners Developers Integration Team Benefits Business Analysts Workday Administrators HCM Fundamentals (suggested) 3 Days

Payroll Fundamentals
Audience: Payroll Deployment Team Payroll Administrators Payroll Partners HCM Essentials - Navigation (ODE) 4 Days

Prerequisites: Length:

Prerequisites: Length:

Description: Through presentations, demonstrations and handson activities this course provides an excellent overview of Workday Benefits with in depth coverage of Benefits configuration, maintenance, and processing. Covered topics: Benefit foundation set up Setting up benefit groups Creating benefit plans and rates Configuration of enrollment event types and rules Benefit business processes Enrollment event processing and coordination of events Passive events Evidence of insurability Processing Open Enrollment

Description: The course focuses on payroll input, running pay calculations and reports using Workdays Payroll. The course employs a variety of lectures, demonstrations, and hands-on activities. Participants completing this course will leave with a comprehensive view of the day-to-day activities in the Workday payroll cycle. Covered topics: Welcome to Workday Introduction to Discovery Document Overview of Payroll Setup and Processing Payroll Processing Framework Roles and Security Calculation Engine Net Pay Validation and Arrears Payroll Input and Processing Payroll Accounting Federal, State, and Local Tax Reporting Withholding Orders Banking and Settlement Business Processes Self Service Reporting in Workday

WORKDAY KNOWLEDGE MANAGEMENT

TRAINING CATALOG SEPTEMBER 2011

CLASSROOM INSTRUCTION
Financials Fundamentals
Audience: Project Managers Implementation Team Financials Team Report Writers Partners Technical Integration Analysts Developers Integration Team Managers Business Analysts Technical Analysts Workday Administrators None 4 Days

Prerequisites: Length: Description:

Learn the fundamentals necessary to begin your Workday Financials* implementation. This in-person instructor led course we will teach you how to execute the major Financial events (transactions), perform administrative activities, and perform setup of the core system functionality. The four days will consist of lecture, demonstration, and individual hands-on activities. *This course does not cover Workday Expenses, Workday Procurement, Workday Initiatives, Customer Contracts functionality. Covered topics: Financials Organizations Financial Accounting Customer Activity Supplier Activity Settlements and Banking Business Assets Business Plans Financial Reporting

WORKDAY KNOWLEDGE MANAGEMENT

TRAINING CATALOG SEPTEMBER 2011

Workday Rising 2011 Las Vegas


This once-a-year event is not only an opportunity to learn, but to give feedback and share best practices with peers at the largest annual Workday gathering. Go to www.workdayrising.com to find out more.

VIRTUAL CLASSROOM INSTRUCTION

Virtual Classroom Instruction


Workdays Virtual Classroom offers the advantages of live instructor led training without the expense and time associated with travel. These courses are a combination of lecture, demonstration and hands-on activities to reinforce learning. Technical Details: Attendees participate remotely through WebEx and connect to our training environment via the Internet to complete the hands-on activities. These offerings are topic-specific and designed to focus on key Workday principles and functionality. Scheduling: Virtual Classroom sessions are offered in 34 hour blocks, with scheduled breaks in each block. Classes with multiple sessions are scheduled with a both a morning session and an afternoon session.

Workday Report Writer


Audience: Prerequisites: Length: Report Writers Integration Team None 2 Sessions, 8 Hours Total

Description: This virtual course will explore in depth the concepts of Workdays Configurable Report Writer. Through a series of demonstrations and hands-on activities, Workday Report Writer will teach you how to confidently create custom reports for deployment throughout your organization. Covered topics: Building advanced filters Copying, deleting, editing and transferring ownership of custom reports Data sources Security Groups Grouping and totaling report results Sharing your custom reports The W: Drive Navigation tab Custom Worklets SOAP and REST protocols Contextual reporting

WORKDAY KNOWLEDGE MANAGEMENT

TRAINING CATALOG SEPTEMBER 2011

VIRTUAL CLASSROOM INSTRUCTION


Workday Calculated Fields
Audience: Prerequisites: Length: Report Writers Integration Team None 2 Sessions, 8 Hours Total Prerequisites: Length:

Outbound Enterprise Interface Builder (EIB-OUT)


Audience: Report Writers Technical Integration Analysts Integration Team Workday Report Writer Calculated Fields 2 Sessions, 8 Hours Total

Description: In this class, you will learn how to unleash the power of Workdays Calculated Fields. Through hands-on activities and demonstrations learn how to develop rich, customized reports without coding or programming, using simple field configurations. Covered topics: Arithmetic Calculations Concatenation Evaluate Expression True False Condition Date Difference Extract Single Instance Global fields Created Fields Building multiple reports

Description: After taking this course you will know how to create, launch, test and monitor outbound EIBs. Outbound EIBs (integration systems) are used to extract data from the Workday tenant and deliver this data to your system for use outside of Workday. For example, a comma separated (.csv) file can be delivered to your sFTP server, to be loaded into another application. Through instructor led demos and activities you will learn the various features and options for configuring outbound EIBs. Covered topics: The 3-step EIB Design Pattern EIB integrations Launching an EIB manually EIB results on the integration event Using XSLT to transform report data Sequence Generators Workday Web Services (WWS) Delivery notifications

WORKDAY KNOWLEDGE MANAGEMENT

10

TRAINING CATALOG SEPTEMBER 2011

VIRTUAL CLASSROOM INSTRUCTION


Loading Bulk Inbound Transactions using Enterprise Interface Builder (EIB-IN)
Audience: Report Writers Technical Integration Analysts Integration Team Workday Report Writer 2 Sessions, 8 Hours Total

HCM Transactions
Audience: Prerequisites: Length: Report Writers None 2 Sessions, 6 Hours Total

Prerequisites: Length:

Description: After taking this course you will know how to create inbound EIBs, generate template models and load bulk transactions into your Workday tenant. Inbound integration systems are used to load bulk data into the Workday tenant using generated spreadsheet models based on Public Web Services (WWS) that are generated then populated in MS Excel. Through instructor led demos and activities you will learn about the different template models with the different functional areas and how to generate, customize and populate those templates. Covered topics: The 3-step EIB Design Pattern Workday Public Web Services Inbound Integration Systems Generating Templates Loading Bulk Transactions Viewing and Validating Inbound Integration System Results Customizing Templates Troubleshooting Sandbox to Production

Description: Designed for a user that will be very hands on after going live, this 2 day virtual class will teach you how to work in Workday. This class will go over both tasks and business processes necessary to successfully utilize Workday HCM on a day to day basis. This will include tracking and hiring applicants, creating positions, contracting contingent workers, proposing compensation and event management. We will briefly touch on core HCM concepts, yet the main focus will be on navigating in the system and executing transactions in Workday. The class will be made up of lectures, demonstrations and many hands on activities. Covered topics: Core Concepts Navigation Business Process/Tasks Running Common Reports

WORKDAY KNOWLEDGE MANAGEMENT

11

TRAINING CATALOG SEPTEMBER 2011

VIRTUAL CLASSROOM INSTRUCTION


Business Process Fundamentals
Audience: Business Process Administrators Deployment Team HCM Essentials Navigation (ODE) 2 Sessions, 8 Hours Total

Configurable Security Fundamentals


Audience: Prerequisites: Length: Implementation Team None 2 Sessions, 8 Hours Total

Prerequisites: Length:

Description: Business Process definitions are used to automate business events in Workday. Through instructor led demos and activities you will learn about the different types of process steps, such as Action, Approval, Approval Chain and Checklist, and how they work and integrate with security groups. Also covered will be the creation of notifications and the use of condition rules within a business process. As part of this course, there is also a LAB section where we will run reports to help answer some everyday business process questions. Covered topics: Definition of a Business Process Organizations and Business Processes Configurable Security Overview Maintain Business Processes Approvals for Business Processes Notifications of Business Processes Alert Notifications Additional Business Process Functionality Event Management Lab Questions

Description: Security gives you greater control over your Workday implementation. This virtual course will explore in depth the concepts of Workdays Configurable Security Model. You will learn about Configurable Security principals, basic setup and terminology. Covered topics: Overview of Configurable Security Guiding Principles Terminology Big Picture Steps to Configure Security Groups Security Group Types New User-Based Security Groups Editing Security Groups for Functional Areas Security Policies Domain and Sub-Domain Business Process Security Policies

WORKDAY KNOWLEDGE MANAGEMENT

12

TRAINING CATALOG SEPTEMBER 2011

VIRTUAL CLASSROOM INSTRUCTION


Introduction to Workday Studio
Audience: Prerequisites: Technical Integration Analysts Integration Team Workday Report Writer Outbound Enterprise Interface Builder (EIB-OUT) Calculated Fields 2 Sessions, 8 Hours Total

Advanced Workday Studio


Audience: Prerequisites: Length: Technical Integration Analysts Integration Team Introduction to Workday Studio 2 Sessions, 12 Hours Total

Length:

Description: After taking this course you will know how to use Workday Studio to create sophisticated integrations. Unlike EIB, the Workday Studio is not limited to one data source, one transformation and one destination. Instead, Workday Studio can be used to create integrations that use several reports and Workday Web Services (WWS), several transformations, and deliver results to several destinations. Through hands-on activities and demonstrations, and leveraging samples from the Workday Community, you will learn how to develop sophisticated integrations using Workdays most powerful integration technology. Covered topics: Features of Workday Studio Workday Studio Assemblies (integration systems) Components Patterns for Common Integration Solutions Performance and Scalability Basic Flow of Control Between Assembly Components Basics of Error Handling Basics of Web Services, XSLT, and MVEL

Description: After taking this course you will know how to use Workday Studio to create sophisticated integrations that go beyond those used in the Introduction to Workday Studio training. The Intro course provides an overview of several Workday Studio features. This Advanced course dives into many technical details on Workday Studio samples. Also, the properties on components and mediation steps are investigated, including use of MVEL and Java. The Workday Studio debugger features are used during activities. Through hands-on activities and demonstrations, and leveraging samples from the Workday Community, you will learn advanced level skills for developing sophisticated integrations. Covered topics: Review of Final Activity from Introduction to Workday Studio Mediation Context Robust Integrations, and Using Error Handling Strategies and Further Details on Splitters, Aggregators, and Routers Sub-assemblies Launch Parameters with Reports-as-aService MVEL and XPATH XSLT XSL-FO PGP Encryption, Text Schema, and Static Java Methods

WORKDAY KNOWLEDGE MANAGEMENT

13

TRAINING CATALOG SEPTEMBER 2011

We would like to hear from you!


Do you have any questions about one of our offerings? Have a great idea for a new course topic? Do you have any feedback you would like share? Send us an email at TrainAdmin@workday.com.

ON DEMAND EDUCATION

On-Demand Education
Workday On-Demand Education is a cost effective alternative to traditional education delivery, providing access to training 24/7 from any computer. Created in short, targeted segments, ondemand training is perfectly suited for mobile users, and others, who need remote access to training. The offerings are categorized by libraries. The Open and Deployment Series libraries are available to all Workday customers; the HCM and Cross Application Technology are available to Workday customers on a subscription basis.

Open Series This ODE Series covers a number of topics around functionality and basic Workday system use.

Deployment Series This ODE Series was created to assist customers during deployment. It is designed to a number of aspects of process, methodology, and functionality to specific audiences during the deployment of the Workday solution.

Cross Application Technology This ODE library contains topics related to Workday technology that crosses all of our functional areas including Workday Report Writer, Security, and Web Services.

HCM These offerings are topic specific and designed to focus on key Workday principles and functionality. Subjects in a wide variety of functional areas including Benefits, Expenses, Core HR, Payroll, and Compensation are covered.

WORKDAY KNOWLEDGE MANAGEMENT

15

TRAINING CATALOG SEPTEMBER 2011

ON DEMAND EDUCATION

OPEN SERIES
HCM Essentials
Audience: Prerequisites: Length: Open None (See Series Topics)

Workdays Public Web Services API Overview


Audience: Prerequisites: Length: Integration Team (Advanced) None 14 Minutes

Description: Workday Tutorial for HCM Essentials is a new series of Workday On-Demand Education emphasizing critical HCM transactions and processes in Workday. If you are an employee new to Workday, this series of short tutorials will introduce you to the basic functionality of Workdays Human Capital Management offering to help you manage employee hiring, staffing models, positions and organizational security. Series topics: Navigation (16 Minutes) Processing Hires, Contingent Workers and Terminations (28 Minutes) Job Profiles, Positions and Staffing Models (24 Minutes) Organizations and Security (12 Minutes) Job and Compensation Changes (24 Minutes) Requesting Time Off and Leave of Absence (4 Minutes)

Description: Building integrations using Workday Web Services? Through step-by-step demonstrations you will learn how to navigate to and call Workdays Public Web Service APIs. Included is a discussion of Workdays delivered security groups that provide access to the web service API Web Service Description Language (WSDL). Covered topics: API Functional categories Related Security Groups and Policies Integration system users and systems Web services using SOAP Reports related to web service APIs and security

Staffing Models Overview


Audience: Prerequisites: Length: Open None 8 Minutes

Description: In this overview you will learn the definition of a staffing model and basic staffing model concepts, review all three staffing model types and the differences between them. Covered topics: Definition of a Staffing Model and the 3 Types of Staffing Models Setting Hiring Restrictions

WORKDAY KNOWLEDGE MANAGEMENT

16

TRAINING CATALOG SEPTEMBER 2011

ON DEMAND EDUCATION
Configurable Security Overview
Audience: Project Managers Implementation Team Workday Administrators None 17 Minutes

Manager Self Service Overview


Audience: Prerequisites: Length: Managers None 15 Minutes

Prerequisites: Length:

Description: In this course you will learn how to create the three most common types of security groups, understand the special relationship between Functional Areas and Domains, and explore the concept of Security Policies. This course provides tips on how to create and deploy the three most common types of security groups, and explains the relationship between Functional Areas, Domains and Sub-domains. The concept of Security Policies will also be covered, where you will learn how to edit both a Security Policy for a Functional area and a Business Process Security Policy. Covered topics: Common Types of Security Groups: Userbased, Role-based, and Job-based Configurable Security Frequently Asked Questions Configurable Security Best Practices

Description: Organization roles ensure that users only access those functions for which they are authorized. The Manager role in Workday HCM is responsible for performing critical tasks, and contains role security to facilitate the managing of direct reports. This ondemand course will explore the specific capabilities of the Manager role in Workday HCM. Covered topics: Navigation My Workday 2.0 Dashboards Using the Workfeed Filtering Requests Bulk Approvals Accessing Direct Report Information Initiating Events, Transactions, and Business Processes Employee Changes Hiring Employees Performance Compensation

WORKDAY KNOWLEDGE MANAGEMENT

17

TRAINING CATALOG SEPTEMBER 2011

ON DEMAND EDUCATION
Overview of Workday Report Writer
Audience: Prerequisites: Length: Report Writers None 13 Minutes

Description: Report Writer is a built-in, easy-to-use, custom solution for actionable reporting. This course provides a basic introduction to Workday Report Writer functionality. Covered topics: Exploring Report Writer Navigation Report Writers Architecture and Terminology Core processes of Report Writer Steps to Building a Custom Report

Business Process Overview


Audience: Project Managers Implementation Team Managers Workday Administrators None 15 Minutes

Education is not the filling of a pail, but the lighting of the fire - William Butler Yeats

Prerequisites: Length:

Description: A business process is a definition of business tasks that need to be performed for an event to occur, and control the sequence in which they must be completed, and who must do them. Take this ondemand course find out how to create or modify a Business Process definition in the Workday system. Covered topics: Navigating to a Business Process Definition Supervisory Organizations and Business Processes Copying a Business Process Editing a Business Process Adding and Deleting a Business Process Step Adding a Notification

WORKDAY KNOWLEDGE MANAGEMENT

18

TRAINING CATALOG SEPTEMBER 2011

ON DEMAND EDUCATION

DEPLOYMENT SERIES
Secure Data and the sFTP Server
Audience: Project Managers Business Analysts Technical Analysts Workday Administrators None 13 Minutes

Preparing for Global Design Discovery


Audience: Prerequisites: Length: Project Managers Business Analysts None 13 Minutes

Description: 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: Preparing for the Global Design Workshop Workshop Expectations Global Functionality

Prerequisites: Length:

Description: 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

Preparing for Business Process Discovery


Audience: Prerequisites: Length: Project Managers Business Analysts None 13 Minutes

Description: 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 Discovery

WORKDAY KNOWLEDGE MANAGEMENT

19

TRAINING CATALOG SEPTEMBER 2011

ON DEMAND EDUCATION
Preparing for Compensation Discovery
Audience: Prerequisites: Length: Business Analysts None 43 Minutes

Translations and Language Support in Workday


Audience: Prerequisites: Length: Project Managers Business Analysts None 21 Minutes

Description: 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: Practice Documentation Compensation Discovery Workshop Logistics Definition of Compensation Grades, Profiles, Rules, Elements, Plans The Compensation Framework in Workday The Compensation Bonus Plan Framework in Workday

Description: Designed to explain to customers what functionality is provided around multiple language support and translations in Workday and how implementing that functionality is accomplished during a deployment. Covered topics: Key considerations When Leveraging Multiple Languages Key Language Support Activities During Deployment Key Language Support Activities After GoLive

Understanding Tenant Management


Audience: Prerequisites: Length: Project Managers Workday Administrators None 15 Minutes

Workday Tenant Automation


Audience: Project Managers Implementation Team Workday Administrators None 9 Minutes

Prerequisites: Length:

Description: This ODE is one in a series created by Workday to assist customers during deployment. It is designed for customer project team members. We will navigate the often confusing world of tenant management. Covered topics: Tenant Types Use of Tenants Tenant Management Process Tenant Maintenance

Description: Need a copy of a tenant but not sure how to go about it? The purpose of this training is to help the project team understand the key concepts of tenant automation, and the process to request tenant maintenance. During a Workday implementation, project team members and customers will need to access and use many Workday tenants. Therefore, understanding the tenant maintenance process is critical to your project's success. Covered topics: Defining a Tenant Submitting Tenant Maintenance Requests Key Timelines Resources for Additional Information
20 TRAINING CATALOG SEPTEMBER 2011

WORKDAY KNOWLEDGE MANAGEMENT

ON DEMAND EDUCATION
Understanding Data Validation
Audience: Prerequisites: Length: Project Managers Business Analysts None 16 Minutes

Understanding Staffing Models


Audience: Prerequisites: Length: HCM & Business Staffing Business Analysts None 14 Minutes

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

Description: Designed to explain the three staffing models available in Workday, and prepare customers for the Staffing Workshop where they will select a staffing model. Covered topics: Staffing Models and How They Relate to Supervisory Organizations Position Management Headcount Management Job Management Characteristics of Organizations

Preparing for Project Kick-off


Audience: Prerequisites: Length: Project Managers None 29 Minutes

Knowledge has to be improved, challenged, and increased constantly, or it vanishes. - Peter F. Drucker

Description: Designed to explain to customers what is expected of the customer prior to the project kick-off meeting, and what to expect during it. Covered topics: Customer Documentation Customer Education Initial Prototype Kick-Off Meeting Communication

WORKDAY KNOWLEDGE MANAGEMENT

21

TRAINING CATALOG SEPTEMBER 2011

ON DEMAND EDUCATION
Project Success
Audience: Prerequisites: Length: Project Managers Implementation Team None 18 Minutes Description: Designed to explain the goals of the Benefits Discovery session, how to prepare for it, and what to expect during it. Covered topics: Benefits Designs and Requirements Benefits Overview Configuring Workday to Meet Your Needs Workday Benefit Terminology Gathering Current Elections

Preparing for Benefits Discovery


Audience: Prerequisites: Length: Business Analysts None 25 Minutes

Description: This course details the elements that enable a successful Workday deployment and provides insight into the key roles, activities, and deliverables that pave the way for success Covered topics: Elements of a Successful Workday Project Workday Accelerated Deployment Methodology

Understanding the Initial Prototype


Audience: Project Managers Business Analysts Technical Analysts Workday Administrators None 24 Minutes

Prerequisites: Length:

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

WORKDAY KNOWLEDGE MANAGEMENT

22

TRAINING CATALOG SEPTEMBER 2011

ON DEMAND EDUCATION

CROSS APPLICATION TECHNOLOGY


Advanced Report Writer: Analytic Indicator Overview
Audience: Prerequisites: Length: Report Writers (Advanced) Report Writer 10 Minutes

Advanced Report Writer: Filters and Multi-Instance Fields


Audience: Prerequisites: Length: Report Writers (Advanced) Report Writer 13 Minutes

Description: This course covers advanced Workday Report Writer topics related to the use of objects and multiinstance fields, demonstrating how filter operators can be used with various Class Report Fields. Covered topics: Filter Terminology Data sources and Related Object Differences Class Report Field Types Objects and Multi-instance Fields Numeric, Date and Boolean Filters

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? Then this course is for you. Analytic indicators are used in Workday to visually categorize and group data, indicate status, display ratings, monitor thresholds, illustrate progress, and highlight data exceptions. This course will provide the tasks, steps and different indicators that are available to you. This course will demonstrate a real world use case. Expand your reporting possibilities and wow your report consumers. Covered topics: Definition of an Analytic Indicator When and Why to Use an Analytic Indicator Configuring an Analytic Indicator

Advanced Report Writer: Sharing and Security


Audience: Prerequisites: Length: Report Writers (Advanced) Report Writer 9 Minutes

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: Impact of Workday Security on Reports Shared Across an Enterprise Security Groups and Field Level Security Sharing Custom Reports Security Groups and Data Sources Effect of Security on Report Output

WORKDAY KNOWLEDGE MANAGEMENT

23

TRAINING CATALOG SEPTEMBER 2011

ON DEMAND EDUCATION
Advanced Report Writer: Creating Custom Worklets
Audience: Prerequisites: Length: Report Writers (Advanced) Report Writer 9 Minutes

Advanced Report Writer: Web Services


Audience: Prerequisites: Length: Report Writers (Advanced) Report Writer 11 Minutes

Description: A worklet is a report that can be displayed in a "tile" on the Workday home pages My Workday, All About Me, and Dashboard. Worklets provide quick access to frequently referenced data and tasks. As a tiny custom report, they are a convenient way to share information within your organization. Covered topics: Delivered Worklets Custom Worklets Creation and Deployment of Custom Worklets Using Workday Report Writer

Description: Workday supports several different ways to share report data outside the Workday system, including REST-based and SOAP-based Web Services, as well as RSS feeds. This course will demonstrate how to publish a custom report as a web service. Covered topics: Web Services Technology What is a Web Service Why Expose a Report as a Web Service Deploying a Report as a Web Service

Advanced Report Writer: Scheduling Reports & the W: Drive


Audience: Prerequisites: Length: Report Writers (Advanced) Report Writer 3 Minutes

Advanced Report Writer: Creating Alerts Using Standard Reports


Audience: Prerequisites: Length: Report Writers (Advanced) Report Writer 16 Minutes

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: Improved Performance Managing Report Criteria Setting Output Options Easy Navigation

Description: Workday Report Writer will allow you to create alerts using standard reports. This course will demonstrate the process for creating alerts within the system. Covered topics: Definition of Alerts Workday Notification Framework Workday Standard Reports Used in Expense Reporting Implementing Alerts and Notifications Based on Custom Reports

WORKDAY KNOWLEDGE MANAGEMENT

24

TRAINING CATALOG SEPTEMBER 2011

ON DEMAND EDUCATION

HCM LIBRARY
Payroll
Audience: Prerequisites: Length: Payroll Team Implementation Team None (See Series Topics)

Benefits: Passive Event Set Up and Processing


Audience: Implementation Team Benefits Team Partners Benefits Business Analysts Workday Administrators None 28 Minutes

Prerequisites: Length:

Description: Workday Tutorial for Payroll is a series of new Workday On-Demand Education for end users highlighting transactional processes in Workday Payroll. This series of short tutorials is intended to bring Workday Payroll users quickly up to speed on specific processes of Workday Payroll. Series topics: Off Cycle Processes: Manual Payments (9 Minutes) Off Cycle Processes: Reversals (9 Minutes) On Demand Payments (10 Minutes) Payroll Calculation Results Audit Report (7 Minutes) Running Payroll Calculation, Complete, and Settlement (6 Minutes) Viewing Payroll Results and Payslips (5 Minutes) Running Pre-note Authorizations (10 Minutes) Gross Up Calculations (9 Minutes) Adding Payroll Input (13 Minutes) Payroll Input Using EIB (14 Minutes)

Description: Passive Events are used to process changes to benefits triggered by the passage of time. Passive Events can be used to manage an employee's loss or gaining coverage due to length of service or age as well as processing overage dependent enrollments. This course is designed to assist Benefits professionals with the set up and scheduling of passive events in the Workday system. Covered topics: The Passive Event Business Process Defining Eligibility Rules Creating Benefit Event Types Generating Event Email Alerts Creating and Scheduling Passive Events

WORKDAY KNOWLEDGE MANAGEMENT

25

TRAINING CATALOG SEPTEMBER 2011

ON DEMAND EDUCATION
Benefits: Open Enrollment Checklist
Audience: Benefits Team Benefits Business Analysts Workday Administrators None 9 Minutes

Succession Planning
Audience: Benefits Team Partners Benefits Business Analysts Workday Administrators None 25 Minutes

Prerequisites: Length:

Prerequisites: Length:

Description: This course 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: Tips to Help You Avoid Problems During Open Enrollment Planning Before the Open Enrollment Process

Description: This presentation will discuss succession planning. A succession plan contains a list of employees who are candidates to fill a position, their readiness to step into the position and whether they are considered the top successor. You can add employees to succession plans change an employee's readiness code or change who is considered the top successor. Covered topics: Succession Planning Set-up Creating a Succession Plan Succession Reports

Benefits: Open Enrollment Processing


Audience: Benefits Team Partners Benefits Business Analysts Workday Administrators None 25 Minutes

Prerequisites: Length:

Description: This course 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: Overview and Initiation of Open Enrollment Security Considerations Managing Enrollments Coordination of Events Closing and Finalizing

WORKDAY KNOWLEDGE MANAGEMENT

26

TRAINING CATALOG SEPTEMBER 2011

ON DEMAND EDUCATION
Bonus Process: Bonus Plans
Audience: Prerequisites: Length: Compensation Partners Managers None 18 Minutes Prerequisites: Length:

Bonus Process: Propose Employee Bonus Award


Audience: Compensation Partners Managers None 9 Minutes

Description: This course is designed to assist Compensation Administrators with creating, and rolling out bonus plans. Covered topics: Definition of a Bonus Process What a Bonus Process Is Who Can Do What Create a Compensation Eligibility Rule Create an Amount Based Bonus Plan Create a Waiting Period Create a Percent Based Bonus Plan Create a Time Proration Rule Rollout a Compensation Plant

Description: This course covers the sub-process to Initiate Bonus Process called Propose Employee Bonus Award. Covered topics: Propose Bonus Awards Approve Bonus Awards

Merit Process: Merit Plans


Audience: Prerequisites: Compensation Partners Managers None 14 Minutes

Bonus Process: Initiate


Audience: Prerequisites: Length: Compensation Partners Managers None 12 Minutes

Length:

Description: This course is designed to assist Compensation Administrators with creating, and rolling out a merit plan. Covered topics: What a Merit Process Is Who Can Do What Create a Merit Plan Rollout a Compensation Plan

Description: This course is designed to assist Compensation Administrators with the initiate bonus process. Covered topics: Initiating a Bonus Process Bonus Process Flow Initiate Bonus Process Configure Bonus Pools Launch to Managers Manage Bonus Process Funding

WORKDAY KNOWLEDGE MANAGEMENT

27

TRAINING CATALOG SEPTEMBER 2011

ON DEMAND EDUCATION
Merit Process: Compensation Matrices
Audience: Prerequisites: Length: Compensation Partners Managers None 8 Minutes

Merit Process: Initiate


Audience: Prerequisites: Length: Compensation Partners Managers None 18 Minutes

Description: This course is designed to assist Compensation Administrators with creating compensation matrices. Covered topics: Create a Compensation Matrix View a Single-Target Compensation Matrix View a Multiple-Target Compensation Matrix

Description: This course is designed to assist Compensation Administrators with initiating a merit process. Covered topics: Compensation Process Flow Initiate Merit Process Configure Merit Tools Manage Merit Parallel Processes Launch to Managers Release Merit Statement Reports

Merit Process: Compensation Process Template


Audience: Prerequisites: Length: Compensation Partners Managers None 10 Minutes

Merit Process: Compensate Employees


Audience: Prerequisites: Compensation Partners Managers None 13 Minutes

Description: This course is designed to assist Compensation Administrators with creating a Compensation Process Template. Covered topics: Purpose and Benefits of a Template Create a Compensation Process Template

Length:

Description: This course is covers the sub-process to Initiate Merit Process called Compensate Employees. Covered topics: Domain Security Policy Settings Compensate Employees Process Approvals

WORKDAY KNOWLEDGE MANAGEMENT

28

TRAINING CATALOG SEPTEMBER 2011

ON DEMAND EDUCATION
Managing Supervisory Organizations and Reorganization
Audience: Prerequisites: Length: Workday Administrators None 25 Minutes

Compensation: Defining and Using Eligible Earnings


Audience: Implementation Team Partners Compensation Partners Business Analysts Compensation Business Analysts Workday Administrators None 12 Minutes

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. In addition well discuss the impact of a supervisory organization hierarchy change to progress business processes, such as hire and job changes and review reports available to track these types of changes. Covered topics: Creating a Reorganization Dividing an Organization Changing a Superior Organization Moving Workers Adding a New Subordinate Organization Inactivating an Organization

Prerequisites: Length:

Description: This course is focused on the compensation basis type of Eligible Earnings, which can be entered for individual employees or loaded through an inbound integration. Learn how to define and how to use Eligible Earnings in your Compensation configuration. Covered topics: Definition of Eligible Earnings Creating an Eligible Earnings Override Period Entering Eligible Earnings Override Amounts Identifying Employees Without Eligible Earnings Entered Viewing Bonus Calculations Using Eligible Earnings

WORKDAY KNOWLEDGE MANAGEMENT

29

TRAINING CATALOG SEPTEMBER 2011

ON DEMAND EDUCATION
Create and Approve a Spend Authorization
Audience: Prerequisites: Length: Expense Managers Workday Administrators None 12 Minutes

Create and Approve an Expense Report


Audience: Prerequisites: Length: Expense Managers Workday Administrators None 12 Minutes

Description: Spend authorizations enable employees to obtain pre-approval for anticipated expenses, before they enter their actual expenses in the system. This course demonstrates how to create and approve a spend authorization from the perspective of employees and managers involved in the transaction. It is targeted to Workday Expense Managers and Administrators, but also can be used (as part of the ESS/MSS Kit) as a deployment and training aid. Covered topics: Completing a Spend Authorization Request Attaching Supporting Documents to a Spend Authorization Request Submitting a Spend Authorization Request for Approval Reviewing Spend Authorization Business Process Steps Approving a Spend Authorization Denying a Spend Authorization Request Sending a Spend Authorization Request Back to an Employee for Rework

Description: Expense reports are the primary means by which employees request reimbursement for their expenses. This course demonstrates how to create and approve an expense report from the perspective of employees and managers involved in the transaction. It is targeted to Workday Expense Managers and Administrators, but also can be used (as part of the ESS/MSS Kit) as a deployment and training aid. Covered topics: Requesting Reimbursement for Expenses Itemizing Expenses Attaching Electronic Receipts to an Expense Report Submitting an Expense Report for Approval Reviewing Expense Report Business Process Steps Approving an Expense Report Viewing Receipts Attached to an Expense Report Denying an Expense Report Sending an Expense Report Back to an Employee for Rework

WORKDAY KNOWLEDGE MANAGEMENT

30

TRAINING CATALOG SEPTEMBER 2011

ON DEMAND EDUCATION
Workday Expenses Overview
Audience: Implementation Team Workday Administrators Expense Managers None 40 Minutes

Expense Analytics and Reporting


Audience: Implementation Team Workday Administrators Report Writers None 40 Minutes

Prerequisites: Length:

Prerequisites: Length:

Description: Do you need an overview of the features and configuration options that are available to you in Workday Expenses? If so, this course is the place to begin as you explore Workdays solution for recording, monitoring and controlling expenses. Covered topics: Expense Items Spend Controls Expense Reports Settlement Expense Analytics Business Processes

Description: Are you looking for a way to monitor and report on expenses in your organization? Do you need the tools to analyze expense report data to see if workers are complying with your travel and expense policies? Are you wondering whether the cost controls youve built into the Workday system are producing the benefits you expected? If so, this course is for you. It provides an understanding of the Workday-delivered reports that enable you to monitor all aspects of expense reporting and policy compliance, and shows you how to improve compliance by using standard reports to build custom alerts and notifications. Covered topics: Spend Analytic Reports Expense Audit Reports Standard Expense Reports Report Based Alerts and Notifications

Adding Reports to a Business Process


Audience: Prerequisites: Length: Implementation Team Workday Administrators None 7 Minutes

Description: Business Processes link together actions, reports, to dos, notifications, etc. Learn how to add reports to any 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

WORKDAY KNOWLEDGE MANAGEMENT

31

TRAINING CATALOG SEPTEMBER 2011

ON DEMAND EDUCATION
Configuring Workday Expenses Part 1: Prerequisites
Audience: Prerequisites: Length: Implementation Team Workday Administrators None 28 Minutes

Configuring Workday Expenses Part 2: Expense Setup


Audience: Prerequisites: Length: Implementation Team Workday Administrators None 38 Minutes

Description: This course, part one of Configuring Workday Expenses, is designed for implementation team members who need to understand the HR, financial accounting, and other setup tasks that are prerequisites for deploying Expense Management. Covered topics: HR and Expense Management Financial Accounting Set-up Payment Elections Settlement Processing for Expenses

Description: Continuing where we left off in Part 1, this course demonstrates the key setup tasks and configuration options within Workday Expenses. It is designed for implementation team members preparing for deployment as well as for administrators who are responsible for maintaining or updating Workday Expenses after the go live date Covered topics: Expense Items Expense Item Groups Instructional Text Fixed, Maximum, and Actual Amount Reimbursement Rates Item Attributes Security for Expenses Cost Controls

WORKDAY KNOWLEDGE MANAGEMENT

32

TRAINING CATALOG SEPTEMBER 2011

SELF-SERVICE TRAINING
The Employee Self Service Kit

Workday Self-Service Training


If you are preparing to go live with your Workday implementation, you may be wondering how your managers plan to train and bring all of your workers onboard. Workday Knowledge Management has developed the Manager and Employee Self Service Kits as a collection of training resources: documents, how-to steps, and instructional videos, designed to rapidly bring productivity to your team and boost the effectiveness of your Workday roll-out.

Audience: Prerequisites: Length:

All new workers and end-users None Varies

Description: The Employee Self Service Kit is a set of worker focused training material addressing worker issues around self service. Relating only to processes employees can perform themselves, topics include requesting time off and leave, benefit enrollment, payroll elections, and basic navigation. ESS Kit Components: Facilitator Guide Frequently Asked Questions (FAQs) Visual Demonstrations Covered Topics The materials provided in the kit covers topics in these areas: Worklets Basic Navigation Current Benefit Elections Personal Information All About Me Time Off and Leave Benefits Payroll

WORKDAY KNOWLEDGE MANAGEMENT

33

TRAINING CATALOG SEPTEMBER 2011

SELF-SERVICE TRAINING
The Manager Self Service Kit
Audience: Prerequisites: Length: All new managers and endusers None Varies

Description: The Manager Self Service Kit is a collection of training resources focusing exclusively on manager functionality within Workday. The materials cover functions relating to direct reports, such as recruiting and hiring, employee and staffing changes, compensation and performance, as well as general topics like configuring Workday and your Inbox. MSS Kit Components: Like the Employee Self Service kit, the Manager version contains the same type of training resources and materials: Facilitator Guide Frequently Asked Questions FAQs Visual Demonstrations

Covered Topics The materials provided in the kit covers topics in these areas: Navigation Performance Time Off Configuring Workday Recruiting & Hiring Employee Changes and Staffing Inbox My Processes My Team Page Compensation

The one exclusive sign of thorough knowledge is the power of teaching. - Aristotle

WORKDAY KNOWLEDGE MANAGEMENT

34

TRAINING CATALOG SEPTEMBER 2011